This conference features industry-leading family offices and institutional investors discussing how they buy real estate, what they look for in a real estate investment, the deal structures that they prefer, and how they view the market going forward. Panel discussions and in-depth presentations drive the networking conversations taking place throughout the day. If you are looking to expand your real estate investor, co-investment or deal flow networks, this event is for you.
Date: October 29th, 2019
Venue: Tower Club of Dallas | 1601 Elm Street, 48th Floor, Dallas, TX 75201
Benefits of Attending
- Build Your Real Estate Investor Network: Quickly add another dozen family offices and institutional investors to your relationship network, learn how they like to partner with other investors and investment managers and become more effective in quickly navigating the real estate allocator industry.
- Meet New Deal Partners: With an emphasis on networking, this conference is geared toward fostering new connections, building relationships, and ultimately getting deals done.
- Deepen Your Expertise: Learn directly from top real estate investors on how they allocate capital, measure returns, mitigate risks, and exit their investments.
Group RMC Corporation
Group RMC Corporation (RMC) is a Delaware U.S. registered real estate Co-Investment and management company based in New York City. RMC investsin, sponsors and is the General Partner in undervalued income producing Office properties in secondary and tertiary U.S. markets. RMC currently oversees in the U.S., principally in the Midwest, over 5,700,000 SF representing over USD 1.5 Billion in asset value.
RMC’s principals typically participate with 5% to 25% in each partnership and offer partners the opportunity to co-invest as RMC is seeking like-minded partners not simply ‘clients’. As a consequence, RMC only levies its charges up-front and only in the form of shares in the partnership. RMC does NOT charge ‘back end’, ‘carry’ or even management fees to the partnership as these all serve only to hemorrhage the returns on the partners’ capital.
This structure is unique in both its low pricing and risk sharing. A further and differentiating factor is that RMC and its partners are permanent and patient investors–in other words, real investors as it should be for a long-term asset class like real estate. Exit usually comes in the form of refinancing and/or increasing distributions. Occasionally irresistible offers do occur and RMC will sell, but RMC will never be a forced seller.
Branded Expert Press
Branded Expert Press specializes in producing books and tools for building businesses by increasing your authority as a best-selling author.
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Alternative Investment Resource
Established in 2004, Alternative Investment Resource (AIR) is an independent boutique financial services firm focused exclusively on alternative investments. AIR provides investment banking services to the middle market and specializes in capital raise, mergers & acquisition, and structured finance. With a broad experience base across sectors, the firm has particular depth in real estate, healthcare, and niche emerging hedge funds. AIR is headquartered in Chicago, with operations in New York and Dallas.
Cannapreneur Partners is a Westborough MA-based holding company that identifies the world’s top 1% outliers and infuses smart capital, strategy, and purpose-driven leadership to attain success across cannabis and non-cannabis industries. Backed by a team with deep network resources and successful careers in the financial services and ultra high net worth wealth management space, our proprietary in-depth vetting process for both investors and business operators makes Cannapreneur Partners able to thoughtfully place capital in national and international cannabis projects across all sectors of the legal industry. CP is a values driven company focused on: Happiness, Integrity, Leadership, Helping Others and Family while creating a profits-with-purpose culture.
LXR Holdings is a real estate investment firm based in Philadelphia, Pennsylvania. We invest in affordable rental housing, the most undervalued sector in real estate. Focusing on 1-30 unit buildings, we acquire, improve, and stabilize rental units in locations with strong demographic growth and long-term stability. LXR currently owns and oversees management of over 500 units and we are rapidly expanding our holdings, investing for long-term cash flow.
CapRock Real Estate
CapRock Real Estate acquires, manages and brokers e-commerce resistant community retail centers for family offices and private clients. Since its founding 11 years ago, the company has managed or sold 51 properties comprising 2.6M SF of retail plus an additional 1.8M SF in office and industrial space. Founded by two industry veterans, CapRock started out at the depth of the Great Recession in 2009 as a receiver and manager for Special Servicers of defaulted CMBS assets. Today the firm focusses on implementing high-touch asset management execution of business plans for $760K SF of investor-owned retail properties.
