The Capital Raiser Show

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