Family Office Real Estate Institute Podcast

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.

Ep. 121 - Insurance Strategies for Family Offices: A Holistic Approach to Risk Management

This in-depth podcast discusses strategic approaches to holistically managing insurance and risk for family offices. Representatives from Parallel Risk Advisors share how they work to understand each family's unique needs and goals beyond just policy placement. Listeners learn about common coverage gaps found in new family offices and the importance of educating subsequent generations. Excellent case studies demonstrate how proactive risk management and the right insurance solutions can protect not only assets but also a family's reputation and legacy. Attendees will gain actionable insights for developing comprehensive programs, building trusted long-term partnerships, and successfully stewarding wealth across generations through challenges. This presentation highlights the value of taking a bird's-eye view and cultivating a culture of transparency, accountability and wealth preservation.


#FamilyWealth #LegacyPlanning #Succession #TrustManagement #Governance #Policy #Procedures #Controls #Compliance #ClaimsAdvocacy #LenderRequirements #InvestorRelations #TransactionalRisk #ConstructionRisk #EmploymentPractices #PrivacyProtection #EnvironmentalRisk #Cybersecurity #DataBreach #Reputation #Litigation #DefenseCosts #PremiumCostOptimization

Ep. 120 - Single Family Rental Investing: A Family Office Perspective

Josh Roche, a veteran in the family office of Lloyd Capital Partners, shares over a decade of insights into investing in single family rental properties. He details how the family office entered the market early on in 2004 by flipping distressed homes in the Southwest US for profit. Roche recounts how the entrance of large institutional investors like Colony Capital in 2011-2012 impacted their strategy. He explains how the single family rental asset class has evolved from a fragmented mom and pop market to one now gaining attention from big investors. Roche provides valuable perspectives on return expectations including 6-8% unlevered cash flow yields, capital appreciation potential, and opportunities for family offices to partner with local operators or exit to institutions. The discussion offers a comprehensive overview of the challenges, opportunities, and future outlook for this growing but still emerging sector.


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Ep. 119 - Navigating Mexico's Real Estate Market: A Guide for Family Offices

Andrew Pitcairn, chair of the family council at multi-generational Pitcairn family office, discusses strategies for establishing inclusive family governance and holistic wealth management approaches. He shares lessons from over 100 years of experience in navigating family growth, change, and succession over seven generations. Speaker 1 emphasizes the importance of addressing both investment decisions and soft skills like communication, education, and family dynamics. The speakers advise new families to seek expert guidance in crafting tailored governance structures like family councils and investment policy statements. These tools can facilitate transparent decision-making, prevent misunderstandings between generations, and support next generation involvement. When implemented together with tailored wealth strategies, inclusive governance and multi-generational planning approaches can help preserve family legacies.


#MultiGenerationalFamilyOffices #FamilyWealthPreservation #FamilySuccessionPlanning #IntergenerationalCommunication #FamilyEducation #FamilyDecisionMaking #HolisticFamilyAdvisory #ExpertFamilyConsulting #LegacyPlanning #FamilyBusinessConsulting

Ep. 118 - Navigating Mexico's Real Estate Market: A Guide for Family Offices

Discover the strategic advantages and opportunities for family offices in Mexico's dynamic real estate market in this detailed discussion with Aldo González from Fenik Investments. This video provides an in-depth analysis tailored for family investors looking to diversify and stabilize their portfolios with international real estate investments, particularly in the burgeoning Mexican market. Aldo sheds light on the significant benefits of investing in industrial and residential sectors, emphasizing investments in U.S. dollars to minimize exchange rate risks. He also elaborates on the concept of nearshoring, which is reshaping the industrial landscape in Northern Mexico, attracting U.S. businesses seeking proximity to home markets. Critical for success, Aldo discusses the necessity of establishing trustworthy local partnerships to effectively manage investments, comply with local regulations, and enhance investment returns.

Key Insights:

• The advantages of dollar-denominated investments in Mexico’s real estate for reducing currency risks.
• The critical role of local partnerships in navigating the complexities of the Mexican real estate market.
• Economic impacts of nearshoring on industrial real estate demands and the unique opportunities it creates for family offices.

DJ Van Keuren discusses Opportunity Zones with Lisa Fu from PERE News

Welcome to "DJ Van Keuren Discusses Opportunity Zones with Lisa Fu from PERE News," an episode of the PERE News Podcast hosted by Lisa Fu.
In this insightful discussion, DJ Van Keuren of the Hayman Family Office joins Lisa to explore the much-talked-about investment opportunity for 2019: Opportunity Zones.
Together, they delve into the strategies, trends, and expert insights surrounding these unique investment areas.
Whether you're a seasoned investor or new to real estate, this episode offers valuable knowledge and perspectives to help you navigate the world of Opportunity Zones.
Tune in as Lisa and DJ Van Keuren uncover the secrets to success in Opportunity Zone investments.

Understanding REITS with Martin Kollmorgen

Welcome to the "Understanding REITs with Martin Kollmorgen" episode.

In this episode, we delve into the world of Real Estate Investment Trusts (REITs) with Martin Kollmorgen.

