HNW commercial real estate advisory
Direct ownership, 1031 exchange facilitation, and portfolio management advisory for high-net-worth individuals and trusts pursuing U.S. commercial real estate.
Direct ownership with institutional discipline
High-net-worth individuals and trusts represent a significant and growing source of direct commercial real estate capital. Many HNW investors seek to diversify beyond public markets and build inter-generational wealth through income-producing real estate. Murivest's HNW practice provides institutional-quality underwriting and execution — without the proprietary fund conflicts or minimum investment requirements that characterize institutional advisory relationships. We focus on assets that generate stable cash flow, offer tax-efficient structuring (including 1031 exchange coordination), and can be managed with transparency.
Common objectives
- Direct ownership of commercial real estate as a portfolio diversifier
- Stable, predictable cash flow from income-producing assets
- Tax-efficient structuring, including 1031 exchange facilitation
- Portfolio-level diversification across asset classes and geographies
- Transparency and control over investment decisions
Property types that fit HNW objectives
HNW investors typically prioritize income stability and tax efficiency. The following sectors historically align well with these objectives.
Single-tenant net-lease properties with investment-grade credit tenants
Garden-style and mid-rise multifamily in supply-constrained markets
Grocery-anchored retail centers in growing Sun Belt markets
Well-located industrial assets with credit tenants
Medical office buildings with healthcare-grade lease structures
No proprietary fund conflicts, no minimums, no one-size-fits-all
Every HNW mandate is structured around your specific objectives, risk tolerance, and tax considerations.
Mandate definition aligned with your risk tolerance, return objectives, and tax considerations
Asset-level underwriting with cash flow analysis and stress testing
Confidential sourcing through Murivest's network of institutional brokers and off-market relationships
1031 exchange coordination and qualified intermediary referrals
Full transaction execution from LOI through closing
Ongoing portfolio strategy and disposition planning
A confidential path to your next acquisition
Engaging Murivest begins with understanding your objectives and constraints — without obligation.
Share your investment objectives, target asset classes, preferred markets, and any tax considerations such as 1031 exchange timelines.
Schedule a confidential consultation to discuss how Murivest's advisory model aligns with your wealth management goals.
Receive a tailored proposal and initial opportunity set based on your criteria.
Engage Murivest for your HNW commercial real estate mandate
Whether acquiring, disposing, or planning a 1031 exchange, our team is ready to advise.