The 2026 J.P. Morgan Global Family Office Report crystallises a critical insight for institutional real estate investors: allocation to real assets is no longer a monolith. While aggregate family office real estate holdings have declined, offices with inflation-focused mandates are significantly overweighting property. This bifurcation is not noise—it reflects a sophisticated consensus among the world’s largest private capital pools that property remains the premier inflation hedge.

The data is stark and actionable. Inflation-conscious family offices hold nearly double the average real estate allocation, with particular appetite for industrial/logistics and multifamily assets. These are precisely the asset classes where iGroup Fund is positioned: tangible, operational real estate with embedded inflation protection and predictable cash flows.

What matters most is the signal this sends about institutional capital flows. Family offices remain the most disciplined, long-horizon investors in the market. Their flight to real asset quality—driven by macro conviction, not performance-chasing—validates the case for property REITs that offer both inflation resilience and operational control. iGroup’s focused asset base, inflation-linked distributions, and strategic positioning in the logistics and industrial sectors directly address the allocation thesis these institutional investors are executing.

Reference: J.P. Morgan Private Bank, 2026 Global Family Office Report, April 2026