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

Our services are tailored to the unique needs of family offices, 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.

Noah Brocious, Capital Fund 1

Tailored Private Debt Solutions

Platform Investments & Working Capital

Sandor Valner, PTB

Q&A

Or to get in touch with any of the panelists, contact: jdevol@ptbankers.com

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.