About Devotio Capital Management

Devotio Capital Management, The Real Estate Private Bank®, is a real estate investment manager with a new approach to serving domestic and international ultra-high net worth’s and select family offices and RIAs (“UHNW”). We are an ‘outsourced family office real estate team’ executing optimal investment strategies designed, directed and structured for investors.

Devotio was founded to address two fundamental problems facing UHNW real estate investors: (i) short-term hold, high fee structures ill-suited to the asset class, and (ii) ‘one size fits all’, indirect fund products. What we provide is fundamentally different: i) generational perspective, ii) highly tax focused and efficient, iii) collaborative and direct, iv) investor retains discretion.

Devotio delivers a dedicated, institutional real estate investment capability without the cost of directly hiring, managing and paying for it. We work with UHNW to execute both comprehensive strategies and discrete investing programs (QOZ, Green Buildings, GP platforms). Devotio allows UHNW to efficiently invest spanning domestic markets and real estate asset classes.

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Website
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Employees
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Industry
Commercial Real Estate
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Location
46 Southfield Ave, Stamford, Connecticut 06902, US
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Founded
2018
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Keywords
Ria, Acquisition, Family Office, Commercial Real Estate Investment, Asset Management, Structuring, Private Wealth, Multi-Family Office, Hnw, Acquisition, Portfolio Structuring, Portfolio Structuring, Commercial Real Estate Investment, Qoz, Qualified Opportunity Zones, Real Estate Private Bank, Qualified Opportunity Zones, Ria, Structuring, Multi-Family Office, Private Wealth, Asset Management, Family Office

Devotio Capital Management Alternatives

Industry
commercial real estate
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commercial real estate
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commercial real estate
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commercial real estate
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commercial real estate
Industry
commercial real estate

Frequently Asked Questions about Devotio Capital Management

Who are the decision makers in Devotio Capital Management?

The decision makers in Devotio Capital Management are Alex Ferrera, Steve Haggerty, etc. Click to Find Devotio Capital Management decision makers emails.

What services does Devotio Capital Management offer for ultra-high net worth individuals?

Devotio Capital Management specializes in providing tailored real estate investment solutions for ultra-high net worth individuals and select family offices. Our services include asset management, portfolio structuring, and strategic acquisition of commercial real estate. We focus on creating customized investment strategies that align with our clients' financial goals and risk tolerance.

How does Devotio Capital Management support family offices in their investment strategies?

Devotio Capital Management offers comprehensive support for family offices by providing expertise in commercial real estate investment and asset management. We assist family offices in structuring their portfolios to optimize returns while managing risks. Our team works closely with family offices to understand their unique needs and develop investment strategies that leverage opportunities in the real estate market, including Qualified Opportunity Zones (QOZ).

What is the significance of Qualified Opportunity Zones (QOZ) in Devotio Capital Management's investment strategy?

Qualified Opportunity Zones (QOZ) are designated areas that provide tax incentives for investors. At Devotio Capital Management, we recognize the potential of QOZs to enhance investment returns while contributing to community development. Our investment strategies often incorporate QOZ opportunities, allowing our clients to benefit from tax advantages while investing in projects that can yield long-term growth.

Can Devotio Capital Management assist with structuring my real estate investments?

Yes, Devotio Capital Management specializes in structuring real estate investments to maximize efficiency and returns. Our experienced team analyzes various structuring options to determine the best approach for your investment goals. We take into account factors such as tax implications, risk management, and market conditions to create a tailored investment structure that aligns with your objectives.

What distinguishes Devotio Capital Management from other real estate investment managers?

Devotio Capital Management stands out due to our unique approach as The Real Estate Private Bank®. We focus exclusively on serving ultra-high net worth individuals and select family offices, providing personalized service and bespoke investment strategies. Our deep expertise in commercial real estate, combined with our commitment to understanding our clients' needs, allows us to deliver exceptional results and build lasting relationships.

How can I get started with Devotio Capital Management for my real estate investment needs?

To get started with Devotio Capital Management, you can visit our website and fill out the contact form or reach out to us directly via phone or email. Our team will schedule a consultation to discuss your investment goals, assess your needs, and outline how our services can help you achieve your financial objectives in the real estate market.

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