Bonaventure breaks ground on $85 million Norfolk project backed by Cafritz family office
The 320-unit Attain at Newtown marks the second groundbreaking in a month for the Virginia operator, structured around a decade-plus hold and HUD financing.
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Congress Bans Institutional Buyers from Single-Family Housing Market
The 21st Century ROAD to Housing Act prohibits large institutional investors from acquiring most existing single-family homes, with narrow carve-outs for new construction and renovation programs.
Family offices deploy dedicated pools for distressed U.S. real estate
Ultra-high-net-worth buyers pivot from passive fund commitments to direct credit and rescue-capital plays as pricing dislocation widens across office, retail and multifamily.
Ultra-wealthy families shift 5–10 points into direct real estate as rate cycle peaks
Multi-family offices report clients moving capital from equities and hedge funds into club deals and single-asset plays, citing control, tax efficiency and generational transfer.
Austrian Angel Investor Hansi Hansmann Launches Family Office With €150M AUM
The veteran startup backer is broadening beyond venture capital into private equity, real estate and philanthropy under a newly structured multi-asset platform.
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Ultra-wealthy investors pivot from opportunistic bets to income-focused real estate
Family offices are rotating capital from high-risk development and fund strategies into direct co-investments with stronger cash yields and clearer business plans.
Family offices shift billions toward direct property deals as rate fog persists
Ultra-wealthy investors are abandoning blind-pool funds for club deals and individually underwritten assets, raising real estate targets while building in-house teams to control leverage and timing.
Family Office Network Releases Comprehensive Investment Strategy Research Suite
TFOA publishes collection of whitepapers spanning direct deals, private markets, digital assets, and thematic opportunities backed by member survey data.
Five Critical Questions Ultra-Wealthy Families Must Answer Before Establishing a Family Office
New research outlines the structural, governance and succession decisions that determine whether private wealth endures across generations.
Family Offices Push Alternatives to 42% of Portfolios as Private Equity Loses Ground
UBS survey of 307 family offices shows largest planned reallocation on record, with secondaries and private credit absorbing share from traditional buyout funds.
Family Offices Pivot From Trophy Assets to Income-Driven Real Estate Sectors
Wealthy families are professionalising investment teams and targeting residential housing, logistics, digital infrastructure and private credit as demographic trends reshape Asia-Pacific allocations.
Partners Group Redemption Caps Signal New Test for Private Equity Semiliquid Funds
Industry observers expect redemption pressures to spread from private credit to private equity vehicles as wealth investors recalibrate liquidity expectations.
Three-Quarters of Family Offices Plan to Dial Up Risk Appetite Over Next Year
A new global survey covering $119 billion in family office wealth finds heightened transparency in alternatives driving a sharp uptick in risk tolerance.
Calida Group elevates Nelson to president as firm targets $1bn deployment in 2026
The multifamily platform, which serves family offices and UHNW investors, expands leadership structure amid national growth push into Southeast markets.
Glenstar and Private Investor Acquire Chicago Tower at 76% Discount in Distressed Loan Deal
The 967,000-square-foot West Loop office building traded for less than $100 million after its previous owner defaulted on a $270 million loan.
Newsom Calls for Federal Wealth Tax as California Ballot Fight Looms
Governor pivots to national push after failing to block state measure targeting billionaires, setting stage for November showdown.
JPMorgan Sues Advisor Over Alleged Client Solicitation After Morgan Stanley Move
The bank claims Brian Krauthamer violated non-solicitation agreements by contacting former clients, resulting in approximately $161 million in assets transferring to the wirehouse.
Family Offices Face $18 Trillion Real Estate Allocation Window as Generational Wealth Shifts
New research maps how the largest wealth transfer in history could reshape private real estate capital flows over the next two decades.
Creative Planning Publishes Guide to Family Office Investment Services
The registered investment advisor outlines wealth-management structures for ultra-high-net-worth families navigating complexity across investments, governance and succession.
Family Offices Accelerate Expansion as Generational Wealth Reshapes Global Capital Allocation
Rising entrepreneurial wealth and multi-generational transfers drove family office growth in Q1 2026, with principals directing capital into direct investments across real estate, infrastructure and alternatives.
