Where’s smart capital heading in 2025?
- armstrong707
- Jun 10
- 1 min read
UBS just gave us the roadmap.
Here’s what Europe’s top family offices are doing:
🔷 Fixed income is back in focus
▪️ 15% allocation in 2024
▪️ Set to rise to 17% in 2025
🔷 Real estate remains a core strategy
▪️ 11% average allocation
▪️ Nearly 1 in 3 plan to increase exposure
▪️ Focused on strong local markets and steady income
And while they double down here, they’re pulling back from:
◾️ Private equity – down from 22% to 18%
◾️ Cash – reduced from 10% to 6% as capital gets redeployed
At JJZ Ventures, we’re positioned where these trends converge.
Our securitized bond is backed by income-generating real estate in the short-term rental space - offering liquidity, cash flow, and profit participation.
Looking to rebalance your portfolio with fixed income supported by real assets?
Let’s connect.
Comments