The Capital Raiser Show

Brandon created a resource to help people never lose their money. Download a copy at his website below in the show notes. In the full episode we covered: From Med Device Sales to Build to Rent Syndicator Nobody will look out for your financial well being but you Hard Knocks starting out with new construction Investing heavy in marketing The birth of a new construction company Mitigating Risks Ways to make cash in development Multiple exit strategies Building equity through forced appreciation The difference between build to rent and build to sell Market Selection Partnering with Builders vs In House Raising Capital after running out of cash Investor experience brings referrals Should we use a fund at some point? Find Brandon at http://www.hbgcapital.net/ 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

Brandon went into detail about how he works with homeowners to offer them double what their home is worth by letting them build subdivisions on their acreage. Full details in the episode. Some of the other things we covered were: From Med Device Sales to Build to Rent Syndicator Nobody will look out for your financial well being but you Hard Knocks starting out with new construction Investing heavy in marketing The birth of a new construction company Mitigating Risks Ways to make cash in development Multiple exit strategies Building equity through forced appreciation The difference between build to rent and build to sell Market Selection Partnering with Builders vs In House Raising Capital after running out of cash Investor experience brings referrals Should we use a fund at some point? Find Brandon at http://www.hbgcapital.net/ 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

Brandon and I talked shop on scaling as a BTR investor and raising capital in the niche. Some of the themes we covered included: From Med Device Sales to Build to Rent Syndicator Nobody will look out for your financial well being but you Hard Knocks starting out with new construction Investing heavy in marketing The birth of a new construction company Mitigating Risks Ways to make cash in development Multiple exit strategies Building equity through forced appreciation The difference between build to rent and build to sell Market Selection Partnering with Builders vs In House Raising Capital after running out of cash Investor experience brings referrals Should we use a fund at some point? Find Brandon at http://www.hbgcapital.net/ 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

Do you have relationships with your investors? I hope your getting to know them. Here is a preview of Peter talking about how he communicates and adds value to his network: On the full show we covered: Working with REITS on the management side Moving into Investor Communications & Raising Capital for Syndications Using Institutional Investors Taking the apprentice bootcamp to start raising and learning How deep do you go on investor calls? Assets best suited for capital preservation How important is philanthropy along the way? Preferred Asset classes like multifamily and why move into development Investing in California can be great on specific opportunities The investment temperature for deals in this economy There is increasing demand in preferred equity IRR is a projected metric Working with Small Family Offices Working with RIA's Starting cold conversations with RIA's FOMO and Staying In Touch is a great approach Investors are Partners, not piggy banks! What was learned about capital raising along the way The Closing Process for getting investors in Find Peter at https://interwestcapital.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

Peter came on and we dove into investor communications, investor calls and building relationships with small family offices and institutions. Here are some themes we went over: Working with REITS on the management side Moving into Investor Communications & Raising Capital for Syndications Using Institutional Investors Taking the apprentice bootcamp to start raising and learning How deep do you go on investor calls? Assets best suited for capital preservation How important is philanthropy along the way? Preferred Asset classes like multifamily and why move into development Investing in California can be great on specific opportunities The investment temperature for deals in this economy There is increasing demand in preferred equity IRR is a projected metric Working with Small Family Offices Working with RIA's Starting cold conversations with RIA's FOMO and Staying In Touch is a great approach Investors are Partners, not piggy banks! What was learned about capital raising along the way The Closing Process for getting investors in Find Peter at https://interwestcapital.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

Make Friends with people and Investors will come! Some topics we covered on the full show include: Avoiding Taxation Going from Passive to Active to Raising Going Through Brad Sumrok's ecosystem Spending time in Tony Robbins Ecosystem Scaling incredibly quickly The effect of the lending crisis as a capital raiser People still have cash on the sidelines Which Quarter is the best time to raise? Which Markets are good to invest in? Use the migration map from U-haul What asset classes do you like Sharing your personal story to raise capital (the frustration) Expanding capital raising capacity Avatar Creation Marketing techniques Find Mike at pacificcapitalllc.com and cypressadvantage.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