Together, we explore the fundamentals of REITs, their benefits, and the strategic role they can play in a diversified investment portfolio.

Whether you're a seasoned investor or new to real estate, this episode offers valuable knowledge and perspectives on REITs.

Tune in as Martin Kollmorgen shares his expertise and insights into understanding and leveraging REITs for successful real estate investing.

Ep. 117 - Transforming Real Estate: The Keller Williams Journey with Co-founder Joe Williams

Guest: Joe Williams - Co-founder of Keller Williams

In this episode, Joe Williams, the co-founder of Keller Williams, sharing his incredible journey in the real estate industry. From starting in retail to becoming a pivotal figure in real estate, Joe's story is a testament to resilience, innovation, and the power of relationships.

Mr. Williams delves into the origins of Keller Williams, discussing the challenges and opportunities that shaped the company into a global real estate powerhouse. He opens up about his personal journey, the early days of his career, and the strategic decisions that led to Keller Williams' disruptive approach to real estate brokerage.

Discover the insights on:

• The foundational principles behind Keller Williams' success.
• Joe's unique entry into the real estate industry at just 19 years old.
• The impact of significant economic events on the real estate market and how Keller Williams navigated these challenges.
• The revolutionary business model that shifted the focus to empowering agents, transforming the traditional brokerage relationship.
• The importance of culture, leadership, and innovation in sustaining growth and adapting to changing market dynamics.

Joe's insights are invaluable for anyone interested in the evolution of the real estate industry, the power of innovation in traditional markets, and the stories of perseverance behind one of the most recognized names in real estate.

Ep. 116 - Mastering Family Real Estate Businesses: Operational Strategies and Generational Growth

Guest: Guest: David Stanford - Founder of RealFoundations

Join us for a riveting episode of Family Office Real Estate Insights as we welcome David Stanford from RealFoundations. In this episode, DJ Van Keuren dives deep into the challenges and opportunities faced by family-owned real estate businesses, from small startups to those in the midst of generational transitions and expansive growth. David brings to light the operational intricacies of running a real estate company, emphasizing the importance of an efficient operating model and platform.


Key Highlights:

• Operational Efficiency: Learn about common pitfalls in technology adoption and the struggle to find a "magic solution" to operational issues. David discusses the complexity of managing multiple technologies and the need for a cohesive, streamlined operational platform.
  
  
• Generational Transitions: Gain insights into the challenges and strategies for navigating the shift from one generation to the next within family real estate businesses. The discussion delves into the aspirations for growth, the integration of third-party capital, and the evolution of business operations to meet the demands of institutional investors.
• Outsourcing Solutions: Explore the benefits of outsourcing various aspects of real estate operations, from back-office accounting and technology support to investor reporting and data management. David outlines how external expertise can accelerate business processes and alleviate the burden on internal resources.
  
  
• The Future of Real Estate Operations: Touching on the potential impact of AI and automation, David shares current applications and future possibilities for technology in streamlining real estate operations. The conversation also highlights the critical role of communication, change management, and strategic vision in driving business success.
  
  

Whether you're part of a family-owned real estate venture looking to expand or modernize your operations, or simply interested in the dynamics of real estate business management, this episode offers valuable insights and practical advice from an industry expert. Discover how RealFoundations helps real estate companies run better, and learn strategies for embracing change and leveraging third-party expertise to your advantage.

Ep. 115 - Cross-Border Real Estate Investment: Insights from MSF Capital's Michael Felman

Guest: Michael Felman - President and CEO of MSF Capital Advisors

Join us on this insightful episode of Family Office Real Estate Insights, featuring Michael Felman of MSF Capital Advisors. With years of experience in both the legal and investment sectors, Michael brings a wealth of knowledge on cross-border investments, family office operations, and the dynamics of global real estate markets.

In this discussion, we dive deep into the evolution of family offices from traditional investment avenues to sophisticated, global real estate ventures. Michael shares his journey from practicing law to establishing a family office focused on angel investments, eventually leading to the creation of MSF Capital Advisors. This advisory firm caters to an exclusive clientele of family offices around the world, guiding them through the intricacies of investing in diverse markets.

Key highlights include:

• The shift from legal practice to international real estate and venture investments.
• The foundation and growth of MSF Capital Advisors, serving family offices globally.
• Insights into cross-border investment strategies, including the importance of local partnerships, understanding cultural nuances, and navigating legal and tax implications.
• The role of family offices in today's global investment landscape, emphasizing long-term relationships over immediate transactions.
• Michael's unique approach to building trust with international clients, underscoring the value of personal connections in business dealings.

Whether you're a seasoned investor looking to expand your horizons or new to the realm of family office investments, this episode offers valuable perspectives on navigating the global real estate market. Michael's experiences and insights shed light on the complexities and opportunities that lie in cross-border investments, emphasizing the importance of patience, diligence, and strong relationships in achieving success.

Don't miss out on this engaging conversation that bridges the gap between local expertise and global investment ambitions. Subscribe to Family Office Real Estate Insights for more episodes that explore the latest trends and strategies in real estate investments.