Upcoming Session

Status: Accepting Applications
Dates: December 3rd, 5th, 10th, 12th - 2024
Format: Virtual/Online
Fee: $3,500

Application Due:
Nov 25th, 2024

Download brochure for detailed schedule.


Need Help? Contact Us:
Program Advising team

Email:
[email protected]

Building Family Office Wealth through Real Estate: Portfolio Construction and Governance

Introduction

A Real Estate Executive Education Program Designed Specifically for Family Offices, Families, Family office Executives and Industry Professionals.

Build a foundation in real estate portfolio management that is essential for family offices, family members, family office executives and industry professionals. You'll prepare to make better real estate investment decisions - and play a bigger role in developing your family's real estate portfolio. This program will help you:

  • Understand the implications of Real Estate Market Cycles that can help you make informed decisions based upon current economic conditions.

  • Develop successful and realistic portfolio structures for managing the family office real estate portfolio.

  • Understand how to underwrite a potential sponsor.

  • Engage in productive discussions with other family offices, family members, family office executives and industry professionals.

  • Address the concerns of family members who are not real estate specialists and present information in ways that support their decision-making.

Real Estate represents the largest generator of wealth for families outside of the businesses that initially earned them their fortunes. At the FORE Institute, you will be fully immersed in an experience of learning and building a network of other family offices, family members, family office executives, and industry professionals from around the world. You will be engaged in classes led by top faculty from prominent universities like the University of Denver, Harvard, Wharton, and leading industry experts around the US. It's an experience that will provide knowledge that you will use for generations to come.

Who Should Attend

Enhance your leadership, real estate and family office skills and gain strategic insights with our executive education course, "Building Family Office Wealth through Real Estate: Portfolio Construction and Governance." Designed for family members, family office executives, and key decision-makers to refine their leadership style and effectively navigate organizational challenges. Learn cutting-edge tools and techniques to transform these challenges into opportunities for positive change and sustainable growth in the real estate sector.

Attendance by multiple family members and their executives will foster teamwork and amplify the program's impact on your organization.

The institute objective is to have 70-80% of participants consisting of family offices, family members, or family office executives to learn from discussions, case studies, lectures, and collaborating with other attendees; you'll be able to deepen your knowledge and understanding of real estate while also learning from others.

Dive Deeper into the Experience

The Family Office Real Estate Institute

You are going to learn from the best, the Faculty here is the best across the country.

The FORE Institute Curriculum & Instructions

Watch what people say about the Curriculum and the Faculty members.

What FORE Alumni Are Saying

"The classes at the Family Office Real Estate Institute were exemplary and the faculty was incredible. To hear the kind of depth of experience both academically as well as in the industry their perspective was very valuable. This information would help not only our family office clients, but any family office."

Admissions Criteria and Process

We admit candidates to specific sessions on a rolling, space-available basis, and encourage you to apply as early as possible. Although most programs have no formal educational requirements, admission is a selective process based on your professional achievement and organizational responsibilities.

Admission Criteria

Applicant Qualifications:
Each Executive Education program at the Family Office Real Estate Institute has its requirements. You must generally work for a Family Office, be a Family Member, Family Office Executive or Industry Professional. Although no formal education requirements exist, the selective admissions process is based on your affiliation with the Family Office industry. Visit our specific program pages for additional details and application forms.


Language Proficiency:
Our programs at the Institute are designed to foster among participants proficiency in written and spoken English is essential.


Institute Values:
The Family Office Real Estate Institute (FORE) believes in values that foster honesty, respect for others, and accountability for one’s actions. FORE considers these values essential for a safe and productive learning environment. The Family Office Real Estate Institute reserves the right to withdraw an offer of admission if any part of your application contains misrepresentations or if you engage in, or have engaged in, behavior that violates the Institute’s policies.


Letter of Reference:
Specific programs also require a letter of reference from a Family Office, a Family Member or an Institute graduate familiar with the applicant’s role and responsibilities and can provide a detailed firsthand account. If a letter of reference is required, it will be indicated in the program offers.


Family Office Attendance:
Team participation enhances the Family Offices’ ability to develop real estate investment goals as a group, create strategies for implementing change, and transfer knowledge across the Family Office —while pursuing a shared vision. Many programs are appropriate for a Family Office, other Family Members, and any internal Family Office Professionals. Contact a representative to review programs that may be well suited for your Family Office or a customized program specifically for your Family and Family Office. All applications are required for the Admissions Committee to make an admissions decision.

