Educational Workshop: Raising Capital from Family Offices

About This Workshop

A two-day interactive virtual workshop designed for real estate sponsors, entrepreneurs, and capital raisers looking to raise capital from family offices.

Over two 90-minute live sessions, 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. The two sessions will be hosted live on Zoom. No prep work is required. 

This Workshop Will Cover:

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

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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

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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

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Marketing Materials & Outreach Strategy

• ​Building a pitch deck that speaks to family offices
• ​Writing compelling cold emails
• ​Targeting based on themes, sectors and values

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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

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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

Have Questions?

Reach out to justin.birnbaum@bisnow.com for more information. 

What People Are Saying

"Paul Stanton’s Family Office Webinar was a masterclass in understanding how private capital thinks and acts in today’s real estate market. The two part series combined practical frameworks with case studies, making it a standout resource for anyone looking to raise from or partner with family offices.

If you’re looking to understand how family offices invest in real estate, and more importantly, how to get them to invest in you, this program is an invaluable toolkit. It blends education, strategy, and practical application in a way that makes you immediately more effective in fundraising and partnership conversations."

- Adam Bolden | Director, Felson Companies, Inc.