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5 Family Offices Investing in Industrial Properties

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Amidst the evolving real estate terrain, an array of family offices are strategically positioning themselves in the industrial property sector, drawn by its potential for substantial returns. These assets, which include warehouses, distribution centers and manufacturing facilities, have shown growth potential, particularly in the era of e-commerce and global supply chain shifts. Utilizing data from the FINTRX Private Wealth Database, we'll explore five prominent family offices that have made significant strides in the industrial property sector. From long-established firms to newer entrants, these groups demonstrate diverse strategies for capitalizing on the real estate market. 


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1. Crow Holdings

Crow Holdings, a Dallas-based multi-family office and registered investment advisor, has a rich history in real estate dating back to 1948. Founded by Trammell Crow as a single family office, the firm has evolved to manage over $10 billion in assets for the Crow Family and select investors. With a diverse portfolio spanning multiple real estate sectors, Crow Holdings focuses on industrial properties as part of its investment strategy, with 18 past investments in this sector. The firm's approach includes allocating to various opportunities such as multi-family, retail, industrial, logistics, and niche properties across major North American urban markets. Crow Holdings employs a rigorous due diligence process, considering both traditional factors and ESG implications in its investment decisions. The company's success is built on its ability to identify and capitalize on secular demographic trends, maintaining a diversified approach in terms of deal structure, sector and geography.

Quick Hitters:

- Headquarters: Dallas, TX
- Estimated AUM: $14 Billion
- Most Active Investment Region: North America
- Most Active Investment State: Texas
- Average Property Value: ~$94.3 Million
- Asset Class Focus: Real Estate, Direct Investments, Private Equity, Debt 

 View FINTRX Profile >>

 

2. JR Capital Group 

JR Capital Group, a London-based multi-family office established in 2005, specializes in managing wealth for merchant families, small institutions, and high-net-worth individuals. With a focus exclusively on UK real estate investments, the firm offers comprehensive services from property sourcing to management. JR Capital adopts a sector-agnostic approach, considering opportunities across various property types, including industrial properties. The firm's investment strategy prioritizes strong property fundamentals, experienced sponsors, and value-add potential, with typical investment check sizes ranging from £15M to £25M, and up to £100M for outright property investments. JR Capital's team conducts thorough market research and due diligence, leveraging its extensive network to source off-market deals. Their active management approach and openness to co-investment opportunities demonstrate their commitment to maximizing value for their clients across the UK real estate market.

Quick Hitters:

- Headquarters: London, Europe
- Most Active Investment Region: Europe
- Most Active Investment Country: United Kingdom
- Average Property Value: ~$20.9 Million
- Asset Class Focus: Real Estate, Direct Investments

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3. BruttenGlobal (Brutten Family Office) 

BruttenGlobal, a San Diego-based single family office established in 1978, manages the wealth of the Brutten Family through a diverse investment strategy. The firm focuses on creating value across various sectors, including private and public equity, with an emphasis on distressed companies and asset-backed businesses. Their portfolio includes six past investments in industrial properties, highlighting their interest in this sector. BruttenGlobal's strategy involves targeting out-of-favor, inefficiently operated, and often overlooked assets, leveraging their entrepreneurial capabilities and talented team to improve corporate and asset-level performance. They take a long-term approach to ownership and operation, prioritizing assets with superior infill locations, strategic operational efficiencies, strong real estate tenancies, or iconic old-line businesses. Additionally, the firm demonstrates a commitment to philanthropy through the Brutten Family Foundation, which focuses on environmental sustainability, education, and supporting at-risk youth in the Western U.S.

Quick Hitters:

- Headquarters: San Diego, CA
- Most Active Investment Region: North America
- Most Active Investment State: California
- Average Property Value: ~$25.775 Million
- Asset Class Focus: Real Estate, Direct Investments, Long Only, Private Equity, Venture Capital

 View FINTRX Profile >>

 

4. Pontegadea Investments (Amancio Ortega Family Office)

Pontegadea Investments, a La Coruña, Spain-based single family office established in 2001, manages the wealth of Amancio Ortega, the billionaire founder of Inditex Fashion Group. The firm primarily focuses on building a global real estate portfolio, with investments mostly in the Americas and Europe, and a smaller presence in Asia. While Pontegadea Investments' main interests lie in retail, hotel, and office spaces in prime urban locations, their diverse portfolio also includes industrial properties, with five past investments in this sector. The firm's strategy emphasizes acquiring projects in first-class, highly visible locations within city environments to ensure high and stable returns. Pontegadea Investments prioritizes long-term, steady passive returns to preserve generational family wealth. Notable holdings include prominent buildings in New York, Chicago, and Seattle, as well as a partial stake in the infrastructure company Telefónica. Beyond investments, the Ortega family is known for significant philanthropic contributions, including substantial donations to fight cancer in Spain and support for international relief organizations.

Quick Hitters:

- Headquarters: La Coruña, Spain
- Estimated AUM: $5B+
- Most Active Investment Region(s): North America; United Kingdom 
- Most Active Investment Country: United Kingdom 
- Average Property Value: ~$342.5 Million
- Asset Class Focus: Real Estate; Direct Investments

 View FINTRX Profile >>

 

5. SilkRoad Equity 

SilkRoad Equity, a Chicago-based multi-family office and private investment vehicle, was established in 2003 to manage and invest the wealth of its founders, Andrew Fillipowski and Matthew Roszak. The firm's investment strategy spans a wide range of opportunities, primarily through direct transactions, including venture capital, buyouts and growth equity. SilkRoad focuses on sectors such as technology, media, entertainment, blockchain, healthcare, electronics, SaaS, gaming, and energy. Its real estate investments include both commercial and residential properties, with a track record of five past investments in industrial properties. The firm is open to co-investing with like-minded individual and institutional investors. Beyond its investment activities, SilkRoad Equity is actively involved in philanthropy, supporting various charitable organizations including the Clinton Foundation, Eastern Congo Initiative, and Habitat for Humanity.

Quick Hitters:

- Headquarters: Chicago, IL
- Estimated AUM: $2B - $5B
- Most Active Investment Region: North America
- Average Property Value: ~$15.7 Million
- Asset Class Focus: Real Estate; Direct Investments; Venture Capital; Private Equity; Debt

 View FINTRX Profile >>


About FINTRX

FINTRX is a unified family office and RIA database that provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help asset-raising professionals identify, access and map the global private wealth ecosystem. Find relevant private wealth decision-makers in a snap with 375+ powerful search filters and queries. Uncover the data you need, when you need it and filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and much more. 

FINTRX CTA-Jan-09-2024-10-30-56-9511-PM


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