Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Wealthy Families Using Private REITs for Steady Income
Lucas and Luna explore how high-net-worth families access private REITs to generate steady income with lower volatility than public real estate. They break down the mechanics of unlisted REITs, compare them to public REITs, and walk through a concrete case: a family office allocating $2 million to a private industrial REIT yielding 6.5 percent. The episode covers liquidity considerations, fee structures, and the role of private REITs in a diversified portfolio. Listeners learn why private REITs have become a staple for affluent investors seeking yield without daily mark-to-market swings, and…
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