CRS310 Paul Montelongo: Getting A Taste of Blood and Scaling into Syndication

Paul joined us and we got to dive into the scaling of his syndication business. 

 

Some topics we covered include:

• The First Investment House gave him the taste of the Blood

• Moving into a Marina investment

• The Capital Raising A’Ha Moment

• Who is on the team?

• Getting into Self Storage Development

• Growing and Scaling the Team

• Organization and playing while Scaling

• Being The Visionary

• Delegating duties and eliminating duplication

• Diving deeper into the Marina (Hospitality and Entertainment)

• Learning the Capital Raising Game

• Educating and Demonstrating Credibility

• Building the Database - The conversations that took place

• Networking is Key

• Market Selection

• How to Navigate Investor Emotional Responses with Metrics

• Assessing the Personality and Communication Types of Investors

• Being Hands-on with your properties by keeping them close together

• Having Mentors

• Self-esteem and Confidence Through Action

• Getting Comfortable Being Uncomfortable

 

Find Paul Montelongo at montelongocapital.com

 

Book a call with Ruben at calendly.com/rubengreth

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com 

 

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

 

Lastly, Visit our friend Dallon Shultz to find out about the incredible capital raising tools he has available with capitallystpro.com