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Top Real Estate Services Family Offices

Explore 136 Real Estate Services Family Offices that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

Real Estate Services Family Offices

136

Active Firms

4,912

TTM Deal Inquiries

$4M-$20M

Core Revenue Range

$900K-$4M

Core EBITDA Range

Top States by Activity

Florida 14%
Texas 11%
California 10%
New York 8%
New Jersey 4%

Key Attributes

Focus: Long-Term Ownership | Capital Source: Family-Backed Capital | Operating Approach: Buy & Hold

Showing 81-100 of 136 Family Offices

Sorted by recent activity

Reddick Wellington Investments

5 Total Closed Deals
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Canadian family office with investments in real estate, private equity and public markets seeking to acquire Canadian & U.S lower-middle market businesses.

Recent Transactions

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  • Dec 2020 Invested in Evergen Infrastructure Corp.
  • Dec 2019 Invested in Northspace
  • Nov 2019 Invested in Peakhill Capital
  • Aug 2019 Invested in Mediseen

Chief Investments LLC

4 Total Closed Deals
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Chief Investments is a private investment firm focused on small to medium sized acquisitions. We are a team of seasoned investors who plan to work closely with our portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

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  • Dec 2014 Invested in PerfX Wireline Services
  • Dec 2011 Invested in Greenlight Energy Services
  • Jan 2010 Invested in Black Hawk Energy Services
  • Jan 2008 Acquired Hi-Country Auto Group

Schu Capital

3 Total Closed Deals
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Schu Capital is an investment firm focused on acquiring and growing a single exceptional family- or founder-led business. Backed by a pool of committed capital, the firm draws on deep private equity and operational experience to invest in people, culture, and long-term growth rather than short-term returns. Schu Capital offers founders a thoughtful transition and a trusted partner to carry their business forward for the next phase of growth.

Recent Transactions

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  • Aug 2025 Acquired Confidential Company
  • Nov 2024 Acquired Confidential Company
  • Feb 2024 Acquired Confidential Company

On Par Capital LLC

3 Total Closed Deals
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On Par Capital is a South Florida based family office that has significant experience as both a direct and indirect investor in lower middle market businesses and real estate transactions. On the direct investing side, we have started, acquired, built, and exited nearly 10 investments in the healthcare industry generating strong returns for our partners. Over the past 10 years we have developed a strong track record as a limited partner, completing 40+ co-investments across real estate, lower middle market private equity, and special situations. We currently have a dedicated pool of capital…

Recent Transactions

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  • Jan 2018 Invested in Dreamlife Recovery
  • Aug 2017 Acquired Ventre Medical Associates
  • Aug 2017 Acquired Research Centers of America

Scorpion Capital

2 Total Closed Deals
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Scorpion Capital Management is Family Office and investment bank specializing lending, mergers and acquisitions and client goal achievements.

Recent Transactions

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  • Nov 2019 Advised Physician Software in its sale to Online doctor Platform
  • Jul 2019 Advised Remote Patient Monitoring Company in its sale to Undisclosed Public Company

NT Capital Management

1 Total Closed Deal
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NT Capital Management is a single-family office based in the Bay Area, California, founded by the family running a multi-field corporation established in 1993. Our experienced management team utilizes a research-driven approach to allocate capital in a diversified portfolio across private equities and real estate holdings. Our commitment is to maximize your risk-adjusted returns.

Recent Transactions

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  • Dec 2013 Acquired Confidential Company

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Joseph Libatique & Co.

1 Total Closed Deal
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We are committed to creating value with our partners through our unconventional approach, multi-industry scope, and counter-intuitive strategy.

Recent Transactions

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  • Oct 2014 Invested in A Bioethanol Company

Smith Ventures

1 Total Closed Deal
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Smith Ventures is a single family office that acquires and holds generational businesses long term. The family’s capital originated from founding and exiting multiple technology businesses, giving them a deep understanding of what it takes to build a successful organization.

Recent Transactions

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  • Sep 2023 Acquired Action Manufacturing Inc.

LW Partners

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LW Partners US is a low-profile investment group backed by a family office and long-term partners.We are currently deploying over $20 million in committed capital to acquire and operate a business in the U.S. lower-middle market, with a long-term operational mindset. Our portfolio already includes two technology companies and one brokerage firm.We have a tight financial and strategic partnership with an affiliated family office that has executed multi-billion-dollar acquisitions. This partnership is structured as a Joint Investment Vehicle, where they have the discretion to co-invest in…

Recent Transactions

This member has no reported closed transactions.

Walia Group of Companies

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Walia Group of Companies is a family-owned investment group with deep roots in real estate and a growing portfolio across multiple sectors. While our foundation lies in hospitality, residential, office, and commercial real estate, we also have a proven track record of acquiring, operating, and scaling businesses across diverse industries.

Recent Transactions

This member has no reported closed transactions.

