Family Office Real Estate (FORE)
Services specifically designed for Family Offices

Our services are tailored to the unique needs of family offices and their abilities to invest in certain real estate projects, platforms & vehicles that don’t suit institutional investors

About

Understanding that while your family office shares many of the same goals and requirements with other large investors, your taxable nature and the lack of constraints (i.e., term, place in the capital stack, sector, timing, etc.) imposed by regulators or fund documents makes your family office uniquely qualified for certain investments that are not suitable to private equity real estate funds, REITS, pension funds, insurance companies, endowments or sovereign wealth funds.

What we do

  • Provide research, white papers, webinars and insights about real estate trends and opportunities specifically focused on family offices.  

  • Deal Finder.  This is a no-cost service to family offices.  We provide a customized search service focused only on the types of investments you are looking for.   If our services are limited to introducing you to suitable deals as specified by you,, any compensation to us will come from the target GP or asset owner.  All opportunities are hand-screened by senior bankers who have closed > $20 billion in transactions as principals or advisors and understand how family offices deploy capital.

  • Portfolio construction, acquisition, sale or restructuring advisory.   We provide real estate investment banking services to family offices, including:

    • Real estate portfolio constructing

    • Joint Venture structuring

    • Asset acquisitions

    • Asset sales

    • Asset or JV restructuring

    • Acting as the real estate specialist within a family office

Recent Insights & Resources

  • 2024 Webinar: Raising Capital in a Challenging Time: Alternative Debt and Equity Sources.   Jointly with  Madison International , IPA (Marcus & Millichap), and  Juniper Square.

  • 2025 Webinar:  Co-GP Investments, debt funds and other real estate operating capital providers.  Jointly with Clairmont Capital and Capital Fund One.

  • 2025 Webinar: Surf Parks & Wave Lagoons—An Investor’s Guide

  • Whitepaper: Tax-Efficient Real Estate Plays for 2025 | Download

  • Article: Brand Equity in Lifestyle Hospitality | Read

Stay current. Join our monthly Private Capital Briefing for deal alerts, trend analyses, and FO case studies.

Deal Finder

How it works:

  1. Fill out a brief questionnaire (5 minutes)

  2. Schedule an Intro Call — align on return targets, risk appetite, tax posture

  3. Receive Curated Deal Briefs — concise teasers with underwriting snapshots.  Only opportunities that meet your investment objectives will be sent.

  4. Select & Engage — we facilitate direct GP introductions 

FORE is an offering of PTB. Brokerage services provided by registered representatives of March Capital, FINRA/SIPC member. This material is for informational purposes only and is not an offer to sell or a solicitation to buy any security.

ABOUT PTB

PTB is a boutique investment bank focused on joint ventures, capital raising, and M&A advice for innovative real estate sponsors.

PTB provides to sponsors bespoke capital solutions for projects, portfolios and platforms—from a curated network of private equity real estate firms, family offices, hedge funds and other institutional real estate investors. Senior leadership has led real estate joint venture, capital raising and M&A transactions in excess of $20 billion.