Real estate, an essential asset

A comprehensive view of finance and real estate

After more than 30 years in global wealth management—most of it based in Spain—it’s become clear to me that real estate is not just an asset class, but an essential one. Yet what has always struck me is the sharp divide between professionals who advise on financial assets—stocks, bonds, mutual funds, hedge funds—and those who specialize in real estate.

The truth is that virtually every HNW and UHNW investor holds both financial and real estate assets. But rarely do they receive truly integrated advice across both worlds. It’s uncommon to find advisors who are fluent—let alone expert—in both, and this disconnect can limit the client’s ability to make fully informed, strategic decisions.

RS Bersy: Experience, strategy, and customized solutions for high net worth individuals

That’s one of the main reasons why I’ve joined RS Bersy as Managing Director and Partner—a move I consider the capstone to my professional journey.

Founded in 2002, RS Bersy is a boutique real estate consulting firm with a spotless, 20+ year track record in Spain. What drew me to the firm was its truly 360-degree approach to advisory services. We specialize in real estate investments and exit strategies in the €2 million to €20 million range—transactions that are too small for institutional players and too complex for generalist brokers.

This is a niche where family offices—both in Spain and abroad—require trusted partners who combine discretion, execution capability, and strategic insight. Whether it’s a direct property investment, a structured exit, or a repositioning of underutilized assets, RS Bersy provides tailored solutions backed by years of market knowledge and hands-on experience.

Real estate offers something that many traditional financial assets do not: the potential for stable, attractive income combined with long-term asset appreciation—provided, of course, the asset was properly sourced and acquired. Similarly, private debt lending secured by Spanish real estate has shown a strong track record, consistently delivering non-correlated net returns in the 10% range. These short-term, mortgage-backed opportunities (typically one to two years in duration) represent an especially compelling income strategy in today’s environment.

In the months ahead, I’ll be sharing regular blog posts on www.rsbersy.es and on LinkedIn, diving deeper into the intersection between traditional wealth management and real estate investing. I believe these insights will be useful to many professionals—on both sides of this great divide.

If you’re interested in staying up to date, I invite you to follow the RS Bersy LinkedIn page: 👉 https://www.linkedin.com/company/rsbersy

And of course, if you're a family office, wealth advisor, or private investor seeking clarity and results in the Spanish real estate market, I’d be glad to connect.