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THE FAMILY OFFICE REAL ESTATE INVESTMENT FORUM

March 20-22, 2024
Phoenix, AZ

Forum Overview

Our Mission

The success of family office real estate investing hinges on making astute investments, which is why the forum prioritizes providing excellent deal flow. The forum remains committed to helping families establish and maintain a lasting legacy and wealth for future generations. To accomplish this, the forum strategically invests its time, financial resources, and extensive expertise in identifying top-tier operators/sponsors and lucrative investment opportunities tailored to the needs of family offices.

Our Objective

1. To provide insight into the real estate market and its opportunities;
2. Due diligence and pre-screened direct real estate investment opportunities;
3. The ability to create purchasing power as a group and to;

4. Be part of a dynamic peer network

Our Focus

In our search for operators/sponsors, we prioritize those with a proven track record of success in their specific property types, demonstrating their expertise and experience. We seek operators/sponsors who have a vested interest in the projects they undertake and a history of effectively managing properties even during challenging economic conditions. Our preference lies in identifying operators/sponsors who have a notable history of achievements in secondary markets, emphasizing properties with the potential for value enhancement. By focusing on these criteria, we aim to form partnerships with operators/sponsors who possess the skills and capabilities necessary to maximize opportunities and drive success in the real estate market.

Empowering Family Offices: Expertise and Networks

We provide a range of valuable resources to our members, leveraging our extensive experience and vast network of contacts cultivated through our participation in over 20 conferences annually. Through these connections, we offer referrals and access to a diverse deal flow from other members, enabling us to identify highly favorable real estate investments.
 

Our members consist of family offices that have achieved success in their respective industries but lack specific expertise in real estate or seek additional high-quality deal opportunities. While we could solely focus on investing for our own family office, we choose to allocate our resources, time, due diligence, and expertise to assist other family offices in finding vetted investment opportunities. Collaborating with other family offices and facilitating their real estate ventures is not just a job but a genuine passion for us.

Forum Overview
Register

Forum Overview

The FORE Institute investment forum is an event where individuals, including family office investors, entrepreneurs, financial professionals, and experts, come together to discuss, exchange information, and explore investment opportunities. These forums provide a structured environment for participants to:

 

  • Share Information: Sponsors and Family Offices can share details about their projects, businesses, or investment opportunities. This information can include investment strategies, opportunities, financial projections, and market analyses.

 

  • Network: The FORE Institute Investment forums offer an opportunity for attendees to connect with potential partners, collaborators, or investors who share common interests in real estate investing.

 

  • Learn: Our forums often feature presentations, panel discussions, workshops, and professors. These sessions provide valuable insights into market trends, investment strategies, and industry-specific knowledge.

 

  • Present: Real Estate Sponsors can present their investment opportunities and ideas to vetted Family Office Investors seeking financial investments or partnerships.

 

  • Engage in Q&A: Attendees are encouraged to ask questions and engage in discussions with presenters and experts to gain a deeper understanding of investment opportunities and the real estate market.

 

With the importance of building relationships, the FORE Institute always involves activities for the community to get to know each other through activities such as skiing, snowmobiling, fly fishing, zip lining or mountain biking.

 

These forums are crucial in fostering collaboration, facilitating investments, and promoting knowledge sharing within the FORE Institute community.

Schedule

WEDNESDAY, MARCH 20th

12:00 PM - 6:00 PM

5:00 PM - 7:00 PM

Attendee Arrivals

Welcome Reception

THURSDAY, MARCH 21st

7:30 AM - 8:30 AM

8:30 AM - 9:00 AM


9:00 AM - 9:30 AM








9:30 AM - 10:15 AM

10:15 AM - 10:35 AM








10:35 AM -11:10 AM

11:10 AM - 11:30 AM







11:30 AM - 11:50 AM





11:50 AM - 12:15 PM

12:15 PM - 1:05 PM


1:05 PM - 1:50 PM



1:50 PM - 2:10 PM






2:10 PM - 2:30 PM






2:30 PM - 2:50 P
M

2:50 PM - 3:25 PM

3:25 PM - 3:55 PM


 

