CBRE

High-net-worth individuals and family offices can be a lucrative, though difficult-to-access source of real estate investment capital. BNY Mellon's Boryana Zamanoff and CBRE's Zaahir Syed and Compie Newman discuss how to tap into funding from family offices and the strategies these investors are employing under current real estate market conditions. &nbsp;Significant Pool of Capital: Family offices and high-net-worth individuals collectively represent hundreds of billions of dollars 		seeking real estate investment opportunities.Access and Relationships: Family offices often do not entertain unsolicited approaches. It's crucial to build trusted relationships 	with their advisors who act as gatekeepers.Investment Preferences and Structure: Family offices often prefer direct investments and opportunities where they can have more control and flexibility.Market Conditions and Opportunities: High interest rates and current market conditions have prompted family offices to invest cautiously with a focus on data centers, logistics and housing.Evolving Preferences: The preferences of the next generation are critical considerations. Younger family members often prioritize impact investing and newer asset classes.

As a Family Wealth Strategist at BNY Wealth, Boryana Zamanoff works with clients and their advisors to provide comprehensive wealth planning advice.

Upon joining the firm, Boryana served as the Senior Fiduciary Officer in California for four years and has extensive experience in trust construction, trust administration and multigenerational families. In addition, Boryana specializes in wealth transfer, business succession, divorce planning, philanthropy, family governance and next generation education. 

Prior to joining BNY Wealth, Boryana worked as a trust and estates attorney at Katten, where she advised high net worth families, closely held business owners and private foundations. Before becoming an attorney, Boryana worked for Deloitte Consulting implementing brand management solutions for Fortune 500 clients. 

In 2021, Boryana was named on the Los Angeles Times list of “Banking and Finance Visionaries.” Boryana frequently lectures on wealth planning topics to forums such as the ABA, AAML, Entrepreneurs’ Organization, Vistage, UCLA Law School, USC Business School, Texas Advanced Family Law Conference, New Frontiers in Marital Property Law, Hawaii Tax Institute, STEP and numerous estate planning councils. Boryana serves on the Board of LEAD, the leadership organization of UCLA Law School.

Boryana obtained her Juris Doctor from UCLA School of Law and her Bachelor Of Arts degree in Economics and German, summa cum laude and Class Valedictorian, from Colgate University. She has five sons and lives with her family in Manhattan Beach.



Boryana Zamanoff

Senior Wealth Strategist, BNY Mellon

Zaahir is a Senior Managing Director and the U.S. Co-Head of Real Estate Private Funds Group at CBRE Investment Banking. Mr. Syed is responsible for advising real estate operators and managers on capital sourcing strategies, vehicle structuring and equity placement. Mr. Syed was previously a co-Founder of Sera Global, which was acquired by CBRE in October 2023. Prior to Sera, Mr. Syed led real estate capital coverage for the Western U.S. at Lazard Private Capital Advisory, and prior to that Mr. Syed was a Principal in the Real Estate group at Blackstone.



Zaahir Syed

Senior Managing Director, CBRE

Compie Newman is an Executive Director of Private Clients at CBRE. Mr. Newman is a Charlotte native and has been in the commercial real estate finance business for over 35 years. He began his career as a construction lender with First Union in Charlotte in 1989 and entered the mortgage banking business with Capital Advisors in 1996. Compie managed RBC Capital Advisors from 2004 to 2007. He was a co-managing director of the North Carolina office of NorthMarq Capital from 2007 until 2010 when he joined CBRE to place debt and structured finance for commercial real estate projects. He has placed over $3.5 billion in real estate capital over his career. 

Prior to his current role, Mr. Newman led CBRE’s Charlotte office.  Before entering the real estate industry, Mr. Newman was a naval aviator flying P-3C Orions.


Compie Newman 

Executive Director, CBRE

We Are Family: Private capital funding and family offices

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