Family Office Real Estate Institute Podcast

Ep. 101 (Repost) - Using Consultants To Make Family Office Investments

USING CONSULTANTS TO MAKE FAMILY OFFICE INVESTMENTS

Larry Wolf – CEO of Red Diamond, Ltd.

Discover the benefits and strategies of utilizing consultants for family office investments with Larry Wolf, CEO of Red Diamond, Ltd. With his extensive experience as Chief Executive Officer of a Single Family Office, Larry brings valuable insights on leveraging consultants in the financial services industry. Explore the role of consultants in business and financial planning, mergers and acquisitions (M&A), private equity, and start-ups. Gain expert advice from this seasoned professional, who holds a Bachelor of Science (BS) in Business Administration and Management, General from Miami University. Enhance your investment approach and unlock new opportunities with the guidance of this esteemed industry leader.

Ep. 131 - Entrepreneurial Grit and Determination: How Sal Lupoli Transformed a Pizza Business into a Real Estate Powerhouse

Guest: Sal Lupoli - CEO Lupoli Companies

Join us as we sit down with Sal Lupoli, a true entrepreneurial trailblazer, to hear the remarkable story of his journey from humble beginnings to building a real estate empire spanning millions of square feet across Massachusetts and New Hampshire. Sal shares how he started with a single pizza shop while still in college, leveraging that business to eventually acquire and transform dilapidated properties into thriving mixed-use developments. Learn about the bold moves, tough decisions, and unwavering determination that fueled his success, as well as the lessons he learned along the way. Beyond just business acumen, Sal's deep commitment to his local communities shines through. Hear how he has created thousands of jobs, invested in education and healthcare initiatives, and given back to the very neighborhoods that helped shape his entrepreneurial journey. This is a must-watch for anyone aspiring to build a lasting legacy, whether in real estate, entrepreneurship, or simply making a positive impact. Sal's story is a testament to the power of vision, grit, and a relentless drive to succeed against all odds.

Ep. 130 - Family Office Real Estate Investing: Tapping into Dubai's Growth Story

Guest: Nav Takhar - Off Plan & Investment Consultant - Haus & haus

In this episode of the Family Office Real Estate Institute Podcast, host TJ van Kieren sits down with investment consultant Nav, who is based in Dubai. Nav provides a comprehensive overview of the booming real estate market in Dubai and the unique opportunities it presents for family offices and high-net-worth investors. Dubai has experienced remarkable growth and development over the past few decades, with only 25% of the city currently built out.

 

The government has ambitious 2040 and 2072 master plans that guide all new construction, ensuring a cohesive and forward-thinking approach to urban planning. Nav explains the dynamics of Dubai's population, which is 90% expats, and the recent changes that have allowed non-residents to own freehold properties. He delves into the influential role of the five royal families that drive much of the real estate and other key industries in the UAE. The discussion covers the legal and investment frameworks in Dubai, including the application of Sharia law and the unique payment structures for off-plan properties. 

 

Nav also highlights the tax benefits, such as 0% income tax and capital gains tax, that make Dubai an attractive destination for international investors. Listeners will gain insights into the flow of funds in and out of Dubai, as well as strategies for setting up trusts, entities, and obtaining residency visas to capitalize on the real estate opportunities. Nav provides guidance on how family offices and investors from the US can effectively enter the Dubai market. This episode is a must-listen for anyone interested in diversifying their real estate portfolio or exploring the rapidly evolving real estate landscape in Dubai.

Ep. 129 - Public and Private REITS. so what is the difference?

Guest: Mark Allen | President & Chief Development Officer | Royal Oak Realty Trust

This podcast episode provides an in-depth discussion and comparison of private REITs versus public REITs. Mark Allen from Royal Oak REIT explains their private REIT structure, acquisition strategy, and operations. Key topics covered include the differences in liquidity, valuation methodology, return profiles and investment horizons between private and public real estate investment trusts. Royal Oak focuses on acquiring high-quality, net leased industrial properties occupied by investment-grade tenants across secondary and tertiary U.S. markets.

 

The interview discusses Royal Oak's buy-and-hold investment approach, low property turnover, and historically consistent returns around 10% annually delivered through reliable dividend income. Royal Oak determines share price on a quarterly basis using multiple valuation reports and metrics to arrive at a determined share value. Listeners learn about Royal Oak's limited redemption policies for investors, quarterly reporting, and organic growth having raised over $450M with over 1,100 investors. The podcast provides useful context on private REIT structures, net lease real estate, investment strategy, risk management, and performance.

