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momentum_rep · Sponsored360 family offices.
Two days in Coral Gables.
One conclusion.
Read our Q4 outlook
Momentum Real Estate Partners
Momentum Real Estate Partners · Fund V, LP
IMN Family Office East 2026
Marketing Activation & ROI Plan
The execution layer for our capital-raise strategy — every LinkedIn post, email, ad unit, landing page and printed asset drafted and shown as the audience will see it, on a week-by-week runbook — engineered around one number: 1–2 new Fund V LP commitments.
Oct 26–27
Loews Coral Gables, FL
360+
Attendees — FO principals, CIOs, RIAs
8–12
Qualified LP conversations targeted
12–15
Seats each — dinner Oct 26 · closing lunch Oct 27
Prepared by David Ramos, Marketing · for Eduardo & Mauricio Greener · July 2026 · Builds on the MREP conference strategy deck (J. / S.)
01 · The Bottom Line
One LP commitment repays this entire program ~17×
Everything below is sized against fund economics, not marketing vanity metrics. We spend like a capital raise, and we measure like one.
Total Program Investment
~$45K
Mid-tier scenario: sponsorship + dinner + collateral + paid media + travel. Full breakdown in Section 06.
Expected Outcome
1–2 LPs
$2–5M avg. commitment, closing Q1 2027 — from 8–12 qualified conversations at the event.
Lifetime GP Revenue / $3M LP
~$750K
Mgmt fees over fund life + carried interest at target returns (simplified — model in Section 07).
Breakeven is 6% of one commitment. We don't need this conference to be great — we need it to produce one serious "yes." The plan below is built to make that close to inevitable.
Presenter deep-dive
Why frame it this way for Eduardo & Mauricio: family-office conferences are relationship arbitrage, not lead-gen. The cost of being there is trivial against LP lifetime value — the real risk is showing up without an activation system and converting nothing. This plan is that system: every dollar maps to a funnel stage, every asset ships on a date, and every contact has a next step. The $750K/LP figure uses 2% fee over ~7 blended years plus 20% carry on a 1.55× target multiple — directional, and finance can tighten it.
02 · Why This Room
The right 360 people, in our backyard
- Family offices allocate ~25% to direct real estate and are actively seeking proven operators — the event's own thesis (IMN).
- Perfect mandate match: Sun Belt multifamily is the room's #1 conversation. MREP's $1.8B track record is the credential.
- Home-turf advantage: Loews Coral Gables. We host, we don't visit — private dinner, local credibility, zero logistics friction.
- 12 named priority targets already mapped (Bulltick, WE Family Office, Djuric FO, Neman Ventures, L Investments…) — several are on stage Day 1.
- Matchmaking app opens ~Sept 28 (one month out). Attendee list + in-app meetings = we arrive with a full calendar, not a badge.
~25%
Avg. FO portfolio allocation to direct RE
50+
Speakers — incl. multiple Tier-1 targets
Top 12
Priority targets, tiered & owned
1 mo.
Pre-event app window to pre-book meetings
Sources: informaconnect.com/imn-family-office-east (event data) · MREP conference strategy deck (targets, positioning).
03 · The Funnel
From 360 attendees to 1–2 signed LPs — every stage has an owner and a channel
ReachSept 14 → Oct 27
360+ attendees · house list · LI audience
LinkedIn company page 2×/wk · warm-up email · geo-targeted paid (Miami + FO metros)
EngageSept 28 → Oct 25
60+ target touches · 20+ app meetings requested
Matchmaking app · personalized dinner invites · founder 1:1 outreach · retargeting warm-up
ConverseOct 26–27
8–12 qualified conversations · dinner + closing lunch
Session strategy · networking breaks · dinner (Oct 26) · closing lunch at Americana (Oct 27) · closed-door meeting (if tier secured)
AdvanceOct 28 → Nov 21
5–7 November meetings held
48-hr founder-signed follow-ups · 3-tier email sequence · retargeting to event-page visitors
ConvertNov → Q1 2027
2–3 in diligence → 1–2 commitments
Fund V briefing (Nov/Dec) · bespoke materials · CRM-tracked pipeline reviews weekly
Conversion assumptions (editable in the ROI model): 60% of conversations → meetings · 50% → diligence · 40% → commitment. Conservative vs. a curated-dinner pipeline.