On today's show we hear how Mike got into business as a syndicator working in Brad Sumrok's community and scaled quickly in capital raising. Some topics we covered include: Avoiding Taxation Going from Passive to Active to Raising Going Through Brad Sumrok's ecosystem Spending time in Tony Robbins Ecosystem Scaling incredibly quickly The effect of the lending crisis as a capital raiser People still have cash on the sidelines Which Quarter is the best time to raise? Which Markets are good to invest in? Use the migration map from U-haul What asset classes do you like Sharing your personal story to raise capital (the frustration) Expanding capital raising capacity Avatar Creation Marketing techniques Find Mike at cypressadvantage.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

Here is a preview of our show with Mike. He suggest you ask check yourself before rasing capital and measure and contemplate if you would do business withyourself. If you can't answer yes than that may be why you are failing to raise capital as that lack of confidence will be very transparent! Here are some topics we covered on the main episode: From From Financial Advising to Mortgage Banking then syndications Managing Wealthy people's money and using that advisement to help in current businesses Starting Real estate companies Being Singular of Purpose Having Clear Targets/ Shiny Object Syndrome Fixing and Flipping in an Opportunity Zone fund OZ fund advantages 1031 exchanges with OZ funds BTR in the Inland Empire Be more focused on the return of money rather than the return on money Don't have too much cash sitting on sidelines Work Life Balance Do something everyday in the Core 4 (Body, Being, Balance, Business) Find Mike at https://www.cyrusozfund.com/ and https://mikehardybio.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

Great Conversation on Opportunity Zone Funds and a ton of other topics including capital raising. We covered the following: From From Financial Advising to Mortgage Banking then syndications Managing Wealthy people's money and using that advisement to help in current businesses Starting Real estate companies Being Singular of Purpose Having Clear Targets/ Shiny Object Syndrome Fixing and Flipping in an Opportunity Zone fund OZ fund advantages 1031 exchanges with OZ funds BTR in the Inland Empire Be more focused on the return of money rather than the return on money Don't have too much cash sitting on sidelines Work Life Balance Do something everyday in the Core 4 (Body, Being, Balance, Business) Find Mike at https://www.cyrusozfund.com/ and https://mikehardybio.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

Natu shares with us what his company does and how it helps capital raisers. Some topics we covered in the full show include: Learning capital raising in Canada What Raisies.com does First Syndications, setting up funds Setup systems for capital raising Helping people who don't yet know how to raise capital When it makes sense to do a fund vs syndicate. Would Natu ever become an operator? How would Natu raise for specific partners himself? How much has Raise.com raised for others so far.? How do GP's work with Raisies.com How the Sales forces work for syndicators How They work with broker/ dealers Find Natu at Raises.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

Natu shares with us what his company does and how it helps capital raisers. Some topics we covered: Learning capital raising in Canada What Raisies.com does First Syndications, setting up funds Setup systems for capital raising Helping people who don't yet know how to raise capital When it makes sense to do a fund vs syndicate. Would Natu ever become an operator? How would Natu raise for specific partners himself? How much has Raise.com raised for others so far.? How do GP's work with Raisies.com How the Sales forces work for syndicators How They work with broker/ dealers Find Natu at Raises.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

Confidence is key! I had the opportunity to interview one of the greatest self storage syndicators and fund managers in the country on the show! If you are not speaking with this kind of conviction in your business you may want to take some notes! In the full episode we covered: Single Family doesn't have economies of scale Multifamily has Tenants and Toilets Forcing Appreciation Self Storage was the most feasible choice Hedge against rental defaults by selling the stuff inside the storage units Less repairs and maintenance Adding Square Footage Self Storage Development Retail/ Industrial to Storage Conversions Why Self Storage over other asset classes It's called the trauma and transition business The longest running content creators get the greatest traction Value Add plays in self storage Adding (30) additional income streams Market Selection and feasibility studies Delays are the costliest part of construction Lost opportunity cost Identifying city appetite for projects and seeking roadblocks before hand Considering how to build as fast as possible Using Fund Structures Capitalizing on depreciation Sources of capital and partnership structures Writing for Forbes Raising Capital Philosophies Fund Administration Being an Educator with an Academy High Level Masterminds Find Scott at https://selfstorageinvesting.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

