I'm gonna keep this fairly brief and vague but I'd like to get some monkey input on this as I'm not sure how to proceed. The context is that I currently work for a large brokerage firm (JLL/CBRE/Eastdil/Cushman) on a team that specializes in a niche product type (think manufactured housing/student housing/senior housing). As such I have access to a ton of data and transaction level info.
I have a family member that has asked me to consult for them so they can pursue this kind of investment opportunity. Basically I'll be doing all the leg work (underwriting, finding the deal, helping with the development process, etc). I've agreed to help as this would be great experience for me to leverage however I don't know if this is something I need to disclose to my firm. I am earning an hourly wage for this work and I'm afraid that if I tell my firm about this project they'll come in with a bunch of restrictions or tell me flatly that I'm not allowed to do it.
I've already told my family member that transaction level info is confidential and everything that I provide will not have details that can't be found outside of public sources. But I'm still using my firms tools and data sources to help with the project... Any insights would be appreciated!