Private Equity and Private Real Estate Investments
BNP Paribas Wealth Management interviewed more than 1,000 of the most successful entrepreneurs from around the world to uncover the investment
strategy that has driven their portfolio allocation in 2019 and beyond.
0,000
entrepreneurs interviewed
$00.0 BN
total investable wealth
0,000
entrepreneurs interviewed
$00.0 BN
total investable wealth
This second part of the report shows that entrepreneurs remain optimistic about future
investment opportunities with a growing appetite for private market funds like Private Equity and Private Real Estate.
CONFIDENCE IN THE UNDERSTANDING OF PRIVATE EQUITY
69%
of Elite Entrepreneurs are confident in their understanding of the Private Equity asset class.
Financial returns and portfolio diversification are primary factors driving entrepreneurs to invest in
Private Equity. 75% have Private Equity investments and 54%
use Growth Funds strategies for their Private Equity investments.
MORE LIKELY TO ENGAGE WITH PRIVATE EQUITY
71%
Millennipreneurs
83%
Gen-X
45%
Boomerpreneurs
PRIVATE EQUITY ALLOCATION BY REGION
USA
84%
APAC
53%
EUROPE
72%
GROWING APPETITE FOR PRIVATE REAL ESTATE
73%
of entrepreneurs are active investors in Private Real Estate, 2/3 use direct investments to
access the Private Real Estate market
A notable highlight of the report is the growing interest in Private Real Estate which is perceived
by Elite Entrepreneurs as a tangible and 'safe' asset with lower risk. Allocations to this asset are
expected to increase from 10% to 18% in the next 12 months.
ELITE ENTREPRENEURS REAL ESTATE ALLOCATION
Overseas
Domestic Only
No Real Estate
23%
50%
27%
GUIDANCE IS NEEDED
With these trends decrypted, the report also underlines the importance of expert insight and guidance to understand
these illiquid investments.
34%
of entrepreneurs think a relationship manager is a key source and a gatekeeper