Top 4 Family Office Direct Investment Strategies

When it comes to family office real estate investing the focus should not be the number of direct real estate development investment opportunities, but how to maximize returns by minimizing fees and overhead.

Family offices continue to increase their direct real estate investment allocations for sustainable cash flow, tax benefits, and control.

The Top 4 Direct Investment Strategies are:

1. Work with a syndicator to bring deals to participate in. A good source of invest-able deal flow, but you will experience less control and more fees.

2. Find developers to invest with on a deal by deal basis or participate in a development fund as a limited partner. You pay a lot in fees and give up the promoted interest.

3. Hire an operator in-house that has connections with brokers and developers who are doing deals in your area of interest. This can be a great option, but it will be expensive and will add to overhead.

4. Work with a development partner that serves as a 3rd party advisor from the start and can serve as a Co-GP.

Pugh Management is a development partner that works with family offices to craft tech-enabled investment strategies then build properties together. Contact us at john@pughmgmt.com