About the Family Office Real Estate Institute
About the Family Office Real Estate Institute
A Real Estate Executive Education Program Designed Specifically for Family Offices, Families, Family office Executives and Industry Professionals. Taught by Nationally Known Faculty from Wharton, Harvard, the University of Denver, University of Chicago and Family Office Industry Experts.
Program Testimonials
Managing the Family Office Real Estate Portfolio
Managing the Family Office Real Estate Portfolio
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. In this program you will learn the following:
- Portfolio Management
- Due Diligence and Underwriting
- Tax Planning & Structures
- Family Investment Committees and Family Councils
- Property Types
- Market Cycles
- Investment Strategies
- Case Studies
What you will learn
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. See what you will learn below:
- Understand the implications of Real Estate Market Cycles which can help you make informed decisions based upon current economic conditions.
- Understand how to use proper legal and tax strategies in a real estate portfolio
- How to set up an investment council, and how it fits into the overall planning for a family office
- Understand how to underwrite a potential sponsor & investment.
- Learn from the Harvard Case Study Method on a real estate investment.
- Structuring, management and analysis of real estate portfolios & how it fits into a family offices total investment portfolio.
- Engage in productive discussions with other family offices, family members, family office executives and industry professionals.
Learn More
Sign up for the upcoming Family Office Real Estate Institute Program
Managing the Family Office Real Estate Portfolio
April 19th - 21st 2023
Wed 1pm-5:30pm | Thur 8:30am-5:30pm | Fri 8:30am-12pm
On Campus: University of Denver | Cost: $6,500
Faculty Instructors are Excellent
"I highly recommend participating in the Family Office Real Estate Institute Executive Education course to anyone seeking to build and manage a commercial real estate portfolio. The faculty instructors are excellent and the course curriculum is ideally constructed for real- world situations to evaluate, build, and manage a profitable real estate portfolio"
Ralph S | Patriarch | SFO
Exceeded My Expectations!
This course vastly exceeded my expectations. I did not anticipate the extent of the strong quality of the instructors or the other participants. The content was well put together and robust across the real estate space.
I would strongly recommend to anyone in the family office space"
Chase S | 2nd Gen | SFO
Exceptional Program
"I just wanted to take this opportunity to thank you for the fantastic program you put together. There aren't many programs in the market that fairly address the stress points of a family office, but this program has done an exceptional job in doing so. The targeted program you stitched together is truly one of a kind, and I am glad I was able to participate in it. I hope to participate again in some of the other programs"
Jishnu D. | 2nd Gen | SFO (Middle East)
All Family Offices Allocating to Real Estate Should Participate
Roberto L | Family Office Advisor