The Capital Raiser Show

Over 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club. If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com  Discount Code : capitalraiser Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!

J.E. shares how he goes about approaching LinkedIn and Ends off with some parting thoughts on having the right mindset.    On the full episode some topics we explored include: Getting into Multifamily Syndication Tech for Syndicators Less than a year into the syndication business. Josh Ferrari’s Mentorship Program Mentorship has helped accelerate the scaling Working on all aspects of the business Being the owner-operator instead of raising for others 50-100 units as a preferred multifamily asset size Opportunistic with development deal Establishing some social media branding and getting your name known Start by Sharing Your Story Market Selection What the Future Holds Working in a very competitive Dallas TX Market How did you raise your first $800K? The Roll of Mentorship  Find J.E. on LinkedIn at https://www.linkedin.com/in/johnericsteiner/   Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Bethany is a fun interview. She is one of the most entertaining securities lawyers I know and she is an investor too. She mentions her boutique hotel in Belize several times in the show.   Some topics we covered include: Burned out on Litigation and Law but Found Syndications Falling in Love with Real Estate Law and the people EB5 Funds Staying in your lane Substantial duties for legal compliance in raising capital Issuer Exemptions Look at deals through the eyes of regulators Investor relations are not enough to constitute substantial duties Joint Ventures can start to look like syndications The SEC makes determinations based on Facts and Circumstances Entity Accreditation Status Regulation CrowdFunding (benefits and limitations) Fund of Funds Overview Ways to appropriately get paid as a fund manager to avoid problems Can you start a fund that only invests in one deal? (SPV Fund of Funds) You have to show The SEC how you provided value How to get banned from capital raising   Find Bethany at https://www.premierlawgroup.net/ and  bethanylaflam.com/bubbles/   Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers, and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!    Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

J.E. Broke down everything he did to get his start in Multifamily including one of the hardest parts he had to conquer: Raising Money   Some topics we explored include: Getting into Multifamily Syndication Tech for Syndicators Less than a year into the syndication business. Josh Ferrari’s Mentorship Program Mentorship has helped accelerate the scaling Working on all aspects of the business Being the owner-operator instead of raising for others 50-100 units as a preferred multifamily asset size Opportunistic with development deal Establishing some social media branding and getting your name known Start by Sharing Your Story Market Selection What the Future Holds Working in a very competitive Dallas TX Market How did you raise your first $800K? The Roll of Mentorship  Find J.E. on LinkedIn at https://www.linkedin.com/in/johnericsteiner/   Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Over 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club. If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com  Discount Code : capitalraiser Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!

Over 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club. If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com  Discount Code : capitalraiser Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!

Dan had some powerful words of inspiration for scaling Commercial Real Estate Entrepreneurs. In the full episode, we covered: From flipping 75 houses to commercial real estate brokerage Raising JV capital, promissory note capital at fixed rates and revolving credit lines Things always go wrong Shout out to Ben Kogut Benefits of Triple Net Real Estate National Retailers are your tenants Scalability Blue Ribbon Property Leasers guarantee rents for multiple decades Brokerage is more lucrative than flipping Not a lot of training in commercial brokerage Effects of Covid in the space Labor shortages Limited Sales affected businesses Pandemic induced bankruptcies NNN business is very passive by definition Who buys these buildings? Working with Fund Managers   Find Dan at http://www.encorereis.com/ Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Over 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club. If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com  Discount Code : capitalraiser Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!

Dan and I talked shop on the early days including some great capital raise strategies. Then we dove into Triple Net Syndications and Brokerage.   Some topics we covered include: From flipping 75 houses to commercial real estate brokerage Raising JV capital, promissory note capital at fixed rates and revolving credit lines Things always go wrong Shout out to Ben Kogut Benefits of Triple Net Real Estate National Retailers are your tenants Scalability Blue Ribbon Property Leasers guarantee rents for multiple decades Brokerage is more lucrative than flipping Not a lot of training in commercial brokerage Effects of Covid in the space Labor shortages Limited Sales affected businesses Pandemic induced bankruptcies NNN business is very passive by definition Who buys these buildings? Working with Fund Managers   Find Dan at http://www.encorereis.com/ Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Will broke down the 3 bottlenecks and why he is the lead GP on deals Here are his perceived potential bottlenecks: Ability to See Deals Ability to Analyze deals Ability to Raise Capital On the full show we covered: From brokerage to syndicating 14 deals and $100M AUM A plan to acquire $1B in assets South East as a market for great returns Don’t overcomplicate it Any competitive advantage is the goal High Investor Retention Incremental increases in deal size The Internal scaling of a syndication company Identifying organizational bottlenecks Why be the Lead GP? Financing in today’s market Importance of flexibility in financing Today’s market is not ideal for selling Philosophy of generational wealth for legacy Reverse engineering the process to acquire $1B in assets Focus on smaller deals in the early going Build credibility slowly Growing a database via referrals    Find Will at mathcap.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Having a specific SMART goal around your multifamily business is highly underrated. For Will, that number is $1B of AUM. Let's find out how he plans to get there!   Some topics we covered today include: From brokerage to syndicating 14 deals and $100M AUM A plan to acquire $1B in assets South East as a market for great returns Don’t overcomplicate it Any competitive advantage is the goal High Investor Retention Incremental increases in deal size The Internal scaling of a syndication company Identifying organizational bottlenecks Why be the Lead GP? Financing in today’s market Importance of flexibility in financing Today’s market is not ideal for selling Philosophy of generational wealth for legacy Reverse engineering the process to acquire $1B in assets Focus on smaller deals in the early going Build credibility slowly Growing a database via referrals    Find Will at mathcap.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Over the next 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club. If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com  Discount Code : capitalraiser Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!