Scott is absolutely amazing, I would follow this man to the promised land. Today we dove into all aspects of self storage syndicating and I think you guys are in for a real treat! We covered the following: Single Family doesn't have economies of scale Multifamily has Tenants and Toilets Forcing Appreciation Self Storage was the most feasible choice Hedge against rental defaults by selling the stuff inside the storage units Less repairs and maintenance Adding Square Footage Self Storage Development Retail/ Industrial to Storage Conversions Why Self Storage over other asset classes It's called the trauma and transition business The longest running content creators get the greatest traction Value Add plays in self storage Adding (30) additional income streams Market Selection and feasibility studies Delays are the costliest part of construction Lost opportunity cost Identifying city appetite for projects and seeking roadblocks before hand Considering how to build as fast as possible Using Fund Structures Capitalizing on depreciation Sources of capital and partnership structures Writing for Forbes Raising Capital Philosophies Fund Administration Being an Educator with an Academy High Level Masterminds Find Scott at https://selfstorageinvesting.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

Here is a clip from our recent podcast where Randy discusses the importance of communication infrastructure when vetting sponsors. In the full show Randy and I went down the Rabbit Hole of Capital Raising Partnerships Structures and Nuances. In the full show we covered: From Turnkey rentals to raising capital for syndications SFR's were not scalable Getting laid off from my W2 ​Does having a big brand increase the chances of success? ATM Fund Investments What Did you learn and like/ dislike about passive investing Sponsor to LP Communication is a big criteria for vetting Would you Co-GP anyone you have not invested passively with? It's a good idea to observe operators for a while prior to partnering Vetting operator's communication infrastructure Co-Gp vs fund structures Single Asset Fund of Funds Profitability for fund operator and structure Capital Raising techniques and strategies to partner with LP's Raising from your LinkedIn Network Expandi.io tool Find Randy at http://www.impactequity.net/ 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

Randy and I went down the Rabbit Hole of Capital Raising Partnerships Structures and Nuances. I really enjoyed getting into the weeds with him on this topic. Great Conversation! Some of the things that we covered included: From Turnkey rentals to raising capital for syndications SFR's were not scalable Getting laid off from my W2 ​Does having a big brand increase the chances of success? ATM Fund Investments What Did you learn and like/ dislike about passive investing Sponsor to LP Communication is a big criteria for vetting Would you Co-GP anyone you have not invested passively with? It's a good idea to observe operators for a while prior to partnering Vetting operator's communication infrastructure Co-Gp vs fund structures Single Asset Fund of Funds Profitability for fund operator and structure Capital Raising techniques and strategies to partner with LP's Raising from your LinkedIn Network Expandi.io tool Find Randy at http://www.impactequity.net/ 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

Joel recalls the early days of industrial leasing sales in Chicago. Tune into the full show to hear other stories, how he scaled into $350M dollars of syndicated deals over 4 decades and how he survived the real estate crash of 2008! In the full episode we covered: Industrial leasing sales Business Mindset from a young age Old School Door to Door Leasing War stories Observing a syndicator & developer as inspiration to do the same Syndicating all cash developments deals Surviving the 2008 crash Capital Preservation as an investment philosophy Mentoring people We are nearing the top of a real estate cycle Raising Capital for Industrial Why Industrial has been on fire and created a huge boom The 2 sets of 3 Rules of Industrial Real Estate The User Sales Strategy Getting to know your investors extremely well Letting investors exit in the middle of syndications If you are raising capital you must talk to 3 people daily Interested equals Interesting philosophy Check him out at https://britproperties.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

Remember the 2008 Crash? Joel survived it and rebounded through a sequence of miracles. Tune in to the full episode to find out how and why he does all cash syndications now. In the full episode we covered: Industrial leasing sales Business Mindset from a young age Old School Door to Door Leasing War stories Observing a syndicator & developer as inspiration to do the same Syndicating all cash developments deals Surviving the 2008 crash Capital Preservation as an investment philosophy Mentoring people We are nearing the top of a real estate cycle Raising Capital for Industrial Why Industrial has been on fire and created a huge boom The 2 sets of 3 Rules of Industrial Real Estate The User Sales Strategy Getting to know your investors extremely well Letting investors exit in the middle of syndications If you are raising capital you must talk to 3 people daily Interested equals Interesting philosophy Check him out at https://britproperties.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

