WHAT FORE MEMBERS ARE SAYING

" What is currently considered as constituting an alternative or a hedge fund? What do these entities serve as alternatives to, and against what risks do they act as hedges? "

MEMBER LINK

Community | Education | Legacy

FAMILY OFFICE REAL ESTATE INSTITUTE BLOG

The Latest on Family Offices and Real Estate, At the Family Office Real Estate Institute, our commitment to advancing knowledge and expertise in real estate management within family offices extends beyond the classroom.

MEMBER LINK

Community | Education | Legacy

How to Build a Real Estate Deal Funnel for Your Family Office

How to Build a Real Estate Deal Funnel for Your Family Office

December 26, 20250 min read

Introduction
Consistent real estate success requires more than luck — it requires a system. A deal funnel helps you generate, filter, and evaluate opportunities efficiently.

Top-of-Funnel: Sourcing

  • Broker relationships

  • Sponsor referrals

  • Direct outreach

  • Conferences and networks

Mid-Funnel: Filtering

  • Does it meet our IPS?

  • Is it in our target market?

  • Are returns aligned with risk?

Bottom-of-Funnel: Deep Diligence

  • Underwriting review

  • Sponsor background check

  • Market and asset analysis

  • Investment Committee approval

Conclusion
A structured deal funnel saves time, reduces risk, and keeps your family focused on high-quality investments.

family office deal flowreal estate sourcingreal estate funnel
blog author image

DJ Van Keuren

Founder of the Family Office Real Estate Institute

Back to Blog

The Family Office Real Estate Institute (“FORE”) or )the “FORE Institute”) is not affiliated in any way with the University of Denver. Nor are any FORE Institute programs or classes affiliated with the University of Denver. The FORE Institute only uses it facilities for its classes, programs, and events. The University of Denver are the various schools within the University do not sponsor or endorse the FORE Institute, any of its information, products, classes, events, or comments. The FORE Institute declares no affiliation, sponsorship, or partnership with the University of Denver. The FORE Institute stands independently as a for-profit business.

© 2025 Family Office Real Estate Institute