The Capital Raiser Show

Leo and I had an interesting conversation about how he helps accidental slumloards and their residents to have better lives. Additonaly we went into some details about the fund he uses to acquire these properties.

Some topics we covered in the show include:

• Buying Slumlord Houses and Bringing them to FHA Standards

• It started with a conversation on an airplane

• There is a philanthropic side to the business

• You can make money and help residents

• "We buy houses between a 15 and a 30 Cap Rate"

• People become accidental slumlords

• Finding Homes via Code Enforcement Violations

• A Hooker who is a bird dog

• Opening a Reg D 504 Fund

• Selecting where 506(c) advertising dollars go

• Creating Relationships at the family office club

• Going to events with the mindset to add value

• There is some blood in the water and investors have some dry powder

• Let's create some financial literacy to those that need it most

Find Leo at :

• southbend7.com
• leohefner.com
• wildbluebackup.com

Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com

Book a call with Ruben at calendly.com/rubengreth

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]

It's hard to make money while doing good in the world. Matt Ryan tells us a little about the struggle!

Some topics we covered on the full episode include:

• Green Building from the get go

• Charity yet having a marketing leading return for investors

• Charity is Altruistic AND can be profitable

• Co-Living and MicroDevelopment

• It's challenging to implement affordable housing for deals under $35M

• Beurachracy is hard work even with tax credit incentives

• There are markets showing upside in this niche post pandemic

• You have to prove your track record to scale and get debt

• Small Developers are Redefining the way business is done

• Some green methods employed including insulation

• Building Efficiency can be argued as not green

• Getting into development

• Having an interest in complexities

• Creating value via forced appreciation

• Can you do deals without outside capital?

Find Matt at http://re-viv.com/

Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com

Book a call with Ruben at calendly.com/rubengreth

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]

$30 Trillion - that is what is on the table! Are you tapping into this money that has already been designated for investing in USA retirement accounts? Mat Sorensen dove into how to unlock this capital and what you need to say to get people to take it out of the stock market on the full show.

Some topics we covered on the full episode include:

• Assisting clients raise capital for their own deals

• Being an Attorney and a real estate investor

• Raising from IRA's

• There is $30 Trillion in Retirement Accounts in the USA

• Retirement Money is already set aside for investing!

• TWO parts to the process

• 1. You must know enough to educate people about it.

• 2. You have to be able to execute on the strategy.

• You must be able to walk your investors through the process

• Mat targets Capital Raisers in his business to help them raise

• People are sick of the stock market roller coaster - use that pain point!

• There are 3 steps

• 1. Open a SDIRA

• 2. Move the Money

• 3. They Authorize the Investment

• When they don't want to move money, ask them, "What did they make in the stock market last year?"

• Ask them how their 401K is doing? - Pain Point!

• Ask them, "What is the total return they made?"

• People are drawn to investing in RE because its more reliable than stocks

• The process to move the money takes about 2 weeks

• UBIT Tax - Unrelated Business Income Tax

• Unrelated Debt Financed Income Tax

• Ways to avoid UBIT Tax

• The different vehicles that are available

• Know your personality type and partner with people who can cover your weaknesses

Find mat at directedira.com or matsoresen.com

Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com

Book a call with Ruben at calendly.com/rubengreth

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]

Matt was steadfast in this interview in explaining how you can have a service oriented business while also helping the world. Raising capital in this scenario requires determination and he walks us through the process of how he does it.

Some topics we covered include:

• Green Building from the get go

• Charity yet having a marketing leading return for investors

• Charity is Altruistic AND can be profitable

• Co-Living and MicroDevelopment

• It's challenging to implement affordable housing for deals under $35M

• Beurachracy is hard work even with tax credit incentives

• There are markets showing upside in this niche post pandemic

• You have to prove your track record to scale and get debt

• Small Developers are Redefining the way business is done

• Some green methods employed including insulation

• Building Efficiency can be argued as not green

• Getting into development

• Having an interest in complexities

• Creating value via forced appreciation

• Can you do deals without outside capital?

Find Matt at http://re-viv.com/

Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST tinyurl.com/454zhv9r

Book a call with Ruben at calendly.com/rubengreth

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

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected]

Mat talks to us about the process to move limited partners to self direct their retirement accounts.

Some topics we covered on thes show include:

• Assisting clients raise capital for their own deals

• Being an Attorney and a real estate investor

• Raising from IRA's

• There is $30 Trillion in Retirement Accounts in the USA

• Retirement Money is already set aside for investing!

• TWO parts to the process

• 1. You must know enough to educate people about it.

• 2. You have to be able to execute on the strategy.

• You must be able to walk your investors through the process

• Mat targets Capital Raisers in his business to help them raise

• People are sick of the stock market roller coaster - use that pain point!

• There are 3 steps

• 1. Open a SDIRA

• 2. Move the Money

• 3. They Authorize the Investment

• When they don't want to move money, ask them, "What did they make in the stock market last year?"

• Ask them how their 401K is doing? - Pain Point!

• Ask them, "What is the total return they made?"

