Roughly $20K to sit across from
family office capital, in our backyard.
IMN's Real Estate Family Office & Private Wealth Forum East, at the Loews Coral Gables, fifteen minutes from our office. Below is what it costs, what we expect out of it, the pipeline we build on the way there, and the one condition under which we should not go at all.
Program cost
What we expect
Meetings booked
One $3M LP is worth
A conference is only worth it if the calendar is already full
Nobody raises capital by walking a floor and collecting cards. The return on an event like this is decided weeks before it starts, by how many real meetings are on the books when we walk in. Everything in this plan exists to drive one number.
What the conference gives us
- A sponsor's access to the attendee list, released on a schedule that depends on our tier
- The meeting-request system, which opens roughly a month out
- Two days in a room of family office principals and allocators
What we already own
- Our own database, built over years of these events. Largely the same people, conference after conference
- Preqin for identifying and qualifying family office contacts
- LinkedIn networks where many of these principals are already connected to us
What this program adds
- It works both lists at once, theirs and ours, on a schedule
- It reaches people who are not yet attending and gives them a reason to come, or a reason to meet us separately
- It puts a hosted dinner in the middle of the two days
What we walk away with, stage by stage
The checkpoint: October 1
By October 1 we will know how many meetings are actually confirmed, from our own database and the conference's meeting system, before the large costs land. If that number is under eight, we do not proceed as planned. We drop the dinner, keep the passes, and treat it as a walk-the-floor year. You are approving a program with a brake on it, not a blank cheque.
Stage-to-stage assumptions are deliberately conservative and will be replaced with our own historical meeting-to-commitment rates from Funds I–IV before this is final.
We are not buying a logo. We are buying lead time on the list.
Every tier includes the same room. What changes with price is how many weeks early we receive the attendee list, and every extra week is more time to book meetings. That is the only line in this table that matters.
| Tier | Cost | Guest passes | Attendee list released | What that buys us |
|---|---|---|---|---|
| BronzeRecommended | $10,000 | 3 listed · 4 confirmed verbally | 2 weeks ahead | The room, four of us in it, and a list two weeks out |
| Silver | $15,000 | — | 3 weeks ahead | One extra week of booking time |
| Gold | $20,000 | — | 4 weeks ahead | Two extra weeks, aligns with the meeting system opening |
| Platinum | $25,000 | — | 5 weeks ahead | Three extra weeks, the longest runway offered |
Pricing and list-release timing per IMN's sponsorship email (June 16), to be confirmed in writing with Todd Rosenberg this week. The posture on that call: "ownership approves this only if the meetings are guaranteed, so help me facilitate them." He wants to sell, and the list is his asset to give. Last year's list, even companies only, is the highest-value ask: these events repeat largely the same audience, so it lets us start booking immediately.
One commitment, measured in fees we can defend
No carried interest, no lifetime revenue projections, no multiples. Carry does not pay the bills and depends on outcomes we cannot promise. This is management fee arithmetic only, on a single average commitment.
Average commitment
Asset management fee
Per year
Over five years
Deliberately excludes carried interest and any performance assumption. If the fee rate or hold period differs from these figures, the arithmetic adjusts in one line, and the conclusion does not change.
One table on the 26th. That is the whole play.
Twelve principals.
One private room. No presentation.
- Who: our priority targets, invited three weeks out over Eduardo and Mauricio's names
- Where: a private room in Coral Gables, minutes from the Loews
- Budget: $7,500–10,000 all-in, wine included. This is the one line we do not go cheap on: the table itself is the impression
- The ask: a thirty-minute conversation in November. Nothing more that night
Why we cut the closing lunch
- It is a second cost for less incremental value
- Attendees at these events fly out early on the final morning. The people still around would be few
- The 26th is the main day. Concentrating spend and attention on one excellent dinner beats splitting it across two mediocre tables
If the final schedule shows a usable gap on the 27th, we handle it informally. No room hire, no minimum, no commitment.
