Concurrent Session Onsite and Online
COR2304. Family Office Perspectives on Real Estate - Strategies, Structure and Outlook
The panel will touch on the allocation, sourcing, deal structures and outlook; dedicated real estate investment teams, real estate investing and capital raising in regards to family office and ultra-high net worth clients.
Learning Objectives:
- Distinguish various allocations, sources and deal structures related to real estate investments.
- Identify strategies family offices and high-net worth individuals utilize to organize and track performance of real estate investments.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
NA