InLight Capital

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InLight Capital is a private investment firm specializing in private equity investments. Operating as an investment office, the firm is dedicated to identifying and capitalizing on lucrative opportunities within these sectors. With a strategic focus on expanding its portfolio, InLight Capital manages a diverse range of investments, underscoring its commitment to growth and value creation. The firm is based in Sugar Land, Texas, and maintains a robust presence in the investment community, leveraging its expertise to drive successful outcomes for its stakeholders.

Recent Transactions

This member has no reported closed transactions.

Sands Point Capital

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Sands Point Capital is a private investment firm focused on partnering with lower middle-market businesses whose owners are seeking an exit or interested in staying on helping to drive the next stage of growth. We work with founders who care about the future of their business and structure a succession plan that preserves their legacy. We aim to have our companies do right by their employees, customers and the communities they serve.

Recent Transactions

This member has no reported closed transactions.

WhitneyWilder

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WhitneyWilder is a Family Office that invests its own capital into lower middle market companies and creates value through distribution.WhitneyWilder mixes a conservative, tax-efficient and capital preservation mindset with entrepreneurial/opportunistic alt investments to generate superior returns. People are the cornerstone of our value proposition. We are committed to a partnership culture; integrity drives how we select ambitious, extraordinarily talented people.  Types of Transactions:● Private company buyouts, recapitalizations, lift-outs and spin-offs●…

Recent Transactions

This member has no reported closed transactions.

TCO Capital LLC

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Backed by an Atlanta-based family office, TCO Capital invests across the alternative asset landscape, with a focus on operating businesses and real estate.With respect to operating businesses, we are targeting non-control and control investments in growing, cash flowing companies (independent or franchised), typically with less than $5 million of EBITDA; flexibility on a case-by-case basis

Recent Transactions

This member has no reported closed transactions.

White Spruce Capital

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White Spruce Capital is an operator led management firm established by its principal to acquire and actively manage a single lower-middle market Southern Ontario-based business. We focus on owners who wish to reduce their day-to-day operating role through full or partial liquidity and on businesses whose growth trajectory can be enhanced with capital and active management expertise. We are flexible in developing deal structure and make investments for full control or a clear path to control. Graham Yin, White Spruce's principal, will assume a senior operational role post-acquisition to drive…

Recent Transactions

This member has no reported closed transactions.

Alistar Resources

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Alistar Resources is a private equity company that invests in ongoing businesses. The company's goal is to maximize shareholder value through the superior deployment and management of capital over the long term. In doing so, Alistar aims to foster effective collaboration with all of its stakeholders through commitment, integrity and transparency.

Recent Transactions

This member has no reported closed transactions.

BCM

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Holding company seeking to provide great businesses a long-term home. We are backed by long-term capital with the goal of holding the businesses we own into perpetuity. We want each business to thrive and grow, and we aim to provide both the independence and capital for each to do so. Sector agnostic but currently interested in acquiring B2B industrial and light manufacturing businesses.

Recent Transactions

This member has no reported closed transactions.

Bennico

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I have started three funds, managing approxiamtely $7.5B of AUM, across venture, growth equity, buyout, private credit and special situations. In addiiton, i started three operating companies across AI, data analytics and power. Prior to this, I was Managing Partner of an advisory firm, where I lead the growth to approximately 100 people globally and then transitioned to Lead Director. I'm currently on several private company boards.

Recent Transactions

This member has no reported closed transactions.

Penuelas

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Peñuelas is the family office of one of Chile’s most prominent high-net-worth families. Our portfolio includes investments in leading sectors such as retail (Falabella), automotive (Inchcape), life insurance (4Life), real estate, factoring, agriculture, and other strategic businesses. With a proven track record in building long-term value across diverse industries, I am now seeking to expand into direct, personal investments to partner with exceptional operators and growth opportunities.

Recent Transactions

This member has no reported closed transactions.

DMV Partners

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DMV Partners is an investment firm focused on acquiring and operating growing small family-owned businesses in the Mid-Atlantic region (Maryland, DC, Virginia, and Delaware). We invest our own equity along with a syndicate of other family offices in Maryland.

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Family Offices in this directory ordered?

Firms in the Real Estate Services Family Offices directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each Family Office profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for Real Estate Services Family Offices?

Based on activity on Axial’s M&A platform, the core revenue range for Real Estate Services Family Offices is $4M-$20M, with a core EBITDA range of $900K-$4M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is Real Estate experience when evaluating Family Offices?

Relevant Real Estate experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 136 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Real Estate.

Do all Family Offices in this directory focus exclusively on Real Estate?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Real Estate Services Family Offices directory reflects relevant experience or activity in Real Estate, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare Family Offices with experience in Real Estate?

When comparing Family Offices with experience in Real Estate, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 136 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Real Estate Services Family Offices?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Real Estate Services Family Offices directory, you can request information here.

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