Mandate & appetite
- Preferred strategies
- OpportunisticReal EstatePrivate Equity
- Target geographies
- —
- Typical ticket
- $3m–$10m
- AUM
- $324m
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
BLD Holdings is a Palm Beach–based single family office with approximately 300 active investments spanning direct, fund, and philanthropic mandates. The firm manages distinct “patriarch” and “next-generation” portfolios, balancing opportunistic real estate and private equity investments with more conservative, income-oriented allocations. BLD typically commits $3–10 million per deal across light industrial, hospitality, self-storage, and affordable housing strategies, with a preference for multi–value-add and community-aligned projects The family’s investment process is ~5 new investments per quarter, divided between direct and fund commitments—overseen by CIO-led underwriting and a professional internal team.
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Family Office · $324m AUM
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BLD Holdings is a Palm Beach–based single family office with approximately 300 active investments spanning direct, fund, and philanthropic mandates. The firm manages distinct “patriarch” and “next-generation” portfolios, balancing opportunistic real estate and private equity investments with more conservative, income-oriented allocations. BLD typically commits $3–10 million per deal across light industrial, hospitality, self-storage, and affordable housing strategies, with a preference for multi–value-add and community-aligned projects The family’s investment process is ~5 new investments per quarter, divided between direct and fund commitments—overseen by CIO-led underwriting and a professional internal team.
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