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Income vs. Growth vs. Legacy: Which Real Estate Philosophy Fits Your Family?
Introduction
Before buying any property, ask: What are we trying to accomplish? In the world of family offices, investment philosophies typically fall into one of three categories — income, growth, or legacy.
1. Income-Focused Families
They prioritize stable, predictable cash flow. Think NNN retail, stabilized multifamily, or medical office. These investors avoid volatility and value reliable distributions.
2. Growth-Focused Families
They’re hunting for appreciation. Development, value-add, and emerging markets are common plays. The risk is higher, but so is the upside.
3. Legacy-Focused Families
Real estate is a multigenerational asset here — often with emotional or geographic significance. These families focus on long-term value, control, and legacy impact.
How to Choose:
Start by ranking your family’s priorities. What’s most important: monthly income, long-term wealth, or legacy preservation?
Conclusion
Your real estate philosophy is your compass. Get clear on it, and the rest of your strategy becomes much easier to execute.
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