The Capital Raiser Show

Dr. George Ozoude went into a variety of topics on capital raising, a number of asset classes and his approach to dealing with the investing climate for multifamily syndication.

Some topics we covered inclued:

• From Purchasing Medical Buildings to Multifamily Syndications

• Investing in Various Asset Classes

• Starting a syndication business focused on solving physicians problems

• What Asset Classes are Cash Flowing the most and have the best tax advantages

• Physicians need investment education because they studied only medicine

• Some other Doctors to partner with

• Bullishness on Build To Rent

• Physicians are facing headwinds and looking to invest

• Why Be Actively Investing as a Physician?

• What are you learning and implementing from other passive investments you are in?

• Focus on Leveraging Technology and incoming AI for investors

• What Has Changed and Improved in his Capital Raising over the years

• Being in Sales is not a bad thing, it's actually a great thing

• Handling what is coming down the pipeline in the multifamily landscape

Find Dr. Ozoude at https://timehealthcapital.com/

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

Book a call with Ruben at calendly.com/rlgreth

Join Me in Miami 8/1/2023

Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event. Single events are rarely offered as Family Offices focus on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Mike offered some thoughts to consider before selecting partners in your commercial real estate business.

Some topics we discussed include:

• Suffering from SFR burnout

• Scaling to Small Multi's

• Scattered Management

• Boom! 2500 Units AUM

• In house Asset Management

• New hires/ virtual assistants

• Compliance for podcasting

• Investor Onboarding

• Investor Communications

• Scaling as a team manager that has unforeseen duties

• Do your employees get equity?

• How the Co-GP's communicate to LP's

• Selecting Co-GP's

• Negotiating Co-Gp Shares of fees

• CRM's and Mass Texting

Find Mike at granitetowersequitygroup.com

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

Book a call with Ruben at calendly.com/rlgreth

Join Me in Miami 8/1/2023

Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

A lot of you know Dr. Erin Hudson and her company Quattro Capital but have you heard the story of how she found her partners? I thought it was cool! Maurice Philogene told me to ask her about it!

On the full show we covered:

• From SFR Mailbox Money to Multifamily

• It took 2 years to get the first deal

• Working with the right partners that have the same goals

• Being in bed with some frauds

• I got on stage and raised for charity and the people who helped me became my partners

• The mindset of worthiness to buy $15M properties

• Where Quattro invests

Find Dr. Erin at https://www.thequattroway.com/

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

Book a call with Ruben at calendly.com/rlgreth

Join Me in Miami 8/1/2023

Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Mike and I deep dove into communications and what problems you might see when scaling quickly in syndication and partnering with others.

Some topics we discussed include:

• Suffering from SFR burnout

• Scaling to Small Multi's

• Scattered Management

• Boom! 2500 Units AUM

• In house Asset Management

• New hires/ virtual assistants

• Compliance for podcasting

• Investor Onboarding

• Investor Communications

• Scaling as a team manager that has unforeseen duties

• Do your employees get equity?

• How the Co-GP's communicate to LP's

• Selecting Co-GP's

• Negotiating Co-Gp Shares of fees

• CRM's and Mass Texting

Find Mike at granitetowersequitygroup.com

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

Book a call with Ruben at calendly.com/rlgreth

Join Me in Miami 8/1/2023

Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

I got to dive into the story of how Quattro Capital was created and about their scaling. Great converstion with Dr. Erin Hudson that I hope you enjoy!

Some of the Topics we covered today include:

• From SFR Mailbox Money to Multifamily

• It took 2 years to get the first deal

• Working with the right partners that have the same goals

• Being in bed with some frauds

• I got on stage and raised for charity and the people who helped me became my partners

• The mindset of worthiness to buy $15M properties

• Where Quattro invests

Find Dr. Erin at https://www.thequattroway.com/

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

Book a call with Ruben at calendly.com/rlgreth

Join Me in Miami 8/1/2023

Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

If you aren't able to visualize yourself successful in your capital raising business you will struggle to achieve your goal. My mentor Wayne Dyer used to say, "In order to achieve something, you must first expect it of yourself."

