A closer look Building a Lasting Family Legacy: Holding Real Estate Investments in Trust

Andrew M. Feder

Nov 02, 2021
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In Brief

  • Holding real estate investments in trust can be a central part of a family legacy, providing income, appreciation, and portfolio diversification for current and future generations.
  • Many trustees, perhaps misunderstanding the regulatory framework and the unique economics of holding these assets, are reluctant to include directly held investment real estate within a trust.
  • For experienced trustees with the requisite knowledge and specialized skills, it is possible to hold real estate investments in trust successfully and without incurring excessive risk.

 

 

Principal and Head of Real Estate Advisory
Real Estate Asset Manager