Guest: Stuart & Daren Laureano - Southern California Equity, Inc. In this fascinating episode of Family Office Real Estate Institute Insights, Darren Laureano and Stu Laureano from Southern California Equity unveil their groundbreaking approach to real estate investment. Specializing in creative office spaces and entertainment production campuses, they reveal how they're transforming industrial buildings into vibrant hubs for digital media, tech, and content creators. Dive deep into their un...
Apr 08, 2025•33 min•Season 1Ep. 132
USING CONSULTANTS TO MAKE FAMILY OFFICE INVESTMENTS Larry Wolf – CEO of Red Diamond, Ltd. Discover the benefits and strategies of utilizing consultants for family office investments with Larry Wolf, CEO of Red Diamond, Ltd. With his extensive experience as Chief Executive Officer of a Single Family Office, Larry brings valuable insights on leveraging consultants in the financial services industry. Explore the role of consultants in business and financial planning, mergers and acquisitions (M&...
Feb 17, 2025•37 min•Season 1Ep. 101
Guest: Sal Lupoli - CEO Lupoli Companies Join us as we sit down with Sal Lupoli, a true entrepreneurial trailblazer, to hear the remarkable story of his journey from humble beginnings to building a real estate empire spanning millions of square feet across Massachusetts and New Hampshire. Sal shares how he started with a single pizza shop while still in college, leveraging that business to eventually acquire and transform dilapidated properties into thriving mixed-use developments. Learn about t...
Feb 04, 2025•49 min•Season 1Ep. 131
Guest: Nav Takhar - Off Plan & Investment Consultant - Haus & haus In this episode of the Family Office Real Estate Institute Podcast, host TJ van Kieren sits down with investment consultant Nav, who is based in Dubai. Nav provides a comprehensive overview of the booming real estate market in Dubai and the unique opportunities it presents for family offices and high-net-worth investors. Dubai has experienced remarkable growth and development over the past few decades, with only 25% of th...
Nov 27, 2024•38 min•Season 1Ep. 130
Guest: Mark Allen | President & Chief Development Officer | Royal Oak Realty Trust This podcast episode provides an in-depth discussion and comparison of private REITs versus public REITs. Mark Allen from Royal Oak REIT explains their private REIT structure, acquisition strategy, and operations. Key topics covered include the differences in liquidity, valuation methodology, return profiles and investment horizons between private and public real estate investment trusts. Royal Oak focuses on ...
Nov 13, 2024•46 min•Season 1Ep. 129
Guest: Jimmy Atkinson - Founder of OpportunityZones.com In this episode of the Family Office Real Estate Institute podcast, host DJ Van Keuren sits down with Jimmy Atkinson, the founder of Opportunity Zones.com, to discuss the current state and future of the Opportunity Zones program. They explore the bipartisan origins of the initiative, the political dynamics surrounding it, and the potential implications of the upcoming election on the program's trajectory. Atkinson provides valuable insights...
Oct 30, 2024•43 min
This in-depth podcast episode is a must-listen for family offices seeking to broaden their real asset exposure and learn from other single family offices. Mike Consol, editor of Real Assets Advisor magazine, discusses the publication's mission to educate investors on incorporating real assets like real estate, infrastructure, energy and commodities into portfolios. He highlights some of the top performing sectors like industrial warehouses, driven by e-commerce growth, and multifamily apartments...
Oct 01, 2024•32 min•Season 1Ep. 126
DJ Van Keuren interviews freelance writer John Egan about his extensive experience covering real estate investments by family offices and high net worth individuals. Egan has been writing about this topic for over 10 years for publications like National Real Estate Investor. In the podcast, Egan discusses trends he has observed over the past decade, like a growing interest among these investors in stable, income-producing assets that provide yield. He notes many family offices and high net worth...
Sep 18, 2024•35 min•Season 1Ep. 125
Ed from Red Swan discusses how the company is pioneering the tokenization of commercial real estate through security token offerings. By issuing digital assets on the blockchain that represent fractional ownership in properties, Red Swan is opening up investment opportunities previously unavailable to most accredited investors. Tokenizing real estate provides sponsors with a way to raise capital more efficiently while maintaining ownership, and gives investors the ability to build diversified po...
Sep 03, 2024•27 min
DJ Van Keuren sits down with Garb Mechigian of CTC MyCFO for an in-depth discussion on real estate investing through family offices. With over 22 years of experience working directly with high net worth families, Garb provides valuable perspective on common challenges and best practices. He explains the differences between single and multi-family offices and how that impacts real estate strategies. Garb also discusses the infrastructure and expertise typically required for direct real estate dea...
Aug 21, 2024•29 min
This in-depth podcast features Tom Handler, a leading expert in family office law and wealth management from Handler Thayer law firm. He discusses strategies for optimizing family office real estate investments through advanced tax planning, sophisticated asset protection structures, and navigating the complex web of securities regulations. Tom shares his decades of experience advising ultra-high net worth families and family offices on common planning mistakes to avoid. He highlights the ubiqui...
Aug 07, 2024•46 min•Season 1Ep. 122
This in-depth podcast discusses strategic approaches to holistically managing insurance and risk for family offices. Representatives from Parallel Risk Advisors share how they work to understand each family's unique needs and goals beyond just policy placement. Listeners learn about common coverage gaps found in new family offices and the importance of educating subsequent generations. Excellent case studies demonstrate how proactive risk management and the right insurance solutions can protect ...
Jul 24, 2024•44 min•Season 1Ep. 121
Josh Roche, a veteran in the family office of Lloyd Capital Partners, shares over a decade of insights into investing in single family rental properties. He details how the family office entered the market early on in 2004 by flipping distressed homes in the Southwest US for profit. Roche recounts how the entrance of large institutional investors like Colony Capital in 2011-2012 impacted their strategy. He explains how the single family rental asset class has evolved from a fragmented mom and po...
Jul 10, 2024•26 min•Season 1Ep. 120
Andrew Pitcairn, chair of the family council at multi-generational Pitcairn family office, discusses strategies for establishing inclusive family governance and holistic wealth management approaches. He shares lessons from over 100 years of experience in navigating family growth, change, and succession over seven generations. Speaker 1 emphasizes the importance of addressing both investment decisions and soft skills like communication, education, and family dynamics. The speakers advise new fami...
Jun 26, 2024•39 min•Season 1Ep. 119
Welcome to "Andrew Pitcairn on Family Councils and Investment Policy Statements", the podcast that serves as your comprehensive guide to fortifying your family's financial future. Join Andrew Pitcairn as he shares his expertise on two crucial pillars of wealth management: establishing a family council and crafting investment policy statements. In each episode, Andrew delves into the importance of these foundational elements and provides actionable strategies to empower families in their wealth p...
Feb 25, 2023•38 min•Ep. 109
Welcome to "The Future of Real Estate and Tokenization", the podcast that explores the transformative potential of tokenization in the realm of real estate. Join us as we uncover the latest trends, opportunities, and challenges in this rapidly evolving landscape. From fractional ownership to liquidity enhancement, we delve into how blockchain technology is revolutionizing traditional real estate markets. Whether you're a real estate enthusiast, investor, or technologist, this podcast offers insi...
Sep 25, 2022•28 min
Welcome to "Crowdstreet interviews DJ Van Keuren on Family Office Real Estate Investing", the podcast that offers exclusive insights into the strategies and tactics employed by family offices in the realm of real estate. Join us as we sit down with DJ Van Keuren to explore the intricacies of family office investment approaches, focusing particularly on the real estate sector. From direct acquisitions to fund investments, we delve into the diverse range of opportunities available to family office...
Jun 04, 2022•46 min
Welcome to "Interview with Antonio Luis Ferre Rangel: How a Puerto Rico Family Office Started Investing into Real Estate", the podcast that offers an inside look into the journey of a Puerto Rico family office in the realm of real estate investment. Join us as we chat with Antonio Luis Ferre Rangel to explore the beginnings, challenges, and successes of their venture into real estate. From identifying opportunities to navigating regulations, we uncover the strategies and insights that have prope...
