Simple's October Update
Hello?
Just looking for the highlights? Here's what you need to know:
Enjoy!
The Simple take on Real Estate?
A year ago we made the move to dive deeper into understanding the topic that arguably sits the closest to family offices - investments and asset classes. With that, we started on the newer classes, namely digital assets, and we did a deep dive into sustainability and impact investments.
This month saw the launch of our Real Estate Review as this is such a staple asset class in many a family office portfolio. We also felt it was important to pick this up at a time when there’s so much uncertainty that we cannot even rest on traditionally-reliable real estate being a hedge.
We can divide real estate and family offices into roughly two major camps. Those invested, and often this is actually where we see a family office that’s linked to the real estate company. And then, surprise surprise, those who are not. This could be tech entrepreneurs or other family offices that simply have not had the opportunity to get into the real estate space (which has nothing to do with the average millennial that might never own a home).
Our goal with the review was to make sense of the space, and the provider landscape (including tech providers) and then identify any opportunities using our sustainability and impact lens - something we see as a non-negotiable for the next generation of owners.
Happy reading!
Best,
Francois & the Simple Team?
PS: Our review on alternative and direct investments is coming soon - with some interesting data being collected as we speak. Let us know by replying to this mail what you’d be interested in reading more about within this topic.
?Real estate is a multifaceted and diverse asset class, widely viewed as a key component of a well-balanced portfolio – especially for family offices,?who invest in real estate with varied interests and knowledge. As with any asset class, different stages of investing in real estate require different resources, tools, and expertise – and we're exploring all of this in detail, all in one place.?
Real estate has consistently proven to be a popular asset and in this review, we're diving deep to learn more about why that is. We're exploring this landscape and the various approaches family offices take when navigating real estate here!
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For forward-thinking family offices, the world of Web3 and Blockchain are becoming increasingly familiar. And digital twins of brick-and-mortar buildings and fractionalised real estate are two current developments supported by these immense technological changes. Here's how these real-world applications of cutting-edge technologies with uncertain outcomes could present interesting investment opportunities.
Investing in real estate requires analytic and due diligence work and often the continued management of properties after purchase. This means family offices have to decide how best to proceed with real estate – opting either to partner with real estate experts or to invest in real estate through funds. We look at how family offices can compare their options to jumpstart conversations about investing in real estate.
Considered one of the greatest tennis players of all time, Serena Williams is also one of the world’s highest-paid athletes with a consolidated net worth of nearly $260 million as of 2022. Here’s a look at how her rise to GOAT status – on and off the tennis court.
Jennifer Lopez might be best known for her music and film career, which undoubtedly helped her build her impressive net worth, but, she’s also an incredibly clever businesswoman. We’re taking a look at how ‘Jenny from the block’ approaches her wealth management.
Join our webinar on November 23rd!
We're hosting our second webinar, where we're focusing on?technology to optimise your family office.?
We'll be joined by experts within the tech space, who will share their experience of working with family offices. Stay tuned as we announce the panel!