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The Capital Raiser Show

The Capital Raiser Show

817 episodes — Page 3 of 17

S4 Ep 1Chris Finlay Preview: Family Offices Are Picky, Make Sure You Can Meet Their Requirements

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Chris is a believer in buying real estate and waiting it out through any down turns. In the full show he covered why he sold off his 8,000 unit multifamily portfolio and pivoted into senior living real estate. In this clip he covers raising capital from family offices a bit. On the full episode we went over: Surviving Downturns Assisted Living and Memory Care Buy distressed real estate when the market is down The Effects of Covid on Senior housing The Multifamily industry was visibly crazy from 2010 to 2020 Raising equity through tax credits Buying Multifamily during the crash of 08' Joint Venturing with Family Offices Institutional JV Partnership Structures Transitioning from Institutional raises to retail capital raises Using Regulation CF Why is assisted living so lucrative? What do Family Offices Require Find Chris at https://lloydjonesllc.om Book a call with Ruben at https://calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at https://capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or feel free to pay full price. Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. https://investnext.com

Feb 13, 20241 min

S4 Ep 1CRS294 Chris Finlay: Joint Ventures, Senior Housing and Family Offices

Chris Finlay Joined us for the Premier of Season 4 and talked shop with me about how he sold a lot of his 8,000 multifamily unit portfolio and pivoted into Assisted Living and Memory Care facilities. We discuss why as the show unfolds. Themes we discussed include: Surviving Downturns Assisted Living and Memory Care Buy distressed real estate when the market is down The Effects of Covid on Senior housing The Multifamily industry was visibly crazy from 2010 to 2020 Raising equity through tax credits Buying Multifamily during the crash of 08' Joint Venturing with Family Offices Institutional JV Partnership Structures Transitioning from Institutional raises to retail capital raises Using Regulation CF Why is assisted living so lucrative? What do Family Offices Require Find Chris at https://lloydjonesllc.om Book a call with Ruben at https://calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at https://capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or feel free to pay full price. Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. https://investnext.com

Feb 9, 202429 min

S3 Ep 87Kenny Wolfe Preview: From Passive to Raising Capital, Syndicating and Now 4 Asset Classes

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Kenny walks us through the evolution of starting passively with 100K then moving into active syndications, capital raising and going into multiple asset classes for his diverse database of investors. On the full episode we explored the following topics: Developments, multifamily syndications and lots of funds It is a lot of work to be a full time syndicator You have to have 50K to Play in the Game It's recommended to go passive first before syndicating As a passive investor, it can help to go on site to learn the ropes Take copies of your passive checks around with you to show potential investors Evolving into 4 asset classes and funds People like one stop shops of where to go to place money Rinsing and repeating with the same lawyer made sense Scaling into large debt funds Doing ground up developments and office to multifamily conversions Market Selection When starting, pick one offering type and get good to scale capital Working with Family Offices Find Kenny at wolfe-investments.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or feel free to pay full price.

Feb 9, 20241 min

S3 Ep 87CRS293 Kenny Wolfe: Developments, 8K Units of Multifamily and Lots of Funds Including Debt

Kenny was a blast and easy to talk to. Hard to believe he owns so much real estate and has evolved into so many asset classes to own over $1B of Assets Under Management. If you want to learn capital raising, tune is as he has raised over $200M! some topics we explored include: Developments, multifamily syndications and lots of funds It is a lot of work to be a full time syndicator You have to have 50K to Play in the Game It's recommended to go passive first before syndicating As a passive investor, it can help to go on site to learn the ropes Take copies of your passive checks around with you to show potential investors Evolving into 4 asset classes and funds People like one stop shops of where to go to place money Rinsing and repeating with the same lawyer made sense Scaling into large debt funds Doing ground up developments and office to multifamily conversions Market Selection When starting, pick one offering type and get good to scale capital Working with Family Offices Find Kenny at wolfe-investments.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or feel free to pay full price.

Feb 5, 202431 min

S3 Ep 86Migena Agaraj Preview: Working The Room At Big Conferences

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I met Migena Agaraj at the Family Office Club and she had a huge group of people surrounding her. Turns out that networking is her main thing and it has lead to raising capital. Here is is a clip on networking from our show. On the full show we covered: Albanians love real estate Connecting with Grant Cardone in Clubhouse Resigning from her job and going all in with real estate Raising $3M collectively in 20 Minutes Gaining exposure for your company It starts with feeling worthy, confidence is key Be of service to the people you meet at conferences Never stop following up What she learned from GC's program The value of an ecosystem of people you can exchange with Multifamily is the asset class of her choice Find Migena at askmigena.com Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/# Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected]

Feb 1, 20241 min

S3 Ep 86CRS292 Migena Agaraj: Be A Great Networker And The Capital Raising Happens As A Bonus

In this episode we covered: Albanians love real estate Connecting with Grant Cardone in Clubhouse Resigning from her job and going all in with real estate Raising $3M collectively in 20 Minutes Gaining exposure for your company It starts with feeling worthy, confidence is key Be of service to the people you meet at conferences Never stop following up What she learned from GC's program The value of an ecosystem of people you can exchange with Multifamily is the asset class of her choice Find Migena at askmigena.com Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/# Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected]

Jan 31, 202433 min

S3 Ep 85Cooper Drenner Preview: Punch Above Your Weight Class

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Cooper sees what you see! Operators are failing today because they can't perform their business plans! Topics of the main show include: Why Build to Rent? Combining Operational Expertise with Home Development Expertise Is BTR Multifamily? Being Open to Going Long on the Deal The Structure of Our Company Don't Do Deals to Feed A Machine Addressing the Shifting Multifamily Space with the Debt Market Managing People as You Scale and Building Company Culture Managing People's Money with Radical Transparency Understanding a $50K Investment Might be the Largest Investment for Someone Hiring a COO and what that Entails Learning the Development Side Taking the Blind Leap Into a New Asset Class Lending Models in Our Development Space Business Models for Raising and Acquiring Debt in Development Lending Aspects for The Entire Community Exit Strategies Working with Institutions and or Selling to Them Reach Drenner at https://wildhorncap.com/ Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/# Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected]

