Family Office Real Estate Investment Associate Onboarding

Welcome to the Family Office! In this task, you will be introduced to the Family Office as well as the Real Estate Sector. Understanding the Family Office's role and the real estate industry will provide you with a solid foundation for your role as a Real Estate Investment Associate. By the end of this task, you should have a clear understanding of the Family Office's mission, vision, and values, as well as the key trends and challenges in the real estate sector.

In this task, you will review the Family Office's real estate portfolio. This will give you an overview of the types of properties the Family Office invests in and the geographical locations of these properties. By the end of this task, you should have a good understanding of the size and composition of the portfolio and be able to identify any patterns or trends.

In this task, you will delve into the return objectives and investment policies of the Family Office. You will learn about the Family Office's risk appetite, target returns, and investment strategies. This understanding will guide your investment decision-making process and ensure alignment with the Family Office's goals. By the end of this task, you should be able to articulate the return objectives and investment policies of the Family Office.

In this task, you will learn about the Family Office's investment process and due diligence methods. You will gain insights into how investment opportunities are sourced, evaluated, and executed. Understanding the investment process and due diligence methods will enable you to effectively contribute to the decision-making process. By the end of this task, you should be familiar with the steps involved in the investment process and due diligence methods employed by the Family Office.