real estate

Investing in real estate affords long-term, predictble, tax-efficient cashflow with capital growth and preservation

Real estate is a staple alternative asset class that continues to be a significant portion of the most sophisticated investment portfolios, offering both a consistent annual income stream and capital preservation  along with inflation protection in a rising cost environment. The benefits of investing in real estate are numerous. With well-chosen assets, investors can enjoy predictable cash flow, excellent returns, tax advantages, and diversification—all critical elements in building and preserving multigenerational wealth.

PREFERRED ACCESS

We connect private investors and family offices to exclusive, private market real estate opportunities typically reserved for institutional investors.   This preferred access to participate in investments comes with the opportunity to structure customized investment terms that align with the unique investment directives of our clients.  These opportunities are available in  a  range of asset types, including multi family, office, industrial, retail, and mixed use.

Multi-Family

Build-to-core Class A multifamily investments in growing markets alongside seasoned development partners and sponsors. Wealth is created during the ground up development “build” phase and then holding the stabilized (“core”) property for the long-term, thus the asset transitions to delivering a high yield passive income stream or disposing the core asset after a great deal of appreciation. This is a popular strategy utilized by pension funds, family offices, public REITs and insurance companies to maximize both appreciation and cash flow.

Qualified Opportunity Zone

Investing capital gains in Qualified Opportunity Zones (QOZs) can provide investors significant tax benefits. The QOZ legislation defers investor capital gains taxes, so you can leverage your portfolio and eliminate capital gains taxes if held for 10years or more.

Industrial

Core, modern industrial and logistics assets in key gateway markets and growth cities provide stability, potential for strong growth, stable cash flow, and in many cases, high rental yields and profitability for investors.

Office

Very select existing office and new developments with market leading demand drivers alongside experienced operators/developers in supply-constrained markets can provide solid cash flow, higher returns, and leveraged equity appreciation.

Retail & MIXED-USE

Select investments in core and value-add retail and mixed-use assets alongside experienced operators.This asset class can provide solid cash flow, higher returns, and leveraged equity appreciation. Strategic capital investments into improving these assets can accelerate growth in both cash flow and equity