Report by JLL

Research authors: Keisha Virtue (author)
Senior Analyst of Research, Ophelia Makis (contributor) Senior Analyst of Research, James Cook, Americas Director of Research, Saul Lua
Analyst of Research.

This report has been prepared solely for information purposes and does not necessarily purport to be a complete analysis of the topics discussed, which are inherently unpredictable.

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Sower Commercial attended the 9th Annual Real Estate Family Office & Private Wealth Management Forum June 14, 2024, in Dana Point, CA.

Jared Hollinger served as moderator at one of the forum’s sessions: “Alternative Asset Classes & Niche Opportunities in Real Estate.”

Panel members represented real estate investment firms offering superior returns by focusing on niche investment opportunities.

With the average family office allocating up to 25% of their portfolio to real estate direct investments the forum allowed for discussion on opportunities in this asset class.