The Capital Raiser Show

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!

Dan had some powerful words of inspiration for scaling Commercial Real Estate Entrepreneurs.

In the full episode, we covered:

• From flipping 75 houses to commercial real estate brokerage

• Raising JV capital, promissory note capital at fixed rates and revolving credit lines

• Things always go wrong

• Shout out to Ben Kogut

• Benefits of Triple Net Real Estate

• National Retailers are your tenants

• Scalability

• Blue Ribbon Property Leasers guarantee rents for multiple decades

• Brokerage is more lucrative than flipping

• Not a lot of training in commercial brokerage

• Effects of Covid in the space

• Labor shortages

• Limited Sales affected businesses

• Pandemic induced bankruptcies

• NNN business is very passive by definition

• Who buys these buildings?

• Working with Fund Managers

Find Dan at http://www.encorereis.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!

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!

Dan and I talked shop on the early days including some great capital raise strategies. Then we dove into Triple Net Syndications and Brokerage.

Some topics we covered include:

• From flipping 75 houses to commercial real estate brokerage

• Raising JV capital, promissory note capital at fixed rates and revolving credit lines

• Things always go wrong

• Shout out to Ben Kogut

• Benefits of Triple Net Real Estate

• National Retailers are your tenants

• Scalability

• Blue Ribbon Property Leasers guarantee rents for multiple decades

• Brokerage is more lucrative than flipping

• Not a lot of training in commercial brokerage

• Effects of Covid in the space

• Labor shortages

• Limited Sales affected businesses

• Pandemic induced bankruptcies

• NNN business is very passive by definition

• Who buys these buildings?

• Working with Fund Managers

Find Dan at http://www.encorereis.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!

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

Will broke down the 3 bottlenecks and why he is the lead GP on deals

Here are his perceived potential bottlenecks:

• Ability to See Deals
• Ability to Analyze deals
• Ability to Raise Capital

On the full show we covered:

• From brokerage to syndicating 14 deals and $100M AUM

• A plan to acquire $1B in assets

• South East as a market for great returns

• Don't overcomplicate it

• Any competitive advantage is the goal

• High Investor Retention

• Incremental increases in deal size

• The Internal scaling of a syndication company

• Identifying organizational bottlenecks

• Why be the Lead GP?

• Financing in today's market

• Importance of flexibility in financing

• Today's market is not ideal for selling

• Philosophy of generational wealth for legacy

• Reverse engineering the process to acquire $1B in assets

• Focus on smaller deals in the early going

• Build credibility slowly

• Growing a database via referrals

Find Will at mathcap.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 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

Having a specific SMART goal around your multifamily business is highly underrated. For Will, that number is $1B of AUM. Let's find out how he plans to get there!

Some topics we covered today include:

• From brokerage to syndicating 14 deals and $100M AUM

• A plan to acquire $1B in assets

• South East as a market for great returns

• Don't overcomplicate it

• Any competitive advantage is the goal

• High Investor Retention

• Incremental increases in deal size

• The Internal scaling of a syndication company

• Identifying organizational bottlenecks

• Why be the Lead GP?

• Financing in today's market

• Importance of flexibility in financing

• Today's market is not ideal for selling

• Philosophy of generational wealth for legacy

• Reverse engineering the process to acquire $1B in assets

• Focus on smaller deals in the early going

• Build credibility slowly

• Growing a database via referrals

Find Will at mathcap.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 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 the next 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!

Over the next 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] and do it quickly because prices increase periodically!

This episode was a lot of fun to record. Thanks Vinki for letting me share with my audience!

Attend our Capital Raise Conference May 10-11 at strategiccapitalraise.com

Some topics we covered include on today's episode:

• Economic State of Multifamily

• Insights learned at Family Office Club

• Comparing the 2008 Crash in SFR to Multifamily Distress in 2024

• What are Operators doing to survive?

• Launching ancillary businesses

• Staying in the game

• Pivoting into new asset classes

• Challenges of shifting into new asset classes

• Why did you leave AZ to operate elsewhere and why did you come back?

• Hyper-focusing in AZ by joining forces with people who are better than you

• The Secret to Raising Capital

• Survey your investors and give them what they want

• Get partners better than what you think you're capable of getting

• Give Family Offices What they want too!

• What do Family Offices want?

• Most Limited Partners follows the masses

• The Masses are not Investors, they are speculators

• Raising from Limited Partners is getting harder and more expensive

• What is a Family Office?

• What do Family Offices need before investing with you?

• The Biggest Misconception that Capital Raisers have

• The New Trend of Raising from Fund Managers

• Network your brains out

Find Ruben at capitalraisershow.com

Find Vinki at Loombainvest.com and youtube.com/@loombainvest

Book a call with Ruben at calendly.com/rubengreth

Hang out with other capital raisers, fund managers and family offices every other 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 membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] and do it now because prices go up every year!

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

We hit these themes in the show:

• The first Industrial deal 3X'd investor capital

• Getting into the medical office space 20 years ago

• Raising in funds

• Expanding into other asset classes

• Benefits of Medical Office

• Funds vs syndications

• Benefits of funds

• Fund administration and accounting

• Advertising, marketing and omnipresence

• The evolution of capital raising over the last decade

• Current economic climate and future opportunities

• Patience with dry powder

• Managing employees and internal scaling

• Inflationary impacts

• Recommended first hires for scaling

• Future market domination

Find Ben at alliancecgc.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 membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] and do it now because prices go up every year!

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