March 4, 2025    El Beatriz Madrid

Family Office & Private Wealth Real Estate Forum 2025 Agenda

Accreditation. Networking Coffee
Tuesday March 4. 08:30.
    Welcome and opening of the event
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    Tuesday March 4. 09:00-09:10.
      Inaugural Keynote: Geopolitics and the global economy. How Family Offices can adapt to the new real estate and financial landscape
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      Tuesday March 4. 09:10-09:30.
      • New economic environment. Geopolitical analysis and its effects on the real estate market.
      Innovative asset allocation strategies for Family Offices. New opportunities and diversification.
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      Tuesday March 4. 09:30-10:10.
      • Asset allocation as a key pillar in investment strategy.
      • What key assets should be incorporated into the investment strategy? Infrastructure, private debt, student housing, gourmet markets, agribusiness, and other sectors
      • Impact on sustainable growth.
      • Granular investment models: bare ownership, fractional housing, purchase of unclaimed inheritances, conversion of commercial spaces into residential properties.
      • Regulation and transparency as drivers of robust strategies.
      Towards 2025: Repositioning, diversification, and emerging trends
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      Tuesday March 4. 10:10-10:50.
      • Diversification Strategies: How to hedge against inflation and generate stable income.
      • Real estate promotion and project development: Opportunities and challenges in the creation of new residential assets.
      • Innovative Repositioning: New uses for tertiary assets such as offices and shopping centers.
      • Disruptive Financing Models: Alternative approaches for "living" sector projects (coliving, tourist housing).
      • Impact of emerging technologies such as blockchain and cryptocurrencies.
      Taxation and investment vehicles
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      Tuesday March 4. 10:50-11:20.
      • Analysis of the current tax context and opportunities in Madrid and other key markets.
      • Tools for Tax Optimization: FILPE funds and new regulatory reforms (CREA Law, CRECE)
      Networking Coffee
      Tuesday March 4. 11:20-12:00.
        Preparing for the unpredictable: Real estate strategies in the face of climate uncertainty
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        Tuesday March 4. 12:00-12:45.
        • Preserving heritage in the context of climate change.
        • Synergies with Other Investments: Combining real estate sustainability with sectors such as renewable energy and technology to create robust portfolios.
        • Incorporating ESG Criteria and Climate Resilience in decision-making processes.
        • What tax incentives exist for these investments?
        Governance and personalisation in Family Offices Real Estate across different family generations
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        Tuesday March 4. 12:45-13:10.
        • The importance of having a solid governance framework and how Family Offices balance risk appetite with the need for effective and controlled management.
        • The fundamental role of transparency and trust in relationships with Family Offices, and how the personalization of investment strategies strengthens these pillars.
        • The integration of new generations into investment decisions, particularly in impact investments, and how diverse perspectives influence decision-making.
        International strategies and global cross-border perspectives. New horizons
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        Tuesday March 4. 13:10-13:50.
        • Identifying opportunities in key global markets (LATAM, Asia, U.S./Miami).
        • Navigating the regulatory maze: Overcoming legal barriers in international markets.
        • 360º perspectives: Key strategies for investing in high-potential global markets.
        Networking Lunch
        Tuesday March 4. 13:50-15:00.
          Global synergies between Family Offices and Sovereign Wealth Funds in Real Estate investments
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          Tuesday March 4. 15:00-15:20.
          Who is the ideal partner for an investment strategy? Global consultancies and boutique consultancies
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          Tuesday March 4. 15:20-16:00.
          • Value comparison: advantages and disadvantages of working with large consultancies versus boutique intermediaries.
          • How to select the ideal intermediary? Strategies for choosing based on the size and objectives of the investment.
          Future perspectives: Where is Real Estate investment by Family Offices headed?
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          Tuesday March 4. 16:00-16:45.
          • A reflection on current trends and emerging opportunities in a changing global environment.
          • Preparation for new challenges in the Family Office sector.
          Afterwork networking
          Tuesday March 4. 16:45-17:30.
            End of the day
            Tuesday March 4. 17:30.

              (*) Agenda subject to change

              Simultaneous translation available (Spanish > English) with on-screen subtitles thanks to AI technology

               

              Family Office & Private Wealth Real Estate Forum 2025 Partners


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