A 120 minute interactive workshop designed for real estate sponsors, entrepreneurs, and capital raisers looking to raise capital from family offices.
In a single 120-minute live session, you’ll learn how family offices invest, explore real-world case studies, and walk away with practical tools to build your capital network and negotiate smarter.
Paul is also a partner at PTB, a real estate investment banking boutique, and focuses on the intersection of capital markets, media, and alternative real estate. He has funded over $1B of real estate projects and platforms, and acquired and asset-managed over 8 million square feet of office, industrial, and multifamily assets in the US.
Contact the host →You’ll learn how to
Understand the family office landscape
Types of family offices, how they invest, and how they make decisions.
Compare investment structures
Joint ventures, LP capital, co-GP deals, and direct platform investments.
Learn from case studies
Real-world examples of family office-backed sponsors and platforms.
Build your family office network
Proven strategies for sourcing and developing investor relationships.
Create your own outreach campaign
Hands-on session to craft cold emails, improve your deck, and map your targets.
Negotiate with family offices
Walk through term sheets and governance considerations from live deals.
The Workshop Will Cover
Who Are Family Offices?
- Decision-making dynamics, check sizes, risk appetite, and timelines
- How to approach single-family vs. multi-family offices
Investment Structures that Work
- Joint ventures vs. co-GP partnerships
- Direct LP vs. platform investments
- Examples of real capital stack structures and governance terms
Case Studies in Action
- Fred & Rise Capital: Scaling an industrial platform via joint venture with a single-family office
- Rachel & Grove Living: Building a lifestyle rental platform through a co-GP with a tech founder’s family office
- Dee & Solace Communities: Attracting LP capital from family offices to expand a wellness-oriented housing brand
Building Your Family Office Network
- Where to find them—and how to get introduced
- Warm intros vs. cold outreach
- Email strategy, social media presence, and follow-up frameworks
Marketing Materials & Outreach Strategy
- Building a pitch deck that speaks to family offices
- Writing compelling cold emails
- Targeting based on themes, sectors, and values
Live Workshop: Build Your Outreach Campaign
- Write your cold email to a family office
- Customize your marketing deck using our template
- Receive feedback on your campaign and investor list
Term Sheets & Real-World Negotiations
- Walkthrough of a family office JV agreement
- How control, promote, and exit terms get negotiated
- Interactive term sheet drafting exercise
Format & access
One live session
Held live on Zoom, with time for questions throughout.
Recorded for everyone
The full recording is sent to every registrant, whether or not you attend live.
Slides & materials
Participants receive the workshop slides, case studies, and implementation tools.
Private Circle community
Post-workshop access to Circle, with recordings, resources, and the Thesis Driven community.
Hear from our alumni
"Brad and Paul opened my eyes to how real estate deals get put together, where incentives lie, and how we might create business cases for proptech and climate tech. Great stuff!"
"A perfect introduction to the most important real estate concepts, distilled down in the perfect way to absorb and retain. Paul and Brad clearly thought a lot about how to actually educate, not just data-dump the group."
"Excellent course that guides you through a fictional case study with detailed explanation of every single step for all personas at every stage of a real estate deal. I highly recommend enrolling."
"Huge thank you for an amazing five weeks. The 'Selling into Real Estate Owners' course content is a goldmine for anyone building or selling in PropTech, and the weekly cohort discussions are a rare chance to learn directly from peers."
"A collection of engaging and collaborative sessions on how to launch and structure a venture into real estate. Paul and Brad put on a great class with an even better collection of participants."
Frequently Asked Questions
Will students receive a copy of the materials?
Yes, all students will receive a copy of the materials we use.
I can't make this time - will a recording be available?
Yes, we will send out a recording to all students who sign up, regardless of whether or not they attend the session.
As featured in
Raising Capital from Family Offices
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