04 · The Hospitality Play
Two tables, two nets
Oct 26 · 7:30pm — Dinner · The Curated Net
- Who: Tier-1 Top 12 — invited 3 weeks out by founder-signed notes (Oct 5–9). Pre-committed before the conference starts.
- Where: Premium private room, Coral Gables (Palme d'Or or equivalent) · ~$200–250/head.
- How: No presentation. Conversation-led; track record on a tablet only if it comes up organically.
- The ask: "Can we find 30 minutes in November?"
New
Oct 27 · 12:15–2:15 — Closing Lunch · The Live Net
- Where: Private room at Americana Kitchen — inside the Loews, an elevator ride from the final session. Zero travel friction.
- Size & cost: 12–15 covers · ~$80/head → ~$1.5K all-in w/ svc & tax. Fixed two-course menu so the 2 hours go to conversation, not ordering.
- How seats fill: Live. Strong Day-1/Day-2 conversations get invited on the spot — printed lunch card in every team member's pocket + same-day DM.
- Why it works: Conference ends 12:00 — we catch out-of-town targets in the dead zone before flights, and give dinner guests a second, deeper touch.
The dinner converts the list we already have. The lunch converts the room we haven't met yet — every strong floor conversation gets an immediate, low-friction next step: "join us downstairs tomorrow." Venue visuals — next slide.
Presenter deep-dive
Lunch run of show: 12:15 seated, menu pre-fixed · 12:40 Eduardo, three minutes, no deck — "why we wanted this table" · 1:00 hosted conversation, one MREP seat per 3–4 guests · 1:50 the November ask, table-wide but soft · 2:15 walk guests to the valet personally. Booking note: reserve through Loews events/Americana private dining — confirm whether a room fee or F&B minimum applies on top of the ~$1,200 food spend; budget line carries $1.5K with buffer. Invite hierarchy if oversubscribed: new Tier-1/2 conversations first, dinner repeats second, service providers never.
05 · The Venues
Where the real meetings happen
Photo slot · americanakitchen.com📷
Americana KitchenInside the Loews · American brasserie, open kitchen
Closing lunch · Oct 27
- Dedicated private dining space + chef's table — booked through Loews events
- 12–15 covers · fixed two-course menu · ~$80/head
- Guests are already in the building — zero travel friction before flights
Book by Oct 12 · americanakitchen.com · loewshotels.com
Photo slot · christysrestaurant.com📷
Christy'sCoral Gables steakhouse institution · est. 1978
Dinner option A · Oct 26
- A Gables landmark for 40+ years — wood-paneled private rooms built for exactly this crowd
- Formal private dining program for business dinners & receptions
- ~0.5 mi from the Loews — a 3-minute car, guests arrive fresh
Hold room this week, confirm Oct 12 · christysrestaurant.com/private-dining
Photo slot · biltmorehotel.com📷
Palme d'Or — The BiltmoreFrench fine dining in a 1926 landmark hotel
Dinner option B · Oct 26
- The showpiece option from Jeff C.'s original plan — maximum occasion signal
- Biltmore's landmark setting is itself a conversation piece
- ~1.5 mi from the Loews · availability & private salon capacity to confirm
Status check this week — decision with Option A by Oct 12
🏨Loews Coral Gablesconference · lunch venue
elevator ride
🍽Americana Kitchenground floor
~0.5 mi
🥩Christy's3101 Ponce de Leon
~1.5 mi
🏛The BiltmorePalme d'Or
Photo frames are placeholders by design — official gallery images from the venue sites (links above) drop straight in for the final version. Send me a folder of selects and I'll embed them so the deck stays a single self-contained file.
06 · Investment Scenarios
Three ways in — we recommend B
IMN doesn't publish sponsor pricing; figures marked est. are placeholders benchmarked to comparable FO conferences — to be replaced with Todd Rosenberg's quote (sponsorIMN@informa.com) the week of July 6.
A · Attend & Activate
~$22K total est.
- 2–3 delegate passes, no sponsorship
- Full digital program + private dinner
- No closed-door access, no branding, no attendee list
Lowest cost, but we work the room as guests — and the closed-door FO meeting stays shut.
Recommended
B · Mid-Tier Sponsor
~$45K total est.