Dec 13, 20231 min

S3 Ep 84Leo Hefner Preview: A Fund For Scaling And Still Buying Houses

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Leo talks about his business and the game of Networking with Family Offices On the full episode we covered some of the following topics: Buying Slumlord Houses and Bringing them to FHA Standards It started with a conversation on an airplane There is a philanthropic side to the business You can make money and help residents "We buy houses between a 15 and a 30 Cap Rate" People become accidental slumlords Finding Homes via Code Enforcement Violations A Hooker who is a bird dog Opening a Reg D 504 Fund Selecting where 506(c) advertising dollars go Creating Relationships at the family office club Going to events with the mindset to add value There is some blood in the water and investors have some dry powder Let's create some financial literacy to those that need it most Find Leo at : southbend7.com leohefner.com wildbluebackup.com Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/# Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected]

Dec 12, 20231 min

S3 Ep 85CRS291 Cooper Drenner: Scaling, Evolving, and Entering New Asset Classes (Austin, TX BTR)

BTR, Scaling and New Asset Classes, Here is what Drenner had to say on the topics: Why Build to Rent? Combining Operational Expertise with Home Development Expertise Is BTR Multifamily? Being Open to Going Long on the Deal The Structure of Our Company Don't Do Deals to Feed A Machine Addressing the Shifting Multifamily Space with the Debt Market Managing People as You Scale and Building Company Culture Managing People's Money with Radical Transparency Understanding a $50K Investment Might be the Largest Investment for Someone Hiring a COO and what that Entails Learning the Development Side Taking the Blind Leap Into a New Asset Class Lending Models in Our Development Space Business Models for Raising and Acquiring Debt in dDevelopment Lending Aspects for The Entire Community Exit Strategies Working with Institutions and or Selling to Them Reach Drenner at https://wildhorncap.com/ Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/# Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected]

Dec 5, 202341 min

S3 Ep 84CRS290 Leo Heffner: A Fund For Lower Income Housing

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Leo and I had an interesting conversation about how he helps accidental slumloards and their residents to have better lives. Additonaly we went into some details about the fund he uses to acquire these properties. Some topics we covered in the show include: Buying Slumlord Houses and Bringing them to FHA Standards It started with a conversation on an airplane There is a philanthropic side to the business You can make money and help residents "We buy houses between a 15 and a 30 Cap Rate" People become accidental slumlords Finding Homes via Code Enforcement Violations A Hooker who is a bird dog Opening a Reg D 504 Fund Selecting where 506(c) advertising dollars go Creating Relationships at the family office club Going to events with the mindset to add value There is some blood in the water and investors have some dry powder Let's create some financial literacy to those that need it most Find Leo at : southbend7.com leohefner.com wildbluebackup.com Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/# Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected]

Nov 15, 202333 min

S3 Ep 84Matt Ryan Preview: Getting Great Returns While Also Doing Good

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It's hard to make money while doing good in the world. Matt Ryan tells us a little about the struggle! Some topics we covered on the full episode include: Green Building from the get go Charity yet having a marketing leading return for investors Charity is Altruistic AND can be profitable Co-Living and MicroDevelopment It's challenging to implement affordable housing for deals under $35M Beurachracy is hard work even with tax credit incentives There are markets showing upside in this niche post pandemic You have to prove your track record to scale and get debt Small Developers are Redefining the way business is done Some green methods employed including insulation Building Efficiency can be argued as not green Getting into development Having an interest in complexities Creating value via forced appreciation Can you do deals without outside capital? Find Matt at http://re-viv.com/ Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/# Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected]

Nov 15, 20231 min

S3 Ep 83Mat Sorensen Preview: There is $30 Trillion in Retirement Accounts in the USA

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$30 Trillion - that is what is on the table! Are you tapping into this money that has already been designated for investing in USA retirement accounts? Mat Sorensen dove into how to unlock this capital and what you need to say to get people to take it out of the stock market on the full show. Some topics we covered on the full episode include: Assisting clients raise capital for their own deals Being an Attorney and a real estate investor Raising from IRA's There is $30 Trillion in Retirement Accounts in the USA Retirement Money is already set aside for investing! TWO parts to the process 1. You must know enough to educate people about it. 2. You have to be able to execute on the strategy. You must be able to walk your investors through the process Mat targets Capital Raisers in his business to help them raise People are sick of the stock market roller coaster - use that pain point! There are 3 steps 1. Open a SDIRA 2. Move the Money 3. They Authorize the Investment When they don't want to move money, ask them, "What did they make in the stock market last year?" Ask them how their 401K is doing? - Pain Point! Ask them, "What is the total return they made?" People are drawn to investing in RE because its more reliable than stocks The process to move the money takes about 2 weeks UBIT Tax - Unrelated Business Income Tax Unrelated Debt Financed Income Tax Ways to avoid UBIT Tax The different vehicles that are available Know your personality type and partner with people who can cover your weaknesses Find mat at directedira.com or matsoresen.com Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/# Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected]

Nov 15, 20231 min

S3 Ep 84CRS289 Matt Ryan: Pairing Your Mission with Affordable By Design Profitable Real Estate

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Matt was steadfast in this interview in explaining how you can have a service oriented business while also helping the world. Raising capital in this scenario requires determination and he walks us through the process of how he does it. Some topics we covered include: Green Building from the get go Charity yet having a marketing leading return for investors Charity is Altruistic AND can be profitable Co-Living and MicroDevelopment It's challenging to implement affordable housing for deals under $35M Beurachracy is hard work even with tax credit incentives There are markets showing upside in this niche post pandemic You have to prove your track record to scale and get debt Small Developers are Redefining the way business is done Some green methods employed including insulation Building Efficiency can be argued as not green Getting into development Having an interest in complexities Creating value via forced appreciation Can you do deals without outside capital? Find Matt at http://re-viv.com/ Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST tinyurl.com/454zhv9r Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ambassador/capitalraiser/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected]

