Real Estate Deal Sourcing and Structuring for Family Offices

How the real estate market is changing

Trends in real estate sourcing

Different ways to obtain real estate exposure – The merits and considerations of each

• *Sole owner/operator
• *Direct GP
• *Direct LP
• *Marketplaces
• *Public REITs
• *Non-traded REITs
• *Fund LP

Different securities one can invest in within the private real estate market

Pros and cons of various approaches

• *platforms
• *crowd funding
• *club deals
• *co-investing
• *networking

Challenges, pitfalls and concerns

Terms and structures

Tax considerations

Family office case study

Speakers:

Augustus Moy, AM Companies

Javier Benson, RealtyShares

Marco Soriano, Soriano Group

Sponsored by RealtyShares