Over the next 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club. If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com  Discount Code : capitalraiser Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com and do it quickly because prices increase periodically!    

This episode was a lot of fun to record. Thanks Vinki for letting me share with my audience!   Attend our Capital Raise Conference May 10-11 at strategiccapitalraise.com   Some topics we covered include on today's episode: Economic State of Multifamily Insights learned at Family Office Club Comparing the 2008 Crash in SFR to Multifamily Distress in 2024 What are Operators doing to survive? Launching ancillary businesses Staying in the game Pivoting into new asset classes Challenges of shifting into new asset classes Why did you leave AZ to operate elsewhere and why did you come back? Hyper-focusing in AZ by joining forces with people who are better than you The Secret to Raising Capital Survey your investors and give them what they want Get partners better than what you think you're capable of getting Give Family Offices What they want too! What do Family Offices want? Most Limited Partners follows the masses The Masses are not Investors, they are speculators Raising from Limited Partners is getting harder and more expensive What is a Family Office? What do Family Offices need before investing with you? The Biggest Misconception that Capital Raisers have The New Trend of Raising from Fund Managers Network your brains out Find Ruben at capitalraisershow.com Find Vinki at Loombainvest.com and youtube.com/@loombainvest Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every other Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com and do it now because prices go up every year!   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

We hit these themes in the show: The first Industrial deal 3X’d investor capital Getting into the medical office space 20 years ago Raising in funds Expanding into other asset classes Benefits of Medical Office  Funds vs syndications Benefits of funds Fund administration and accounting Advertising, marketing and omnipresence The evolution of capital raising over the last decade Current economic climate and future opportunities Patience with dry powder Managing employees and internal scaling Inflationary impacts Recommended first hires for scaling Future market domination   Find Ben at alliancecgc.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com and do it now because prices go up every year! Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

You know we had to dive into the personal development realm for episode 300, cover the commercial real estate company scaling, capital raising in funds and talk shop about everything in between including meditation! Lets Roll!   We hit these themes in the show: The first Industrial deal 3X’d investor capital Getting into the medical office space 20 years ago Raising in funds Expanding into other asset classes Benefits of Medical Office  Funds vs syndications Benefits of funds Fund administration and accounting Advertising, marketing and omnipresence The evolution of capital raising over the last decade Current economic climate and future opportunities Patience with dry powder Managing employees and internal scaling Inflationary impacts Recommended first hires for scaling Future market domination   Find Ben at alliancecgc.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com and do it now because prices go up every year! Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com    

Neil talks shop about growing an E-commerce business and ends by heading a warning to those that can lose sight of what is most important. On the full episode we dove into some topics like: Neil and I talked shop on numerous business operations and want down a bunch of rabbit holes including your favorite topic: Raising Capital   In the show we dove into: Developing E-com businesses  Series A Funding To make a name for yourself you must innovate Don’t trade time for money Selling brands with businesses attached Running a virtual business with physical products Buying a business that you can operate Done-with-you businesses? How do they work? No employees involved! Diversifying your real estate and virtual real estate businesses   Find Niel at voltagedm.com and voltagedm.com/podcasts/   Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every other Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com and do it now because prices go up every year!   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. https://investnext.com

Neil and I talked shop on numerous business operations and want down a bunch of rabbit holes including your favorite topic: Raising Capital   In the show we dove into: Developing E-com businesses  Series A Funding To make a name for yourself you must innovate Don’t trade time for money Selling brands with businesses attached Running a virtual business with physical products Buying a business that you can operate Done-with-you businesses? How do they work? No employees involved! Diversifying your real estate and virtual real estate businesses   Find Niel at voltagedm.com and voltagedm.com/podcasts/   Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every other Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com and do it now because prices go up every year!   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. https://investnext.com  

Reed shares his two cents on the dilemmas of capital raising and what the right mindset needs to be.   On the full episode we discussed: From Triplex to 4500 units Scaling was not possible by himself  Learning from Australia about real estate Networking here in USA is like other countries but on steroids Experiences working with WildHorn Capital then building his own brand Scaling and Management of People Marketing via exposure including books and podcasts Building credibility by telling stories Scaling from retail investors to family offices  War Stories How big do you want to grow it? Find Reed at reedgoossens.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

This is exatly what Dan tells people and raising capital is a byproduct. He has a portfolio around 2,500 Units. Thus, he has proven effective in raising capital with this method.   On the rest of the show we disussed themes like: What happens after an athlete retires? You got to find a way to make money There is a lot of power in real estate Tax Free Wealth was the book that started it all How we partnered and scaled Evolving and Scaling after joining Brad Sumrok’s community Raising capital by sharing data, educating and nurturing  Cashflow is first and foremost Share what the competitors are doing and show how you can better them Explaining the business plan Getting referrals  Using a podcast to create exposure Investor communications War Stories  The value of the dollar and how it affects real estate Market selection Hold time The use of correct debt   Find Dan at granitetowersequitygroup.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com