How can focusing on relationships, education, and compliance help real estate investors raise private capital with confidence?

In this episode, Alina Trigub, Head of Investor Relations at TF Management Group and founder of SAMO Financial, shares her journey from immigrating to the U.S., working in accounting and IT, to building a career in passive real estate investing. She discusses the turning points that led her to syndications, the tax benefits of real estate, and her step-by-step approach to raising private capital. Listeners will learn why understanding both the investor and operator perspectives is vital, how to build lasting trust with investors, and the importance of staying within regulatory guidelines.

 

[00:01 - 04:42] From Accounting to Passive Investing

• How Alina’s early career in accounting and IT shaped her financial perspective
• Why rising taxes pushed her to explore real estate
• The significance of her first syndication investment and how it led to ongoing opportunities

 

[04:43 - 07:39] Lessons from Early Deals

• Why initial naivety can sometimes work in an investor’s favor
• The importance of learning through each investment
• What the 1031 exchange is and why it matters for tax deferral

 

[07:40 - 11:03] The Power of Real Estate Over Paper Assets

• Why tangible assets often provide more stability
• The need for diversification beyond Wall Street
• How tax benefits can create a stronger financial position

 

[11:04 - 15:21] Raising Capital: The Three Big F’s

• Why understanding both the active and passive sides is crucial
• The three pillars: Focus, Find, Follow
• How to define and target the ideal investor avatar

 

[15:22 - 18:30] Practical Steps for Investor Engagement

• How to maintain trust and transparency with investors
• Why compliance is non-negotiable in capital raising
• What long-term success looks like in investor relations

 

Connect with Alina:

 

https://www.linkedin.com/in/alinatrigub/

 

Key Quotes:

 

“Sometimes there is a blessing in the naivety of not knowing.” - Alina Trigub

“Where else can you get the tax advantages, if not in real estate?” - Alina Trigub

 

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