How high Net Worth Investors & Family Offices Are Allocating Capital to Real Estate

A data-driven guide to private real estate allocation, demographic migration trends, and long-term portfolio stability across the Southeast’s highest-growth markets.

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Discover how sophisticated investors are reallocating capital away from volatile public markets and into private real estate strategies designed for stability, income, and long-term growth.

What You’ll Discover

  • ✔ Why family offices are increasing real estate allocations to 14–18% of total portfolios
  • ✔ How private real estate compares to stocks, bonds, and public REITs
  • ✔ The asset classes attracting capital in 2026: multifamily, build-to-rent, active adult, and land development
  • ✔ Why North and South Carolina are leading inbound migration and rent growth
  • ✔ Key risks to monitor in today’s interest rate and insurance environment
  • ✔ How institutional underwriting can enhance downside protection