- Silver/Bronze-level package (~$20–30K est.)
- Brand on stage + attendee list access
- Negotiate closed-door FO meeting access into the package
- Full digital program + dinner + collateral
Best ROI balance: credibility signal + list + the highest-value hour of the event (Day 2 closed door).
C · Premium / Speaking
~$65K total est.
- Gold-level (~$40–50K est.) w/ panel seat
- A founder on stage in front of every target at once
- Closed-door access typically included
Upgrade only if IMN confirms a speaking slot on a family-office panel — otherwise B captures 90% of the value.
Presenter deep-dive
Negotiation posture with IMN: we're Miami-local, Fund V is live, and it's July — four months out is prime sponsorship-sales season, so ask for closed-door access + 2 extra passes + the pre-event attendee list as make-weights on a mid-tier package before paying Gold money. If Gold comes with a moderated FO panel seat for Eduardo or Mauricio, the delta (~$20K) buys 45 minutes in front of all 360 attendees — that's the only scenario where C beats B.
07 · ROI Model — Live
Change any assumption. The math holds.
Investment
Pipeline & Fund Economics
Total Investment
—
Expected Commitments
—
Lifetime GP Revenue / LP
—
2% fees + 20% carry, simplified
Expected GP Revenue
—
commitments × revenue per LP
Program ROI
—
Cost / Qualified Conversation
—
—
Directional model for decision-making — excludes pref-hurdle mechanics, fee offsets and org-cost recycling. Finance to refine before any external use. Nothing here is shown outside this room.
08 · Spend Sensitivity
$12K to $65K — what each tier actually buys
Same funnel, four spend levels, three conversion cases. Conversations rise with spend for concrete reasons: sponsor list access pre-books meetings, the closed-door hour puts us in front of principals competitors never meet, and paid familiarity lifts every cold approach. Live: this table recalculates off the check-size, fee and multiple sliders in Section 07.
—
Conversion cases (conversation → signed LP, compound): conservative 7% · base 12% · strong 18%. Base ≈ the Oxford Economics in-person benchmark applied across our 4-stage funnel; strong assumes the dinner/lunch system performs. MREP's own Fund I–IV meeting-to-commit history (Jeff C.) will replace these with house numbers.
09 · The Evidence
The numbers behind the assumptions
40% vs 16%
of prospects convert to customers after an in-person meeting vs. without one. This is why we buy tables, not banner ads.
Oxford Economics — ROI of Business Travel
$12.50 : $1
Revenue returned per dollar of business travel, measured over 13 years across 14 sectors. Hospitality-led BD is the proven playbook.
Oxford Economics
8,030 → 10,720
Single family offices worldwide, 2024 → 2030 (+75% vs 2019). The buyer pool for Fund V is growing, not shrinking.
Deloitte — Family Office Insights 2024
3,180
Family offices in North America — nearly doubling 2019→2030, with family wealth projected to rise +258% in the same window.
Deloitte — Family Office Insights 2024
31% / ~25%
31% of family offices plan to increase real estate allocations; the average FO already holds ~25% in direct real estate.
Deloitte 2024 · IMN/Informa
$1.8B · 100%
MREP's own base rate: four funds, $1.8B transacted, 100% deal close rate, 18–19% realized IRR (I–II). Our history is the strongest predictor — Jeff C. to supply past LP-meeting → commitment rates to sharpen every number in this deck.
MREP internal — Fund V materials
Sources: Deloitte Family Office Insights Series 2024 · Oxford Economics, "The Return on Investment of Business Travel" · informaconnect.com/imn-family-office-east · MREP internal track record. Conversion cases in Section 08 are planning assumptions built on these benchmarks, not guarantees.
10 · Standing Out
Everyone wants this capital. Here's our edge.
- The sponsor bench is advisors, not operators: current sponsors are Forvis Mazars (Gold), BDO, IRA Club, RealAdvice (Silver), Acxtus and DWS (Bronze) — accountants, custodians and allocators. A sponsoring operator stands out immediately.
- But the floor is contested: every GP attendee is raising, and this stage has hosted aggressive capital-raisers before (2025 lineup included Cardone Capital). The 360 attendees will hear dozens of pitches over two days.
