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FAMILY OFFICE REAL ESTATE INSTITUTE BLOG
The Latest on Family Offices and Real Estate, At the Family Office Real Estate Institute, our commitment to advancing knowledge and expertise in real estate management within family offices extends beyond the classroom.
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Case Study: How One Family Transitioned from Passive to Active CRE Investing
Introduction
One mid-sized family office in the Midwest spent a decade in passive real estate funds — until they realized they could do better by going active.
The Shift:
Created an IPS and governance model
Built a real estate team of 2 (1 internal, 1 advisor)
Focused on local industrial and multifamily
Started with small co-investments, then went direct
Increased returns by 300 bps within 3 years
Lessons Learned:
Start small
Build relationships with local brokers
Hire experienced advisors
Stay within your circle of competence
Conclusion
Active real estate investing isn’t for every family — but for those ready to build infrastructure, it can be a game-changer.
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