CONTACT US
Share: Share on Facebook Share on Twitter Share on LinkedIn I recommend visiting cushmanwakefield.com to read:%0A%0A {0} %0A%0A {1}
Private Wealth mobile hero Private Wealth hero banner

Services

Private Wealth Real Estate Advisory

Strategies to preserve and grow wealth through customized real estate investments—backed by a full scope of services and global connections.
bank vault
 

Relentlessly Focused on Your Goals

Introducing Wealth Advisory Solutions—our dedicated Private Wealth practice built for  private investors who require something more than a standard brokerage relationship. Our clients don't need more options. They need the right ones. We combine institutional-grade transaction expertise with a fully bespoke advisory model, ensuring that every recommendation is shaped around your specific financial position, long-term objectives, and legacy priorities.

What sets this practice apart is the foundation it sits on: our in-house investor-client Think Tank, which delivers customized intelligence on current market conditions and their direct impact on real estate holdings. Paired with our global network, full-service platform, and deep market knowledge, this is private wealth real estate advisory built for the complexity of today's investment landscape—and the ambitions that extend well beyond it.

What Sets Us Apart

Access to a Global Network of Private Capital

We maintain deep, trusted relationships with family offices, private equity groups, and high-net-worth peers across the globe. These connections aren't transactional—they're built over time, across markets, and across cycles. When you need the right counterpart for a sensitive, off-market transaction, we already know who to call.

Bespoke Structuring for Private Portfolios

No two private investors share the same tax position, estate structure, or liquidity profile. We design solutions around your specific circumstances—from 1031 exchange planning, for US investors, alongside new acquisitions, joint venture structures, sale-leasebacks, and forward funding arrangements that align with your long-term wealth strategy.

Intelligence That Informs Conviction

Our in-house Think Tank translates macro economic signals—Federal Reserve policy, interest rate movements, sector repricing—into clear, actionable guidance for private investors. We don't just report the market; we help you read it through the lens of your own portfolio.

Discretion as a Standard, Not a Feature

Private clients expect confidentiality at every stage. We operate with institutional-grade data security and maintain strict separation between buy-side representation and broader market activity. Your strategy, your holdings, and your intentions remain yours.

One Platform, Every Asset Class

From a single trophy asset to a multi-asset, cross-border portfolio, we offer comprehensive coverage across every property type and service line. Leasing, capital markets, valuation, and development advisory—coordinated under one relationship, not fragmented across multiple providers.

Services

Investment Services



Agency Leasing


Maximizing income potential requires more than filling space—it requires understanding tenant requirements, market momentum, and lease structure at a level of precision that protects long-term asset value. Our Agency Leasing team delivers on all three.

Learn more about Agency Leasing


Capital Markets


We provide private investors with access to our full Capital Markets platform—including investment sales, debt and equity advisory, and global capital sourcing—coordinated through a single, dedicated relationship that understands your portfolio as a whole.

Learn more about Capital Markets


Asset Services


Effective asset management is integral to sustained investment performance. Our Asset Services team delivers comprehensive property and facilities management solutions—optimizing operational efficiency, protecting asset value, and enhancing returns across your portfolio.

Learn more about Asset Services


Valuations & Advisory


Accurate valuation is the cornerstone of sound investment decision-making. Our Valuations & Advisory team delivers independent, defensible valuations and strategic advisory across all major asset classes—providing the precise intelligence private investors need to acquire, manage, and exit assets with confidence.

Learn more about Valuations & Advisory

Specialization

Asset Classes We Serve



Office


Private investors in office today face a market defined by bifurcation—trophy and best-in-class assets commanding premium rents while older stock reprices significantly. We advise on entry timing, repositioning potential, and capital structure for private clients targeting value-add and core-plus office across gateway and high-growth secondary markets. 


Data Centers


Demand for data center capacity is accelerating, driven by AI infrastructure requirements and cloud adoption. For private investors, this sector offers long-duration income, mission-critical tenancy, and meaningful barriers to entry. We provide access to on- and off-market opportunities across powered shell, wholesale colocation, and single-tenant formats.

Learn more about Data Centers Investment


Logistics & Industrial


Industrial remains one of the most sought-after asset classes among private investors, underpinned by e-commerce demand, supply chain reconfiguration, and constrained new supply in key corridors. We advise across last-mile distribution, bulk logistics, and cold storage—with granular knowledge of the fundamentals that drive long-term value.

Learn more about Logistics & industrial Investment


Retail


The retail investment thesis has shifted decisively toward necessity-based, experiential, and community-oriented formats. For private investors, neighborhood centers anchored by grocery or essential services, as well as mixed-use retail with residential components, offer durable income and tangible community value. We identify the assets that fit this profile and structure transactions accordingly.

Learn more about Retail Investment


Multifamily & Living


Residential-for-rent assets continue to attract significant private capital, supported by persistent housing undersupply across major metros. We advise private investors across the full living spectrum—from garden-style apartments and mid-rise urban multifamily to build-to-rent communities and senior living—with a focus on risk-adjusted income and long-term demographic tailwinds.

