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Family Offices Want to Play it Safe When Making Real Estate Bets

September 27, 2017

Family Offices Want to Play it Safe When Making Real Estate Bets

September 25, 2017 | John Egan | National Real Estate Investor

Family offices have seen a slight dip in real estate allocations, but new data suggests they’re still sold on the asset class as an investment target.

In a global report from UBS and Campden Research, family offices indicated they’re “rather optimistic” about the future of real estate as an asset class, “despite a somewhat weaker performance in 2016.” Forty-five percent of those surveyed planned to maintain real estate investments going forward, with 40 percent eyeing an increase in such investments.

Although direct investment in real estate by family offices declined by 0.7 percent from 2016 to 2017, the asset class remains the third largest in the average family office portfolio around the world, the UBS-Campden Research report says. In North America, the asset class represents 10 percent of family office portfolios.

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Gil Armour, CFP
February 3, 2016

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