Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Real Estate Syndications
We drill into the mechanics of real estate syndications for family offices, focusing on the shift from passive limited partner roles to active general partner control. Using a specific $40 million multifamily acquisition in Austin as our anchor, we break down equity stacking, preferred returns, and the hidden friction of sponsor alignment. Lucas and Luna dissect why high-net-worth families are moving away from generic REITs toward direct co-investment deals that offer superior internal rates of return and tax depreciation benefits.
#FamilyOffice #RealEstateSyndication #PrivateEquity…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.