Learn more about Multifamily Investment


Life Sciences


Life sciences real estate—laboratories, R&D facilities, and specialized biotech campuses—commands premium rents and attracts creditworthy, long-term tenants. We advise private investors on accessing this sector, which requires deep understanding of technical specifications, cluster dynamics, and tenant credit quality across markets.

Learn more about Life Sciences Investment


Education


Institutional education facilities, including private schools, universities, and childcare real estate, represent a durable, mission-driven asset class. For private investors seeking stable, long-term income with low operational complexity, education properties offer compelling risk-return characteristics. We advise on acquisition, sale-leaseback structures, and portfolio assembly.


Healthcare


Healthcare real estate delivers necessity-driven income and benefits from favorable demographic trends as  populations age. We advise private investors across medical office, ambulatory surgery centers, and outpatient facilities—asset types where tenancy is tied to clinical operations and long-term lease commitments are the norm.

Learn more about Healthcare


Hospitality


Hotels, resorts, and extended-stay properties offer private investors direct exposure to travel and experiential spending, with meaningful upside through operational improvement and brand repositioning. We provide advisory across select-service, full-service, and boutique hospitality assets, with particular expertise in structuring management agreements and exit strategies. 

Learn more about Hospitality


Leisure, Sports & Entertainment


Entertainment and sports-anchored real estate—including venues, destination facilities, and experiential destinations—represents an emerging frontier for sophisticated private investors. We advise on the acquisition and structuring of these specialized assets, where understanding long-term use agreements, anchor tenancy, and community integration is as important as the real estate fundamentals.


Infrastructure, Energy & Transportation


Real assets spanning energy generation, transportation networks, and communications infrastructure are increasingly relevant for private investors seeking inflation-linked, long-duration returns. We advise on the real estate dimensions of these investments—including land rights, easements, and co-located development opportunities—across renewable energy, logistics infrastructure, and utility-scale projects. 


Other Alternatives


Specialized asset types—including self-storage, car washes, parking facilities, and civic or institutional properties—can play a meaningful role in a diversified private portfolio. We advise on these niche sectors where deep operational knowledge and accurate underwriting are essential to unlocking value. 


Land & Development


Entitled land and development sites present compelling risk-adjusted returns for private investors with the patience and expertise to navigate the entitlement and development cycle. We advise on raw land, partially improved sites, and build-to-suit opportunities across residential, industrial, and mixed-use programs—with particular attention to local regulatory environments, infrastructure requirements, and exit optionality.

Learn more about Land & Development Investment


Mixed-Use


Mixed-use assets—combining two or more property types within a single investment—offer private investors the benefit of diversified income streams and reduced sector concentration. We advise on the acquisition and management of mixed-use properties, including the leasing strategy, capital structuring, and long-term positioning across retail, residential, and office components.

Team

Miles Treaster
Miles Treaster

President, Americas Capital Markets


Download VCard

James Young
James Young

President, Markets - APAC & EMEA
Singapore, Singapore


Download VCard

Marc Royer Headshot 2024.jpg
Marc Royer

Managing Director
Miami, United States


Download VCard

David Hutchings - London
David Hutchings

Head of Investment Strategy for EMEA Capital Markets
London, United Kingdom


Download VCard

Research

MM Web Card Image 750x456.jpg
Article • Investment / Capital Markets

Market Matters: Exploring Real Estate Investment Conditions & Trends

Explore current conditions, short-term developments and long-term economic trends so you can better understand their impact on the real estate investing environment.
8/24/2026
top-trends-across-cw-multifamily-portfolio-2025-webcard.jpg
Research • Investment / Capital Markets

​​Top Trends Across Cushman & Wakefield’s Multifamily Portfolio​

As the year unfolds, stronger occupancy gains and demand trends should cement quality as a defining strategy in the year ahead.
Sam Tenenbaum • 8/24/2026
market trends
Article • Investment / Capital Markets

​​Deciphering Today’s Debt Market​

Take an in-depth look at everything you need to know about today’s debt market from who the buyers and sellers are in the current landscape and how they are addressing today’s challenges to which property sectors are the most favorable and why.
Abby Corbett • 3/19/2024
Capitol Building
Research • Economy

​​U.S. Government Shutdowns: Four Takeaways From History​

Since the current budget and appropriations process was enacted in the U.S. in 1976, there have been 20 funding gaps, but only four resulted in government shutdowns lasting more than a day. Here are four insights from past government shutdowns.
Rebecca Rockey • 9/28/2023
082023energystarcertificationwebcard
Article • Sustainability / ESG

​Cushman & Wakefield: A Leader in Energy Star Certification 

Commercial real estate is the nation’s biggest user—and biggest spender—of energy, responsible for 17% of the country’s greenhouse gas emissions, with costs that exceed $100 billion each year. 
Jack Pufunt • 8/22/2023
office table meeting (image)
Article • Financial Services

​​Financial Services: Employment, Leasing, and Fintech Emergence Throughout the Pandemic​

The pandemic’s impacts have been felt throughout all markets, all industries and by all occupiers including the finance, banking and insurance industry. From the acceleration of digitalization to job creation to space planning revisions, the financial services industry has seen its share of changes, as well as plenty of growth and adaptation coming out of the pandemic.
3/1/2023
BEPS_Feb2023_Web-Card
Article • Sustainability / ESG