Application Process

Researching our Program Offerings:
Our family office real estate programs are offered online and in-person, enabling you to deepen your knowledge, broaden your skill set, and collaborate with a global network of peers. If needed, consult with our Program Advising team for a personalized recommendation.


Submitting an Application:
Before you submit your application, please be sure you have answered all the questions thoroughly and have printed or saved your application for your records. With many programs, your application and all required documents must be received before being considered for program admissions. Some programs require additional supporting materials, so please read the admissions requirements for your selected program thoroughly.


Notification:
All applications will be acknowledged via email. All application information is strictly confidential. In the unlikely event that you do not receive an email acknowledgement, please contact the Admissions Committee:

Email: [email protected]
Phone: 720-722-5542


Going Through the Admissions Process:
For most programs, the Admissions Committee meets bi-monthly and admits qualified candidates on a rolling, space-available basis. Select programs have application deadlines, as noted on the program page on our website. For all programs, early application is strongly encouraged. The Family Office Real Estate Institute does not discriminate against any person based on race, color, sex or sexual orientation, gender identity, religion, age, national or ethnic origin, political beliefs, veteran status, or disability in admissions to, access to, treatment in, or employment in its programs and activities.


Payment:
Upon acceptance into a program, you’ll receive an electronic invoice from our admissions department payable within 30 days of receipt. Please review the payment policies and the steps for cancelling or deferring participation.


Enhancing your Program Experience:
Our admissions team will be your primary point of contact before and during the program. Before your program starts, you will receive a link which gives you access to relevant case studies and a detailed program schedule.


Continuing the Conversation:
Once you complete a program, you become part of the FORE community. You will continue to be a resource for you in the family office community as you consider future programs at the Institute.  

Faculty

Peter Linneman, Ph.D

Wharton School of Business at the University of Pennsylvania

Instructing:

Due Diligence and Underwriting

(Property & Sponsor Level)

Pete Stone

Adjunct Professor at the University of Washington's Runstad Center for Real Estate Studies - Principal, Trinity Real Estate

Instructing:

Real EstatePortfolio Construction
& Management

Tom Handler J.D., P.C.

Handler Law, LLP

Instructing:

Real Estate Tax Planning & Structures

Jeff Engelstad, Ph.D

Burns School of Real Estate at

University of Denver

Instructing:

Real Estate Finance &

Investment

Carol Pepper

Pepper International

Instructing:

Family Investment

Committees and Family Councils

DJ Van Keuren

FORE Institute | Evergreen

Instructing:

Real Estate Market Cycles

& Analysis & Case Studies

Chuck Schilke, J.D.

Educator & Director, St. John Real Estate Program - Carey Business School at Johns Hopkins University

Instructing:

Real Estate
Property Types

Curriculum

What You Will Learn

Through faculty presentations, case studies, interactive classroom sessions, and structured and informal group activities, you will explore the fundamentals of real estate, as well as the managerial context in which strategic choices require investor support. Topics include:

  • Real Estate Portfolio Construction & Management

  • Due Diligence and Underwriting (property & sponsor level)

  • Tax Planning & Structures

  • Family Investment Committees and Family Councils

  • Real Estate Market Cycles & Analysis

  • Real Estate Finance & Investment

  • Property Types

  • Case Studies

Program Format

Over the course duration, you'll experience the power of an energetic and interactive virtual classes - discussing, debating, and engaging live with faculty and peers—while charting your education trajectory with a small group of fellow participants. The virtual classroom sessions with the FORE Institutes Faculty will take place as per the schedule shared on the brochure.

