The Capital Raiser Show

You know we had to dive into the personal development realm for episode 300, cover the commercial real estate company scaling, capital raising in funds and talk shop about everything in between including meditation!

Lets Roll!

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

Neil talks shop about growing an E-commerce business and ends by heading a warning to those that can lose sight of what is most important.

On the full episode we dove into some topics like:

Neil and I talked shop on numerous business operations and want down a bunch of rabbit holes including your favorite topic: Raising Capital

In the show we dove into:

• Developing E-com businesses

• Series A Funding

• To make a name for yourself you must innovate

• Don't trade time for money

• Selling brands with businesses attached

• Running a virtual business with physical products

• Buying a business that you can operate

• Done-with-you businesses? How do they work?

• No employees involved!

• Diversifying your real estate and virtual real estate businesses

Find Niel at voltagedm.com and voltagedm.com/podcasts/

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 https://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. https://investnext.com

Neil and I talked shop on numerous business operations and want down a bunch of rabbit holes including your favorite topic: Raising Capital

In the show we dove into:

• Developing E-com businesses

• Series A Funding

• To make a name for yourself you must innovate

• Don't trade time for money

• Selling brands with businesses attached

• Running a virtual business with physical products

• Buying a business that you can operate

• Done-with-you businesses? How do they work?

• No employees involved!

• Diversifying your real estate and virtual real estate businesses

Find Niel at voltagedm.com and voltagedm.com/podcasts/

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 https://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. https://investnext.com

Reed shares his two cents on the dilemmas of capital raising and what the right mindset needs to be.

On the full episode we discussed:

• From Triplex to 4500 units

• Scaling was not possible by himself

• Learning from Australia about real estate

• Networking here in USA is like other countries but on steroids

• Experiences working with WildHorn Capital then building his own brand

• Scaling and Management of People

• Marketing via exposure including books and podcasts

• Building credibility by telling stories

• Scaling from retail investors to family offices

• War Stories

• How big do you want to grow it?

Find Reed at reedgoossens.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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or feel free to pay full price.

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

This is exatly what Dan tells people and raising capital is a byproduct. He has a portfolio around 2,500 Units. Thus, he has proven effective in raising capital with this method.

On the rest of the show we disussed themes like:

• What happens after an athlete retires?

• You got to find a way to make money

• There is a lot of power in real estate

• Tax Free Wealth was the book that started it all

• How we partnered and scaled

• Evolving and Scaling after joining Brad Sumrok's community

• Raising capital by sharing data, educating and nurturing

• Cashflow is first and foremost

• Share what the competitors are doing and show how you can better them

• Explaining the business plan

• Getting referrals

• Using a podcast to create exposure

• Investor communications

• War Stories

• The value of the dollar and how it affects real estate

• Market selection

• Hold time

• The use of correct debt

Find Dan at granitetowersequitygroup.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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or feel free to pay full price.

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

I got to dive into Reed's scaling and how he raises capital amongst many other items of interest. He is a wealth of knowledge that you will enjoying hanging out with today.

Some themes we covered are:

• From Triplex to 4500 units

• Scaling was not possible by himself

• Learning from Australia about real estate

• Networking here in USA is like other countries but on steroids

• Experiences working with WildHorn Capital then building his own brand

• Scaling and Management of People

• Marketing via exposure including books and podcasts

• Building credibility by telling stories

• Scaling from retail investors to family offices

• War Stories

• How big do you want to grow it?

Find Reed at reedgoossens.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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or feel free to pay full price.

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

Dan spent some time with me going over how he scaled and how he raises capital. Tune in for this one as not everyone scales as quick as he did.

Some themes we covered include:

• What happens after an athlete retires?

• You got to find a way to make money

• There is a lot of power in real estate

• Tax Free Wealth was the book that started it all

• How we partnered and scaled

• Evolving and Scaling after joining Brad Sumrok's community

• Raising capital by sharing data, educating and nurturing

• Cashflow is first and foremost

• Share what the competitors are doing and show how you can better them

• Explaining the business plan

• Getting referrals

• Using a podcast to create exposure

• Investor communications

• War Stories

• The value of the dollar and how it affects real estate

• Market selection

• Hold time

• The use of correct debt

Find Dan at granitetowersequitygroup.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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or feel free to pay full price.

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

Gabe talks a little bit in this clip about his thoughts around scaling and how determination can take you far in this game.

On the full episode we discussed:

• The early days of Scaling

• The mindset of Scaling

• Taking the scary leap of quitting a W2 and becoming an entrepreneur

• Can anyone be an entrepreneur?

• How much reserves do you need before you quit?

• Try to start by partnering with someone with a track record while adding value

• Doing it by yourself vs scaling with partners

• Selecting Self Storage due to recession resistance

• Eviction is easier in self storage

• Seller Finance & Creative Finance

• Joint venture capital raising

• Selecting Asset Classes in the Future

Find Gabe at http://www.therealestateinvestingclub.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 https://familyoffices.com

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or feel free to pay full price.

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. https://investnext.com

I was asking Jeremiah to advise the scaling syndicator about how to succeed and then I went deeper and asked him if it's true if you have to not only work smart but also work hard? Here is what he had to say!

On the full show we expolred themes including:

• SFR's in Las Vegas and losing it all in the crash

• Evolving to syndications, self storage, mobile home parks

• State of the market in self storage

• Market stabilization just means you need to be a great operator

• Industrial as a future asset class

• Benefits and challenges of industrial

• Moving into Funds

• The timeline of his evolution and the asset classes along the way

• Find Your Competitive Angle

• Advice for scaling syndicators

• How capital raising has changed and scaled over time

• Have skin in the game and build a track record

• Be willing to give up more of the deal in order to scale

• The difference between an investor and a business owner

• 4 key roles in Jeremiah's business; Acquisitions, Fund Raising, Operations & Constructions Capex

Find Jeremiah at patriotholdings.com and get his book Finding Your Edge on Amazon

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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or feel free to pay full price.

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

This was a quick episode with Jeremiah Boucher but it was packed with words of wisdom to assist the scaling syndicator as they grow on their journey.

Some themes we covered include:

• SFR's in Las Vegas and losing it all in the crash

• Evolving to syndications, self storage, mobile home parks

• State of the market in self storage

• Market stabilization just means you need to be a great operator

• Industrial as a future asset class

• Benefits and challenges of industrial

• Moving into Funds

• The timeline of his evolution and the asset classes along the way

• Find Your Competitive Angle

• Advice for scaling syndicators

• How capital raising has changed and scaled over time

• Have skin in the game and build a track record

• Be willing to give up more of the deal in order to scale

• The difference between an investor and a business owner

• 4 key roles in Jeremiah's business; Acquisitions, Fund Raising, Operations & Constructions Capex

Find Jeremiah at patriotholdings.com and get his book Finding Your Edge on Amazon

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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or feel free to pay full price.

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