Nov 9, 202345 min

S3 Ep 83CRS288 Mat Sorensen Esq.: Unlocking The Raising of Capital From Retirement Accounts

Mat talks to us about the process to move limited partners to self direct their retirement accounts. Some topics we covered on thes show include: Assisting clients raise capital for their own deals Being an Attorney and a real estate investor Raising from IRA's There is $30 Trillion in Retirement Accounts in the USA Retirement Money is already set aside for investing! TWO parts to the process 1. You must know enough to educate people about it. 2. You have to be able to execute on the strategy. You must be able to walk your investors through the process Mat targets Capital Raisers in his business to help them raise People are sick of the stock market roller coaster - use that pain point! There are 3 steps 1. Open a SDIRA 2. Move the Money 3. They Authorize the Investment When they don't want to move money, ask them, "What did they make in the stock market last year?" Ask them how their 401K is doing? - Pain Point! Ask them, "What is the total return they made?" People are drawn to investing in RE because its more reliable than stocks The process to move the money takes about 2 weeks UBIT Tax - Unrelated Business Income Tax Unrelated Debt Financed Income Tax Ways to avoid UBIT Tax The different vehicles that are available Know your personality type and partner with people who can cover your weaknesses Find mat at directedira.com or matsoresen.com Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST tinyurl.com/454zhv9r Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/# Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to The Family Office Club Advisors. https://familyoffices.com

Nov 8, 202337 min

S3 Ep 82Jean Klinkhamer Preview: The Benefits of Build to Rent

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Jean is one of the few BTR syndicators in Phoenix, most BTR developers in Phoenix are Institutions or Private Investors. I hope you enjoy what he had to say on the topic as much as I did! check out the full episode where we covered things like: Dreaming to be a lender from a young age Using a pool fund to lend from Scaling up a BTR fund to do it big Why should someone invest in BTR? Institutional capital has left Retail and Office to go into BTR Renters prefer a yard and SFR's to rent more than apartments Build to Rent vs Build to Sell There is a 6 Million home shortage of houses You can build BTR, Retn it Now, Sell it Later Make sure to individually plat the lots for multiple exit strategies Subcontractors will give you a great price when you build in bulk Institutions will pay a premium for larger portfolios of BTR AZ has a Spec Builder tax that gets voided after two years of holding You can pick the ideal time to sell based off future cap rate predictions What are the benefits of investing in AZ Benefits of Build to Rent Capital Raising for Development Using Regulation D. 506(c) exemptions Hard Money Lending Funds for BTR in AZ Investors often have two investment theses that can both be addressed Individual mezzanine lenders may not need to be accredited How do you lend money in AZ (post lighting round) Find Jean at klinkloans.com & klinkfunds.com Check Out InvestNext.com as the preferred investor portal of the show. Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com/# Mention the Capital Raiser Show to get 40% off at FamilyOffices.com

Nov 7, 20231 min

S3 Ep 81Hunter Thompson Preview: Hey Capital Raisers, Stop Being A Solopreneur

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We went into an incredible amount of capital raising philosophy on the full episode. make sure to check it out! Find Hunter at: https://Asymcapital.com Get a free fund to funds course at https://fundtofundsmastery.com Go to Raise Fest - https://raisefest.com

Oct 31, 20231 min

S3 Ep 82CRS287 Jean Kilnkhamer: Build to Rent in Arizona and Using Funds to Syndicate Them

Jean is one of the few BTR syndicators in town, most BTR developers in Phoenix are Institutions or Private Investors. I hope you enjoy what he had to say on the topic as much as I did! Some points of discussion covered include: Dreaming to be a lender from a young age Using a pool fund to lend from Scaling up a BTR fund to do it big Why should someone invest in BTR? Institutional capital has left Retail and Office to go into BTR Renters prefer a yard and SFR's to rent more than apartments Build to Rent vs Build to Sell There is a 6 Million home shortage of houses You can build BTR, Retn it Now, Sell it Later Make sure to individually plat the lots for multiple exit strategies Subcontractors will give you a great price when you build in bulk Institutions will pay a premium for larger portfolios of BTR AZ has a Spec Builder tax that gets voided after two years of holding You can pick the ideal time to sell based off future cap rate predictions What are the benefits of investing in AZ Benefits of Build to Rent Capital Raising for Development Using Regulation D. 506(c) exemptions Hard Money Lending Funds for BTR in AZ Investors often have two investment theses that can both be addressed Individual mezzanine lenders may not need to be accredited How do you lend money in AZ (post lighting round) Find Jean at klinkloans.com & klinkfunds.com Check Out InvestNext.com as the preferred investor portal of the show. Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com/# Mention the Capital Raiser Show to get 40% off at FamilyOffices.com

Oct 29, 202335 min

S3 Ep 81BYL19 Hunter Thompson: A Deeper Dive Into What Capital Raisers and Fund Managers Need

Hunter Breaks it down like no one else can! Find him at https://Asymcapital.com get a free fund to funds course at https://fundtofundsmastery.com go to Raise Fest - https://raisefest.com

Oct 27, 202353 min

S3 Ep 80Ray Heimann Preview: Multifamily that is to Big for SFR Investors, Too Small for Institutions

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Do you like 4-20 unit Multifamily properties? Not enough people are taking advantage of this space that is to big for SFR investors and too small for the instituions. Ray Heimann broke down what he loves about the space on the show and how he is using funds to purchase and accumulate large portfolios of deals in this size space. On the full episode we covered: Taking your love for multifamily to the next level Extracting value from smaller multifamily There is a huge opportunity to take advantage of the small multifamily space Investors will pay a premium for bulk properties Using property technology People love DYI via phone app to resolve repair Using Data Analytics Finding Properties that fit a Buy Box Contacting Sellers using multiple methods Using technology to get leads Doing purchase transactions without brokers Using funds and syndications to purchase smaller or midsize multifamily Advice for emerging fund managers Partnering with Family Offices Raising from Placement Agents Find Raymond at https://usaterra.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Mention the Capital Raiser Show to get 40% off at FamilyOffices.com

Oct 25, 20230 min

S3 Ep 80CRS286 Raymond Heimann: Small to Midsize Multifamily Acquisitions Using Funds