On the full episode we covered:

• Recovering Lawyer moves into multifamily syndication

• Buying a duplex to subsidize parents retirement

• The misconceptions people have of what investing in real estate can look like

• Mindset shifting to possibility that purchasing $15M properties is feasible

• Learning from passive investing with intent to become active

• Starting from crowdfunding as an investment philosophy

• Go as big as you can as a starting mindset

• Going to a mentorship program is not enough, from that you must develop partnerships

• Partnerships are like marriages, what are people like when people are financially stressed?

• Everyone's speed of success is unique, don't compare yourself to others

• The Law of the First Deal

• Investing in your backyard when possible

• All things come back to networking and relationships

• Getting into development and why

Find Clive at parkroyalcapital.com

Get all your syndication and capital raising marketing at pitchdecks.com

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

Book a call with Ruben at calendly.com/rlgreth

Chris gave us some input on his expereinces as he becomes more successful in raising capital and the entrpreneurial space.

In the full episoe we covered:

• Investing in storage and Canadians are a little more conservative

• Franchising the business model

• Self Storage

• How do you take down your deals from canada

• Franchisees finance the land

• Raising capital

• Working with Landownersand brokers to acquire project sites

• Benefits of storage facilities

find Chris at https://longyards.com

Get all your syndication and capital raising marketing at pitchdecks.com

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

Book a call with Ruben at calendly.com/rlgreth

Clive is a great man who broke out of his background in law to become a full fledged syndicator, I picked his brain about how he developed his business and what his mindset was along the way.

Some of the topics we covered were:

• Recovering Lawyer moves into multifamily syndication

• Buying a duplex to subsidize parents retirement

• The misconceptions people have of what investing in real estate can look like

• Mindset shifting to possibility that purchasing $15M properties is feasible

• Learning from passive investing with intent to become active

• Starting from crowdfunding as an investment philosophy

• Go as big as you can as a starting mindset

• Going to a mentorship program is not enough, from that you must develop partnerships

• Partnerships are like marriages, what are people like when people are financially stressed?

• Everyone's speed of success is unique, don't compare yourself to others

• The Law of the First Deal

• Investing in your backyard when possible

• All things come back to networking and relationships

• Getting into development and why

Find Clive at parkroyalcapital.com

Get all your syndication and capital raising marketing at pitchdecks.com

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

Book a call with Ruben at calendly.com/rlgreth

Chris has a unique model for franchisng, capital raising, working with brokers and investing in Longyards.

On the show we covered:

• Investing in storage and Canadians are a little more conservative

• Franchising the business model

• Self Storage

• How do you take down your deals from canada

• Franchisees finance the land

• Raising capital

• Working with Landownersand brokers to acquire project sites

• Benefits of storage facilities

find Chris at https://longyards.com

Get all your syndication and capital raising marketing at pitchdecks.com

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

Book a call with Ruben at calendly.com/rlgreth

Here is a clip form the show.

Matt talked about the following on the full episode:

• Finding the way in the fund management space

• Lawyer advice is not business advice with funds

• There is a market for Emerging Fund Managers that need our help

• People don't get Admin so we do it for them

• Being An Investment Advisor

• Directing a fund into other's deals and investing alongside them too

• Getting a credit line from a bank with mortgage backed securities

• What Fairway did and does invest in

• Partnering with Co-GP's in Funds

• What is intriguing about fund models?

• Why would someone avoid the fund route

• Deal by Deal Funds

• How do you even find a fund architecture consultant prior to launching a fund

• Running background checks on sponsors as a service

• What have you learned about capital raising?

• Fund Administration

Find Matt at verivest.com or fairwayamerica.com

Get all your syndication and capital raising marketing at pitchdecks.com

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

Book a call with Ruben at calendly.com/rlgreth