Three-Quarters of Family Offices Plan Higher Risk Exposure as Alternatives Allocations Climb
New global survey finds surging transparency in private markets and falling rates driving family offices toward riskier portfolios, with all respondents planning private equity increases.
Walton Family Office Commands $225 Billion as Tech Founders Dominate Global Rankings
The 50 largest family offices collectively manage $2.4 trillion, with technology founders now controlling seven of the top ten positions and direct investment overtaking fund allocations.
Kitces: AI Won't Scale Your Client Book—It'll Deepen Service or Shorten Your Day
Financial planning strategist Michael Kitces argues advisors chasing client growth through AI risk burnout, urging efficiency gains be spent on quality or lifestyle instead.
Ultra-Wealthy Population to Surge 34% by 2030 as Asia Leads Global Growth
Altrata forecasts 746,570 ultra-high-net-worth individuals by decade's end, with combined wealth reaching $85 trillion amid geopolitical fragmentation and AI-driven capital formation.
Yifeng Zhang Family Office Deploys Three-Vertical Real Estate Strategy Across Raw Land, Section 8, and International Markets
A real estate-focused family office pursues raw land development, affordable housing cash flow, and cross-border land acquisitions through a unified investment framework.
India's family office sector set to quadruple by decade's end as $1.5tn wealth shift accelerates
Three hundred family offices now manage over $30bn in Indian ultra-high-net-worth assets, up from 45 offices in 2018, with projections pointing to 1,000 offices before 2030.
Family Offices Deploy $79B Across 53 Direct Deals in May, Led by Anthropic Mega-Round
Information technology captured nearly a quarter of tracked direct investment activity as families lean into AI infrastructure, industrials, and healthcare themes.
Family Offices Accelerate Cross-Border Deployment as Diversification Strategy Widens
Private wealth managers are moving capital faster into technology, healthcare, energy and real estate across emerging and established markets, reshaping portfolio construction beyond preservation.
Seattle's Timberlane Partners Closes $173M Multifamily Buy, Largest in Firm's 14-Year History
The Pacific Northwest-focused investment manager acquired a 532-unit Central District complex through a joint venture with PCCP, marking a milestone transaction for the $2 billion platform.
New Mountain Capital's Net Lease Strategy Crosses $1.1 Billion as Firm Targets 'Defensive Growth' Real Estate
The $60 billion private markets firm has deployed more than $1.1 billion across its net lease platform since 2023, focusing on operationally critical real estate in sponsor-backed companies.
Family office acquires Miami industrial asset in direct deal
Private-wealth buyer takes full ownership of property, bypassing fund structures in favour of direct control.
Family Offices Eye Industrial and Data Centers as CRE Dispersion Hits 40-Year High
Davidson Kempner analysis finds widening gap between winning and losing property sectors creates selective opportunities for direct investors.
Family Office Service Models Target Multi-Generational Wealth Transfer for UHNW Families
Dedicated staff structures coordinate investment management, business exit planning and governance education across generations, according to new guidance.
Ultra-Wealthy Investors Lift Direct Real Estate Stakes Amid Rate Pressures
Family offices pivot from listed vehicles into negotiated single-asset deals as pricing dislocation unlocks selective opportunities.
Family Offices Pivot Real Estate Bets to Data Centres and Student Housing
Ultra-wealthy investors are moving capital away from traditional office towers toward data centres, student housing, and logistics as work patterns and financing costs reshape strategy.
Sanctuary Wealth Adds $477M Merrill Father-Son Team as Breakaway Pace Accelerates
The Miami hybrid RIA, which now holds more than $58 billion in client assets, landed a 22-year wirehouse veteran and his son in its second Merrill capture this year.
Ultra-Wealthy Investors Pivot to Direct Deals and Niche Property Sectors
Family offices are stepping back from gateway office assets and financialized structures, favoring targeted investments in data centers, self-storage, and resilient residential.
Family Offices Shift Real Estate Portfolios to Living Sectors and Logistics
Global family offices are reweighting property holdings toward multifamily, student housing, and industrial assets while reducing office and retail exposure.
Family Offices Pivot to Direct Property Ownership as Commercial Markets Reset
Ultra-wealthy investors are bypassing funds and REITs in favour of club deals and wholly owned assets, prioritising control over leverage and exit timing.