3:55 PM - 4:15 PM






4:15 PM - 4:35 PM







4:35 PM - 4:55 PM







4:55 PM - 5:20 PM

5:30 PM

Breakfast Buffet

Family Office Only Meeting
Sponsor Only Meeting

Welcome and Review of FORE Investing Report

DJ Van Keuren
Founder, FORE Institute
Co-Managing Member, Evergreen

Meet and Greet Networking Session

Sponsor 1

Brenton Smith
Vice President of Acquisitions and Development, Caliber Companies

Break

Sponsor 2
Dan Sisel
Partner and Board Member, Marquee Capital

Sponsor 3
Louis Dubin
Managing Director/Head of Investor Relations, Redbrick LMD

Investors Review (closed door)

Lunch


Market Update Presentation

Bill Dominick
Managing Director, Integra Realty Resources

Sponsor 4
Shannon Morfin
CEO, Co-Founder, Principal
LifeScienceX 

Sponsor 5
Matt Leiter
Chief Financial Officer
Trilogy Real Estate Group

Investors Review (closed door)

Break

State of the US Housing Market & 2024 Predictions

Nik Shah
Managing Director, NPS Family Office


Sponsor 6
Toney Morton
Chief Financial Officer, Redwood Living

Sponsor 7
Greg Guido
Co-Managing Member and Co-Founder, Evergreen

Sponsor 8
Rick Courtney
Managing Partner & CEO, Essential Realty Partners

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Investors Review (closed door)

Day 1 Wrap Up

 

FRIDAY, MARCH 22nd

7:30 AM - 8:30 AM
 
8:30 AM - 8:35 AM


8:35 AM - 8:55 AM







8:55 AM - 9:15 AM






9:15 AM - 9:30 AM

9:30 AM - 10:00 AM

10:00 AM - 10:30 AM
 
10:30 AM - 10:50 AM






10:50 AM - 11:10 AM

 
 



11:10 AM - 11:30 AM

11:30 AM - 11:55 AM

11:55 AM - 12:00 PM

12:30 PM - 4:30 PM

Breakfast Buffet

Welcome Day 2

DJ Van Keuren

Sponsor 9
Steve Broadbent
Partner, Thrive Development

Sponsor 10
Pete Stone
Managing Partner, Trinity Real Estate

Investors Review (closed door)

Family Office Panel Discussion

Break

Sponsor 11

Tim Cronic
CedarSt

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Sponsor 12
Rob Borris
Founding Member, WS/AD

Sponsor 13

Investors Review (closed door)

Closing Session

Spring Training Baseball Game

Cincinnati Reds @ Oakland Athletics

Hohokam Stadium | 1235 North Center Street | Mesa, AZ 85201

 

A's Right Field Lounge

SEC 119 | ROW 3 | SEAT 1-8

SEC 119 | ROW 4 | SEAT 1-8

SEC 119 | ROW 5 | SEAT 1-8

SEC 119 | ROW 6 | SEAT 1-8

SEC 119 | ROW 7 | SEAT 1-8

 

Bus Departure at 12:30 PM

Sponsors

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Hotel Information

Scottsdale Marriott Old Town in Scottsdale, Arizona, is near the shops, restaurants and museums of Old Town. Scottsdale Stadium is one mile away and Phoenix Sky Harbor International Airport is only 12 miles from the hotel.

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WHAT PEOPLE HAVE TO SAY

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"Great content, and from what I heard, it was universally agreed to be the right size so that everyone could get to know each other better."

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"Really strong content and a group of participants. Very action-oriented and informative with practical information and really top-notch advisors/presenters. Great community feel that you've developed with the investor group. A great base to build on going forward. Thanks for having us!"

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"Great pre-screening of sponsors and families. The size allowed for meaningful conversations during the event, breaks, and dinner."

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