January 28th-30th, 2026

FAMILY OFFICE REAL ESTATE

INSTITUTE INVESTMENT FORUM

BRECKENRIDGE COLORADO

Family OfficeREGISTRATION

SponsorREGISTRATION

About the Forum

Schedule

Testimonials

FAMILY OFFICE REAL ESTATE INSTITUTE INVESTMENT FORUM

The Family Office Real Estate Institute Investment Forum was created to solve two of the most significant issues for family offices when it comes to real estate - Due Diligence & Deal Flow. These areas, in addition to combined "investment power" of the group, better terms can often be negotiated for member investments.

DUE DILIGENCE

Due Diligence is the MOST important part of identifying good real estate opportunities. It starts with the operator/sponsor, and then the property/fund is secondary.

We use our internal and strategic partners' combined experience of over 100 years and $10BB of due diligence real estate investment experience to help our members identify potential opportunities.

During this process, we analyze:

The Operator / Sponsor
All Financial Models, Including assumptions,
Worse case/ Mid case / Best Case Scenarios
Market Analysis
Demand Analysis of Property Type/Fund
Where we are in the Market Cycle
And More...….

DEAL FLOW

Quality deal flow is the largest need for family offices

As a member you will receive quality deal flow. During the consortium events you will have the ability to do your own due diligence along with the other family offices that are present.

ADDITIONAL

To be able to look at deals provided by other members that have already worked with an operator and had investment success;·

To receive lower fees on deals due to
negotiations as a group with sponsors;·
To discuss potential deals as a group or with other members;·
To meet other family offices and family office
professionals.·
To potentially save $100,000s to Millions of
dollars in transactions and opportunity costs from bad investments;·
To keep from having an in-house person to
evaluate direct real estate deals which would cost the family office between $80 to $125K for an analyst per year plus taxes and insurance.

ABOUT THE INVESTMENT
FORUM

For Family Offices, Family Members, Family CIO's & Sponsors

THE FAMILY OFFICE REAL ESTATE INSTITUTE INVESTMENT FORUM

The Family Office Real Estate Institute Investment Forum is an invite-only organization, created to provide real estate opportunities in a private forum for families and their family office professionals. In addition to delivering deal flow, the objective of the forum is to provide due diligence and establish a dynamic peer network, combine purchasing power, andprovide a source of insight into the real estate market and its opportunities.