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Investments

Family Offices Face Fewer Protections in a Crowded Private Debt Market

Dec 5. 2019 In the hunt for yield, some family offices and private investors are making increasingly risky compromises. The volume of private debt issued with little to no covenants has increased while the spread between investment grade and junk bonds has decreased in recent years, a sign of increasing risk appetite. Family offices have been allocating more of their portfolios to fixed income assets in recent years. Fixed income issued in developed and developing markets accounted for roughly 16.3% of the average family office portfolio, according to da...

Family Offices Face Fewer Protections in a Crowded Private Debt Market

Dec 5. 2019
In the hunt for yield, some family offices and private investors are making increasingly risky compromises. The volume of private debt issued with little to no covenants has increased while the spread between investment grade and junk bonds has decreased in recent years, a sign of increasing risk appetite.

Wealthy Investors Find Opportunity In Dubai’s Plunging Real Estate Market

Nov 20. 2019 It wasn’t too long ago that family offices and wealthy investors saw Dubai’s real estate market as a safe haven. Property prices accelerated rapidly in the wake of the global financial crisis of 2008. But that trend has now reversed, favoring new buyers and investors looking for a bargain. Dubai is probably the most well diversified economy among the seven territories of the United Arab Emirates. International trade and tourism are key growth drivers here. However, investments in real estate and speculative buying have dominated the coun...

Wealthy Investors Find Opportunity In Dubai’s Plunging Real Estate Market

Nov 20. 2019
It wasn’t too long ago that family offices and wealthy investors saw Dubai’s real estate market as a safe haven. Property prices accelerated rapidly in the wake of the global financial crisis of 2008. But that trend has now reversed, favoring new buyers and investors looking for a bargain.

Global Investor Viewpoints

Global Investor Viewpoints

This event looked at the economic overview and macro trends affecting the US and Global Investment landscape over the next few months under the new administration.

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How Some Family Offices Are Investing in Farmland to Diversify

Joelle Faulkner, President & CEO, Area One Farms Oct 16. 2019 Family offices often turn to alternative asset classes and idiosyncratic investment opportunities to limit the downside. Traditionally, these alternatives have included real assets, such as commercial real estate, gold or commodities. However, innovations in technology and the introduction of new regulations have helped open up access to an asset class that has been restricted to small operators and local families for centuries - farmland. Farmland i...

How Some Family Offices Are Investing in Farmland to Diversify

Family offices often turn to alternative asset classes and idiosyncratic investment opportunities to limit the downside. Traditionally, these alternatives have included real assets, such as commercial real estate, gold or commodities.

Investing in Middle Market Real Estate: Q&A With Kingbird’s Ken Munkacy

Kenneth Munkacy, Senior Managing Director, Kingbird Investment Management August 1 2019 Family office investments in real estate have traditionally focused on either top-tier luxury real estate or entry-level affordable housing located in major cities. Kingbird Investment Management, the real estate subsidiary of Puerto Rico-based Grupo Ferré Rangel–a century old, family-owned investment holding company–sees this as an opportunity to bet on workforce and student housing in overlooked cities with less competition...