Joel is really cool and it was fun exploring an asset class we don't hear enough about from real operators. Not to mention, he has some great spiritual philosophies, powerful real estate war stories, survivor of the real estate crash of 2008 and insightful capital raiser. Some of the topics we covered include: Industrial leasing sales Business Mindset from a young age Old School Door to Door Leasing War stories Observing a syndicator & developer as inspiration to do the same Syndicating all cash developments deals Surviving the 2008 crash Capital Preservation as an investment philosophy Mentoring people We are nearing the top of a real estate cycle Raising Capital for Industrial Why Industrial has been on fire and created a huge boom The 2 sets of 3 Rules of Industrial Real Estate The User Sales Strategy Getting to know your investors extremely well Letting investors exit in the middle of syndications If you are raising capital you must talk to 3 people daily Interested equals interesting philosophy Check him out at https://britproperties.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

Vish and I spent some time going over the process of building relationship with limited partners on the show. Here is a small excerpt from the episode where Vish teases out the concept of Deals and Dollars. Some topics we covered on the full episode include: From House-Hacking to Multifamily Syndications Shifting the mindset from buying 4-plexes to large deals In the beginning Capital Raising looks easy Mentorship communities and partnering within them Two Things to look at - Deals and Dollars 1st step is to educate and nurture Without confidence no one will buy Know your investors Have a checklist for your investors FORD acronym: Family - Occupation - Recreation - Dreams Finding deals through relationships Educate and Inspire people then ask why they are not taking action Find Vish at pglpropertiesllc.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

I always enjoy spending time with Vish Muni and we had a great time talking shop about the bread and butter of raising capital and all other aspects of creating a successful business: Building Relationships. Some topics we covered include: From House-Hacking to Multifamily Syndications Shifting the mindset from buying 4-plexes to large deals In the beginning Capital Raising looks easy Mentorship communities and partnering within them Two Things to look at - Deals and Dollars 1st step is to educate and nurture Without confidence no one will buy Know your investors Have a checklist for your investors FORD acronym: Family - Occupation - Recreation - Dreams Finding deals through relationships Educate and Inspire people then ask why they are not taking action Find Vish at pglpropertiesllc.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

RJ joined us to cover some aspects of the industry and how he was raised into the business and will be handing it down to a fourth generation of family members. Some topics we covered include in the full episode include: RJ BURR - Oil and Gas Syndications and Raising Capital for Them Being Raised into the business of Oil and Gas Running a multi generational business The misrepresentation of the Oil and gas industry The Seven Sisters of Oil Where is the most money made and most risk from Business philosophy and mitigation of risks The evolution of scaling Oil and Gas companies What do investors invest in exactly? Raising money for the industry How to co-GP Find him at http://www.panex.us/learn 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

RJ joined us to cover some aspects of the industry and how he was raised into the business and will be handing it down to a fourth generation of family members. Some topics we covered include: RJ BURR - Oil and Gas Syndications and Raising Capital for Them Being Raised into the business of Oil and Gas Running a multi generational business The misrepresentation of the Oil and gas industry The Seven Sisters of Oil Where is the most money made and most risk from Business philosophy and mitigation of risks The evolution of scaling Oil and Gas companies What do investors invest in exactly? Raising money for the industry How to co-GP Find him at http://www.panex.us/learn 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

Lance talked shop with us about his journey, the state of the economy, when and if to start a fund, busines advice prior to starting a fund and that sometimes he convinces people not to start a fund. Some topics we went over included: Teaching Mortals How to Create Funds Series LLCs Business Advice Before Starting a Fund Advocating Funds for Capital Raising Capital Raising Strategies Creating Repeatable Acquisitions Systems find him at https://www.resonance-cg.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

Chris is a fund manager with a background in Canadian and US Real Estate but he let us explore a new asset class for me in options trading and public equities. On the full episode we covered a variety of topics including: From Restaurateur to Investor to Private Equity Fund Manager JV apartment purchases Options trading Public Equity in Options Fund Management Learning how to start an ETF (Exchange Traded Fund) Quantifiable Remuneration Management of Investor Emotions as a Role Nav Consulting for Fund Admin Capital Raising for Public Equities Establishing Alignment with Equity Partners Find Chris at https://abundanceassetmanagement.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