​​BEPS Compliance Planning Guide​

Cushman & Wakefield is here to provide assistance reviewing individual assets and portfolios to establish current energy use and performance, as well as develop a focused roadmap for compliance with this ordinance going forward. 
2/22/2023
112022wfitcard
Research • Economy

The War for Industrial talent

Industrial occupiers searching for the location of their next distribution center or manufacturing facility have a lot to consider—from market conditions, transportation and infrastructure to local government incentives and financial implications.
Andrew Heisey • 11/4/2022
5-tech-facts-Web-card-Seattle
Article • Technology

Global Tech Cities: Seattle

The Seattle market has been established tech market for decades. Seattle scores very high in several tech-related categories: number of graduates, job concentration, labor pool size, talent migration, et al.
Brian Cagayat • 8/16/2022
people at construction site
Article • Valuation

Why Cost Segregation Analysis Is a Critical Step When Constructing, Acquiring or Rehabbing

Building owners should make time for cost segregation analysis when acquiring, rehabbing or constructing a property. This service uncovers building components that are eligible for accelerated tax depreciation.
Jim Farrer • 8/2/2022
sec-climate-requirements-article-webcard
Article • Economy

With the SEC’s Climate Requirements, It Could Be Heavy Lifting Ahead for Banks and Private Borrowers

With the SEC’s Climate Requirements, It’s Heavy Lifting Ahead for Banks and Private Borrowers
6/6/2022
The Fed (image)
Article • Economy

The Fed Finally Lifts Off: What Rising Rates Mean for Commercial Real Estate

We look at the conditions that created FOMC’s move, how the economic recovery from the pandemic slowdown is different than the recovery from the Global Financial Crisis, particularly as supply chain challenges produced inflation, and why we believe this is ultimately beneficial for CRE.
Rebecca Rockey • 3/16/2022

FREQUENTLY ASKED QUESTIONS

Private banks and wealth managers typically view real estate as one allocation among many, often offering limited product selection and generic advice. We are real estate specialists first—with transaction execution capability, proprietary market data, and a global network of off-market opportunities. We operate alongside your existing financial advisors, providing the specialized real estate expertise and ability to execute on transactions they cannot replicate.

Yes. We advise private investors through the full 1031 exchange process—from identifying qualifying replacement properties within IRS timeframes to structuring acquisitions that satisfy both investment objectives and exchange requirements. Our team coordinates with your tax counsel and legal advisors to ensure the process is executed with precision.

Confidentiality is a fundamental operating principle of Wealth Advisory Solutions. We exclusively represent buyers and private investors, maintain institutional-grade data security protocols, and ensure strict separation between client strategy and broader market activity. Your investment intentions, portfolio composition, and transaction activity are never disclosed without your explicit authorization.

We work with family offices, ultra-high-net-worth individuals, private equity principals investing personally, and entrepreneurs building or repositioning wealth through real estate. The common thread is a preference for customized, relationship-driven advisory rather than transactional brokerage.

Our network of private capital relationships—built over decades and spanning every major  market—gives us access to transactions that never reach public marketing. We also leverage our Global Capital Advisory platform to source cross-border opportunities for clients seeking geographic diversification. Many of our most significant transactions for private clients originate through these direct relationships.

Our advisors work in close coordination with your legal and tax teams, and our in-house research and Think Tank capabilities monitor regulatory developments—including changes to opportunity zone legislation, depreciation rules, FIRPTA implications for international investors, and state-level transfer tax regimes—that directly affect private real estate investment decisions. We don't provide legal or tax advice, but we ensure your advisory team has the real estate intelligence they need to act on it.

Private wealth real estate advisory is a specialized discipline within commercial real estate that focuses exclusively on the needs of high-net-worth individuals, family offices, and private investors. Unlike institutional advisory, it requires bespoke structuring, estate-sensitive transaction management, and a long-term relationship orientation. Wealth Advisory Solutions formalizes this practice within our platform, giving private investors access to institutional capabilities delivered with individual precision.

Ready to talk?

Get in touch and we can help with any additional information you need.

With your permission we and our partners would like to use cookies in order to access and record information and process personal data, such as unique identifiers and standard information sent by a device to ensure our website performs as expected, to develop and improve our products, and for advertising and insight purposes.

Alternatively click on More Options and select your preferences before providing or refusing consent. Some processing of your personal data may not require your consent, but you have a right to object to such processing.

You can change your preferences at any time by returning to this site or clicking on  Cookies

More Options
Agree and Close
These cookies ensure that our website performs as expected,for example website traffic load is balanced across our servers to prevent our website from crashing during particularly high usage.
These cookies allow our website to remember choices you make (such as your user name, language or the region you are in) and provide enhanced features. These cookies do not gather any information about you that could be used for advertising or remember where you have been on the internet.
These cookies allow us to work with our marketing partners to understand which ads or links you have clicked on before arriving on our website or to help us make our advertising more relevant to you.
Agree All
Reject All
SAVE SETTINGS