The Capital Raiser Show

Bethany talks about who not how and staying top of mind with your investors.

On the full episode we covered:

• Partnering with her husband and converting him into a GP

• The first syndications

• Asset Management in the early days

• Capital Raising came later

• Managing a fund

• The most prominent deals

• Plans for a debt and equity evergreen fund

• Setting up a business that will grow even after death

• Setting up expectations for partners with roles and responsibilities

• Which asset classes are attractive

• Wholistic approach and giving back to the community

• Kingdom REI Mastermind

• Bethany's Diary of a Remote Investor Vlog

• Scaling a Youtube channel

• Creating a follow-up system for your capital raising

Find Bethany at https://americanmadehomesolutions.com/

Get Free Tickets to the Capital Raise Summit at strategiccapitalraise.com

Book a call with Ruben at calendly.com/rubengreth

Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!

Over 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club.

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Discount Code : capitalraiser

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show when you speak to an advisor at familyoffices.com

Over 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club.

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Discount Code : capitalraiser

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!

Bethany blew the doors off when she broke down how she impacts the communities she invests in. Talk about doing good by doing well!

Some topics we covered include:

• Partnering with her husband and converting him into a GP

• The first syndications

• Asset Management in the early days

• Capital Raising came later

• Managing a fund

• The most prominent deals

• Plans for a debt and equity evergreen fund

• Setting up a business that will grow even after death

• Setting up expectations for partners with roles and responsibilities

• Which asset classes are attractive

• Wholistic approach and giving back to the community

• Kingdom REI Mastermind

• Bethany's Diary of a Remote Investor Vlog

• Scaling a Youtube channel

• Creating a follow-up system for your capital raising

Find Bethany at https://americanmadehomesolutions.com/

Get Free Tickets to the Capital Raise Summit at strategiccapitalraise.com

Book a call with Ruben at calendly.com/rubengreth

Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!

Bethany gives her two cents on the best ways to raise capital, creating conscious wealth in real estate, doing epic shit, empowering young women and leveraging other people's everything.

In the full episode, we covered the following:

• Burned out on Litigation and Law but Found Syndications

• Falling in Love with Real Estate Law and the people

• EB5 Funds

• Staying in your lane

• Substantial duties for legal compliance in raising capital

• Issuer Exemptions

• Look at deals through the eyes of regulators

• Investor relations are not enough to constitute substantial duties

• Joint Ventures can start to look like syndications

• The SEC makes determinations based on Facts and Circumstances

• Entity Accreditation Status

• Regulation CrowdFunding (benefits and limitations)

• Fund of Funds Overview

• Ways to appropriately get paid as a fund manager to avoid problems

• Can you start a fund that only invests in one deal? (SPV Fund of Funds)

• You have to show The SEC how you provided value

• How to get banned from capital raising

Find Bethany at https://www.premierlawgroup.net/ and bethanylaflam.com/bubbles/

Book a call with Ruben at calendly.com/rubengreth

Hang out with other capital raisers, fund managers, and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!

Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Over 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club.

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Discount Code : capitalraiser

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!

J.E. shares how he goes about approaching LinkedIn and Ends off with some parting thoughts on having the right mindset.

On the full episode some topics we explored include:

• Getting into Multifamily Syndication

• Tech for Syndicators

• Less than a year into the syndication business.

• Josh Ferrari's Mentorship Program

• Mentorship has helped accelerate the scaling

• Working on all aspects of the business

• Being the owner-operator instead of raising for others

• 50-100 units as a preferred multifamily asset size

• Opportunistic with development deal

• Establishing some social media branding and getting your name known

• Start by Sharing Your Story

• Market Selection

• What the Future Holds

• Working in a very competitive Dallas TX Market

• How did you raise your first $800K?

• The Roll of Mentorship

Find J.E. on LinkedIn at https://www.linkedin.com/in/johnericsteiner/

Book a call with Ruben at calendly.com/rubengreth

Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!

Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Bethany is a fun interview. She is one of the most entertaining securities lawyers I know and she is an investor too. She mentions her boutique hotel in Belize several times in the show.

Some topics we covered include:

• Burned out on Litigation and Law but Found Syndications

• Falling in Love with Real Estate Law and the people

• EB5 Funds

• Staying in your lane

• Substantial duties for legal compliance in raising capital

• Issuer Exemptions

• Look at deals through the eyes of regulators

• Investor relations are not enough to constitute substantial duties

• Joint Ventures can start to look like syndications

• The SEC makes determinations based on Facts and Circumstances

• Entity Accreditation Status

• Regulation CrowdFunding (benefits and limitations)

• Fund of Funds Overview

• Ways to appropriately get paid as a fund manager to avoid problems

• Can you start a fund that only invests in one deal? (SPV Fund of Funds)

• You have to show The SEC how you provided value

• How to get banned from capital raising

Find Bethany at https://www.premierlawgroup.net/ and bethanylaflam.com/bubbles/

Book a call with Ruben at calendly.com/rubengreth

Hang out with other capital raisers, fund managers, and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!

Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

J.E. Broke down everything he did to get his start in Multifamily including one of the hardest parts he had to conquer: Raising Money

Some topics we explored include:

• Getting into Multifamily Syndication

• Tech for Syndicators

• Less than a year into the syndication business.

• Josh Ferrari's Mentorship Program

• Mentorship has helped accelerate the scaling

• Working on all aspects of the business

• Being the owner-operator instead of raising for others

• 50-100 units as a preferred multifamily asset size

• Opportunistic with development deal

• Establishing some social media branding and getting your name known

• Start by Sharing Your Story

• Market Selection

• What the Future Holds

• Working in a very competitive Dallas TX Market

• How did you raise your first $800K?

• The Roll of Mentorship

Find J.E. on LinkedIn at https://www.linkedin.com/in/johnericsteiner/

Book a call with Ruben at calendly.com/rubengreth

Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!

Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Over 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club.

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Discount Code : capitalraiser

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!