Chris is a fund manager with a background in Canadian and US Real Estate but he let us explore a new asset class for me in options trading and public equities. On the show we covered a variety of topics including: From Restaurateur to Investor to Private Equity Fund Manager JV apartment purchases Options trading Public Equity in Options Fund Management Learning how to start an ETF (Exchange Traded Fund) Quantifiable Remuneration Management of Investor Emotions as a Role Nav Consulting for Fund Admin Capital Raising for Public Equities Establishing Alignment with Equity Partners Find Chris at https://abundanceassetmanagement.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

Joel Block is a must have resource for the set up and consultation of syndications, real estate funds and hedge funds. Get in his ecosystem, talk to him before setting up your first fund and at minimum checkout his vast video resource library about capital raising structures. Check out his Syndication and Hedge Fund Symposium in late April 2023 where he gives business advice, not legal advice, to aspiring fund managers and syndicators. Find him at http://syndicatefast.com/ Listen to his other episodes on the show at: CRS186 Joel Block: Disrupting Trends in Multifamily CRS125 Joel Block: Business Advice Before Starting a Fund CRS05 Joel Block: 30 Year Syndication Expert & Capital Raiser talks about Multifamily Syndication 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

You are asking for trouble if you are raising capital without an understanding of securities law for syndications. As soon as you have 1 person who is passive in your deal it becomes a security and is subject to SEC Federal Regulations. Educate and refresh your understanding of this by spending time with lawyers like Stacey Bowers, Esq. On the full show we covered: Helping syndicators understand lawyer's roles. Exemptions and understanding syndication structures. Securities law compliances. Shop talk on Fund of Funds. When can a fund manager be viewed as an investment advisor? Being cognizant of securities acts that affect the syndicator. When might fund managers consider getting a securities license? The different exemptions . Reg. A+ vs Reg. CF. Why would a syndicator would start a fund? Fund Administration can be a mess! How to violate securities laws. What kind of solicitation is allowed for 506(c)? What is conditioning the market? Can The FBI knock on your door if your LP is a criminal? Find Stacey at www.3pillarslaw.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

Stacey was such a great interview. All Scaling Syndicators must be proficient in Securities Laws. This episode is a great place to start and great refresher for investors at all levels of the game! Some topics we went over include: Helping syndicators understand lawyer's roles. Exemptions and understanding syndication structures. Securities law compliances. Shop talk on Fund of Funds. When can a fund manager be viewed as an investment advisor? Being cognizant of securities acts that affect the syndicator. When might fund managers consider getting a securities license? The different exemptions . Reg. A+ vs Reg. CF. Why would a syndicator would start a fund? Fund Administration can be a mess! How to violate securities laws. What kind of solicitation is allowed for 506(c)? What is conditioning the market? Can The FBI knock on your door if your LP is a criminal? Find Stacey at www.3pillarslaw.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

Here is a clip where Andres talks about raising capital from family offices and a little about helping family offices raise capital themselves. Listen to the full interview where we discuss: Capital Raising times and strategies are changing The BlockBuster Syndrome There is a great need for marketing strategies and effective pitch decks Effective communications and finding solutions for people Building trust and relationships Family office challenges with raising capital Communicate, build rapport and qualify Engaging your audience Edutainment People want to learn and connect while being entertained Uncovering pain points What are many Family Offices raising for Problems For First Time Fund Managers Things that hurt credibility Positioning yourself as an expert Public Speaking and getting on stages Creating Clear Brand Messaging Releasing Information on a gradient scale Find Andres at familyoffices.com and pitchdecks.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

Andres is the Managing Partner of The Family Office Club and he addressed some pain points Family Offices have when they raise capital. He is also the CEO of Pitchdecks.com and shared how he helps people raise capital. Some topics we covered include: Capital Raising times and strategies are changing The BlockBuster Syndrome There is a great need for marketing strategies and effective pitch decks Effective communications and finding solutions for people Building trust and relationships Family office challenges with raising capital Communicate, build rapport and qualify Engaging your audience Edutainment People want to learn and connect while being entertained Uncovering pain points What are many Family Offices raising for Problems For First Time Fund Managers Things that hurt credibility Positioning yourself as an expert Public Speaking and getting on stages Creating Clear Brand Messaging Releasing Information on a gradient scale Find Andres at familyoffices.com and pitchdecks.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

