The Capital Raiser Show

You are asking for trouble if you are raising capital without an understanding of securities law for syndications. As soon as you have 1 person who is passive in your deal it becomes a security and is subject to SEC Federal Regulations. Educate and refresh your understanding of this by spending time with lawyers like Stacey Bowers, Esq. On the full show we covered: Helping syndicators understand lawyer's roles. Exemptions and understanding syndication structures. Securities law compliances. Shop talk on Fund of Funds. When can a fund manager be viewed as an investment advisor? Being cognizant of securities acts that affect the syndicator. When might fund managers consider getting a securities license? The different exemptions . Reg. A+ vs Reg. CF. Why would a syndicator would start a fund? Fund Administration can be a mess! How to violate securities laws. What kind of solicitation is allowed for 506(c)? What is conditioning the market? Can The FBI knock on your door if your LP is a criminal? Find Stacey at www.3pillarslaw.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

Stacey was such a great interview. All Scaling Syndicators must be proficient in Securities Laws. This episode is a great place to start and great refresher for investors at all levels of the game! Some topics we went over include: Helping syndicators understand lawyer's roles. Exemptions and understanding syndication structures. Securities law compliances. Shop talk on Fund of Funds. When can a fund manager be viewed as an investment advisor? Being cognizant of securities acts that affect the syndicator. When might fund managers consider getting a securities license? The different exemptions . Reg. A+ vs Reg. CF. Why would a syndicator would start a fund? Fund Administration can be a mess! How to violate securities laws. What kind of solicitation is allowed for 506(c)? What is conditioning the market? Can The FBI knock on your door if your LP is a criminal? Find Stacey at www.3pillarslaw.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 where Andres talks about raising capital from family offices and a little about helping family offices raise capital themselves. Listen to the full interview where we discuss: Capital Raising times and strategies are changing The BlockBuster Syndrome There is a great need for marketing strategies and effective pitch decks Effective communications and finding solutions for people Building trust and relationships Family office challenges with raising capital Communicate, build rapport and qualify Engaging your audience Edutainment People want to learn and connect while being entertained Uncovering pain points What are many Family Offices raising for Problems For First Time Fund Managers Things that hurt credibility Positioning yourself as an expert Public Speaking and getting on stages Creating Clear Brand Messaging Releasing Information on a gradient scale Find Andres at familyoffices.com and pitchdecks.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

Andres is the Managing Partner of The Family Office Club and he addressed some pain points Family Offices have when they raise capital. He is also the CEO of Pitchdecks.com and shared how he helps people raise capital. Some topics we covered include: Capital Raising times and strategies are changing The BlockBuster Syndrome There is a great need for marketing strategies and effective pitch decks Effective communications and finding solutions for people Building trust and relationships Family office challenges with raising capital Communicate, build rapport and qualify Engaging your audience Edutainment People want to learn and connect while being entertained Uncovering pain points What are many Family Offices raising for Problems For First Time Fund Managers Things that hurt credibility Positioning yourself as an expert Public Speaking and getting on stages Creating Clear Brand Messaging Releasing Information on a gradient scale Find Andres at familyoffices.com and pitchdecks.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

We did a deep dive into a ton of topics like Registered Investment Advisors, Broker Dealers, Real Estate Syndication, Raising Capital, Fund Management and working with BIG check writers. Don't sleep on Rob Anderson, this guy is a wealth of knowledge, a seasoned syndicator, multifamily developer, great human being and fun to hang out with. Full show went over topics like: Transitioning from the Securities world into Syndication Raising as a broker dealer Transitioning from single check writers to an LP database Referrals and strong communications Why syndicators are getting into development Shifting away from Funds due to managing administration Find Rob at https://bvcapitaltx.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

Joel Block is a must have resource for the set up and consultation of syndications, real estate funds and hedge funds. Get in his ecosystem, talk to him before setting up your first fund and at minimum checkout his vast video resource library about capital raising structures. Check out his Syndication and Hedge Fund Symposium in late April 2023 where he gives business advice, not legal advice, to aspiring fund managers and syndicators. Find him at http://syndicatefast.com/ Listen to his other episodes on the show at: CRS186 Joel Block: Disrupting Trends in Multifamily CRS125 Joel Block: Business Advice Before Starting a Fund CRS05 Joel Block: 30 Year Syndication Expert & Capital Raiser talks about Multifamily Syndication 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

Rob and I had a blast diving deep into working with and as a broker dealer or RIA and raising money for real estate syndications with a particular interest for Multifamily Development Deals. We covered topics like: Transitioning from the Securities world into Syndication Raising as a broker dealer Transitioning from single check writers to an LP database Referrals and strong communications Why syndicators are getting into development Shifting away from Funds due to managing administration Find Rob at https://bvcapitaltx.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 the Build Your Legacy podcast series. Check out the full show to which covered: Scaling from Smaller Multifamily into Syndication Sales Skills and Raising Capital S.P.I.N. Selling Chemical Composition of the Brain During Sales Marketing The Economy and How Slow Downs Affect Multifamily Interest Rate Economics Loan To Cost Investor Psychology During Covid Years Focus On Raising Equity During Slow Times Raising From Retirement Accounts Capital Raising Website Design The Rule of 72 As A Sales Tool For Syndicators Good and Bad Markets For Real Estate Mindset and The Alchemy of Wealth Creation The Importance of Coaching Question and Answer Session What Did Johnny D have to break through as a coaching student himself? Find him at oppenheimercap.com and thedessauergroup.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

This is the Build Your Legacy Webinar: The Alchemy of Wealth for Multifamily Syndication with our special guest Johnny D. Johnny was the person who introduced me to large scale multifamily back in 2007 so I have a a deep appreciation for this man and he is very entertaining. I think you will like him. Topics include: Scaling from Smaller Multifamily into Syndication Sales Skills and Raising Capital S.P.I.N. Selling Chemical Composition of the Brain During Sales Marketing The Economy and How Slow Downs Affect Multifamily Interest Rate Economics Loan To Cost Investor Psychology During Covid Years Focus On Raising Equity During Slow Times Raising From Retirement Accounts Capital Raising Website Design The Rule of 72 As A Sales Tool For Syndicators Good and Bad Markets For Real Estate Mindset and The Alchemy of Wealth Creation The Importance of Coaching Question and Answer Session What Did Johnny D have to break through as a coaching student himself? Find him at oppenheimercap.com and thedessauergroup.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

My friend Jared came on the show to have a general conversation on our favorite topic: Capital Raising Some of the topics we dove into in the main podcast episode include: Transitioning Into Syndication Capital Relationships Mapping Out Cashflow Goals Recap of Capital Raising Experience Raising Capital for Causes/ Charities (Differences/Similarities) Find Investor Needs and Establish Trust Have Courage To Ask For Money It's A Relationship Business Capex Model vs Cashflow Models Returning Capital and Keeping Them In the Deals Leaving Legacy Education To Children Or Not Morning Routines Meditation Techniques Educating And Nurturing Your Database Stocks vs. Real Estate Jared's Business Model And Team Sales Funnel for Webinars Find Jared on Linked at https://www.linkedin.com/in/jaredasch/ 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