Ep. 128 - The Future of Opportunity Zones Insights from an Industry Expert

Guest: Jimmy Atkinson - Founder of OpportunityZones.com

In this episode of the Family Office Real Estate Institute podcast, host DJ Van Keuren sits down with Jimmy Atkinson, the founder of Opportunity Zones.com, to discuss the current state and future of the Opportunity Zones program. They explore the bipartisan origins of the initiative, the political dynamics surrounding it, and the potential implications of the upcoming election on the program's trajectory. Atkinson provides valuable insights into the nuances of Opportunity Zone investments, the challenges faced by investors, and the potential impact on local communities. This episode is a must-listen for anyone interested in understanding the complexities and opportunities within the Opportunity Zones landscape.

Ep. 126 - Learning from Family Offices: A Conversation with Mike Consol of Real Assets Advisor

This in-depth podcast episode is a must-listen for family offices seeking to broaden their real asset exposure and learn from other single family offices. Mike Consol, editor of Real Assets Advisor magazine, discusses the publication's mission to educate investors on incorporating real assets like real estate, infrastructure, energy and commodities into portfolios. He highlights some of the top performing sectors like industrial warehouses, driven by e-commerce growth, and multifamily apartments. Consol also notes opportunities in senior housing real estate to serve an aging population. The interview provides insights into global capital flows into U.S. real estate and how automation is transforming industrial and manufacturing properties. Consol shares plans to feature a different family office each month, anonymizing sensitive details, to help readers understand different investment models. This interview offers a comprehensive overview of current real estate trends and ideas for family offices seeking to diversify beyond traditional stock and bond allocations.


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Ep. 125 - Interview with John Egan - Columnist for National Real Estate Investor

DJ Van Keuren interviews freelance writer John Egan about his extensive experience covering real estate investments by family offices and high net worth individuals. Egan has been writing about this topic for over 10 years for publications like National Real Estate Investor. In the podcast, Egan discusses trends he has observed over the past decade, like a growing interest among these investors in stable, income-producing assets that provide yield. He notes many family offices and high net worth individuals have moved away from treating real estate purely as an equity play and are looking more at cash flowing assets and debt investments. Egan also shares his view that these investors have expanded beyond gateway markets in search of yield and are finding opportunities in secondary and tertiary markets where competition is less and they can get higher returns. The discussion provides valuable insights into how the strategies and philosophies of family offices and high net worth individuals have evolved when it comes to real estate and explores new areas they are exploring for diversification and stable income generation.


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Ep. 124 - The Future of Real Estate Investing: Tokenization and Digital Assets

Ed from Red Swan discusses how the company is pioneering the tokenization of commercial real estate through security token offerings. By issuing digital assets on the blockchain that represent fractional ownership in properties, Red Swan is opening up investment opportunities previously unavailable to most accredited investors. Tokenizing real estate provides sponsors with a way to raise capital more efficiently while maintaining ownership, and gives investors the ability to build diversified portfolios with reduced minimum investments.
Ed from Red Swan provides transparency into property performance and valuation methods through quarterly financial statements on the tokens. This helps investors understand how to price their tokens when seeking liquidity. By addressing common concerns around valuation and exit options, Ed from Red Swan aims to make investing in digital real estate assets as seamless as traditional markets. Their platform represents an innovative approach that could reshape how family offices and high-net-worth individuals access and manage real estate holdings.



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Ep. 123 - Maximizing Real Estate Returns for Families: Insights from a Multi-Family Office Expert

DJ Van Keuren sits down with Garb Mechigian of CTC MyCFO for an in-depth discussion on real estate investing through family offices. With over 22 years of experience working directly with high net worth families, Garb provides valuable perspective on common challenges and best practices. He explains the differences between single and multi-family offices and how that impacts real estate strategies. Garb also discusses the infrastructure and expertise typically required for direct real estate deals versus fund investments. The conversation delves into allocation percentages, partner selection, property analysis and management. Garb shares key lessons learned from past mistakes and offers guidance on maximizing income and total returns based on family objectives. Real estate professionals, family office executives and investors will gain insightful takeaways on navigating this important asset class.


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Ep. 122 - Family Office Real Estate Legal Strategies: A Discussion on Tax Planning, Asset Protection and Securities Compliance

This in-depth podcast features Tom Handler, a leading expert in family office law and wealth management from Handler Thayer law firm. He discusses strategies for optimizing family office real estate investments through advanced tax planning, sophisticated asset protection structures, and navigating the complex web of securities regulations.
Tom shares his decades of experience advising ultra-high net worth families and family offices on common planning mistakes to avoid. He highlights the ubiquitous role of real estate in family office portfolios and optimal entity structures like LLCs, multiple member LLCs, and series LLCs to maximize liability protection and minimize taxes.

The discussion also covers the growing trend of direct co-investments between families and ensuring compliance with murky broker-dealer and investment adviser registration rules. Tom warns of the SEC's broad interpretation of these rules and the risks of inadvertent violations.
For families and their advisors, this educational resource provides valuable guidance on professionally managing real estate assets through interdisciplinary legal, tax and financial planning expertise.