Raymond and I talk shop on Small to midsize multifamily properties and compare some different take down strategies with funds, JV's and syndications. Some topics we covered include: Taking your love for multifamily to the next level Extracting value from smaller multifamily There is a huge opportunity to take advantage of the small multifamily space Investors will pay a premium for bulk properties Using property technology People love DYI via phone app to resolve repair Using Data Analytics Finding Properties that fit a Buy Box Contacting Sellers using multiple methods Using technology to get leads Doing purchase transactions without brokers Using funds and syndications to purchase smaller or midsize multifamily Advice for emerging fund managers Partnering with Family Offices Raising from Placement Agents Find Raymond at https://usaterra.com Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Mention the Capital Raiser Show to get 40% off at FamilyOffices.com

Oct 21, 202344 min

S3 Ep 79Vlad Arakcheyev Preview: Mindset of a Scaling Syndicator

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Vlad Arakcheyev is coming up strong in the syndication business and does Joint Ventures too. We talked a lot about mindset, scaling, vetting operators and the timeline to actually make money as a emerging syndicator on the show. Vlad and I chopped it up on numerous hurdles you find on the path to large deals and discussed a few ways to navigate the crazy world of capital raising. Some topics we covered include: Not knowing when the next paycheck is coming. Making extra money as a real estate agent Moving into Flips and Wholesaling SFR's became a pain Getting into Multifamily Getting mentored by Jake and Gino Doing a ton of Networking Moving into active syndicating Creative Financing/ Loan Assumptions Getting into Capital Raising Raising from a 1031 into a deal with a TIC structure Misconceived Perception of financial freedom on your first syndications Mindset of a scaling syndicator Stick to what you are good at Find the team first Find partners with complimentary skills Finding deals direct to seller Pivoting and adapting with economic changes Working with Co-GP's Vetting operators Syndicator Branding Find Vlad at https://zontikventures.com/ Book a call with Ruben at calendly.com/rlgreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Get the Family Office Club membership for 40% off by contacting Ruben at https://www.linkedin.com/in/rubengreth/ or [email protected]

Oct 11, 20231 min

S3 Ep 79CRS285 Vlad Arakcheyev: Scaling Into Large Scale Multifamily and Syndications

Vlad and I chopped it up on numerous hurdles you find on the path to large deals and discussed a few ways to navigate the crazy world of capital raising. Some topics we covered include: Not knowing when the next paycheck is coming. Making extra money as a real estate agent Moving into Flips and Wholesaling SFR's became a pain Getting into Multifamily Getting mentored by Jake and Gino Doing a ton of Networking Moving into active syndicating Creative Financing/ Loan Assumptions Getting into Capital Raising Raising from a 1031 into a deal with a TIC structure Misconceived Perception of financial freedom on your first syndications Mindset of a scaling syndicator Stick to what you are good at Find the team first Find partners with complimentary skills Finding deals direct to seller Pivoting and adapting with economic changes Working with Co-GP's Vetting operators Syndicator Branding Find Vlad at https://zontikventures.com/ Book a call with Ruben at calendly.com/rlgreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Get the Family Office Club membership for 40% off by contacting Ruben at https://www.linkedin.com/in/rubengreth/ or [email protected]

Oct 5, 202339 min

S3 Ep 78Jesse Futia Preview: Getting Accredited Investors From LinkedIn

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Creating a digital brand is imperative in today's ecopnomy. Tune in to the full show to hear how Jesse did that for himself and how he markets on LinkedIn. Some topics we covered include on the full episode: The Power of Real Estate observed in younger days You need an investor database, you need capital The evolution of Jesse's LinkedIn content Niche Asset Class Syndications When the crowd goes right, identify the pattern and go the opposite way Seeking vs attracting capital Posting to attract people to your voice through content Posting to position yourself as a guide Build a personal brand online, It's more powerful than an email list RV Parks, Mobile Home Parks and Self Storage assets Networking with people that share a military background Digital Leverage is a quality syndicators seek when selecting partners If you are scaling into syndication, find someone just a few years ahead Find a way to Add Value to potential partners Getting in the game demonstrates you are in the top 1% The timeline and evolution of Jesse's content creation Don't quit content creating if you are slow to have success Take your successful posts and find 10 other ways to recreate it People will connect with you as a person much more than your business brand Optimization of the LinkedIn profile is critical There is no better time than now to build and evolve your LinkedIn brand Ghost writing for others Solving the issue of outsourcing content creation and it not being your voice Better to burn your money than to give it to a marketer who doesn't syndicate Find Jesse on LinkedIn at https://www.linkedin.com/in/jesse-futia-ba54b9147/ or on his website FinGhost.io Book a call with Ruben at calendly.com/rlgreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Get the Family Office Club membership for 40% off by contacting Ruben on LinkedIn at https://www.linkedin.com/in/rubengreth/

Oct 3, 20230 min

S3 Ep 78CRS284 Jesse Futia: LinkedIn Posting for Capital Attraction

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Jesse Futia is a baller on Linkedin, a ghost writer, syndicator and raises capital through content creation, LinkedIn optimization and attracting accredited investors to DM him. Today we explore how he does it and what we can do to evolve our content too! Some topics we covered include: The Power of Real Estate observed in younger days You need an investor database, you need capital The evolution of Jesse's LinkedIn content Niche Asset Class Syndications When the crowd goes right, identify the pattern and go the opposite way Seeking vs attracting capital Posting to attract people to your voice through content Posting to position yourself as a guide Build a personal brand online, It's more powerful than an email list RV Parks, Mobile Home Parks and Self Storage assets Networking with people that share a military background Digital Leverage is a quality syndicators seek when selecting partners If you are scaling into syndication, find someone just a few years ahead Find a way to Add Value to potential partners Getting in the game demonstrates you are in the top 1% The timeline and evolution of Jesse's content creation Don't quit content creating if you are slow to have success Take your successful posts and find 10 other ways to recreate it People will connect with you as a person much more than your business brand Optimization of the LinkedIn profile is critical There is no better time than now to build and evolve your LinkedIn brand Ghost writing for others Solving the issue of outsourcing content creation and it not being your voice Better to burn your money than to give it to a marketer who doesn't syndicate Find Jesse on LinkedIn at https://www.linkedin.com/in/jesse-futia-ba54b9147/ or on his website FinGhost.io Book a call with Ruben at calendly.com/rlgreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Get the Family Office Club membership for 40% off by contacting Ruben

