Family Office Allocation
Family office allocation is the strategic distribution of family wealth across asset classes, with real estate typically representing 15% to 40% of total portfolio.
| Typical Family Office Portfolio | Allocation |
| Public equities | 25% to 40% |
| Fixed income | 15% to 25% |
| Real estate | 15% to 40% |
| Private equity | 10% to 25% |
| Hedge funds | 5% to 15% |
| Cash and alternatives | 5% to 10% |
| Real Estate Sub-Allocation | Strategy |
| Core stabilized | 40% to 60% of real estate allocation |
| Value-add | 25% to 40% |
| Opportunistic/development | 10% to 25% |
| Geographic diversification | Home market 40% to 60%, international 40% to 60% |
| Direct vs fund | 50% to 70% direct, 30% to 50% funds |
| Target real estate return | 8% to 12% blended |
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