Video: from tech executive to family office investor

This conversation covers the move from a technology executive career to investing through a family office. It also touches on building that family office from the ground up and growing toward a portfolio above $100M.

What the conversation covers

Family offices review deals through documents. A private placement memorandum and a subscription agreement set the terms between a sponsor and its limited partners. Housing deals often carry a 65 percent loan to cost ratio and an 8 percent preferred return, with profits above that hurdle split 70/30 between the limited partners and the general partner, so the capital stack shapes what a family office will accept. Raising capital means matching those terms to an investor mandate.