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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
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
Have Questions?
Reach out to justin.birnbaum@bisnow.com for more information.
Instructors
Paul Stanton
Partner, PTB
Teacher & Writer, Thesis Driven
The 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
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
Agenda
| Time | Activity |
|---|---|
|
4:00 PM
5:30 PM
|
Part 1
|
|
4:00 PM
5:30 PM
|
Part 2
|
Want to Join a Different Session or Topic?
This Education Workshop is also being offered again in November and December. Find another session here.
Or join our Education Workshop: AI in Real Estate designed for real estate sponsors, entrepreneurs, and capital raisers looking to raise capital from family offices.