Sep 27, 202350 min

S3 Ep 77Prince Eboka Preview: Investing In Group Homes

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One key to persevering in any entrepreneurial endeavor is to never give up and keep God close! Prince's company Pillar Housing works closely with various government, home health, & non-profit organizations to provide the necessary long-term housing accommodations & medical facilities needed for their clients/patients/members. Some topics we covered include: From Wholesaling to to leasing out buildings for long term cash flow Entering the Group home business with a family friend The Investor perspective: great cash flow but with complicated business models Mixing capitalism with altruism Organizational Chart of the team Investor return structure on these deals Investor Alignment Joint Venture securities Navigation for Compliance JV vs Syndications Word of mouth referrals Attending Family Office Club to learn wealth management strategies Find Prince at https://www.pillarhousingllc.com/ Access our Master Classes with Super Star Syndicators like Richard Wilson at https://legacyacquisitions.com/webinars/ If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Sep 27, 20231 min

S3 Ep 77CRS283 Prince Eboka: Altruism vs Capitalism and Raising Capital For Such

Prince and I talked about coming up in the JV group home space and navigating the world of entrepreneurship as a 27 year old. Some topics we covered include: From Wholesaling to to leasing out buildings for long term cash flow Entering the Group home business with a family friend The Investor perspective: great cash flow but with complicated business models Mixing capitalism with altruism Organizational Chart of the team Investor return structure on these deals Investor Alignment Joint Venture securities Navigation for Compliance JV vs Syndications Word of mouth referrals Attending Family Office Club to learn wealth management strategies Find Prince at https://www.pillarhousingllc.com/ Access our Master Classes with Super Star Syndicators like Richard Wilson at https://legacyacquisitions.com/webinars/ If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Sep 25, 202332 min

S3 Ep 76Neal Bawa Preview: People Are Sick Of Living In Apartments

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Best Masterclass Yet! Neal Bawa got all Mad Scientist on us with his insights on numerous aspects of the industry, the economy, multifamily data, bridge loans and inflation. Don't skip this one! Topics covered include: How BTR got started What is BTR? People don't consider apartments like their own home Benefits of BTR How do you sell and raise capital for BTR? Is the economy right for BTR? Right now is a great time for Land Banking and Land Squatting When interest rates go up, apartment values go down, land goes way down How do you talk about inflation with investors? People on the sidelines are not investors, they're speculators Is Multifamily Red Ocean right now? When will Bridge lending come back? Cap rates are trailing indicator of the cycle! BTR is Multifamily! In order to sell BTR to people you must convince them of that! Find Neal at https://grocapitus.com/ and https://multifamilyu.com/ Access our Master Classes with Super Star Syndicators like Neal Bawa and Richard Wilson at https://legacyacquisitions.com/webinars/ Book a call with Ruben at calendly.com/rlgreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Sep 22, 20230 min

S3 Ep 75Laura Pamatian Preview: Entering the Blockchain Space

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It's an interesting topic but it can cause tons of confusion. Thank God we have Laura to help us navigate the world of Tokenization. We made it fun and digestible. Some topics we covered include: Implementing Blockchain and AI into Real Estate Block chain is not Crypto This technology is changing the RE landscape You can manage a capital stack with blockchain Non-fungible tokens Providing liquidity to investors How tokenization works What properties can be tokenized SEC compliance Trades on the open market Liquidity of shares An attorney is required for the tokenized offering A fund management portal is also necessary Shares are recorded on blockchain for management purposes As your shares increase in value, there will be regular valuations of worth Anybody can invest in a tokenized deal without accreditation status Learn the language or get left behind Find Laura at https://www.heightzerorealestate.com/ Book a call with Ruben at calendly.com/rlgreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Sep 21, 20231 min

S3 Ep 74Dr. Harry Kloor Preview: The Ability to De-Age and Live Forever Has Been Proven

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This might be a shock to the system: You can live forever: the possibility is on the short horizon. In this episode we went down the rabbit hole of artifical intelligence but we went further. What are some of the scientific breakthroughs that are coming and can AI become conscious? If you want to know, check out this episode. Some topics we covered on the show include: What our robots can do Getting two Phds simultaneously Raising for films and contests Writing for Star Trek Voyager Doing a film with big actors Raising for AI from the Ultra Wealthy Partnering with Tony Robbins Doing a founders raise with big friends Have proper record keeping when raising larger amounts of money Creating a value proposition that is irresistible If your business does not have AI in the next few years, you will go extinct Do not have a cap on where a company can grow Taking a company public Product demonstration People should fear AI for its misuse, not because it will become conscious AI can mimic people's voices for criminal behavior Some ways to raise for movies Credibility is the key for raising Confidence moves people Asking for introductions as a part of the strategy Traveling the world and raising from foreign investors Be focused on raising for just one thing at a time Find Dr. Harry Kloor at https://www.beomni.ai/ Access our Master Classes with Super Star Syndicators like Richard Wilson at https://legacyacquisitions.com/webinars/ Book a call with Ruben at calendly.com/rlgreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Sep 18, 20231 min

S3 Ep 76BYL18 Neal Bawa: BTR, Economy and Raising Capital Masterclass

Best Masterclass Yet! Neal Bawa got all Mad Scientist on us with his insights on numerous aspects of the industry, the economy, multifamily data, bridge loans and inflation. Don't skip this one! Topics covered include: How BTR got started What is BTR? People don't consider apartments like their own home Benefits of BTR How do you sell and raise capital for BTR? Is the economy right for BTR? Right now is a great time for Land Banking and Land Squatting When interest rates go up, apartment values go down, land goes way down How do you talk about inflation with investors? People on the sidelines are not investors, they're speculators Is Multifamily Red Ocean right now? When will Bridge lending come back? Cap rates are trailing indicator of the cycle! BTR is Multifamily! In order to sell BTR to people you must convince them of that! Find Neal at https://grocapitus.com/ and https://multifamilyu.com/ Access our Master Classes with Super Star Syndicators like Neal Bawa and Richard Wilson at https://legacyacquisitions.com/webinars/ Book a call with Ruben at calendly.com/rlgreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Sep 2, 202352 min