- Attendee math: a principal leaves with ~30 cards and returns perhaps 3 follow-ups. The entire system in this deck is engineered to be all three.
| Moment | The typical GP in the room | Momentum |
|---|---|---|
| Before | Badge scan, maybe a booth | 6 weeks in their feed + app meetings pre-booked + founder dinner invite in their inbox |
| Evening 1 | Crowded cocktail hour | Hosting 12–15 principals at a private table |
| Day 2 close | Airport Uber | Hosting the closing lunch downstairs at Americana |
| Follow-up | Template blast, deck attached, within a week | Founder-signed personal note in 48 hrs; deck only on request |
| Air cover | None | Retargeting keeps MREP in feed through November decisions |
| Geography | Flew in | Home turf — host, not visitor |
Nobody else in that room will run two hosted tables, a warm retargeting pool, and a 48-hour founder follow-up off one numbered runbook. That's the stand-out — not a bigger booth.
11 · LinkedIn — The System
Twelve posts, zero improvisation
MREP company page
- Cadence: Mon + Thu, Sept 14 → Oct 22. Daily burst Oct 26–29.
- Pillars: Sun Belt POV (50%) · firm & Miami story (25%) · event presence (25%).
- Amplification: founders + deal team reshare within 2 hours — 3–5× reach, zero spend.
- Target layer: page follows + comments on all Top-12 targets, weeks 1–6.
- Approval: all 12 drafted by Aug 7, one 30-min sign-off Aug 14. Nothing written game-week.
Public = brand-level only. No fund terms, no return targets (counsel checkpoint Jul 10).
| Date | Pillar | Opening line | Format |
|---|---|---|---|
| Mon Sep 14 | POV | "Family offices now hold ~25% of portfolios in direct real estate…" | Text |
| Thu Sep 17 | Firm | "Four funds. One thesis. Sun Belt jobs and people." | Photo |
| Mon Sep 21 | POV | "The five signals we check before entering any submarket." | Carousel |
| Thu Sep 24 | Miami | "Brickell to the Gables — why Miami is our operating edge." | Photo |
| Mon Sep 28 | Event | "We'll be at IMN Family Office East. Matchmaking is open." | Visual |
| Thu Oct 1 | POV | "Basis discipline beats market timing. Every cycle." | Text |
| Mon Oct 5 | Firm | "Inside our Monday asset calls — what hands-on actually means." | Video |
| Thu Oct 8 | POV | "'Operator' is the most overused word in real estate. Our definition:" | Carousel |
| Mon Oct 12 | Event | "Two weeks to #IMNFOEast — the sessions we won't miss." | Text |
| Thu Oct 15 | POV | "Sun Belt supply wave vs. rent growth — our Q4 read." | Chart |
| Thu Oct 22 | Event | "Next week. Loews Coral Gables. Come find us." | Visual |
| Oct 26–29 | Live | Daily on-site posts + Thursday recap, founders resharing. | Photo burst |
12 · LinkedIn — The Creative
As it appears in their feed
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Momentum Real Estate PartnersReal Estate Private Equity · Miami, FL · Sep 14
Family offices now hold roughly a quarter of their portfolios in direct real estate — and the questions we hear from principals have changed.
Not "why multifamily?" It's "which submarkets, which basis, and who's actually operating the asset?"
After $1.8B in transactions across the Sun Belt, our answer hasn't changed: buy where jobs and people are moving, at a basis that doesn't need heroics, with weekly eyes on the property.
#SunBelt #Multifamily #FamilyOffice
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Momentum Real Estate PartnersReal Estate Private Equity · Miami, FL · Sep 28
Coral Gables is a 15-minute drive from our office — so this one feels like hosting.
Momentum will be at IMN's Real Estate Family Office & Private Wealth Forum East, Oct 26–27 at the Loews, alongside 360+ family office principals, CIOs and allocators.
Attending? Find us in the event app — or comment below.
Branded visual — "See you at IMN Family Office East · Oct 26–27 · Loews Coral Gables"
#IMNFOEast #FamilyOffice #Miami
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Momentum Real Estate PartnersReal Estate Private Equity · Miami, FL · Oct 8
"Operator" is the most overused word in real estate. Here's what it means at Momentum — in 5 slides.
