Fund Playbook

Jim Sorenson of the Sorenson Impact Foundation shares how he combines philanthropy with private capital to drive transformative community development. Plus, his favorite strategies for aligning financial returns with measurable social impact.

Sacramento Kings co-owner Alex Bhathal shares how he built Revitate into a leading family office-backed real estate investment firm. Plus, his best strategies for uncovering undervalued markets poised for long-term growth.

Origin Investments CEO Michael Episcope shares the story behind Origin's rise to becoming a top-decile investment manager with over $3 billion in assets under management. Plus, his data-driven strategies for identifying the best multifamily real estate.

Real estate syndications are increasingly popular among passive investors, but what happens when they go wrong? Expert panelists Andrew Doup and Brett Siglin join Fund Playbook founder Jimmy Atkinson to share real-world stories and how you can learn from these lessons. Show notes & summary: https://fundplaybook.com/2025/03/fp-009/

New guidance from the SEC makes capital raising easier for 506(c) funds by loosening accredited investor verification rules. This March 2025 change to Reg D Rule 506(c) is a game changer for private funds and real estate syndications. Show notes & summary: https://fundplaybook.com/2025/03/fp-008/

A new report reveals that family offices plan to increase their real estate investments in 2025. But which sectors do they favor right now? Show notes & summary: https://fundplaybook.com/2025/03/fp-007/

Raising capital from investors? Here's the beginner’s guide to Regulation D Rule 506(c), including key requirements, plus the differences between 506(b) vs. 506(c) offerings. Show notes & summary: https://fundplaybook.com/2025/03/fp-006/

Need help with your pitch deck? Here are some proven pitch deck examples to help you raise capital for your next real estate syndication. Show notes & summary: https://fundplaybook.com/2025/02/fp-005/

Want to raise capital faster? Here are 3 proven ways to create urgency with prospective investors, so they get off the fence and write you a check. Show notes & summary: https://fundplaybook.com/2025/02/fp-004/

Are you struggling to raise capital for your new fund or syndication? Here's how to find your first investor. Plus, get your own capital raising questions answered LIVE, every Thursday at 3:00 PM Eastern Time. Show notes & summary: https://fundplaybook.com/2025/02/fp-003/