Tax Mistakes That Can Destroy Real Estate Investment Returns

In this episode of Espace Montréal, hosted by Axel Monsaingeon, (available in french only) Stéphanie Lincourt, Partner, shares her expertise on the role of family offices and their approach to real estate investing. She explains how wealthy families build and preserve their wealth through rigorous management, effective governance and disciplined investment selection, while also addressing project evaluation criteria, the importance of reporting and transparency, tax considerations, the expectations of institutional investors, and common mistakes made by developers seeking capital.

KEY HIGHLIGHTS

• The role of multi-family offices: how they support families in managing and growing their real estate wealth.
• The selection of investment opportunities: the criteria used to evaluate projects and manage risk.
• The importance of governance and reporting: essential tools to support decision-making and long-term value creation.
• Tax considerations in real estate: the pitfalls to avoid in order to protect investor returns.
• The expectations of institutional investors: the factors that build trust and facilitate access to capital.
• Real estate as a vehicle for wealth preservation: why this asset class remains a pillar of long-term wealth strategies.

Whether you are an investor, real estate developer or industry professional, this episode offers valuable insight into how private capital is analyzed, structured and deployed in commercial real estate.