top of page
JOIN US

THE FAMILY
OFFICE REAL
ESTATE INSTITUTE
CONSORTIUM

November 1-3, 2023
Breckenridge, CO
Winter-Scenic-Low.jpeg

About the Consortium

The objective of the consortium is to provide eligible family offices and their internal investment professionals:

  • Insight into the real estate market and its opportunities;

  • Due diligence and pre-screened direct real estate investment opportunities;

  • The ability to create purchasing power as a group, and to

  • Be part of a dynamic peer network

Presenters at the Conference Include:

  • University Real Estate Professors                

  • Real Estate Industry Leaders in Accounting

  • Experienced Real Estate Managers in their respective industry   

  • Real Estate Industry Leaders in Law

Discussion Topics at the  Conference Include:

Unlike the typical conference, the focus of the conference is to provide true quality information rather than information based upon a "pay to play" model for a speaking role.

  • Real Estate Market Cycles- Where are we in the cycle

  • Tax strategies for your real estate holdings

  • How are other families offices investing into real estate

  • What should be included in your due diligence

  • Funds vs Direct vs Co-Investments

  • Legal Strategies and your real estate holdings

  • and more...………………..

pexels-pavel-danilyuk-5520284.jpg

Education, Networking, Due Diligence and Pre-Screened Investment Opportunities are the Key Components of the Conference

(Not all submissions will be accepted. Limited to the first 25 qualified family offices)
 

3 Nights Accommodations at Breckenridge Resort & Conference Center, Registration and Ski Equipment & Breckenridge Ski Pass is complimentary. Airfare & Transportation to resort is not included.

Consortium Tentative Schedule

WEDNESDAY, NOVEMBER 1ST

Time



6:00 PM - 8:00 PM

Event

Arrivals

Welcoming Reception

Location



TBD

THURSDAY, NOVEMBER 2ND

Time

8:00 AM - 8:45 AM

9:00 AM - 9:30 AM

9:40 AM - 10:00 AM





10:00 AM -10:40 AM 

10:40 AM -10:55 AM

10:55 AM -11:10 AM 

11:10 AM - 11:25 AM

11:25 AM - 11:40 AM

11:40 AM - 11:55 AM

12:00 PM - 1:00 PM

1:00 PM - 1:40 PM 

1:40 PM - 2:30 PM

2:30 PM - 3:20 PM

3:20 PM - 4:00 PM

4:00 PM - 4:40 PM

5:00 PM - 5:45 PM

7:30 PM

Event

Breakfast

Family Office Only Meeting


Welcome/Opening Comments
Speaker: DJ Van Kueren
Founder, FORE
Co-Managing Member, Evergreen Property Partners


Due Diligence Topic

Break

Manager I

Manager I
I


Manager III
 
Manager IV

Lunch

Market Cycles

Interviews/Panel

Break & Networking

How to Analyze a Multifamily Property


Panel/Discussion

Cocktail Reception

Dinner

Location

TBD

TBD

TBD





TBD

TBD

TBD

TBD

TBD

TB
D

TBD

TBD

TBD

TBD

TBD

TBD

TB
D

Downtown Breckenridge

FRIDAY, NOVEMBER 3RD

Time

8:00 AM - 12:00 PM 

12:30 PM - 1:15 PM

1:15 PM - 1:30 PM 

1:30 PM - 2:10 PM

2:10 PM - 2:50 PM 

2:50 PM -3:05 PM

3:05 PM - 3:20 PM

3:20 PM - 3:35 PM

3:35 PM - 3:50 PM 

3:50 PM - 4:30 PM

4:30 PM - 5:00 PM

4:00 PM - 5:45 PM

6:00 PM - 8:00 PM

Event

Skiing/Visiting Downtown Breckenridge

Lunch


Welcome to Day 2

Review of Family Office Study

Legal Awareness with Real Estate


Break

Manager V

Manager VI


Manager VII

Accounting Awareness/Cost Segregation


Family Office Review Discussion

Drinks & Appetizers

Dinner

Location

TBD

TBD

TBD

TBD

TBD

TBD

TBD

TBD

TBD

TBD

TBD

TBD

Downtown Breckenridge

bottom of page