A 2 hour interactive workshop designed for real estate sponsors, entrepreneurs and capital raisers looking to raise capital from family offices.
 

In this live session, you’ll learn how family offices invest, explore real-world case studies and walk away with practical tools to build your capital network and negotiate smarter.
 

You'll Learn How To:

• ​Understand the family office landscape—types of family offices, how they invest, and how they make decisions.

• ​Compare investment structures—joint ventures, LP capital, co-GP deals, and direct platform investments.

• ​Learn from case studies—real-world examples of family office-backed sponsors and platforms.

• ​Build your family office network—proven strategies for sourcing and developing investor relationships.

• ​Create your own outreach campaign—hands-on session to craft cold emails, improve your deck, and map your targets.

• ​Negotiate with family offices—walk through term sheets and governance considerations from live deals.
   

​You’ll leave with actionable insight into how family offices invest in real estate—and how to get them to invest in you.
 

​Participants will receive post-course access to Circle, where we’ll share recorded videos, sample decks, curated investor lists, and outreach templates.

Questions about the workshop?
View FAQs on format, access, recordings and more: FAQs

​Who Are Family Offices?

• ​Decision-making dynamics, check sizes, risk appetite, and timelines

• ​How to approach single-family vs. multi-family offices
   

​Investment Structures that Work

• ​Joint ventures vs. co-GP partnerships

• ​Direct LP vs. platform investments

• ​Examples of real capital stack structures and governance terms
   

​Case Studies in Action

• ​Fred & Rise Capital: Scaling an industrial platform via joint venture with a single-family office

• ​Rachel & Grove Living: Building a lifestyle rental platform through a co-GP with a tech founder’s family office

• ​Dee & Solace Communities: Attracting LP capital from family offices to expand a wellness-oriented housing brand
   

​Building Your Family Office Network

• ​Where to find them—and how to get introduced

• ​Warm intros vs. cold outreach

• ​Email strategy, social media presence, and follow-up frameworks
   

​Marketing Materials & Outreach Strategy

• ​Building a pitch deck that speaks to family offices

• ​Writing compelling cold emails

• ​Targeting based on themes, sectors, and values
   

​Live Workshop: Build Your Outreach Campaign

• ​Write your cold email to a family office

• ​Customize your marketing deck using our template

• ​Receive feedback on your campaign and investor list
   

​Term Sheets & Real-World Negotiations

• ​Walkthrough of a family office JV agreement

• ​How control, promote, and exit terms get negotiated

• ​Interactive term sheet drafting exercise