RSM US LLP
For business owners, wealthy families, executives and other individuals with significant wealth planning needs and tax concerns, there are no easy answers. RSM’s private client services professionals are committed to understanding your goals and the business, financial and personal considerations that shape them. We combine the help you need with the personal focus and attention you deserve, offering a broad range of services, including wealth planning, tax compliance and planning, family office design and management, transition planning, and valuations. RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 10,000 people in 85 offices nationwide. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 41,000 people in 116 countries.
Pinnacle Storage Properties, LLC
Pinnacle Storage Properties, LLC is a privately held, national Self Storage acquisition, development, and management firm based in Houston, Texas. Our entrepreneurial spirit has quickly propelled us to become one of the nation’s most active purchasers of Self Storage. With nearly 25 years of combined Self Storage experience, we have established an industry-wide reputation for success derived from our core values – honesty, integrity, and respect. Our strategy is to purchase under-managed, under-enhanced and under-developed assets in secondary and tertiary markets across the United States. We do this by concentrating on value-add existing operations. We have positioned ourselves as leaders in delivering first-class projects through the implementation of our in-house management strategies, construction, and marketing platforms. Through our assertive efforts, we continue to add millions of dollars of value to our owned and operated Self Storage facilities. The relationships we have built over the years afford us the opportunity to select only the best off-market deals. Focusing specifically on those we believe offer stable cash flow and long-term appreciation opportunities. Thus, allowing us to deliver optimal returns to our investors and consistently perform for our lending partners.
Capital Farm Credit
Capital Farm Credit is a lending Co-op that provides financing for Ranch, Farm, and Rural properties, as well agriculture related business ventures. Capital Farm Credit has provided financing for the largest ranches in the State of Texas, and with the Farm Credit System’s backing has provided lending facilities of over $1 Billion. The Co-op structure allows CFC to share its profits directly back to its borrowers providing a significant reduction in the net borrowing cost.
Investor Deal Room
Drill Baby Drill, LLC
Drill Baby Drill, LLC raises capital exclusively with their strategic partner Hay Mineral Resources. Since 2015 the team combined has completed several capital raises from $1MM -$30MM with three successful exits resulting in 2X-4X return to investors.The Founder and President of Drill Baby Drill, LLC, Mark Nazarini, is a continual entrepreneur who has had several successful business ventures across a broad spectrum of industries including Commercial Real Estate, Oil and Gas, Self Storage, and Commercial Construction. Hay Mineral Resources is led by Monte Lynn Hay, P.G, a Registered Geologist, who is 4thGeneration Oil and Gas, the Largest Owner of Mineral Rights in his region, the Operator of 300+ wells, and is credited with discovering The Homer Field.Together Drill Baby Drill and Hay Mineral Resources specialize in real estate projects in the oil and gas industry with a focus on capital preservation, legacy growth and income, and tax advantages such as 1031 exchanges from any real property to mineral rights ownership.
RubyHive is a residential real estate investment portal that removes barriers limiting investors to their regional markets. We enable investors to seamlessly deploy capital and earn monthly income from residential real estate investments across the US, without having to physically visit the property. Through the use of innovative technologies including Artificial Intelligence, Virtual Realty, and Augmented Reality, we curate properties providing enhanced transparency into transaction details. We enable the purchase of single family homes without moving current tenants out and avoid associated costs of that approach.
Attendees included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.
Risk Free Offer
If you attend any of our full-day conferences and find that you don’t get at least $1,000 of value, the Family Office Club will give you 100% of your money back on admissions paid. You will also be allowed to keep the copy of the Family Office Book and handouts for your trouble. At our last conference series in NYC with over 350 participants, we had an exact refund rate of 0%. Our full refund policy can be found here.
Questions? Call us at (305) 503-9077
We look forward to meeting you at this Real Estate Summit and hopefully a few more of our events in 2019.