  • Explore Schultz's role in organizational transformation

  • Consider the critical role that a leader's presence and style play in achieving stakeholder inspiration and engagement

  • Learn vital tools for accomplishing your organizational goals

  • Understand your own agency as a leader through Shackleton's own experiences

  • Examine the role of self-awareness in that agency

  • Identify specific tools for deepening your self-awareness and using it to lead teams

  • Explore the most relevant and actionable lessons from Lincoln's leadership

  • Understand your crucible and the lessons they offer

  • Access your resilience strengths

  • Access relevant tools and insights from Douglass' leadership journey

  • Examine an important crossroads in your life and what was/is at stake

  • Identify your greatest fear and how to move forward in its presence

  • Assess Carson's most useful tools and lessons

  • Examine the spectrum of relevant and effective leadership styles (including the introverted style)

  • Begin to craft your purpose statement

  • Identify key leadership lessons of Mandela's experience

  • Enhance your ability to see the larger picture of this moment and your role in it

  • Understand your own ability to motivate and inspire others

  • Continue honing your purpose statement

  • Take stock of the key lessons from Graham's leadership journey

  • Explore the evolution of a leader's commitment and self-determination

  • Examine a leader's "leap of faith" in service to the mission

  • Understand the making of our own leadership style

  • Examine the key lessons of Thunberg's experience thus far

  • Assess the making and impact of the next generation of leaders, as exemplified in Greta Thunberg's journey

  • Identify the role humanity plays in leading major chance

  • Understand the impact leaders such as Thunberg are exercising on younger and older individuals who want to make a difference

Answering Your Questions

Our Program Advising team can help you at any stage of the admissions process—starting with identifying the program that best addresses your learning and development goals. Contact a program advisor via email or call 1.800.427.5577 (outside the U.S., call +1.617.495.6555).

Application Submission

We recommend that you apply at least four weeks before the program start date. You may use our online form or download an application. HBS maintains all application information in strict confidentiality. We acknowledge receipt of applications via email. In the unlikely event that you do not receive an acknowledgment, please email us at [email protected] or call us at +1.617.495.6226.

Application Review

To optimize the learning experience and maximize the exchange of ideas, our Admissions Committee makes selections that balance each participant's experience, scope of current responsibilities, and type of organization. HBS seeks candidates who reflect a broad range of industries, functions, countries, and backgrounds. We review applications monthly and will contact you via email with the Admissions Committee's decision.

Fee, Payment, and Cancellations

The $5,750 program fee covers tuition, e-books, and online case materials. You will be invoiced upon admission to the program. Invoices are due within 30 days of receipt, or upon receipt if the program start date is less than 30 days from the invoice date. If you need to cancel or defer your participation, you must submit your request in writing more than 30 days before the start of the program to receive a full refund. Cancellation or deferral requests received 14 to 30 days prior to the start of the program are subject to a fee of one-half of the program fee. Requests received within 14 days are subject to full payment.  

  • Explore Schultz's role in organizational transformation

  • Consider the critical role that a leader's presence and style play in achieving stakeholder inspiration and engagement

  • Learn vital tools for accomplishing your organizational goals

  • Understand your own agency as a leader through Shackleton's own experiences

  • Examine the role of self-awareness in that agency

  • Identify specific tools for deepening your self-awareness and using it to lead teams

  • Explore the most relevant and actionable lessons from Lincoln's leadership

  • Understand your crucible and the lessons they offer

  • Access your resilience strengths

  • Access relevant tools and insights from Douglass' leadership journey

  • Examine an important crossroads in your life and what was/is at stake

  • Identify your greatest fear and how to move forward in its presence

  • Assess Carson's most useful tools and lessons

  • Examine the spectrum of relevant and effective leadership styles (including the introverted style)

  • Begin to craft your purpose statement

  • Identify key leadership lessons of Mandela's experience

  • Enhance your ability to see the larger picture of this moment and your role in it

  • Understand your own ability to motivate and inspire others

  • Continue honing your purpose statement

  • Take stock of the key lessons from Graham's leadership journey

  • Explore the evolution of a leader's commitment and self-determination

  • Examine a leader's "leap of faith" in service to the mission

  • Understand the making of our own leadership style

  • Examine the key lessons of Thunberg's experience thus far

  • Assess the making and impact of the next generation of leaders, as exemplified in Greta Thunberg's journey

  • Identify the role humanity plays in leading major chance

  • Understand the impact leaders such as Thunberg are exercising on younger and older individuals who want to make a difference

Answering Your Questions

Our Program Advising team can help you at any stage of the admissions process—starting with identifying the program that best addresses your learning and development goals. Contact a program advisor via email or call 1.800.427.5577 (outside the U.S., call +1.617.495.6555).

