Family Office RE Investing Theses: Direct vs. Joint Ventures vs. Funds
IMN 8th Annual Real Estate Family Office & Private Wealth Management Forum (West)
Speaking Engagement
When
6.01.238:45 AM - 9:30 AMWhere
IMN 8th annual Real Estate Family Office & Private Wealth Management Forum (West)Dana Point, California
- How has your allocation to RE changed in the past 12 months and how do you view it for the next 12-24 months?
- Is the current high interest rate environment influencing your RE investment strategy in terms of structure?
- What are the pros and cons to each of these investment models?
- How do you approach GP/LP joint ventures vs. co-investing with other family offices? Do you have a preference?
- How can fund managers make their offerings more attractive to family offices in this high interest rate environment?
- Do you allocate to emerging and/or small-medium sized funds?
- What does it take to get on your radar? Then what is the process of getting a deal over the line?
- Are there specific criteria you are looking for in deals and partners?
- Impeding issues with funds ability to call capital?
- Difficulties raising capital during impeding recession.
- Have you changed your position in the capital stack (preferred equity, mezzanine financing, debt, common equity)?
- How has your investment criteria changed?
- Requirements from operators: Have you asked to see the balance sheet of your operating partners? Have you asked for financials from your business partner to gauge liquidity and/or desperation to do deals or garner deal-level fees?
Speakers
Tony Natsis
Chair Global Real Estate Group, Allen Matkins
Mark Tronstein
Managing Director, Real Estate, Andell Holdings
Matthew Gorelik
CEO, Township Capital
Cory Bultinck
Partner, Wipfli LLP
Speaker