We did a deep dive into a ton of topics like Registered Investment Advisors, Broker Dealers, Real Estate Syndication, Raising Capital, Fund Management and working with BIG check writers. Don't sleep on Rob Anderson, this guy is a wealth of knowledge, a seasoned syndicator, multifamily developer, great human being and fun to hang out with. Full show went over topics like: Transitioning from the Securities world into Syndication Raising as a broker dealer Transitioning from single check writers to an LP database Referrals and strong communications Why syndicators are getting into development Shifting away from Funds due to managing administration Find Rob at https://bvcapitaltx.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

Joel Block is a must have resource for the set up and consultation of syndications, real estate funds and hedge funds. Get in his ecosystem, talk to him before setting up your first fund and at minimum checkout his vast video resource library about capital raising structures. Check out his Syndication and Hedge Fund Symposium in late April 2023 where he gives business advice, not legal advice, to aspiring fund managers and syndicators. Find him at http://syndicatefast.com/ Listen to his other episodes on the show at: CRS186 Joel Block: Disrupting Trends in Multifamily CRS125 Joel Block: Business Advice Before Starting a Fund CRS05 Joel Block: 30 Year Syndication Expert & Capital Raiser talks about Multifamily Syndication 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

Rob and I had a blast diving deep into working with and as a broker dealer or RIA and raising money for real estate syndications with a particular interest for Multifamily Development Deals. We covered topics like: Transitioning from the Securities world into Syndication Raising as a broker dealer Transitioning from single check writers to an LP database Referrals and strong communications Why syndicators are getting into development Shifting away from Funds due to managing administration Find Rob at https://bvcapitaltx.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

Here is a clip from the Build Your Legacy podcast series. Check out the full show to which covered: Scaling from Smaller Multifamily into Syndication Sales Skills and Raising Capital S.P.I.N. Selling Chemical Composition of the Brain During Sales Marketing The Economy and How Slow Downs Affect Multifamily Interest Rate Economics Loan To Cost Investor Psychology During Covid Years Focus On Raising Equity During Slow Times Raising From Retirement Accounts Capital Raising Website Design The Rule of 72 As A Sales Tool For Syndicators Good and Bad Markets For Real Estate Mindset and The Alchemy of Wealth Creation The Importance of Coaching Question and Answer Session What Did Johnny D have to break through as a coaching student himself? Find him at oppenheimercap.com and thedessauergroup.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

This is the Build Your Legacy Webinar: The Alchemy of Wealth for Multifamily Syndication with our special guest Johnny D. Johnny was the person who introduced me to large scale multifamily back in 2007 so I have a a deep appreciation for this man and he is very entertaining. I think you will like him. Topics include: Scaling from Smaller Multifamily into Syndication Sales Skills and Raising Capital S.P.I.N. Selling Chemical Composition of the Brain During Sales Marketing The Economy and How Slow Downs Affect Multifamily Interest Rate Economics Loan To Cost Investor Psychology During Covid Years Focus On Raising Equity During Slow Times Raising From Retirement Accounts Capital Raising Website Design The Rule of 72 As A Sales Tool For Syndicators Good and Bad Markets For Real Estate Mindset and The Alchemy of Wealth Creation The Importance of Coaching Question and Answer Session What Did Johnny D have to break through as a coaching student himself? Find him at oppenheimercap.com and thedessauergroup.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

My friend Jared came on the show to have a general conversation on our favorite topic: Capital Raising Some of the topics we dove into in the main podcast episode include: Transitioning Into Syndication Capital Relationships Mapping Out Cashflow Goals Recap of Capital Raising Experience Raising Capital for Causes/ Charities (Differences/Similarities) Find Investor Needs and Establish Trust Have Courage To Ask For Money It's A Relationship Business Capex Model vs Cashflow Models Returning Capital and Keeping Them In the Deals Leaving Legacy Education To Children Or Not Morning Routines Meditation Techniques Educating And Nurturing Your Database Stocks vs. Real Estate Jared's Business Model And Team Sales Funnel for Webinars Find Jared on Linked at https://www.linkedin.com/in/jaredasch/ 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

