The Capital Raiser Show

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

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

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

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

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

❓ 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

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

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!

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!

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!

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!

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!

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!

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!

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!

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

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

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

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

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

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

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