Application Submission

We recommend that you apply at least four weeks before the program start date. You may use our online form or download an application. HBS maintains all application information in strict confidentiality. We acknowledge receipt of applications via email. In the unlikely event that you do not receive an acknowledgment, please email us at [email protected] or call us at +1.617.495.6226.

Application Review

To optimize the learning experience and maximize the exchange of ideas, our Admissions Committee makes selections that balance each participant's experience, scope of current responsibilities, and type of organization. HBS seeks candidates who reflect a broad range of industries, functions, countries, and backgrounds. We review applications monthly and will contact you via email with the Admissions Committee's decision.

Fee, Payment, and Cancellations

The $5,750 program fee covers tuition, e-books, and online case materials. You will be invoiced upon admission to the program. Invoices are due within 30 days of receipt, or upon receipt if the program start date is less than 30 days from the invoice date. If you need to cancel or defer your participation, you must submit your request in writing more than 30 days before the start of the program to receive a full refund. Cancellation or deferral requests received 14 to 30 days prior to the start of the program are subject to a fee of one-half of the program fee. Requests received within 14 days are subject to full payment.  

  • Explore Schultz's role in organizational transformation

  • Consider the critical role that a leader's presence and style play in achieving stakeholder inspiration and engagement

  • Learn vital tools for accomplishing your organizational goals

  • Understand your own agency as a leader through Shackleton's own experiences

  • Examine the role of self-awareness in that agency

  • Identify specific tools for deepening your self-awareness and using it to lead teams

  • Explore the most relevant and actionable lessons from Lincoln's leadership

  • Understand your crucible and the lessons they offer

  • Access your resilience strengths

  • Access relevant tools and insights from Douglass' leadership journey

  • Examine an important crossroads in your life and what was/is at stake

  • Identify your greatest fear and how to move forward in its presence

  • Assess Carson's most useful tools and lessons

  • Examine the spectrum of relevant and effective leadership styles (including the introverted style)

  • Begin to craft your purpose statement

  • Identify key leadership lessons of Mandela's experience

  • Enhance your ability to see the larger picture of this moment and your role in it

  • Understand your own ability to motivate and inspire others

  • Continue honing your purpose statement

  • Take stock of the key lessons from Graham's leadership journey

  • Explore the evolution of a leader's commitment and self-determination

  • Examine a leader's "leap of faith" in service to the mission

  • Understand the making of our own leadership style

  • Examine the key lessons of Thunberg's experience thus far

  • Assess the making and impact of the next generation of leaders, as exemplified in Greta Thunberg's journey

  • Identify the role humanity plays in leading major chance

  • Understand the impact leaders such as Thunberg are exercising on younger and older individuals who want to make a difference

Answering Your Questions

Our Program Advising team can help you at any stage of the admissions process—starting with identifying the program that best addresses your learning and development goals. Contact a program advisor via email or call 1.800.427.5577 (outside the U.S., call +1.617.495.6555).

Application Submission

We recommend that you apply at least four weeks before the program start date. You may use our online form or download an application. HBS maintains all application information in strict confidentiality. We acknowledge receipt of applications via email. In the unlikely event that you do not receive an acknowledgment, please email us at [email protected] or call us at +1.617.495.6226.

Application Review

To optimize the learning experience and maximize the exchange of ideas, our Admissions Committee makes selections that balance each participant's experience, scope of current responsibilities, and type of organization. HBS seeks candidates who reflect a broad range of industries, functions, countries, and backgrounds. We review applications monthly and will contact you via email with the Admissions Committee's decision.

Fee, Payment, and Cancellations

The $5,750 program fee covers tuition, e-books, and online case materials. You will be invoiced upon admission to the program. Invoices are due within 30 days of receipt, or upon receipt if the program start date is less than 30 days from the invoice date. If you need to cancel or defer your participation, you must submit your request in writing more than 30 days before the start of the program to receive a full refund. Cancellation or deferral requests received 14 to 30 days prior to the start of the program are subject to a fee of one-half of the program fee. Requests received within 14 days are subject to full payment.  

