
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...….

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.

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.
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.
1 = Best / 5 = Worst
QUALITY OF EVENT
WOULD SPONSOR AGAIN
QUALITY OF FAMILY OFFICES
FELT WORTH ATTENDING
RANKING OF EVENT
Attendee Arrivals
Welcome Reception
Dinner at Beaver Run Resort
Breakfast
Family Office Only Meeting
Welcome
DJ Van Keuren, Founder, Family Office Real Estate Institute &
Co-Managing Member, Evergreen
Meet and Greet Networking Session
Break
Allagash Impact Housing Fund
CIG Communities
Cavan Companies
Family Office Closed Door Sponsor Review
Sponsor Q & A
Lunch
Executive Education Class
Family Office Real Estate Case Study
Break
Proptech Venture Capital
Paravest Capital
Evergreen
Family Office Closed Door Sponsor Review
Sponsor Q & A
Break
Wipfli
Wrap Up
Family Office Closed Door Sponsor Review
Reception - Base Nine: BeaverRun
Private Dinners - Downtown Breckenridge
Breakfast
Welcome Day 3
DJ Van Keuren, Founder, Family Office Real Estate Institute &
Co-Managing Member, Evergreen
Panel Discussion
Reichard Capital
Family Office Closed Door Sponsor Review
Sponsor Q & A
Closing Remarks
Skiing or Spa
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