The Capital Raiser Show

Lawyers will help you set up a fund but won't give you business advice: Let's explore what Matt Burk thinks emerging fund managers need to know.

Some topics we covered include:

• 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

Brandon created a resource to help people never lose their money. Download a copy at his website below in the show notes.

In the full episode we covered:

• From Med Device Sales to Build to Rent Syndicator

• Nobody will look out for your financial well being but you

• Hard Knocks starting out with new construction

• Investing heavy in marketing

• The birth of a new construction company

• Mitigating Risks

• Ways to make cash in development

• Multiple exit strategies

• Building equity through forced appreciation

• The difference between build to rent and build to sell

• Market Selection

• Partnering with Builders vs In House

• Raising Capital after running out of cash

• Investor experience brings referrals

• Should we use a fund at some point?

Find Brandon at http://www.hbgcapital.net/

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

Brandon went into detail about how he works with homeowners to offer them double what their home is worth by letting them build subdivisions on their acreage. Full details in the episode.

Some of the other things we covered were:

• From Med Device Sales to Build to Rent Syndicator

• Nobody will look out for your financial well being but you

• Hard Knocks starting out with new construction

• Investing heavy in marketing

• The birth of a new construction company

• Mitigating Risks

• Ways to make cash in development

• Multiple exit strategies

• Building equity through forced appreciation

• The difference between build to rent and build to sell

• Market Selection

• Partnering with Builders vs In House

• Raising Capital after running out of cash

• Investor experience brings referrals

• Should we use a fund at some point?

Find Brandon at http://www.hbgcapital.net/

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

Brandon and I talked shop on scaling as a BTR investor and raising capital in the niche.

Some of the themes we covered included:

• From Med Device Sales to Build to Rent Syndicator

• Nobody will look out for your financial well being but you

• Hard Knocks starting out with new construction

• Investing heavy in marketing

• The birth of a new construction company

• Mitigating Risks

• Ways to make cash in development

• Multiple exit strategies

• Building equity through forced appreciation

• The difference between build to rent and build to sell

• Market Selection

• Partnering with Builders vs In House

• Raising Capital after running out of cash

• Investor experience brings referrals

• Should we use a fund at some point?

Find Brandon at http://www.hbgcapital.net/

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

Do you have relationships with your investors? I hope your getting to know them. Here is a preview of Peter talking about how he communicates and adds value to his network:

On the full show we covered:

• Working with REITS on the management side

• Moving into Investor Communications & Raising Capital for Syndications

• Using Institutional Investors

• Taking the apprentice bootcamp to start raising and learning

• How deep do you go on investor calls?

• Assets best suited for capital preservation

• How important is philanthropy along the way?

• Preferred Asset classes like multifamily and why move into development

• Investing in California can be great on specific opportunities

• The investment temperature for deals in this economy

• There is increasing demand in preferred equity

• IRR is a projected metric

• Working with Small Family Offices

• Working with RIA's

• Starting cold conversations with RIA's

• FOMO and Staying In Touch is a great approach

• Investors are Partners, not piggy banks!

• What was learned about capital raising along the way

• The Closing Process for getting investors in

Find Peter at https://interwestcapital.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

Peter came on and we dove into investor communications, investor calls and building relationships with small family offices and institutions.

Here are some themes we went over:

• Working with REITS on the management side

• Moving into Investor Communications & Raising Capital for Syndications

• Using Institutional Investors

• Taking the apprentice bootcamp to start raising and learning

• How deep do you go on investor calls?

• Assets best suited for capital preservation

• How important is philanthropy along the way?

• Preferred Asset classes like multifamily and why move into development

• Investing in California can be great on specific opportunities

• The investment temperature for deals in this economy

• There is increasing demand in preferred equity

• IRR is a projected metric

• Working with Small Family Offices

• Working with RIA's

• Starting cold conversations with RIA's

• FOMO and Staying In Touch is a great approach

• Investors are Partners, not piggy banks!

• What was learned about capital raising along the way

• The Closing Process for getting investors in

Find Peter at https://interwestcapital.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

Make Friends with people and Investors will come!

Some topics we covered on the full show include:

• Avoiding Taxation

• Going from Passive to Active to Raising

• Going Through Brad Sumrok's ecosystem

• Spending time in Tony Robbins Ecosystem

• Scaling incredibly quickly

• The effect of the lending crisis as a capital raiser

• People still have cash on the sidelines

• Which Quarter is the best time to raise?

• Which Markets are good to invest in?

• Use the migration map from U-haul

• What asset classes do you like

• Sharing your personal story to raise capital (the frustration)

• Expanding capital raising capacity

• Avatar Creation

• Marketing techniques

Find Mike at pacificcapitalllc.com and cypressadvantage.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

On today's show we hear how Mike got into business as a syndicator working in Brad Sumrok's community and scaled quickly in capital raising.

Some topics we covered include:

• Avoiding Taxation

• Going from Passive to Active to Raising

• Going Through Brad Sumrok's ecosystem

• Spending time in Tony Robbins Ecosystem

• Scaling incredibly quickly

• The effect of the lending crisis as a capital raiser

• People still have cash on the sidelines

• Which Quarter is the best time to raise?

• Which Markets are good to invest in?

• Use the migration map from U-haul

• What asset classes do you like

• Sharing your personal story to raise capital (the frustration)

• Expanding capital raising capacity

• Avatar Creation

• Marketing techniques

Find Mike at cypressadvantage.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 preview of our show with Mike. He suggest you ask check yourself before rasing capital and measure and contemplate if you would do business withyourself. If you can't answer yes than that may be why you are failing to raise capital as that lack of confidence will be very transparent!

Here are some topics we covered on the main episode:

• From From Financial Advising to Mortgage Banking then syndications

• Managing Wealthy people's money and using that advisement to help in current businesses

• Starting Real estate companies

• Being Singular of Purpose

• Having Clear Targets/ Shiny Object Syndrome

• Fixing and Flipping in an Opportunity Zone fund

• OZ fund advantages

• 1031 exchanges with OZ funds

• BTR in the Inland Empire

• Be more focused on the return of money rather than the return on money

• Don't have too much cash sitting on sidelines

• Work Life Balance

• Do something everyday in the Core 4 (Body, Being, Balance, Business)

Find Mike at https://www.cyrusozfund.com/ and https://mikehardybio.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

Great Conversation on Opportunity Zone Funds and a ton of other topics including capital raising.

We covered the following:

• From From Financial Advising to Mortgage Banking then syndications

• Managing Wealthy people's money and using that advisement to help in current businesses

• Starting Real estate companies

• Being Singular of Purpose

• Having Clear Targets/ Shiny Object Syndrome

• Fixing and Flipping in an Opportunity Zone fund

• OZ fund advantages

• 1031 exchanges with OZ funds

• BTR in the Inland Empire

• Be more focused on the return of money rather than the return on money

• Don't have too much cash sitting on sidelines

• Work Life Balance

• Do something everyday in the Core 4 (Body, Being, Balance, Business)

Find Mike at https://www.cyrusozfund.com/ and https://mikehardybio.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