In this episode of the Know Your Why podcast, Jason Balara sits down with Dallon Schultz, fund manager and co-founder of Capitalist Pro, to discuss the realities of capital raising in real estate. Dallon shares how a life-changing injury pushed him to pivot from the medical field into entrepreneurship, where he discovered both the opportunities and challenges of syndication. He unpacks the balance between automation and authentic connection, revealing why personal relationships remain at the heart of raising capital despite an increasingly digital world. Dallon also explores strategies for qualifying investor leads, creating impact-driven businesses, and pursuing personal growth as an entrepreneur.

Key Highlights:

- A serious injury changed Dallon Schultz’s perspective on career security and led him to real estate.

- Syndication provides investors with the ability to pool resources for larger, more impactful deals.

- Authentic personal connections remain the foundation of successful capital raising.

- Automation and CRM systems can streamline workflows but should enhance—not replace—human relationships.

- Lead qualification and engagement scoring help identify committed investors and save valuable time.

In-person networking is becoming more important as digital platforms grow crowded.

- Dallon’s personal ‘why’ is rooted in creating impact while fostering continuous growth and development.

Dallon’s journey shows that success in capital raising isn’t just about systems or strategies—it’s about people. While automation and digital tools can make processes more efficient, true impact comes from building trust and forming genuine connections. His story is a reminder that resilience, purpose, and personal growth are the real foundations of entrepreneurship. This conversation will inspire you to rethink how you connect, communicate, and create impact in both business and life.

Get in touch with Dallon:

Email: Dallon@capitallystpro.com

Phone: 623-624-9909

Website: ⁠https://www.capitallystpro.io/⁠

LinkedIn: https://www.linkedin.com/in/dallon-schultz/

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠  

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

Artist:⁠⁠ http://audionautix.com/