February 18th-20th, 2026

FAMILY OFFICE REAL ESTATE

INSTITUTE INVESTMENT FORUM

BRECKENRIDGE COLORADO

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.

POST EVENT SURVEY | FAMILY OFFICE EXIT ANSWERS

Ranking of Event by Family Offices

1 = Best / 5 = Worst

1.00%

QUALITY OF EVENT

90%

WOULD SPONSOR AGAIN

1.60%

QUALITY OF FAMILY OFFICES

1.25%

FELT WORTH ATTENDING

1.60%

RANKING OF EVENT

TESTIMONIALS

INVESTMENT FORUM

Phoenix, Arizona

INVESTMENT FORUM

Breckenridge, Colorado

INVESTMENT

FORUM SCHEDULE

Wednesday

February 18th

12:00PM - 5:00PM

Attendee Arrivals

5:00 PM - 6:30 PM

Welcome Reception

6:30 PM - 8:30 PM

Dinner at Beaver Run Resort

Thursday

February 19th

7:30 AM - 8:30 AM

Breakfast

8:30 AM - 9:00 AM

Family Office Only Meeting

9:00 AM - 9:30 AM

Welcome
DJ Van Keuren, Founder, Family Office Real Estate Institute &

Co-Managing Member, Evergreen

9:30 AM - 10:15 AM

Meet and Greet Networking Session

10:15 AM - 10:45 AM

Break

10:45 AM - 11:05 AM

Allagash Impact Housing Fund

11:10 AM - 11:30 AM

CIG Communities

11:35 AM - 11:55 AM

Cavan Companies

11:55 AM - 12:15 PM

Family Office Closed Door Sponsor Review

12:15 PM - 12:35 PM

Sponsor Q & A

12:35 PM- 1:20 PM

Lunch

1:20 PM- 2:20 PM

Executive Education Class
Family Office Real Estate Case Study

2:20 PM - 2:30 PM

Break

2:40 PM - 3:00 PM

Proptech Venture Capital

3:05 PM - 3:25 PM

Paravest Capital

3:30 PM - 3:50 PM

Evergreen

3:50 PM - 4:05 PM

Family Office Closed Door Sponsor Review

4:05 PM - 4:20 PM

Sponsor Q & A

4:25 PM - 4:45 PM

Break

4:45 PM - 5:05 PM

Wipfli

5:10 PM - 5:25 PM

Wrap Up

5:45PM - 6:45 PM

Family Office Closed Door Sponsor Review

5:45PM - 6:45 PM

Reception - Base Nine: BeaverRun

7:00PM - 9:00 PM

Private Dinners - Downtown Breckenridge

Friday

February 20th

7:30 AM - 8:30 AM

Breakfast

8:30 AM - 8:35 AM

Welcome Day 3
DJ Van Keuren, Founder, Family Office Real Estate Institute &
Co-Managing Member, Evergreen

8:35 AM - 8:55 AM

Panel Discussion

9:00 PM - 9:25 PM

Reichard Capital

9:25 AM - 9:35 AM

Family Office Closed Door Sponsor Review

9:35 AM - 9:45 AM

Sponsor Q & A

9:45 AM - 10:00 AM

Closing Remarks

10:00 AM - 4:00 PM

Skiing or Spa

Hotel

Beaver Run Resort

620 Village Rd, Breckenridge, CO 80424, United States

+1 (970) 453-6000

620 Village Rd, Breckenridge, CO 80424, USA

Bookings need to be made by January 15 to receive rate.

SPONSORS

Submit Your Form Today

Feb 18th-20th 2026 - Breckenridge, Colorado

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All Rights Reserved.

(720)-722-5542