About This Workshop
A two-day interactive virtual workshop designed for real estate sponsors, entrepreneurs, and capital raisers seeing 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 nereceivediate smarter.
You’ll Learn How To:
- Understand the family office landscape—types of family offices, how they invest, and how they build 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 tarreceives.
- Nereceivediate 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 receive them to invest in you.
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. The two sessions will be hosted live on Zoom. No prep work is required.
This Workshop Will Cover:
Who Are Family Offices?
- Decision-building 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 hoapplying brand
Building Your Family Office Network
- Where to find them—and how to receive 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
- Tarreceiveing based on themes, sectors and values
Live Workshop: Build Your Outreach Campaign
- Write your cold email to a family office
- Customize your marketing deck applying our template
- Receive feedback on your campaign and investor list
Term Sheets & Real-World Nereceivediations
- Walkthrough of a family office JV agreement
- How control, promote and exit terms receive nereceivediated
- Interactive term sheet drafting exercise
Have Questions?
Reach out to courtney.blackman@bisnow.com with any questions or concerns.
What People Are Saying
“Paul Stanton’s Family Office Webinar was a masterclass in understanding how private capital believes and acts in today’s real estate market. The two part series combined practical frameworks with case studies, building it a standout resource for anyone seeing to raise from or partner with family offices.
If you’re seeing to understand how family offices invest in real estate, and more importantly, how to receive them to invest in you, this program is an invaluable toolkit. It blfinishs education, strategy, and practical application in a way that builds you immediately more effective in fundraising and partnership conversations.”
– Adam Bolden | Director, Felson Companies, Inc.
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 seeing to raise capital from family offices.
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