1 · Weekly asset calls, every property
2 · Site visits on a calendar, not a crisis
3 · Direct PM oversight — no layers
4 · Basis discipline before growth math
5 · Four funds. Same playbook.
#Multifamily #AssetManagement
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Momentum Real Estate PartnersReal Estate Private Equity · Miami, FL · Oct 26 · 📍 Loews Coral Gables
Day 1 at #IMNFOEast. The theme from this morning's panels: allocators aren't slowing on real estate — they're getting more selective about operators.
Selectivity is a filter we're happy to be judged by. Eduardo and Mauricio Greener are on site through tomorrow — come find us at the breaks.
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Mauricio Greener · Co-CEO, Momentum Real Estate Partners · reposted
The discipline part is non-negotiable. Looking forward to seeing many of you in the Gables. 🇺🇸
↳ Momentum Real Estate Partners: "Coral Gables is a 15-minute drive from our office — so this one feels like hosting…"
All 12 posts ship as finished copy + designed visuals for the Aug 14 sign-off. Founder reshares take 30 seconds each — I send the nudge.
13 · Email Campaigns
Six sends. Zero blasts.
- Sep 22 · Warm-up — house list & known FO contacts. Goal: pre-booked Loews meetings.
- Oct 5–9 · Dinner invitations — 1:1 from the founders to the Top 12 + reserves. The highest-leverage send of the program.
- Oct 26–27 · Live lunch invites — same-day DM from the floor team: "Join us at Americana tomorrow, 12:15."
- Oct 28–29 · Tier 1 & Tier 2 — founder-signed dinner follow-ups + deal-team meeting follow-ups. All within 48 hours.
- Nov 17 · Nurture — market note + Investor Briefing invitation to every remaining connection.
Deliberately plain-text: every 1:1 email ships without design — it must read personal, not campaign. The Nov 17 nurture is the program's only branded send. CRM logs every send, open and reply.
Send: Mon Sep 22, 10:05am ETAudience: house list + known FO contactsGoal: pre-booked meetingsSubject B test: "Coral Gables, Oct 26–27 — shall we compare calendars?"
From: Momentum Real Estate Partners
Subject: Will you be at IMN Family Office East?
Subject: Will you be at IMN Family Office East?
[First name],
Momentum will be at IMN's Real Estate Family Office & Private Wealth Forum East — Oct 26–27, Loews Coral Gables, ten minutes from our office.
Eduardo, Mauricio and the investment team are all attending. If you'll be there, reply and we'll lock in time — over coffee at the Loews or through the event's matchmaking app when it opens this week.
If you're not attending but should be, happy to make an introduction to the organizers.
— The Momentum team
Send: Oct 5–9, individuallyAudience: Top 12 + reservesGoal: 12–15 RSVPsSubject B test: "Twelve seats in the Gables — Oct 26"
From: Mauricio Greener
To: [First name — e.g., Julie Neitzel]
Subject: A quiet dinner in the Gables — Oct 26
To: [First name — e.g., Julie Neitzel]
Subject: A quiet dinner in the Gables — Oct 26
[First name],
While IMN has us all in Coral Gables, Eduardo and I are hosting a small dinner on the 26th — twelve or so family office principals and allocators we respect, a private room, good wine, no presentations.
Given your work at [firm], I'd value having you at the table.
7:30pm, five minutes from the Loews. May I have my team send details?
Mauricio
Send: live, Oct 26–27Channel: LinkedIn DM / textGoal: fill 12–15 lunch covers
From: Deal team — same-day DM
To: [Strong floor conversation]
Subject: Lunch tomorrow — we have a table at Americana
To: [Strong floor conversation]
Subject: Lunch tomorrow — we have a table at Americana
[First name] — great conversation just now at [break/session].
Eduardo and Mauricio are hosting a small lunch tomorrow right as the conference wraps — private room at Americana Kitchen, downstairs in the Loews, 12:15–2:15. About a dozen people worth knowing.
Can I count you in before your flight?
Send: Oct 28–29, within 48 hrsAudience: dinner guestsGoal: November meeting booked
From: Eduardo Greener
To: [Dinner guest]
Subject: That point you made about [topic] at dinner
To: [Dinner guest]
Subject: That point you made about [topic] at dinner
[First name],
Still thinking about your point on [specific topic — e.g., basis discipline in Tampa] from Monday night. It sharpened how we're framing one of our current acquisitions.