May 25, 2022•40 min
Welcome to "Interview with Tom Handler from Handler Thayer on Family Office Real Estate Tax Strategies", the podcast where DJ Van Keuren sits down with family office industry expert Tom Handler to delve into the intricacies of real estate tax strategies for family offices. Join us as we explore the insights and expertise of Tom Handler in navigating the complex world of tax planning in real estate investments. From maximizing deductions to minimizing liabilities, we uncover the strategies that c...
May 25, 2022•45 min
Welcome to "Understanding REITs", the podcast where we unravel the complexities of Real Estate Investment Trusts (REITs). Join us as we break down the fundamentals of REITs, exploring their structure, benefits, and investment potential. From diversification to income generation, we delve into how REITs offer investors access to real estate assets without the hassle of direct ownership. Whether you're a novice investor or a seasoned pro, this podcast provides essential insights to help you naviga...
May 25, 2022•36 min
Welcome to "Single Family Home Investments with Single Family Office CIO Josh Roach of Lloyd Capital Partners", the podcast where we delve into the world of single family home investments with expert insights from Josh Roach, the Chief Investment Officer of Lloyd Capital Partners, a single family office. Join us as we explore the nuances of single family house rentals, uncovering strategies for success and navigating the challenges in this market segment. From property selection to tenant manage...
May 22, 2019•46 min
Welcome to "How Family Offices Evaluate Real Estate", the podcast where DJ Van Keuren explores the intricacies of real estate evaluation within family offices, in discussion with Real Crowd. Join us as we dissect the methods and criteria family offices employ to assess real estate deals. From due diligence processes to risk assessment strategies, we'll uncover the key factors that shape investment decisions in the world of family office real estate. Whether you're a seasoned investor or new to t...
Apr 29, 2019•46 min
Welcome to "Kevin Bupp Interviews Family Office Real Estate Expert DJ Van Keuren", an episode of the Real Estate Investing for Cashflow Podcast hosted by Kevin Bupp. In this insightful discussion, Kevin shares the mic with DJ Van Keuren, a renowned expert in family office real estate. Together, they explore the intricacies of real estate investing within family offices, delving into strategies, trends, and expert insights. Whether you're a seasoned investor or new to real estate, this episode of...
Jan 23, 2019•42 min
Episode Highlights How much real estate investing family offices are doing, and what DJ expects in 2019. How the opportunity zone program may (or may not) be beneficial for family offices. Why it may be wise to wait for the final IRS regulations to be published before diving into opportunity zone investing. Why DJ expects the OZ program to drive a lot of capital in the upcoming year. What family office opportunity zone investing will look like in practice — why some funds may be driven by the of...
Dec 18, 2018•45 min
Welcome to "DJ Van Keuren Discusses Opportunity Zones with Lisa Fu from PERE News," an episode of the PERE News Podcast hosted by Lisa Fu. In this insightful discussion, DJ Van Keuren of the Hayman Family Office joins Lisa to explore the much-talked-about investment opportunity for 2019: Opportunity Zones. Together, they delve into the strategies, trends, and expert insights surrounding these unique investment areas. Whether you're a seasoned investor or new to real estate, this episode offers v...
Dec 15, 2018•20 min
Welcome to "The State of Retail Investing and its Opportunities for Family Offices," an episode of Retail Investing and its Opportunities for Family Offices. In this episode, we discuss the retail investing landscape with Todd Laurie at Baceline Investments. The opportunity is much greater than family offices realize, yet this property type is often overlooked. Together, we delve into the strategies, trends, and expert insights that make retail investing a compelling option. Whether you're a sea...
Dec 08, 2018•38 min
Welcome to "Real Estate Insurance Strategies for Family Offices." In this podcast, we discuss overlooked real estate insurance strategies for family offices with Parallel Risk Advisors. Together, we delve into the unique approaches and expert insights that make insurance an essential part of real estate investment. Whether you're a seasoned investor or new to the field, this episode offers valuable knowledge and perspectives to help you navigate the complexities of real estate insurance. Tune in...
May 10, 2018•44 min
