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5 Family Offices Investing in Retail Properties

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The family office landscape continues to evolve, with investors seeking opportunities across diverse asset classes. One area garnering increased attention is the commercial real estate sector, particularly retail properties. Family offices are leveraging their market insights to capitalize on these opportunities. Using FINTRX—the premier family office and RIA database for financial professionals—we spotlight five family offices that have deployed capital into retail properties, showcasing their investment rationale and the factors shaping their portfolio allocations. 


1. McLeod Sears (McLeod & Sears Family Office)

McLeod Sears, a Houston-based single family office established in 2016, manages the wealth of the McLeod & Sears Families. Co-founder Jay Sears, known for his success with NewQuest Properties, has developed over 15 million square feet of retail space, focusing on grocery-anchored shopping centers in the Houston area. Today, McLeod Sears primarily invests in real estate and private sector companies in North America, with a strong preference for commercial properties offering significant value potential. The firm's investment interests span technology, healthcare and renewable energy. McLeod Sears combines entrepreneurial spirit and data-driven strategies to identify and pursue long-term, sustainable investments. They also support social impact initiatives through their Grant Me The Wisdom Foundation, focusing on empowering women and girls, promoting education, alleviating poverty, and producing documentary films.

Quick Hitters:

- Headquarters: Houston, TX
- Most Active Investment Region: North America
- Most Active Investment State: Texas
- Asset Class Focus: Real Estate; Direct Investments

 View FINTRX Profile >>

 

2. Stiles Family Office

Stiles Family Office has a rich history dating back to its founding in 1951 by Howard K. Stiles as a residential general contracting firm. Under the leadership of his son, Terry Stiles, the company shifted its focus to commercial real estate, contributing significantly to the development of South Florida. Today, led by Ken Stiles, the firm is recognized as Florida's most trusted real estate provider, primarily investing in retail, office, and luxury residential properties across the Southeastern United States. With a strong emphasis on retail properties, Stiles Family Office strategically invests in and develops prime retail locations, enhancing community infrastructure and commercial growth. The firm is also committed to sustainability, integrating eco-friendly practices into its projects to minimize environmental impact. With extensive expertise in negotiating and closing various types of loans, Stiles leverages a comprehensive range of real estate resources to conduct strategic analysis and execution for diverse real estate products.

Quick Hitters:

- Headquarters: Fort Lauderdale, FL
- Estimated AUM: $400M - $1B
- Most Active Investment Region: North America
- Most Active Investment State: Florida
- Average Property Value: ~$23.25M
- Asset Class Focus: Real Estate

 View FINTRX Profile >>

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3. Pebb Capital (Rosenberg Family Office)

Pebb Capital is a single family office established in 2014 to manage the wealth of the Rosenberg family, founders of Pebb Enterprises. This real estate private equity firm has built a robust network of business partners since its inception in 1973. Pebb Capital is a multi-strategy investment firm that seeks opportunistic investments across various real estate classes including retail properties, multi-family, office, parking, student housing and hospitality. With a focus on cyclically-defensive and value-oriented investments, Pebb Capital aims to generate risk-adjusted returns. Their portfolio consists of approximately 25 assets, valued at over $1 billion. The firm also invests in Class A properties in core urban markets to support development and redevelopment projects.

Quick Hitters:

- Headquarters: Boca Raton, FL
- Estimated AUM: $1B-$1.5B
- Most Active Investment Region: North America
- Most Active Investment State: Florida
- Average Property Value: ~$46,58M
- Asset Class Focus: Real Estate; Direct Investments; Private Equity; Debt

 View FINTRX Profile >>

 

4. Mitiska (Geuten Family Office) 

Mitiska, a Brussels-based single family office established in 2009, manages the wealth of the Geuten family, stemming from Luc Geuten and Leon Seynave's entrepreneurial ventures in specialized retail chains across Europe. Originally focused on retail investments, Mitiska has grown into a diversified firm with over 50 professionals, leveraging its operational expertise and extensive network to manage and create value in its portfolio. Today, Mitiska invests across various asset classes including retail real estate, public and private equity, venture capital and hedge funds, with a primary focus on the Benelux region, France, Germany, and the UK. With deep experience in retail real estate and a strategic approach to investment, Mitiska aims to generate sustained capital appreciation through active management, operating improvements and strategic exits, providing patient capital for long-term value creation.

Quick Hitters:

- Headquarters: Brussels, Europe
- Most Active Investment Region: Europe
- Asset Class Focus: Real Estate; Direct Investments; Private Equity; Venture Capital; Hedge Funds; Debt

 View FINTRX Profile >>

 

5. Monfort Companies

Monfort Companies is a third-generation family office established in 2011. The firm invests and manages the wealth of the Monfort family and select investors, with deep roots in the Denver community. With origins dating back to 1930 in the cattle industry, Monfort Companies now focuses on long-term investments, particularly in real estate, including retail properties. Known for its patient capital approach and in-house due diligence, the group invests in sectors such as hospitality, retail, dining and entertainment and mixed-use land. 

Quick Hitters:

- Headquarters: Denver, CO
- Estimated AUM: $1B-$1.5B 
- Most Active Investment Region: North America
- Most Active Investment State: Colorado
- Average Property Value: $2.9M
- Asset Class Focus: Real Estate; Direct Investments; Fund of Funds; Hedge Funds; Long Only; Private Equity; Venture Capital

 View FINTRX Profile >>


About FINTRX

FINTRX is a unified family office and RIA database that provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help asset-raising professionals identify, access and map the global private wealth ecosystem. Find relevant private wealth decision-makers in a snap with 375+ powerful search filters and queries. Uncover the data you need, when you need it and filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and much more. 

FINTRX CTA-Jan-09-2024-10-30-56-9511-PM


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