S3 Ep 75CRS282 Laura Pamatian: Blockchain, NFT's and Tokenization of Real Estate

It's an interesting topic but it can cause tons of confusion. Thank God we have Laura to help us navigate the world of Tokenization. We made it fun and digestible. Some topics we covered include: Implementing Blockchain and AI into Real Estate Block chain is not Crypto This technology is changing the RE landscape You can manage a capital stack with blockchain Non-fungible tokens Providing liquidity to investors How tokenization works What properties can be tokenized SEC compliance Trades on the open market Liquidity of shares An attorney is required for the tokenized offering A fund management portal is also necessary Shares are recorded on blockchain for management purposes As your shares increase in value, there will be regular valuations of worth Anybody can invest in a tokenized deal without accreditation status Learn the language or get left behind Find Laura at https://www.heightzerorealestate.com/ Access our Master Classes with Super Star Syndicators like Richard Wilson at https://legacyacquisitions.com/webinars/ Book a call with Ruben at calendly.com/rlgreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Sep 2, 202329 min

S3 Ep 74CRS281 Dr. Harry Kloor: Raising for Artificial Intelligence

Dr. Kloor has made A.I. his life mission. Lets explore how he raises capital for it! Some topics we covered on the show include: What our robots can do Getting two Phds simultaneously Raising for films and contests Writing for Star Trek Voyager Doing a film with big actors Raising for AI from the Ultra Wealthy Partnering with Tony Robbins Doing a founders raise with big friends Have proper record keeping when raising larger amounts of money Creating a value proposition that is irresistible If your business does not have AI in the next few years, you will go extinct Do not have a cap on where a company can grow Taking a company public Product demonstration People should fear AI for its misuse, not because it will become conscious AI can mimic people's voices for criminal behavior Some ways to raise for movies Credibility is the key for raising Confidence moves people Asking for introductions as a part of the strategy Traveling the world and raising from foreign investors Be focused on raising for just one thing at a time Find Dr. Harry Kloor at https://www.beomni.ai/ Access our Master Classes with Super Star Syndicators like Richard Wilson at https://legacyacquisitions.com/webinars/ Book a call with Ruben at calendly.com/rlgreth If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Aug 22, 202334 min

S3 Ep 73Jonny Cattani Preview: Capital Raising Can Be Addictive

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Capital Raising is Addictive ✅ Pretty much all the wealthy have real estate ✅ Wholesaling and Fix and Flips are tedious ✅ You can help syndicators scale through capital raising ✅ When you experience success in CRE it can be addictive ✅ The Industry as a whole needs capital raisers ✅ It's always a great time to be raising but right now is a special time ✅ If you learn the business during an economic slowdown you're going to be a rocket ship 🚀when things get easier. Jonny Cattani of Cattani Capital Group breaks it down. On the full episode we covered: Licensed investment broker sets sights on commercial real estate Financial Advisement feels like selling vs raising capital feels like education Be careful not to act like a financial advisor if you are managing blind pool funds Testimony of Hunter Thompson's program Don't try and schedule calls right away, first add value There is value to keeping people on your list Structure your phone calls so you are in control It's important to understand an investor's investment thesis Launching a fund for capital raising With a fund if you raise enough you get better economics How do fund managers get paid for their efforts? Experience launching a Podcast (The Cashflow Chronicles) Johnny's preferred asset classes Find Jonny at https://cattanicapitalgroup.com/ If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Aug 2, 20230 min

S3 Ep 73CRS280 Jonny Cattani: Nuances In The Day Of A Capital Raiser Fund Manager

Jonny was a blast to interview, we chopped it up about being mentored, implementing technology, investor conversations and funnels then chopped it up about running a fund. Some topics we brought up include: Licensed investment broker sets sights on commercial real estate Financial Advisement feels like selling vs raising capital feels like education Be careful not to act like a financial advisor if you are managing blind pool funds Testimony of Hunter Thompson's program Don't try and schedule calls right away, first add value There is value to keeping people on your list Structure your phone calls so you are in control It's important to understand an investor's investment thesis Launching a fund for capital raising With a fund if you raise enough you get different economics How do fund managers get paid for their efforts? Experience launching a Podcast (The Cashflow Chronicles) Johnny's preferred asset classes Find Jonny at https://cattanicapitalgroup.com/ If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Aug 1, 202331 min

S3 Ep 72Wayne Courreges Preview: Getting 100 Unit Deals Off Market

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❓ Why would someone sell an apartment complex off market vs taking a property to Market❓ ✅ The Buyer wants to see the deal go to someone who will take care of the community ✅ The buyer likes you because they met you years back ✅ This is why you build relationships with people way before the deal is ready to be sold. ✅ It boils down to relationships and timing! ✅ Being persistent is important. ✅ The Real Wealth can be created in finding off market deals Wayne gives us the low down! On the full episode we covered: From Asset & Property Management to Owning Large Scale Properties What goes on in the mind when contemplating Scaling into Syndication Corporate companies can temper the entrepreneurial spirit Find a good coach that is also an operator Figure out the Why first, not the how. In a perfect world The entire GP team would raise capital. A small team is best. People bragging about $400M AUM but they only own 2% Case Study: First Major Deal as a Syndicator Skip Tracing and Follow up to get off market deals Implementing people to manage new processes while scaling Finding VA's that are in the same time zone as you! Implementing capital raising outreach and platforms. Find Wayne at https://www.passiveinvestorcoaching.com/ https://www.creipartners.com/ Podcast: Untold Stories of Real Estate Investing If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Jul 30, 20231 min