I'd like to show you what we're building in Fund V — the full picture, not the conference version. 30 minutes, week of Nov 9 or 16?
My assistant will find a slot that works. Glad you were at that table.
Eduardo
Send: Oct 28–29, within 48 hrsAudience: warm conference meetingsGoal: November call
From: Deal team
To: [Conference contact]
Subject: Good to meet at IMN — the one-pager I mentioned
To: [Conference contact]
Subject: Good to meet at IMN — the one-pager I mentioned
[First name],
Enjoyed the conversation at [break/session] on [topic]. Attaching the overview I mentioned — one page, the $1.8B track record and how we operate.
You mentioned [specific interest]. Worth a short call in November to compare notes? I'll suggest a couple of times.
[Deal team member]
Send: Tue Nov 17, 10:05am ETAudience: all remaining connectionsGoal: briefing RSVPsFormat: branded (the only one)
From: Momentum Real Estate Partners
Subject: Our post-IMN read on Sun Belt multifamily — and an invitation
Subject: Our post-IMN read on Sun Belt multifamily — and an invitation
[First name],
Good to connect at IMN Family Office East. Two things:
1. Our short post-conference note on where family offices are pushing in Sun Belt multifamily — attached.
2. We're hosting a Fund V Investor Briefing in Miami (and virtually) in early December — a deeper look at how we underwrite and operate. Reply and we'll hold you a seat.
— The Momentum team
14 · Paid Media — The Flight Plan
~$4K that makes us familiar before we shake hands
Foundation · July
- Meta Pixel + LinkedIn Insight Tag on the MREP site (one afternoon of dev work)
- Landing page: "MREP at IMN Family Office East" — apple.com-clean design: white space, large type, one CTA (request a meeting)
- CRM custom audience: opted-in contacts, hashed upload
Pre-Event · Sept 28 – Oct 27 · ~$2.4K
- LinkedIn: boost the 2 strongest posts to a company/title-targeted list (FO CIOs & principals, attendee firms) — ~$1.2K
- Meta: brand awareness, geo Miami/Coral Gables + top FO metros; retarget site visitors — ~$1.2K
- Creative: firm story, Sun Belt POV, "find us at #IMNFOEast" — nothing about Fund V terms
Post-Event · Oct 28 – Dec 5 · ~$1.6K
- Retarget IMN landing-page visitors & engagers with the post-conference Sun Belt outlook (gated → email capture → 1:1 outreach)
- Warm audience only — this is air cover for the follow-up sequence, not cold acquisition
- Kill switch Dec 5: paid stops when the briefing invitations land
Brand-level creative onlyWarm audiences · no lead-gen forms for the fundCounsel checkpoint before launch — Jul 10Ad units → next section
Presenter deep-dive
Why so small a budget: paid media can't close an LP — it manufactures familiarity so cold outreach becomes warm. A principal who has seen the MREP name three times in their feed accepts the dinner invite at a meaningfully higher rate. The spend is deliberately capped where incremental frequency stops adding trust. If the Greeners want more firepower, the next $5K goes to LinkedIn thought-leader ads amplifying founder reshares — not to Meta.
15 · Paid — The Creative
Exactly what they'll see
Facebook feed · Variant A · brand awareness
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Momentum Real Estate PartnersSponsored · 🌎
Family offices are rethinking how they access Sun Belt multifamily. Momentum — Miami-based, $1.8B in transactions across four funds, hands-on by design.
The Operator Behind $1.8B — Sun Belt Multifamily, Managed Weekly
momentumrep.comMeet Momentum at IMN Family Office East
Learn More
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Variant B hook: "Your allocation to real estate is growing. Is your operator bench growing with it?"
Instagram story · retargeting flight
360 family offices.
Runs Oct 28 → Dec 5 to site visitors & engagers only — drives the gated Q4 Sun Belt outlook → email capture → 1:1 outreach.
LinkedIn sponsored · boosted post
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Momentum Real Estate PartnersPromoted
Family offices now hold roughly a quarter of their portfolios in direct real estate — and the questions we hear from principals have changed…
Boosted to: FO/RIA job titles + attendee-firm company list
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We don't create separate LinkedIn ads — we put ~$1.2K behind the two organic posts that already prove engagement. Targeting: CIO/principal titles + the attendee-firm list.
