• 80-90% success in anything is Mindset
• Take the lid off your brain.
• Trigger in your brain to reach your goals in life
• What are some of the challenges to your Multifamily mindset?
• Overcome ‘Analysis paralysis’ to be able to take the 1st step
• Switch your mindset from a regular job to a Multifamily entrepreneur

• Keys to finding the right Property Manager
• What to look for to see if Property Manager is doing a good job
• What are some red flags that will help you know that it’s time to change your Property Manager
• Where would you start looking for a Property Manager, if you had to find a new one?
• Tips for increasing profitability by decreasing expenses
• Ideas to increase revenue that will also keep your tenants happy
• A good or bad Property Manager can make or break you very quickly.

• What are the steps to finding brokers? 5 step process to get foot in the door.
• Most common ways to find deals.
• There are off market and Really off market deals.
• How happy are Brokers to hear from a new investor?
• Create a good impression.
• How to overcome that “Proof of funds” question
• How to eliminate doubts that a Broker may have in you
• What if you don’t have much real estate experience? How do you address that?
• Put together a professional team
• What to do when a Broker sends you that 1st deal.
• 5 points to eliminate doubts that a broker might have in you.

• When you want to grow a business with the same partners versus do deals with a variety of partners
• Why investors are more comfortable when more people are involved
• How to identify what you, personally, need in a partner
• 3 things you need to know about yourself before you can decide on a partner
• The wrong way to get into a partnership
• How partnerships can be structured, different ways JV’s can work depending on how many partners
• Why “Hey I like you, you like me, let’s figure out how to partner together” is a bad idea & can lead to catastrophe
• Should you expect a partner to contribute financially to running a business? 
• Why you can still do deals together even when you’re not on the same page
• Red flags to watch for when going into a partnership
• How & when to listen to your gut
• When is it better to NOT do a deal?
• What type of person is best to continue alone? Who are partnerships for?
• The series of questions to ask yourself & potential partner first
• When you’re a good fit, but still shouldn’t work together
• What to say to squelch a partnership without saying “I don’t like you / want to work with you”

• Who syndication portal software is / is not a good fit for
• The problems every successful syndicator encounters as they scale
• How your management process equals the investor experience
• Why having clarity and a good business process is critical
• What are the signs you’d be a good candidate for a more robust investor portal?
• When in your syndication business should you consider it?
• What type of sponsor/syndicator would never need to use such software?
• Why technology can’t solve all pains and make things perfect
• Free solutions for those just getting started
• A live demo of Investor Deal Room through the investor’s eyes
• Things Investors should not be bothering the syndicator about
• Your business won’t be scalable if you’re spending your time on this.
• How one syndicator woke up to an extra $300,000 in capital waiting for him
• Going from nightmares around getting K1’s out on time, to 1-click and done
• Why you should be concerned about security
• One free tool to manage all your passwords
• The #1 way syndicators become a target risk for hackers
• The 3 second check to see if your account’s been compromised
• The biggest practical concern a syndicator should be looking out for

Adam Gower is an authority in content marketing for the real estate industry. He has more than 30 years and $1.5 billion of transactional experience in commercial real estate finance and investment. He runs a digital marketing agency specializing in supporting real estate investors with their capital raising.

Adam shares his insights on:

• How Real Estate Syndication and digital marketing merged
• Why Real Estate has become the single biggest beneficiary of that change in legislation
• Why digital marketing is so powerful for money raising
• The difference between your perspective and that of the potential investor (from their perspective its one to one relationship building)
• Adam describes the investor journey
• How your ideal investor finds you online
• How they put their hand up and say send me more info
• How that relationship develops overtime until the key moment when you say invest now
• Your ideal investor will self select
• Start at the widest part of the funnel – social media
• Content floats on social media – bait plume (It’s all automated)
• How many times do they need to see your content before they will click through to your website
• What needs to happen when they click through to your website
• The effectiveness of video
• Tools for tracking – Google Analytics
• Repurposing content
• Content factoring
• How Adam got to 3,500 pieces of content
• The biggest leads come when you least expect them to
• How much to communicate with someone after they have invested
• The lifetime value of an investor
• The most important thing with investors 

• The Know, Like, Trust Triangle
• Why you need to over communicate everything about the deal
• Choosing properties that will cash flow from day 1 
• How long to wait before giving distributions 
• How often to send emails and updates…
• Tools for communication
• Where some sponsors go wrong with investor relations
• What to automate and what not to automate when communicating with investors
• 50% of their list open the new deal emails – how he reaches the other 50%
• What investor information he keeps in his phone and why
• Transparency – How and What
• What kind of deal to never invest in
• What to do to prepare investors for the possibility of something going wrong
• How to keep investors happy if something does go wrong
• Example – How they maintained the level of returns
• How to build the relationship 
• Personal interest
• Keeping investors – detailed underwriting 
• Keeping investors happy – operating funds in reserve
• Investors and operators – profit share
• How do you get repeat investors
• The process for securing capital

Ellie Shares Her Expertise On:

• How to build your syndication business from the ground up
• Where to start 
• Automate each step
• What to focus on doing yourself and what to outsource
• Hiring & firing
• How to structure a business working with a partner. Who does what and what they get
• Attracting good talent when you don’t have a lot of money for salaries
• How to be comfortable with outsourcing
• The distinction between being self-employed and being a business owner
• Tools for managing the business and the team
• OKR – Objectives and key results
• How to manage your stress as a business owner
• Building a brand and when to start 
• The difference between marketing and branding
• Time management
• The one thing for Ellie that is essential for her to do in her day and how that changed over time
• The importance of underwriting and relationship building
• The challenges and joys of running your own business
• What to automate in your business
• Investing in your business compared with investing in your education

Todd Heitner, Founder of Apartment Investor Pro, Shares His Expertise On:

• Why you need to be producing content
• What having a free resource on your site does for you
• The role your website plays in your content marketing
• How your podcast works along with your website
• The marketing funnel – what it is and how it works in connection with potential investors
• How to manage your email marketing
• Your CRM – what it is, how to use it and which one to use
• The power of your content in lowering investor resistance
• A comparison of investor websites – do’s and don'ts
• How to quickly discover which platform a website is built on
• Your different options for creating your investor site – pros and cons of each method

Travis Watts, Director of Investor Relations at Ashcroft Capital Shares his expertise on:

• What are the best social media platforms for finding and building relationships with potential investors
• The pros and cons of online events
• How to choose the right live event to attend for networking opportunities
• What you can expect from these events depending on the ticket price
• How many networking conversations do you need to have before finding an investor, what can you expect?
• The profile of a typical investor and that profile is not what he expected or imagined when he first started out
• When and how to follow up with new connections after an event
• His main criteria for investing in any given deal and what has frustrated him with certain investments
• How to cut the learning curve by decades if you are new to multifamily investing