S3 Ep 72CRS279 Wayne Courreges: Mindset and Case Study When Leaping Into Syndication

We went into the mental process Wayne went through to go from being property and asset manager to actually owning deals as a syndicator. On the episode today we covered: From Asset & Property Management to Owning Large Scale Properties What goes on in the mind when contemplating Scaling into Syndication Corporate companies can temper the entrepreneurial spirit Find a good coach that is also an operator Figure out the Why first, not the how. In a perfect world The entire GP team would raise capital. A small team is best. People bragging about $400M AUM but they only own 2% Case Study: First Major Deal as a Syndicator Skip Tracing and Follow up to get off market deals Implementing people to manage new processes while scaling Finding VA's that are in the same time zone as you! Implementing capital raising outreach and platforms. Find Wayne at https://www.passiveinvestorcoaching.com/ https://www.creipartners.com/ Podcast: Untold Stories of Real Estate Investing If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Jul 30, 202334 min

S3 Ep 71Duane Winkel Preview: Only Partnering with Legit Sponsors!

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Here is a clip of Duane breaking down the rigors he puts Sponsors through before partnering with them: On the full episode we covered: From SFR's then scaling into multifamily syndication Multifamily is a evaluated like a business Starting as a passive investor than moving into active investing Syndicating means more leverage and control vs. passive investing Scaling into Co-GP's is about Relationships and understanding what you can bring Vetting Deals and Operators is one of the main duties for Co-GP's What things to look at when vetting sponsors Communication infrastructure and improved updates Rebranding Sponsor communications to your brand Putting together a professional brand Employing operational efficiencies Running a Meetup Lead Magnets and Authority Platforms Find Duane at https://www.winkelcapital.com/ If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event. Single events are rarely offered as Family Offices focus on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Jul 27, 20231 min

S3 Ep 71CRS278 Duane Winkel: Syndication Branding, Co-GP Scaling and Investor Communications

Duane doesn't mess around when it comes to aggressive branding, he stands out. I had a blast on this show. Some topics we covered include: From SFR's then scaling into multifamily syndication Multifamily is a evaluated like a business Starting as a passive investor than moving into active investing Syndicating means more leverage and control vs. passive investing Scaling into Co-GP's is about Relationships and understanding what you can bring Vetting Deals and Operators is one of the main duties for Co-GP's What things to look at when vetting sponsors Communication infrastructure and improved updates Rebranding Sponsor communications to your brand Putting together a professional brand Employing operational efficiencies Running a Meetup Lead Magnets and Authority Platforms Find Duane at https://www.winkelcapital.com/ If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event. Single events are rarely offered as Family Offices focus on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Jul 25, 202335 min

S3 Ep 70Dr. George Ozoude Preview: The Direction The Fed Will Take With Rates Is Unpredictable

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Here is a quick clip from Dr. Ozoude's episode. On the full show we covered: From Purchasing Medical Buildings to Multifamily Syndications Investing in Various Asset Classes Starting a syndication focused on solving physicians problems What Asset Classes are Cash Flowing the most and have the best tax advantages Physicians need investment education because they studied only medicine Some other Doctors to partner with Bullishness on Build To Rent Physicians are facing headwinds and looking to invest Why Be Actively Investing as a Physician? What are you learning and implementing from other passive investments you are in? Focus on Leveraging Technology and incoming AI for investors What Has Changed and Improved in his Capital Raising over the years Being in Sales is not a bad thing, it's actually a great thing Handling what is coming down the pipeline in the multifamily landscape Find Dr. Ozoude at https://timehealthcapital.com/ If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event. Single events are rarely offered as Family Offices focus on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Jul 24, 20230 min

S3 Ep 70CRS277 Dr. George Ozoude: The Journey of a Syndicating Physician

Dr. George Ozoude went into a variety of topics on capital raising, a number of asset classes and his approach to dealing with the investing climate for multifamily syndication. Some topics we covered inclued: From Purchasing Medical Buildings to Multifamily Syndications Investing in Various Asset Classes Starting a syndication business focused on solving physicians problems What Asset Classes are Cash Flowing the most and have the best tax advantages Physicians need investment education because they studied only medicine Some other Doctors to partner with Bullishness on Build To Rent Physicians are facing headwinds and looking to invest Why Be Actively Investing as a Physician? What are you learning and implementing from other passive investments you are in? Focus on Leveraging Technology and incoming AI for investors What Has Changed and Improved in his Capital Raising over the years Being in Sales is not a bad thing, it's actually a great thing Handling what is coming down the pipeline in the multifamily landscape Find Dr. Ozoude at https://timehealthcapital.com/ If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event. Single events are rarely offered as Family Offices focus on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Jul 23, 202328 min

S3 Ep 69Mike Roeder Preview: Consider This when Selecting Co-GP's

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Mike offered some thoughts to consider before selecting partners in your commercial real estate business. Some topics we discussed include: Suffering from SFR burnout Scaling to Small Multi's Scattered Management Boom! 2500 Units AUM In house Asset Management New hires/ virtual assistants Compliance for podcasting Investor Onboarding Investor Communications Scaling as a team manager that has unforeseen duties Do your employees get equity? How the Co-GP's communicate to LP's Selecting Co-GP's Negotiating Co-Gp Shares of fees CRM's and Mass Texting Find Mike at granitetowersequitygroup.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Jul 18, 20230 min

S3 Ep 68Dr. Erin Hudson Preview: The Story of The Formation of Quattro Capital

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A lot of you know Dr. Erin Hudson and her company Quattro Capital but have you heard the story of how she found her partners? I thought it was cool! Maurice Philogene told me to ask her about it! On the full show we covered: From SFR Mailbox Money to Multifamily It took 2 years to get the first deal Working with the right partners that have the same goals Being in bed with some frauds I got on stage and raised for charity and the people who helped me became my partners The mindset of worthiness to buy $15M properties Where Quattro invests Find Dr. Erin at https://www.thequattroway.com/ If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Jul 17, 20231 min

