Raise Capital Legally

In this episode, special guests Mark Purtell and Joseph Harriman of CTC Wealth Management Real Estate Funds share their criteria for co-investment partners (i.e., syndicators) including asset classes, deal structures and operator experience; and their experience raising capital for nearly $100M in offerings.The episode at a glance; -05:45 - What Mark and Joseph are looking for in operator experience, how they are structured and the role they fulfill for their fund.  -09:27 - The kind of deals Mark and Joseph are looking for, “we encourage any operator to bring us a deal and let us say no as opposed to assuming we’re not interested.”-16:04 - Why Mark and Joseph’s fund won’t take the place of finding your own LP -25:00 - Fund-raising techniques that have worked for Mark and Joseph-29:40 - How to build investor and operator relationships -42:42 - Proof of funds without a hard arrangement in placeGuest BioJoe Harriman joined CTC in April 2006 as Operations Manager and Head of Investor Relations for CTC Alternative Strategies, Ltd. Prior to CTC, he spent several years in Institutional Client Services at Calyon Financial, and the Chicago Board of Trade. Since 2006 at CTC, he has managed the operations of a multi-strategy proprietary trading company focused on global trading in equities, fixed income, and various derivatives. From 2017 to Present, he served as COO of the Manager. In this capacity, he successfully formed two real estate funds acquiring over $500 million in multi-family real estate. He received his B.S. in Finance from Arizona State University in 1995 and his M.S. in Financial Markets from the Illinois Institute of Technology in 2005. He received his CFA Charter in 2004 and is a member of the CFA Society of Chicago. Mark Purtell joined CTC in June 2001 as a trading assistant and worked on the trading side of CTC until transitioning to Head of Real Estate Acquisitions and Development in 2020.  He has split his time between trading and real estate with CTC since 2018. He expanded the network of operators to increase deal flow. He created the proprietary real estate model and is responsible for tracking existing deals in the portfolio and assisting in quarterly reporting. Since 2002, he has been active in the Chicago market for his own account with a focus on multifamily investments. He received a B.S in Finance from University of Illinois in 2001. He holds Series 4, 7, 24 and 57 licenses.For more information, head to https://www.ctcwealthmanagement.com/, email wealthmanagement@chicagotrading.com and call 312-863-8079. 📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/o0cswjr1XqE

When interest rates go through what they have over the last 18 months, the biggest concern for investors is how that will impact their ability to borrow money and raise capital.If you look at loan amounts, it might appear as if borrowers don’t want to lend, but the truth is funds are still available, we just have to have clarity around what we want to achieve.What are some of the changes that interest rates have brought to the marketplace? How do we make sure we still reach our goals?In this episode, commercial mortgage broker, founder of Atlantic Investment Capital, and the author of “Borrow Smart!” Eric Stewart talks about the state of loans in the way of interest rates.Three Things You’ll Learn In This Episode-Buffer your borrowingWith interests changing frequently, how do we build flexibility into the loans we take? -How navigate multiple lendersIs it better to deal with a mortgage broker, or should we just go directly to the lender?-Non-recourse vs. recourse loansWhat are the options we have for loan structure? Guest BioEric is a commercial mortgage broker, founder of Atlantic Investment Capital, and the author of “Borrow Smart!: Learn The "Not So Secret" Weapons Of Successful Commercial Real Estate Investors”. Buy the book here, to reach out to him send an email to erics@atlanticic.com or call/text 800-916-9005. 📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/PpXzAGjbLaA

The key to more syndications and bigger deals is more capital. Connecting with high net worth investors allows us to tap into more money, but how do we find them in the first place? By systematizing our social media platforms and outbound marketing strategies, we can make attracting investors effortless without taking up a lot of resources or personal bandwidth.   How do we connect with investors online? What messages do we need to be posting and sending out? In this episode,  President at Investor Attraction Academy, Yakov Smart shares the best way to stand out to investors. Three Things You’ll Learn In This Episode-How to get a quick winThere are 3 levels to raising capital, what are the foundational pieces we need to have before moving onto higher bandwidth tasks? -Social media mistakes capital raisers makeWhy is it mission critical to have a funnel before we do any marketing activity? -Why you need to have a personal brandWhat are some of the best ways to stand out to investors online? Guest BioYakov Smart is the President at Investor Attraction Academy, host of The Raising Capital Show. His main focus is changing the game of raising capital and attracting investors. For more information, head to https://findmoreinvestors.com/, find Yakov on LinkedIn or send an email to yakov@linkleads.us.  📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/6nj_FfqqwrE

In this podcast, host Kim Lisa Taylor interviewed Jake Stenziano and Gino Barbaro of the famed Jake and Gino Mutlifamily Real Estate Investing Program. Jake and Gino shared their wisdom about what multifamily syndicators should be doing right now to deal with rising interest rates and predicted times of economic stress. Is it time to do seller financing or lease-options? Should you be creating a fund to take advantage of distressed properties? Here is your chance to learn from the experts!Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/47ExE7FAW3I

In this episode of the Raise Private Money Legally podcast, host Kim Lisa Taylor, Esq. welcomed special guest David Lindahl of RE Mentor, who shared “What to Expect in Multi-family for 2022-2023.” Is it time to sit on the sidelines, or should you be getting your investors lined for upcoming opportunities? Listen in for guidance from the expert. Lindahl also had some exciting announcements you’ll want to know about.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/T_L7G1Gcq4o

You know the benefits of wise investing, but what about your friends? One way to introduce them to investing and help educate them is through an investment club. What exactly is involved in overseeing an investment club? And how do you go about creating one? In this podcast, Kim Lisa Taylor tells you how.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

Liquidity in real estate syndicates has long been an issue, but the team at the investment platform SecondRE Inc. has a solution: a place where investors can buy and sell interests in commercial syndicates on their terms, and with the syndicators’ blessing. When investors know they can get out easily, they’ll be more likely to get in to your deals. Special guest Gil Siedner, VP Business Development/SecondRE, explained how it works and who can cash in during this informative podcast episode.

In this podcast, host Kim Lisa Taylor, Esq. interviews Dave Seymour, co-star of the A&E Network television show “Flipping Boston.” Dave shared his experience on build-to-rent strategies for Syndicators, and he and Kim discussed favorable markets, phases of a build-to-rent syndicate, economic risk factors you need to consider, when to raise the money, and other important considerations.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/GaWIwsKy938

In this podcast, host Kim Lisa Taylor, Esq., interiewed special guest Thomas Castelli of The Real Estate CPA. Thomas has been our podcast guest a number of times and is a valuable source of tax information for Syndicators.Kim and Thomas discussed some of the most popular and lucrative tax strategies out there for investors, and Thomas shared opportunities for you to get in-depth training on the subject.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

During this podcast, guest speaker Val Despard of Despard Analytics and host Kim Lisa Taylor, Esq. discussed how using the right analytics for your deals can make or break your offering and minimize risks for your investors.Not only can a professional analytics consultant save you hours of time, it can give your investors (and you) confidence in your numbers — making them more likely to invest, and you more likely to hit your targets. You’ll want to hear our guest speaker’s insights.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials