A live, interactive workshop designed for real estate sponsors, fund managers, and capital raisers looking to access institutional-scale capital, including pensions, endowments, OCIO platforms, large family offices, and RIAs.
Over two hours, you’ll get an inside look at how large LPs allocate to real estate today, how they evaluate managers, what check sizes they write, which strategies are in favor, and where capital is flowing (and not flowing).
The workshop is split into two parts:
How the workshop is structured
Part I: The Large LP Landscape
Understand how institutional and scaled private wealth capital allocates today, how mandates are structured, and which sponsors are “institutional ready.”
Part II: Playbooks for Raising Capital
Learn how to position your platform, stand out in a crowded GP field, and run a capital raising campaign that resonates with sophisticated LPs, featuring real case studies from funds Paul has helped raise over the past 12 months.
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
Map the large LP universe
Understand institutions vs. OCIOs vs. scaled private wealth channels, and how each allocates.
Assess institutional fit
Track record thresholds, AUM expectations, team build, and operational infrastructure required to raise large LP capital.
Target the right investors
Align strategy, vehicle structure, and fund size with the LPs most likely to back you.
Position your platform to stand out
Avoid being “another blue shirt” in a sea of real estate managers.
Run a sophisticated capital campaign
From materials to messaging to meeting strategy.
Leverage alternative approaches to raising capital
Modern tactics to build credibility and scale investor engagement.
Negotiate institutional terms
Governance, economics, and control provisions that come with large LP capital.
What the workshop covers
Mapping the Large LP Landscape
- Overview of the evolving market landscape
- Nuances of different investor types (Pensions, endowments, insurers, OCIOs, RIAs, and scaled family offices, etc..)
- Typical check sizes, mandates, and portfolio construction roles
- Fund vs. platform vs. JV allocation frameworks
- Emerging manager sleeves vs. re-up capital pools
- How gatekeepers and consultants influence manager selection
Institutional Fit & Market Dynamics
- Track record depth, attribution, and realized performance
- Team build, operating infrastructure, and reporting readiness
- GP commitment and co-invest capacity expectations
- Allocation pacing, denominator effects, and re-underwriting cycles
- Growth of private wealth channels vs. institutional retrenchment
Positioning: Don’t Be Another “Blue Shirt”
- Strategy differentiation vs. narrative differentiation
- Specialist vs. generalist manager positioning
- Platform story vs. deal-by-deal framing
- Sector expertise vs. financial engineering
- Signaling institutional credibility and staying power
Running an Institutional Capital Campaign
- Sequencing your raise and anchoring strategy
- Real timeline of a typical raise
- Data room readiness and diligence management
- Institutional-grade decks and track record presentation
- Reference strategy and investor pipeline management
- Navigating OCIOs, consultants, and IC processes
Tools, Case Studies & Negotiations
- Dos and Don'ts of successful raises
- AI and CRM tools for scaled investor targeting
- Anchor dynamics, diligence pushback, and mid-raise pivots
- Fee structures, governance rights, and co-invest negotiations
- Using social media and thought leadership to build familiarity
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."
Format & access
Live workshop
2 hours, single session
Post-workshop access via Circle
All participants will receive an invitation to join our private Circle community after the workshop concludes.
A recording for everyone
Recordings are sent to all registered attendees, whether or not you attend live.
Slides & materials
Participants receive the workshop slides, case studies, implementation tools, templates and positioning guidance.
Frequently asked questions
Will participants receive a copy of the materials?
Yes. All registered participants will receive an invitation to join our private Circle community. Recordings, slides, and templates will be uploaded within one week of the workshop ending.
I can’t make this time, will a recording be available?
Yes. All registered participants receive access to the recordings and materials via Circle, even if they cannot attend live.
As featured in
Raising Capital from Large Real Estate LPs
Live on Wednesday, July 29, 12-2pm Eastern Time. $299.
Register for this workshopRecordings are sent to all registered attendees, whether or not you attend live.