S3 Ep 69CRS276 Mike Roeder: Scaling Fast, Communications and Negotiations with Co-GP's

Mike and I deep dove into communications and what problems you might see when scaling quickly in syndication and partnering with others. Some topics we discussed include: Suffering from SFR burnout Scaling to Small Multi's Scattered Management Boom! 2500 Units AUM In house Asset Management New hires/ virtual assistants Compliance for podcasting Investor Onboarding Investor Communications Scaling as a team manager that has unforeseen duties Do your employees get equity? How the Co-GP's communicate to LP's Selecting Co-GP's Negotiating Co-Gp Shares of fees CRM's and Mass Texting Find Mike at granitetowersequitygroup.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Jul 16, 202338 min

S3 Ep 68CRS275 Dr. Erin Hudson: Mailbox Money, Mindset and Multifamily Syndication

I got to dive into the story of how Quattro Capital was created and about their scaling. Great converstion with Dr. Erin Hudson that I hope you enjoy! Some of the Topics we covered today include: From SFR Mailbox Money to Multifamily It took 2 years to get the first deal Working with the right partners that have the same goals Being in bed with some frauds I got on stage and raised for charity and the people who helped me became my partners The mindset of worthiness to buy $15M properties Where Quattro invests Find Dr. Erin at https://www.thequattroway.com/ If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Jul 14, 202335 min

S3 Ep 67Clive Davis Preview: Visualization and Expectation

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If you aren't able to visualize yourself successful in your capital raising business you will struggle to achieve your goal. My mentor Wayne Dyer used to say, "In order to achieve something, you must first expect it of yourself." On the full episode we covered: Recovering Lawyer moves into multifamily syndication Buying a duplex to subsidize parents retirement The misconceptions people have of what investing in real estate can look like Mindset shifting to possibility that purchasing $15M properties is feasible Learning from passive investing with intent to become active Starting from crowdfunding as an investment philosophy Go as big as you can as a starting mindset Going to a mentorship program is not enough, from that you must develop partnerships Partnerships are like marriages, what are people like when people are financially stressed? Everyone's speed of success is unique, don't compare yourself to others The Law of the First Deal Investing in your backyard when possible All things come back to networking and relationships Getting into development and why Find Clive at parkroyalcapital.com Get all your syndication and capital raising marketing at pitchdecks.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Jul 13, 20231 min

S3 Ep 66Chris Long Preview: Empowering Thoughts For Capital Raising

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Chris gave us some input on his expereinces as he becomes more successful in raising capital and the entrpreneurial space. In the full episoe we covered: Investing in storage and Canadians are a little more conservative Franchising the business model Self Storage How do you take down your deals from canada Franchisees finance the land Raising capital Working with Landownersand brokers to acquire project sites Benefits of storage facilities find Chris at https://longyards.com Get all your syndication and capital raising marketing at pitchdecks.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Jul 11, 20231 min

S3 Ep 67CRS274 Clive Davis: Capital Raising Mindset While Scaling

Clive is a great man who broke out of his background in law to become a full fledged syndicator, I picked his brain about how he developed his business and what his mindset was along the way. Some of the topics we covered were: Recovering Lawyer moves into multifamily syndication Buying a duplex to subsidize parents retirement The misconceptions people have of what investing in real estate can look like Mindset shifting to possibility that purchasing $15M properties is feasible Learning from passive investing with intent to become active Starting from crowdfunding as an investment philosophy Go as big as you can as a starting mindset Going to a mentorship program is not enough, from that you must develop partnerships Partnerships are like marriages, what are people like when people are financially stressed? Everyone's speed of success is unique, don't compare yourself to others The Law of the First Deal Investing in your backyard when possible All things come back to networking and relationships Getting into development and why Find Clive at parkroyalcapital.com Get all your syndication and capital raising marketing at pitchdecks.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Jul 8, 202338 min

S3 Ep 66CRS273 Chris Long: Self Storage and Long Yards

Chris has a unique model for franchisng, capital raising, working with brokers and investing in Longyards. On the show we covered: Investing in storage and Canadians are a little more conservative Franchising the business model Self Storage How do you take down your deals from canada Franchisees finance the land Raising capital Working with Landownersand brokers to acquire project sites Benefits of storage facilities find Chris at https://longyards.com Get all your syndication and capital raising marketing at pitchdecks.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Jul 3, 202329 min

S3 Ep 65Matt Burk Preview: Why Start A Fund?

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Here is a clip form the show. Matt talked about the following on the full episode: Finding the way in the fund management space Lawyer advice is not business advice with funds There is a market for Emerging Fund Managers that need our help People don't get Admin so we do it for them Being An Investment Advisor Directing a fund into other's deals and investing alongside them too Getting a credit line from a bank with mortgage backed securities What Fairway did and does invest in Partnering with Co-GP's in Funds What is intriguing about fund models? Why would someone avoid the fund route Deal by Deal Funds How do you even find a fund architecture consultant prior to launching a fund Running background checks on sponsors as a service What have you learned about capital raising? Fund Administration Find Matt at verivest.com or fairwayamerica.com Get all your syndication and capital raising marketing at pitchdecks.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Jun 30, 20231 min

S3 Ep 65CRS272 Matthew Burk: Fund Managers Can Lose Big If They Don't Get Business Advice

Lawyers will help you set up a fund but won't give you business advice: Let's explore what Matt Burk thinks emerging fund managers need to know. Some topics we covered include: Finding the way in the fund management space Lawyer advice is not business advice with funds There is a market for Emerging Fund Managers that need our help People don't get Admin so we do it for them Being An Investment Advisor Directing a fund into other's deals and investing alongside them too Getting a credit line from a bank with mortgage backed securities What Fairway did and does invest in Partnering with Co-GP's in Funds What is intriguing about fund models? Why would someone avoid the fund route Deal by Deal Funds How do you even find a fund architecture consultant prior to launching a fund Running background checks on sponsors as a service What have you learned about capital raising? Fund Administration Find Matt at verivest.com or fairwayamerica.com Get all your syndication and capital raising marketing at pitchdecks.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Jun 29, 202337 min