Venue quotes in progress: Palme d'Or at the Biltmore is the showpiece option, a Coral Gables steakhouse private room is the fallback. Either way the line is budgeted at $7.5–10K, and the spend earns its keep only if every seat maps to a one-on-one. That is the condition we hold ourselves to.
Two audiences, two different jobs
The program splits cleanly in two, and conflating them is how these campaigns get wasted. One group is already going. The other is not, and is worth reaching anyway.
The 360 in the room
- Source: IMN's attendee list, last year's list, and our own database of repeat attendees
- Channel: direct, personal email and LinkedIn. No blasts. One-to-one from a name they recognise
- Goal: a confirmed meeting slot before October 26
The ones we bring
- Source: Preqin, our LinkedIn networks, and family offices in our own pipeline
- Channel: LinkedIn content and a small retargeting flight, pointing to one page with one form
- Goal: either they come, or we book a meeting with them separately. Both are wins
- After the event: a short insights note, what we heard in that room about where family offices are pushing, sent to everyone who could not attend as the reason to sit down. The conference keeps working after it ends
Paid media, event flight
Landing page
Creative
All public creative stays brand-level: no fund terms, no return figures. Counsel confirms before anything runs.
We do not wait for October to bring in prospects
The conference is one moment. This engine runs from August at roughly twenty dollars a day, so prospects come in every month on the way there, and every conversation at the Loews lands on someone who has already seen us.
Step 1 · The ad
Step 2 · The page
Step 3 · The routing
Step 4 · The call
The proof this works in our asset class
- Cardone Capital built a multi-billion-dollar investor base raising direct through paid social. Loud is not our style, but the channel is proven at scale
- Origin Investments and Ashcroft Capital fill their raises from digital audiences built on content plus modest paid spend, the quiet version of the same playbook
- The mechanics are identical to ours: a useful insight, a form, a fast personal follow-up
What it costs
- $400 a month to start, scaling to $600 once the cost per lead proves out. Roughly $1.5–2K between now and the conference
- Less than one seat at the dinner costs, running every day for three months
- Kill or scale monthly based on cost per qualified conversation
Counsel confirms the structure before any investor-facing ad runs: creative stays at the brand and insights level under the current fund structure, and if we ever want to advertise the raise itself, that is a deliberate 506(c) decision, not a media buy.
The machine, lit up end to end
Modeled on live campaigns running right now from funds like Ashcroft Capital. A prospect in Miami sees the story, answers one question, taps twice, and the report is in their inbox. The next morning our deal team calls. Every frame below is the actual flow.
Where Sun Belt multifamily goes from here.
1 · The adInstagram story and feed, Miami and South Florida investor profiles.
2 · One questionThe accreditation gate, asked the same way the live funds ask it.
3 · Two tapsInstagram pre-fills every field. The prospect never types.
4 · Instant deliveryThe report lands while the interest is still warm.
5 · The callCRM logs it, deal team calls within one business day. No drip purgatory.
Spend
Where
What to expect
Live ads in this space run from insight reports (Ashcroft) to projected-IRR promises on screen (we have seen 40% IRR advertised). We deliberately model the first. Performance advertising is a compliance exposure we do not take, and counsel signs the final creative before a dollar is spent.
Fourteen weeks, and the first move is this week
July · now
August
September
October
Nov – Q1 2027
Three approvals, and we move this week
Approve roughly $20–25K all-in: the $10K sponsorship, a $7.5–10K dinner done right, and the outreach, plus the always-on engine at $400–600 a month from August. Authority to go up a tier only if IMN will not release the attendee list early. Hard cap $35K.
Let me take the IMN conversation. Loop me in with Todd Rosenberg and I will negotiate the fourth pass, the list timing, and last year's attendee list before we sign anything.
Hold October 26–27, and lend your names. The dinner invitations and the 48-hour follow-ups go out over yours. I draft everything; you approve in one sitting.