Brand-level only — no fund terms, no return targetsAll creative to counsel with the Jul 10 packet
16 · The Landing Page
One page. One ask.
momentumrep.com/imn2026
IMN FAMILY OFFICE EAST · OCT 26–27 · CORAL GABLES
Meet Momentum
in Coral Gables.
Sun Belt multifamily, operated hands-on from Miami. Two days, one table, and a conversation worth having in person.
$1.8BTRANSACTION VOLUME
4FUNDS MANAGED
MiamiHOME SINCE DAY ONE
NameFirmEmail
Request a meeting
Momentum Real Estate Partners. For informational purposes only. Not an offer to sell or a solicitation of an offer to buy any security.
- Live Jul 20 — one afternoon of dev work, apple.com-clean: white space, large type, single CTA.
- Every channel points here: LinkedIn posts, both ad flights, email signatures, the QR on the printed leave-behind.
- Form → CRM instantly, tagged "IMN26" — meeting requests route to the deal team same day.
- Pixel events: PageView + MeetingRequest → powers the retargeting pool and the weekly intent report.
- Compliance: brand-level copy, standard disclaimer, no fund documents behind it.
17 · Print & Table Assets
The physical layer, same system
Leave-behind · 2-sided card · print by Oct 10
MOMENTUM
$1.8B
Transaction volume across four funds
18–19% realized IRR (Funds I–II) · 100% deal close rate
momentumrep.com/imn2026 · [QR]
momentumrep.com/imn2026 · [QR]
Back: the fee-narrative summary — net-of-fee returns vs. market alternatives (Jeff C.'s objection-handler, designed by me).
Dinner invitation · mails with founder email · Oct 5
MOMENTUM REAL ESTATE PARTNERS
Mauricio & Eduardo Greener
request the pleasure of your company
Dinner · Monday, October 26 · 7:30 pm
Coral Gables — venue with RSVP
request the pleasure of your company
Dinner · Monday, October 26 · 7:30 pm
Coral Gables — venue with RSVP
RSVP · David Ramos · [phone]
Printed on heavy stock; the email carries a photo of the physical card. Old-world signal in a digital inbox.
Lunch card · one in every team pocket · Oct 26
Lunch tomorrow?
Americana Kitchen — inside the Loews
Tuesday, Oct 27 · 12:15–2:15
Private room · Momentum Real Estate Partners
Tuesday, Oct 27 · 12:15–2:15
Private room · Momentum Real Estate Partners
Show this card. We'll have a seat for you.
The physical close to a great floor conversation — no app, no follow-up friction. 40 printed, numbered so we know who invited whom.
18 · The Runbook
First, second, third — in order
Price the roomEmail Todd Rosenberg (IMN): tier pricing + closed-door access ask.D.R. drafts · Jeff C. sends · wk of Jul 6
Lock the rulesCounsel confirms 506(b) guardrails on the full creative packet.Jeff C. + counsel · Jul 10
GreenlightApprove Scenario B cap, $4K paid media, calendar holds.Eduardo & Mauricio · Jul 15
Wire the plumbingPixels, Insight Tag, landing page live and tested.D.R. + dev · Jul 20
Book the basicsRegistrations confirmed, Loews rooms held.Deal team · Aug 3
Approve the creative12 posts, ads, emails, print — one 30-min sign-off.Eduardo & Mauricio · Aug 14
Load the CRMTop-20 final, tagged, tiered; LinkedIn follows begin.Deal team + D.R. · Aug 28
Turn the engine onLinkedIn 2×/wk from Sep 14; warm-up email Sep 22.D.R. · Sep 14–22
Fill the calendarMatchmaking profiles live day one; paid flight starts.All hands · Sep 28
Set the tablesDinner invites out Oct 5–9; print in hand Oct 10; venues locked Oct 12.Founders + D.R. · Oct 5–12
Work the roomConference. Dinner the 26th. Lunch the 27th. Live posts daily.Everyone · Oct 26–27
Close the loop48-hr follow-ups → Nov meetings → Dec briefing → Dec 18 pipeline review.Founders + deal team + D.R. · Oct 28 →
19 · Execution Timeline
17 weeks, every deadline owned
July · now
Jul 6 wkEmail Todd Rosenberg — sponsor tiers + closed-door access
Jul 10Counsel sign-off: 506(b) content guardrails
Jul 15Sponsorship decision + budget cap approved
Jul 20Pixels, tags & landing page live
August
Aug 3Register team · book Loews rooms
Aug 14Content calendar approved (12 posts + creative)
Aug 28Top 20 target list final in CRM · LI follows begin
September
Sept 14LinkedIn engine on — 2×/week
Sept 22Warm-up email to house list
Sept 28Matchmaking app opens — profiles live day one, meeting requests out
Sept 30Fund V collateral audit done (D.R.)
