About Event:

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

​📅 Wednesday, March 26: 12:00pm–1:30pm EDT
📅 Thursday, March 27: 12:00pm–1:30pm EDT

​Both sessions will be recorded and shared with all participants.

​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.

​Participants will receive pre-read materials, including case studies and frameworks, and gain post-course access to Circle, where we’ll share recorded videos, sample decks, curated investor lists, and outreach templates.

​🧠 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.

​📚 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

​Format & Access:

• ​Two live sessions: Each 90 minutes, split across two days
• ​Pre-read materials: Case studies and framing decks shared in advance
• ​Post-workshop access: Circle community with recorded breakdowns, sample agreements, and template resources

​❓Frequently Asked Questions

​Will students receive a copy of the materials?

​Yes, all students will receive a copy of the materials we use.

​I can't make this time - will a recording be available?

​Yes, we will send out a recording to all students who sign up, regardless of whether or not they attend the session.