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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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Why Every Family Office Needs a Written Real Estate Strategy
Introduction
Real estate is one of the most powerful wealth-building tools for families, yet many family offices approach it opportunistically rather than strategically. Without a written real estate strategy, families risk overexposure, misalignment, and lost opportunities.
Why It Matters
Family offices often manage portfolios across multiple asset classes. Real estate can act as a growth engine, income stream, and intergenerational legacy tool — but only when its role is defined.
What to Include in Your Strategy:
Investment philosophy (income, growth, legacy)
Asset class preferences
Target markets
Risk tolerance
Deal structures (direct, co-invest, fund)
Pro Tip: Draft an Investment Policy Statement (IPS) for real estate just like you would for equities. It’s a simple document that aligns your family, advisors, and future decisions.
Conclusion
A written strategy turns real estate from a random opportunity into a generational wealth engine. Start with one page — and build from there.
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