October
Oct 5–9Founder dinner invites (Top 12)
Oct 10Leave-behind printed · gifts in hand
Oct 12Dinner venue locked (Palme d'Or or equiv.)
Oct 12Lunch room booked — Americana Kitchen, Loews (Oct 27)
Oct 20Follow-up email suite drafted · fee one-pager done
Oct 26–27CONFERENCE · dinner 26th 7:30pm · closing lunch 27th 12:15pm
November
Oct 28–2948-hr follow-ups: founder-signed + team tiers
Nov 10All Fund V meetings scheduled
Nov 9–21November meetings held (goal 5–7)
Nov 17Nurture send + briefing invitations
December
Early DecFund V Investor Briefing — Miami + virtual
Dec 5Paid media off
Dec 18Pipeline review w/ Eduardo & Mauricio: diligence status, Q1 close plan
Integrates every deadline from the existing MREP strategy deck (collateral, dinner, follow-ups) — nothing dropped, marketing layer added on top. D.R. = David Ramos owns; conference-floor items owned by deal team per original plan.
20 · Measurement
The Monday scorecard — five minutes, no fluff
| Metric | Goal | Cadence | Why it matters |
|---|---|---|---|
| Pre-Event (Sept 14 → Oct 25) | |||
| Top-20 targets engaged (follow/comment/DM/app) | 100% | Weekly | No cold handshakes on Oct 26 |
| Matchmaking-app meetings pre-booked | 10+ | Weekly from Sept 28 | Arrive with a full calendar |
| Dinner RSVPs confirmed | 12–15 by Oct 22 | Weekly | The dinner is the conference |
| Closing-lunch covers (invited live at event) | 12–15 by Oct 27, 10am | Oct 26–27 | Immediate next step for hot conversations |
| LinkedIn: target-list engagement on MREP posts | ≥8 of Top 20 | Weekly | Familiarity signal, not vanity reach |
| Landing-page visits from target firms | trend ↑ | Weekly | Retargeting pool + intent read |
| Post-Event (Oct 28 → Q1 2027) | |||
| Qualified conversations logged in CRM | 8–12 | Oct 28 | The event's headline number |
| 48-hr follow-ups sent | 100% by Oct 29 | Once | Speed is the differentiator |
| November meetings held | 5–7 | Weekly | Funnel stage 4 |
| In diligence / decks sent (on request only) | 2–3 | Weekly | Protect scarcity, track intent |
| LP commitments closed | 1–2 by Q1 2027 | Monthly | The only number that pays |
21 · What I Need From You
Five decisions, and we're in motion this week
Sponsorship posture. Approve Scenario B as the negotiating target (~$45K all-in program) and a walk-away cap. I email Todd Rosenberg the moment we agree.
Decide by Jul 15
Counsel checkpoint. 30 minutes with fund counsel to confirm the 506(b) guardrails on public content. Everything I've shown is built to pass this review.
By Jul 10
Paid media budget. Approve ~$4K (LinkedIn + Meta, warm audiences, brand-level creative, kill switch Dec 5).
By Jul 15
Your calendars. Hold Oct 25–27 fully — including the dinner you're hosting on the 26th and the closing lunch at Americana on the 27th (12:15–2:15) — and protect Nov 9–21 blocks for LP meetings.
This week
Founder voice. Dinner invitations and T+48 follow-ups go out over your names. I draft everything; you approve in one 20-minute session per batch.
Ongoing
North star, unchanged from the original plan: "Can we find 30 minutes in November to walk you through Fund V?" — this program exists to make 5–7 people say yes to that sentence, and 1–2 of them say yes to the fund.