Richard Zimmerman Shares a Family Office Perspective on Impact Investing

January 25, 2021

As the COVID-19 pandemic continues to accelerate the desire to make a difference, many affluent families and family offices are searching for more types of investments that provide social value alongside financial gains. One opportunity that often falls into this impact investing category yet is frequently overlooked, is real estate. For example, ethical workforce housing investing can significantly enhance resident well-being while also benefiting investors with price appreciation and stable income.

To bring attention to this growing and overlooked opportunity, WE Family Offices Senior Advisor Richard Zimmerman utilized his two decades of experience working with wealthy families to offer a family office perspective on impact real estate investing during a recent webinar.

This webinar, titled, “Making a Difference Whilst Making a Profit: Exploring Opportunities for Social Impact in Real Estate,” consisted of a 60-minute panel discussion and was broadcasted live in collaboration with OpenPath on February 4, 2021. During the event, Zimmerman and his fellow expert panelists discussed a variety of topics about making an impact through real estate investing, including:

• The family office perspective on impact investing
• The resilience of workforce housing in the midst of COVID-19
• The vulnerability of the workforce housing demographic
• How the industry typically responds to impact investing and where it can improve

To learn more about this webinar, please do not hesitate to contact us.