Family Offices Tighten Risk Protocols as Regulatory and Cyber Exposure Climbs
Ultra-high-net-worth advisors are embedding compliance and diversification disciplines into operating frameworks as tax audits, cross-border complexity and data-breach threats intensify.
AssetView Rolls Out Multi-Asset Platform Targeting Family Office Oversight Gaps
The wealth-tech firm's unified dashboard aims to consolidate custodial accounts, private holdings, and forward cash-flow forecasting under one interface.
Australian Family Offices Head for USD 610m Market as Intergenerational Planning Drives Growth
Rising ultra-high-net-worth wealth and succession planning are reshaping Australia's private capital landscape, with the sector expected to grow at 3.86% annually through 2034.
London Family Office Count Crosses 200, Managing Over $200 Billion in Combined Assets
Dakota Marketplace tracks 203 single family offices in the UK capital, with INEOS Group and Alta Advisers topping the roster by AUM as institutionalization accelerates.
Ultra-Wealthy Families Build In-House Real Estate Teams to Escape Fund Fees
European and Middle Eastern family offices are cutting ties with traditional private equity real estate managers in favour of direct deals and co-investments that offer greater control and transparency.
Family Offices Pivot to Direct Real Estate Amid Rate Uncertainty
Ultra-wealthy investors are bypassing blind-pool funds in favor of club deals and direct acquisitions, seeking control over leverage and exit timing as interest rates remain elevated.
Family Offices Shift Real Estate Mix as Rate Environment Reshapes Sector Appetite
More than half of ultra-high-net-worth families have adjusted property allocations in recent months, moving away from traditional office and retail toward residential, logistics and alternative sectors.
Family Offices Rotate Into Private Credit and Infrastructure as Real Estate Allocations Evolve
Ultra-high-net-worth investors are maintaining real estate exposure but pivoting toward niche property strategies and alternative credit as rate environment reshapes asset allocation.
Hong Kong Family Offices Target European Real Estate Amid $464 Billion Deployment Wave
Financial Secretary Paul Chan's European tour highlights Hong Kong's push to channel private capital into Continental markets as family offices outpace institutions in commercial property investment.
Private Real Estate Delivered Top-Tier Returns Over Two Decades, Invesco Data Shows
Institutional analysis reveals US private real estate matched or exceeded equity and bond performance across 20 consecutive ten-year periods since the mid-1990s.
Ultra-Wealthy Shift to Direct Apartment Ownership as Fund Allocations Cool
Family offices and ultra-high-net-worth investors are bypassing traditional fund structures to acquire multifamily properties outright, targeting smaller deals in Sun Belt and secondary markets where institutions remain underweight.
Family Offices Deploy Dedicated Vehicles to Acquire Distressed CRE as Banks Retreat
Capital markets brokers report families are raising opportunity funds and separately managed accounts to buy notes, preferred equity and stalled projects institutional players are avoiding.
Ultra-High-Net-Worth Investors Pivot to Direct Property as Rate Cuts Loom
Family offices are rotating out of listed REITs and fixed income, targeting logistics, multifamily, and data-center deals with control provisions and downside protections.
RIAs Pivot to Active ETFs and Risk Management as Energy, Commodities Draw Allocations
Advisors added specialty strategy funds at record pace in Q1 2026 while traditional issuers shed market share, signaling a portfolio construction shift toward tactical positioning.
Younger Generations Reshape Family Office Strategy as $119 Billion Study Reveals Generational Divide
New research shows 79% of family offices report rising involvement from next-gen members, with succession planning and digital asset appetite emerging as key friction points.
Family Offices Deploy $100 Million Into Distressed Real Estate as Institutional Capital Stays Sidelined
Ultra-wealthy investment firms are acquiring office properties at 18 cents on the dollar and multifamily assets at 20-30% discounts while traditional investors wait out elevated rates and geopolitical volatility.
Family Offices Pivot to Direct Real Estate Deals as Market Dislocation Opens Opportunities
Ultra-high-net-worth investors are stepping up club-style acquisitions in logistics, residential rental and alternative property types while pulling back from office and retail.