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How do the best real estate partnerships start, and what makes them last? In this episode, Tate Siemer joins Angel Williams to discuss how genuine relationships—not transactions—drive real estate success. Tate opens up about the mindset shifts that helped him transition from grassroots capital raising to working with family offices and deploying multi-million-dollar equity. The conversation covers how partnerships are formed, what it means to scale with intention, and why authenticity matters just as much as deal structure.
[00:01 - 04:00] Relationship First, Business Second
[04:01 - 08:00] Choosing the Right People
[08:01 - 12:00] Trust, Roles, and Business Fit
[12:01 - 15:00] Shifting Mindset to Bigger Deals
[15:01 - 18:44] Finding Your Fit in the Capital Stack
Connect with Tate:
https://www.linkedin.com/in/tate-siemer-367939160
Key Quotes:
"None of us wants to be sold or patronized. I just try to be authentic and connect with people like a grown-up." – Tate Siemer
'Raising $8.5 million is easier than raising $2.8 million because of who you're talking to." – Tate Siemer
Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!
How do the best real estate partnerships start, and what makes them last? In this episode, Tate Siemer joins Angel Williams to discuss how genuine relationships—not transactions—drive real estate success. Tate opens up about the mindset shifts that helped him transition from grassroots capital raising to working with family offices and deploying multi-million-dollar equity. The conversation covers how partnerships are formed, what it means to scale with intention, and why authenticity matters just as much as deal structure.
[00:01 - 04:00] Relationship First, Business Second
[04:01 - 08:00] Choosing the Right People
[08:01 - 12:00] Trust, Roles, and Business Fit
[12:01 - 15:00] Shifting Mindset to Bigger Deals
[15:01 - 18:44] Finding Your Fit in the Capital Stack
Connect with Tate:
https://www.linkedin.com/in/tate-siemer-367939160
Key Quotes:
"None of us wants to be sold or patronized. I just try to be authentic and connect with people like a grown-up." – Tate Siemer
'Raising $8.5 million is easier than raising $2.8 million because of who you're talking to." – Tate Siemer
Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!