My friend Jared came on the show to have a general conversation on our favorite topic: Capital Raising Some of the topics we dove into include: Transitioning Into Syndication Capital Relationships Mapping Out Cashflow Goals Recap of Capital Raising Experience Raising Capital for Causes/ Charities (Differences/Similarities) Find Investor Needs and Establish Trust Have Courage To Ask For Money It's A Relationship Business Capex Model vs Cashflow Models Returning Capital and Keeping Them In the Deals Leaving Legacy Education To Children Or Not Morning Routines Meditation Techniques Educating And Nurturing Your Database Stocks vs. Real Estate Jared's Business Model And Team Sales Funnel for Webinars Find Jared on Linked at https://www.linkedin.com/in/jaredasch/ 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

Don't miss the full episode which goes into detail and also covers: • Crowdfunding • Development • Launching a Fund • Scaling A Syndication Company • Syndicator Team development • Mindset • Partnering with Unlikely Mentors Find Chris at https://tycooninvest.com/ and https://sterlingrhinocapital.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

Chris goes over how he scaled in capital raising using concurrent fund structures and by building systems. Don't miss the full episode which goes into detail and also covers: • Crowdfunding • Development • Launching a Fund • Scaling A Syndication Company • Syndicator Team development • Mindset • Partnering with Unlikely Mentors Find Chris at https://tycooninvest.com/ and https://sterlingrhinocapital.com/ Tune in to the Q and A coming shortly on a seperate release. 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

David chats about capital raising and scaling a syndication company. Here he talks about understanding that anybody can become a successful large scale multifamily investor if they just work smart and understand that syndicators are just normal human beings. If they can do it, then we can do it too. reapcap.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

Mind Blown! Wait, did Chris just say he went from $2M raises to $17M raises and now has $600M of development in the pipeline? How did he scale so fast? We talk about it in this episode! Listen close guys and gals, this may be the game changer you need to scale. We also go into: • Crowdfunding • Development • Launching a Fund • Scaling A Syndication Company • Syndicator Team development • Mindset • Partnering with Unlikely Mentors Find Chris at https://tycooninvest.com/ and https://sterlingrhinocapital.com/ Tune in to the Q and A coming shortly on a seperate release. 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

David Lilley Exponential Scaling Vertically Integration of Property Management Internal Scaling and Management of Employees Establishing his GP Team From JV Multifamily Deals to Raising Capital from LP's Increasing A Social Media MArketing Presence Going from 506(b) to 506(c) Communications Infrastructure Improvement via Investor Relations The Goal of 2,000 units in 2023 Dallas and Market Selection Scaling Without Mentors Can Cause Some Mistakes The Wealthy Networks in Dallas Asset Class Selection Exit Strategy Velocity of Capital vs. Legacy Assets Skills Instilled From The Military Reapcap.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

Here are the questions from our Q and A session on BTR: Addressing Fear In The Marketplace (2:27) Onboarding Property Managers (7:17) Building Seems Overwhelming. What Do I Need To Know? (9:36) In What Scenario Would We Need An HOA? (15:24) What About Water Sources For The Subdivisions? (16:22) How Do You Mitigate Risks? What Are The Major Risks To Investors? (18:47) Why Do You Purchase Land With An Option Contract? (21:06) How Do You Calculate Yield On Cost and Why Is It The Most Important Factor for Build To Rent? (23:00) Find out more about BTR Developments with Hammerhead Capital and Legacy at LegacyAcquisitions.com Get all your capital raising marketing at pitchdecks.com like the Capital Raiser Show. 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

Here are some of the topics we covered while interviewing Derek Alexandrenko and Chris Ventre of Hammerhead Capital: Market Selection Site Selection Conversations with Land Owners Entitlement Process Dealing with Planning Officials Raising Capital as a Builder Makes more sense to partner with Equity Staying in Your Lane It's Easier to Build than Remodel Refining the End Product by Building 25 Different Similar Houses Over Time and Making Improvements on Each Build The Golden Triangle or Trifecta Supply and Demand Constraints Growing Rental Prices The Affordability Gap Between The Cost to Buy vs. Rent Riskiest Phase Is Mitigated with GP Capital Value Add Multifamily Compared to BTR In Terms of Return and Risk Potential Delays When Working With the City Do You Individually Plat or Not for a BTR Subdivision You Sell to One Buyer? Nuances Between Building Subdivisions and Single Houses Off-Site or Modular Construction - When Does It Make Sense? Find out more about BTR Developments with Hammerhead Capital and Legacy at LegacyAcquisitions.com Get your videos produced and all your capital raising marketing at pitchdecks.com like the Capital Raiser Show. 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

