Accreditation.
April 14. 08:30.
Overview and context of private capital
Where we are in private capital and where we are going Leer más
April 14. 09:00-09:15. Presentation
Macro reading of the real estate cycle and private equity, with a strategic perspective
- Current real estate cycle
- Capital allocation
- Medium-term risks and opportunities
Strategies and actual markets of Family Offices
Real investment strategies of Family Offices Leer más
April 14. 09:15-09:55. Round Table
- Assets in which they are investing
- Assets that are avoided
- Recent changes in real estate exposure
International investment: go to markets and not go to markets Leer más
April 14. 09:55-10:35. Round Table
- Portugal, Italy, United States and other markets with direct experience
- Clear mapping of investments and rational decision-making
Criteria and decision-making structures
Criteria beyond structure. How are families nowadays making decisions with their own capital Leer más
April 14. 10:35-10:50. Presentation
- How do they evaluate opportunities that reach the family
- Timing: when to enter or wait on an asset/investment
- Risk vs return: how to prioritize criteria without entering structures
- Recent strategic decisions that have changed capital allocation
- Difference between personal investment decisions vs professional investment decisions (funds, third parties)
Networking Coffee
April 14. 10:50-11:35.
Direct investment and indirect Leer más
April 14. 11:35-12:15. Round Table
- Comparison between club deals, closed-end funds, and shared vehicles
- Advantages and risks of each model in terms of return, liquidity, and control
- When it is time to invest directly vs through a fund
- PropCo + OpCo Models: Practical Application and Lessons Learned
- Vehicleization of the asset portfolio: low-cost REITs, portfolio, Exchange/s, portfolio, Exchange/s
Corporate governance and Family Office structure Leer más
April 14. 12:15-12:55. Round Table
- Organization of decision-making
- New trends: Digitalization, reporting, AI, information security in wealth management
- Asset diversification
- Professionalization of real estate investment
Alternative assets and wealth management
Alternative assets with real traction Leer más
April 14. 12:55-13:35. Round Table
- Student accomodation, senior living, hospitality
- Basic infrastructure on designated land: schools, hospitals, gyms, nursing homes
- Change of use to create value and reposition of assets: office to residential, hotel, etc
- Agricultural land, agrotourism projects, and rural tourism
- Offices and high street retail: current trends and repositioning opportunities
- Life sciencies
- Other assets: data centers
Networking Lunch
April 14. 13:35-14:50.
Equity liquidity and new typologies Leer más
April 14. 14:50-15:30. Round Table
- Bare ownership and life annuities
- Defensive and asset protection strategies
Taxation, governance and co-investment
Taxation and legal structure Leer más
April 14. 15:30-15:45. Presentation
- Relevant updates
- Real impact in investment decisions
- Practical cases
Co-investment between Family Offices: what works and what does not Leer más
April 14. 15:45-16:25. Round Table
- What does a family demand before investing alongisde another family
- Confidence vs processes: when a personal relationship is enough and when clear rules need to be established
- Family governance: how decision-making works in tense situations
- Conflict management and thesis differences
- Unexpected cash out: how to manage liquidity fairly without damaging relationships
- Key learnings: mistakes to avoid and conditions to replicate in future co-investments
Strategic outlook for Family Offices
Decision-making and next steps Leer más
April 14. 16:25-17:05. Round Table
Strategic conversation between Family Offices
- Which assets are gaining exposure in the next 12-24 weeks
- Assets in which they will not invest, despite being trendy
- Which markets are currently under active surveillance (and why)
- In which type of operations would they be willing to co-invest
- What conditions would they demand today in order to invest alongside another family
Afterwork networking
April 14. 17:05-17:35.
End of the day
April 14. 17:35.
(*) Agenda subject to change
Simultaneous translation available (Spanish > English) with on-screen subtitles thanks to AI technology
Family Office & Private Wealth Real Estate Forum 2026 Partners
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