Masterclass

Masterclass: How Top Family Offices Approach Real Estate and Private Markets

A masterclass for senior HNI investors, family office principals, syndicate leads and institutional allocators who already understand the alternatives menu and now want to see how the best family offices actually run real estate and private markets programmes. The course reverse-engineers the playbooks of top single and multi family offices, Indian and global, and turns them into working rules: how they size illiquid exposure against the family balance sheet, why they prefer direct deals, co-investments or funds in specific situations, how they underwrite Indian commercial real estate, residential development and land, how they access private equity, venture, private credit and secondaries through SEBI-regulated AIFs, GIFT City vehicles and offshore structures, and how they handle liquidity, pacing, tax and governance across a decade. Every module uses Indian examples: Grade A office in Bengaluru and Mumbai, warehousing along Bhiwandi and NH-48, listed REITs and InvITs as pricing benchmarks, Category II and III AIFs, LRS limits, and the tax treatment that decides after-tax outcomes. Closes with a full private markets investment policy for a hypothetical Rs 500 crore Indian family office.

Family Office StrategyIndian Real EstatePrivate Equity and VenturePrivate CreditAIF StructuresLiquidity and PacingGovernance
MODULES
7
DURATION
~6 hrs
TRACK
Alternative Investing

What You'll Master

Size real estate and private market exposure against a family balance sheet using the liquidity, income and legacy buckets top family offices use
Choose between direct deals, co-investments, club deals and funds for a specific opportunity, and understand what each choice costs in fees, control and effort
Underwrite Indian commercial real estate, warehousing, residential development and land the way institutional family offices do, with cap rates, IRR and downside cases
Access private equity, venture, private credit and secondaries through Category I, II and III AIFs, GIFT City funds and offshore vehicles, and know when each wrapper wins
Run a pacing model, commitment schedule and liquidity reserve so capital calls never force a distressed sale
Set up the governance, reporting and decision rights that keep a family programme disciplined across generations and market cycles
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown