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Investor Services

Family Office CRE Investment Services

Institutional-quality deal flow, private-level attention

Family offices increasingly allocate to commercial real estate for yield, inflation protection, and generational wealth transfer. MaxLife Development provides family offices with direct access to Florida CRE opportunities — from single-asset NNN acquisitions to build-to-suit development partnerships and portfolio strategies — with the discretion and sophistication family office principals expect.

Typical Investment

$5M – $50M+

Target Returns

6-8% unlevered / 12-18% IRR levered

Timeline

Multi-year hold, multi-generational wealth

What You Need

  • Discretionary, curated deal flow — not widely-marketed listings
  • Tax-efficient structuring (1031, OZ, cost seg coordination)
  • Strategic diversification across asset types and markets
  • Direct access to principals, not relationship-handlers
  • Discretion and privacy in sourcing and execution
  • Long-term partnerships, not transactional relationships

What We Offer

  • Florida market intelligence not visible on Crexi or LoopNet
  • Off-market NNN, development, and value-add opportunities
  • Co-investment and JV partnership structures
  • Direct involvement in every deal (no account managers)
  • Coordinated underwriting with family office advisors
  • Quarterly portfolio strategy reviews

Preferred Asset Types

NNN investment portfoliosBuild-to-suit development JVsValue-add multifamilyGrocery-anchored retail centersMedical office

Why Work With MaxLife

Family offices need brokers who understand institutional underwriting, tax structuring, and multi-generational wealth goals — without the bloat of big-institution account hierarchies. MaxLife operates lean, which means you work directly with the principal on every deal. We treat family offices as long-term strategic partners, not one-off transactions.

Common Questions

Do you offer JV structures on development deals?

Yes. We regularly partner with family offices and institutional capital on NNN build-to-suit development JVs. Typical structure: GP/LP with MaxLife as developer/operator.

Can you handle larger portfolio transactions?

Yes. We coordinate with national NNN investment sales brokers for portfolio dispositions and acquisitions above $10M.

Do you provide ongoing portfolio strategy?

For family office clients, yes. We provide quarterly portfolio reviews covering performance, hold/sell analysis, and replacement property sourcing.

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