Robert has a dynamic company at Mioym Equities and he raises for both an SFR Flipping Fund with LP's and for Multifamily Syndications where he raises from Institutions. Let's here him talk about both and how he came up from Wall Street and moved into real estate. Check out Robert at info.mioymequities.com Get all your capital raising marketing materials done for you 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

It's always fun to talk shop with people who started with The Wolf of Wall Street lifestyle and transitioned into raising capital for multifamily syndications. We discuss the following on today's show: Going from Broker Dealers and RIA Management to Real Estate Capital Raising Learning from The First Real Estate Deal Managing a Fix and Flip Fund Raising from Institutions for Multifamily Capital Raising Concepts Learned from Financial Advisory Robert's Roles, Responsibilities and Capital Management Being Direct in Investor Conversations Raising from LP's vs Institutions Check out Robert at info.mioymequities.com Get your videos produced and all your capital raising marketing at pitchdecks.com like the Capital Raiser Show. 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

Satch talks with us about understanding that failing is part of the process of becoming a successful syndicator. bernhardtcapital.net Get your videos produced at pitchdecks.com like the Capital Raiser Show. 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

Stach came on to talk about raising capital for multifamily while running a single family flipping business and about moving towards a Balckstone like real estae company. We covered topics like: Flipping SFR's while Doing MultiFamily Too Discovering Capital Raising in Syndications Being A Pilot prior to the Pandemic Failure is part of the Entrepreneurial Process Educating and Nurturing Your Audience Multifamily Syndicating Value Add Properties Purchasing From Developers Passive Investing First Creating Business Partnerships bernhardtcapital.net Get your videos produced at pitchdecks.com like the Capital Raiser Show. 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

As an owner of HRN.LLC Family Office Sal answered the following: What are the 3 ways that you mentioned for capital raising? 0:20 Do you recommend any female fund advisor? 0:50 Do you do 1 on 1 consultations? 2:15 How often do you visit Boston? 3:30 Is the audio book a fast listen? 4:20 How do I get an autographed book? 5:20 How do women overcome a male dominated space? 6:20 How would you encourage Capital Partners to meet Family Offices? 8:00 Where else can you find Family Offices? 12:00 When I am raising for heavy lift remodel syndications, am I looking for people who want to make a social impact? 14:00 What is a master series LLC? 17:20 Should you use a deal by deal segregated fund? 18:00 Why did you move to Miami? 21:15 Do you have a certain avatar group that you go after? 22:50 How much, real estate percentage wise, do you deal with? 25:45 What kind of skin do you have in the game? 26:00 Do you think real estate investors should get into alternative assets? 26:30 Do you have any parting wisdom for the aspiring capital raiser as they scale? 27:50 Get a copy of Sal's Free e-book on raising capital at callingthecapital.com www.hrn.llc www.dandrewpartners.com Check out pitchdecks.com for all your marketing and syndicator video needs like the Capital Raiser Show. 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

Sal came on and discussed some of what he has written in 3 books he has authored particular around working in the Family Office Circles. Topics we covered were: Economic Outlook Running A Family Office Scaling Into Becoming A Family Office Investing In Life Sciences And Even Fine Art Lending Creating An Investing Legacy For Wealthy People With Capital Preservation Managing Funds What Did Sal Learn From Having Funds Paying Yourself In The Fund Structure Capital Raising Strategies Fund Administration What a Deal Toy Is And How To Use It For Capital Raising Using Deadlines to your Advantage Keeping Investor Attention with Zoom Using Exclusivity The Use Of Tranching To Raise Capital And Create Urgency Get a copy of Sal's Free e-book on raising capital at callingthecapital.com www.hrn.llc www.dandrewpartners.com