• People are drawn to investing in RE because its more reliable than stocks

• The process to move the money takes about 2 weeks

• UBIT Tax - Unrelated Business Income Tax

• Unrelated Debt Financed Income Tax

• Ways to avoid UBIT Tax

• The different vehicles that are available

• Know your personality type and partner with people who can cover your weaknesses

Find mat at directedira.com or matsoresen.com

Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST tinyurl.com/454zhv9r

Book a call with Ruben at calendly.com/rubengreth

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 The Family Office Club Advisors. https://familyoffices.com

Jean is one of the few BTR syndicators in Phoenix, most BTR developers in Phoenix are Institutions or Private Investors. I hope you enjoy what he had to say on the topic as much as I did!

check out the full episode where we covered things like:

• Dreaming to be a lender from a young age

• Using a pool fund to lend from

• Scaling up a BTR fund to do it big

• Why should someone invest in BTR?

• Institutional capital has left Retail and Office to go into BTR

• Renters prefer a yard and SFR's to rent more than apartments

• Build to Rent vs Build to Sell

• There is a 6 Million home shortage of houses

• You can build BTR, Retn it Now, Sell it Later

• Make sure to individually plat the lots for multiple exit strategies

• Subcontractors will give you a great price when you build in bulk

• Institutions will pay a premium for larger portfolios of BTR

• AZ has a Spec Builder tax that gets voided after two years of holding

• You can pick the ideal time to sell based off future cap rate predictions

• What are the benefits of investing in AZ

• Benefits of Build to Rent

• Capital Raising for Development

• Using Regulation D. 506(c) exemptions

• Hard Money Lending Funds for BTR in AZ

• Investors often have two investment theses that can both be addressed

• Individual mezzanine lenders may not need to be accredited

• How do you lend money in AZ (post lighting round)

Find Jean at klinkloans.com & klinkfunds.com

Check Out InvestNext.com as the preferred investor portal of the show.

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

Book a call with Ruben at calendly.com/rubengreth

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

Mention the Capital Raiser Show to get 40% off at FamilyOffices.com

We went into an incredible amount of capital raising philosophy on the full episode. make sure to check it out!

Find Hunter at: https://Asymcapital.com

Get a free fund to funds course at https://fundtofundsmastery.com

Go to Raise Fest - https://raisefest.com

Jean is one of the few BTR syndicators in town, most BTR developers in Phoenix are Institutions or Private Investors. I hope you enjoy what he had to say on the topic as much as I did!

Some points of discussion covered include:

• Dreaming to be a lender from a young age

• Using a pool fund to lend from

• Scaling up a BTR fund to do it big

• Why should someone invest in BTR?

• Institutional capital has left Retail and Office to go into BTR

• Renters prefer a yard and SFR's to rent more than apartments

• Build to Rent vs Build to Sell

• There is a 6 Million home shortage of houses

• You can build BTR, Retn it Now, Sell it Later

• Make sure to individually plat the lots for multiple exit strategies

• Subcontractors will give you a great price when you build in bulk

• Institutions will pay a premium for larger portfolios of BTR

• AZ has a Spec Builder tax that gets voided after two years of holding

• You can pick the ideal time to sell based off future cap rate predictions

• What are the benefits of investing in AZ

• Benefits of Build to Rent

• Capital Raising for Development

• Using Regulation D. 506(c) exemptions

• Hard Money Lending Funds for BTR in AZ

• Investors often have two investment theses that can both be addressed

• Individual mezzanine lenders may not need to be accredited

• How do you lend money in AZ (post lighting round)

Find Jean at klinkloans.com & klinkfunds.com

Check Out InvestNext.com as the preferred investor portal of the show.

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

Book a call with Ruben at calendly.com/rubengreth

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

Mention the Capital Raiser Show to get 40% off at FamilyOffices.com

Hunter Breaks it down like no one else can!

Find him at https://Asymcapital.com

get a free fund to funds course at https://fundtofundsmastery.com

go to Raise Fest - https://raisefest.com

Do you like 4-20 unit Multifamily properties? Not enough people are taking advantage of this space that is to big for SFR investors and too small for the instituions. Ray Heimann broke down what he loves about the space on the show and how he is using funds to purchase and accumulate large portfolios of deals in this size space.

On the full episode we covered:

• Taking your love for multifamily to the next level

• Extracting value from smaller multifamily

• There is a huge opportunity to take advantage of the small multifamily space

• Investors will pay a premium for bulk properties

• Using property technology

• People love DYI via phone app to resolve repair

• Using Data Analytics

• Finding Properties that fit a Buy Box

• Contacting Sellers using multiple methods

• Using technology to get leads

• Doing purchase transactions without brokers

• Using funds and syndications to purchase smaller or midsize multifamily

• Advice for emerging fund managers

• Partnering with Family Offices

• Raising from Placement Agents

Find Raymond at https://usaterra.com

Book a call with Ruben at calendly.com/rubengreth

If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp

Mention the Capital Raiser Show to get 40% off at FamilyOffices.com