  • Explore Schultz's role in organizational transformation

  • Consider the critical role that a leader's presence and style play in achieving stakeholder inspiration and engagement

  • Learn vital tools for accomplishing your organizational goals

  • Understand your own agency as a leader through Shackleton's own experiences

  • Examine the role of self-awareness in that agency

  • Identify specific tools for deepening your self-awareness and using it to lead teams

  • Explore the most relevant and actionable lessons from Lincoln's leadership

  • Understand your crucible and the lessons they offer

  • Access your resilience strengths

  • Access relevant tools and insights from Douglass' leadership journey

  • Examine an important crossroads in your life and what was/is at stake

  • Identify your greatest fear and how to move forward in its presence

  • Assess Carson's most useful tools and lessons

  • Examine the spectrum of relevant and effective leadership styles (including the introverted style)

  • Begin to craft your purpose statement

  • Identify key leadership lessons of Mandela's experience

  • Enhance your ability to see the larger picture of this moment and your role in it

  • Understand your own ability to motivate and inspire others

  • Continue honing your purpose statement

  • Take stock of the key lessons from Graham's leadership journey

  • Explore the evolution of a leader's commitment and self-determination

  • Examine a leader's "leap of faith" in service to the mission

  • Understand the making of our own leadership style

  • Examine the key lessons of Thunberg's experience thus far

  • Assess the making and impact of the next generation of leaders, as exemplified in Greta Thunberg's journey

  • Identify the role humanity plays in leading major chance

  • Understand the impact leaders such as Thunberg are exercising on younger and older individuals who want to make a difference

Answering Your Questions

Our Program Advising team can help you at any stage of the admissions process—starting with identifying the program that best addresses your learning and development goals. Contact a program advisor via email or call 1.800.427.5577 (outside the U.S., call +1.617.495.6555).

Application Submission

We recommend that you apply at least four weeks before the program start date. You may use our online form or download an application. HBS maintains all application information in strict confidentiality. We acknowledge receipt of applications via email. In the unlikely event that you do not receive an acknowledgment, please email us at [email protected] or call us at +1.617.495.6226.

Application Review

To optimize the learning experience and maximize the exchange of ideas, our Admissions Committee makes selections that balance each participant's experience, scope of current responsibilities, and type of organization. HBS seeks candidates who reflect a broad range of industries, functions, countries, and backgrounds. We review applications monthly and will contact you via email with the Admissions Committee's decision.

Fee, Payment, and Cancellations

The $5,750 program fee covers tuition, e-books, and online case materials. You will be invoiced upon admission to the program. Invoices are due within 30 days of receipt, or upon receipt if the program start date is less than 30 days from the invoice date. If you need to cancel or defer your participation, you must submit your request in writing more than 30 days before the start of the program to receive a full refund. Cancellation or deferral requests received 14 to 30 days prior to the start of the program are subject to a fee of one-half of the program fee. Requests received within 14 days are subject to full payment.  

Program content, dates, schedule, fees, technology platforms, and faculty are subject to change. In accordance with FORE Institute policy, FORE Institute does not discriminate against any person on the basis of race, color, sex or sexual orientation, gender identity, religion, age, national or ethnic origin, political beliefs, veteran status, or disability in admission to, access to, treatment in, or employment in its programs and activities.

2024 Online Executive Education Schedule

December 3rd

9:40 AM - 11:30 AM MT
Property Types

Chuck Schilke, J.D.

01: 00 PM - 03:00 PM MT
Real Estate Market Cycles & Analysis

DJ Van Keuren

December 5th

10:00 AM - 12:00 PM MT
Real Estate Finance and Investment

Jeff Engelstad, Ph.D

01:00 PM - 03:00 PM MT
Real Estate Construction & Portfolio Management

Pete Stone

December 10th

10:00 AM - 12:00 PM MT
Tax Planning & Structures

Tom Handler, J.D., P.C.

01:00 PM - 03:00 PM MT
Family Investment Committees & Family Councils

Carol Pepper

December 12th

10:00 AM - 12:00 PM MT
Due Diligence & Underwriting (Sponsors/Property)

Peter Linneman, Ph.D

01:00 PM - 03:00 PM MT
Case Studies

DJ Van Keuren

Program content, dates, schedule, fees, technology platforms, and faculty are subject to change. In accordance with FORE Institute policy, FORE Institute does not discriminate against any person on the basis of race, color, sex or sexual orientation, gender identity, religion, age, national or ethnic origin, political beliefs, veteran status, or disability in admission to, access to, treatment in, or employment in its programs and activities.

Sponsored by

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.

© 2024 Family Office Real Estate Institute