Real estate is taking a larger role in family office portfolios, with allocation levels reaching their highest point in years. The appeal comes from steady income, long-term security, tax benefits, and the ability to build assets that hold value across generations. Multifamily properties, in particular, offer dependable cash flow and room for growth through careful improvement and management. For families planning with a long view, real estate provides a stable base that supports both financial goals and legacy planning.

Real estate investment succeeds when it’s rooted in strong local connections. Building relationships with municipalities, brokers, and community groups can provide early insight into opportunities, ease the approvals process, and strengthen long-term returns. Trust and collaboration not only enhance access to local markets but also create stable tenant relationships and lasting value for investors.

Underwriting is more than analyzing numbers. While data and market indicators reveal what is likely, true success comes from experience and understanding local dynamics. Metrics such as IRR and DSCR can guide decisions, but they do not capture factors like tenant satisfaction, community growth, or long-term potential. Real insight comes from combining sound analysis with local knowledge and practical judgment. In real estate, it is this balance of data and experience that determines lasting value.

The Midwest is emerging as one of the most promising regions for real estate investors. With home prices nearly half the national average, a growing job market, and a population surge among young professionals, the region offers strong potential for both residential and commercial investments. Rental yields are among the highest in the country, with steady demand and low vacancy rates driving reliable returns.

In today’s volatile markets, the gap between private and public real estate has never been clearer. While REITs offer liquidity, they also bring stock-like swings. Private real estate, on the other hand, delivers steadier returns and insulation from daily market noise—qualities investors increasingly value. At Gilberti Group, we focus on curated private assets that combine cash-flow resilience, appreciation potential, and long-term stability.

As work and lifestyle habits evolve, demand is shifting toward developments that blend living, working, and leisure in one place. Mixed-use projects deliver stronger occupancy, diversified income, and long-term community value—making them both resilient and profitable. At Gilberti Group, we see them as more than assets—they’re the foundation of vibrant, lasting communities.

Stocks and crypto are soaring, yet real estate remains quiet—at least on the surface. But at Gilberti Group, we see this moment differently. High rates may slow deals, but they also create room for disciplined investors to buy quality assets and refinance later. With capital ready, flexible financing, and a long-term view, we’re positioning for the opportunities this cycle is quietly creating.

South Florida’s market is cooling into a buyer-friendly phase, while Ohio continues steady growth with strong rental demand and affordability. For investors, the message is clear: Florida requires precision—Ohio rewards consistency.

Apollo’s $1.5B acquisition of Bridge Investment Group wasn’t just a consolidation—it was a statement about where the real estate industry is headed. The deal highlights a new playbook for growth: operational depth, cultural alignment, and long-term capital over pure scale.

A Gilberti Group Perspective on Multifamily Real Estate as a Core Investment Strategy