Investor Matchmaking beta + upcoming CapitalStack events

Happy (almost) President’s Day weekend!

Next week, we are kicking off our next Investor Matchmaking beta campaign with a larger group of participating investors—150 groups split across PERE, FOs and RIAs.

From our initial campaigns in Q4 of 2025 we successfully matched: 

• $5mm pref investment from a family office to a branded residential development project; and

• $50mm co-GP commitment from a family office to an alternative lodging platform.  

How it works

• Organize operators into Upstart, Growth, and Established categories based on track record, team size and years active

• Send investors top matches based on how well your strategy and target check size aligns with their mandates

• Investors assess and choose matches, letting us know which operators, if any, they'd like to be introduced to—and then connect you.

We’ll also be sharing with participants monthly metrics re: what investors are responding to + basic benchmarking for your strategy against the others being presented.

Note, this is service is only available to CapitalStack members. To participate, sign up for CapitalStack here and we’ll send you your operator profile form.

February CapitalStack Calendar

Structuring Programmatic Joint Venture Term Sheets

Friday, Feb 13, 2:00 – 3:00 PM EST
An operator-level conversation on structuring programmatic joint venture term sheets—covering how repeat-deal JVs are negotiated, where economics and control tend to land, common friction points between capital and operators, and how to design structures that scale across multiple transactions while aligning incentives over the long term.

Family Office Fireside: Elle Family Office

Thursday, Feb 19, 2:00 – 3:00 PM EST
Join us for a fireside conversation with Wendy Craft from Elle Family Office, a single family office managing the wealth and investments of the Lazarian family, to share how they evaluate real estate opportunities today, the decision-making frameworks guiding their investment strategy, and what drives conviction in an evolving market environment.

Monthly Capital Markets AMA

Thursday, Feb 26, 2:00 – 3:00 PM EST
A live, open discussion with CapitalStack members on trends across real estate capital markets—from GP fund activity to family office flows and emerging niches.

These events are for CapitalStack members only. To become a member, sign up here.

For Members: To RSVP

1. Log into your CapitalStack Circle community.

2. Click the ‘Community Events’ tab.

3. Reserve your spot for each session.

— Brad & Paul