Richard C. Wilson
Founder & CEO
The Family Office Club
328 Crandon Blvd. Ste. #225
Key Biscayne, Florida 33149
The following are quotes written by some of the 1,000+ past event participants:
”Richard’s workshop was educational, current, and inspiring. We benefited from Richard’s breadth of knowledge as his presentation delved into the granular level, while only providing valuable, relevant information. His stories and anecdotes were woven seamlessly into the presentation.”
– Justin Browe | Partner, Sage Lane Capital
“The workshop content was relevant and educational, after the workshop my mind was racing with new ideas and ways to improve all aspects of my strategy and implementation of my strategy. Like any great coach or motivator I left the workshop more inspired and with a deeper desire to succeed.”
– Jay Robbins, GBS Life Plans
“From a marketing and networking perspective, my time spent today and the cost of the seminar was the best use of my time and money in a very long time.”
– Mike Roberts, AJG
“Attending the Richard Wilson family office seminar was an extremely valuable experience that took the informational content of his book (“The Family Office Book: Investing Capital for the Ultra-Affluent”) to an entirely new level. Richard’s vast experience and exposure to family offices worldwide can best be appreciated in the personal interaction of a seminar. Information is exchanged in a manner that protects the confidentiality and privacy of all family offices involved.”
– Karen Owensby, President, Wealth Management Associates
“A high class event with the “right” people in the room. People are open and informative but still maintain discrete and tasteful nature that is so vital in the Family Office space.”
– Alexander Camargo, Celent
“The workshop was time well-invested. The presenters were very knowledgeable, and the information gained will be useful in our multi-family office practice.”
– Joseph McNair, Warren Averet Asset Management
“The family office training workshop provides an opportunity for all industry participants together in a selective group and share ideas, concerns, and network FO issues. For us in the advisory and consulting world, this is an excellent source of knowledge and contacts.”
– Isabella Fonseca, Celent
“The conference did an excellent job of consolidating thousands of hours of information into a single day. Worth 1000%+ my investment of time and money.”
– David Weisburd
“This was a fantastic, educational experience. Incredible content, great perspective and well chosen speakers. Nice, diverse presentations.”
– David Stevens, Southern Asset Management
“Richard’s conference was a very well organized and well attended. The speakers/presenters were excellent and highly experience in the field. I picked up useful info on the macro view of family office issues and family office criteria for selecting individual managers.”
– Dan Drennan, Hedge US
“As a small boutique firm in the family office space, the Family Office Club seminars have been a valuable resource for our firm giving us the opportunity to learn from industry insiders to help us grow our business.”
– Karen M. Schmid, Moirai Capital Management, LLC
“This conference and your conference I attended in Los Angeles last month is by far the best venue I have experienced.”
– Michael Herr, BroadRiver Asset Management, L.P.
“Highly valuable education to Family Offices. Great environment to learn and meet. Networking is beneficial.”
– Marquita Maria Topovski, The Marquita Group
“Today I have had the opportunity to learn about Family Offices from the masters, which is so inspiring. Thank you Richard!”
– Dr. Jerry Drobenko
“I was very impressed with the quality of the presenters and the topics discussed. Looking forward to the next event!!!”
– Frank Mariuaro, Moutrose Accounting
“Great event and worth my trip from Beijing.”
– Alex Gong
“As always, Richard’s group has delivered again great information and speakers on Family Offices. If you can only join one occasion- this is the one.”
– Don F. Wilkinson, Family Office Consulting, LLC
“Rich provided insight across a multitude of Family Office challenges and opportunities. Top notch presenters and high energy networking. Well done.”
– Jake Rosser
“This was my first family office event and it was great. I met a lot of interesting people and learned a lot. If you don’t know where to start, start here.”
– Raymond Gustafson
“Richard presents closed door information from important contacts that provide powerful insights. Thank you.”
– Tony Hartman, Mark Private Capital
“It is a great knowledge adding event. Every high net-worth individual and Family Office must attend.”
– HP Shah
“The diversity of speakers covering different topics was extremely helpful.”
– Joy Hou, Solution Financing