Find more about Venterra Realty here:

https://venterra.com/

Greg Talcott - Managing Director of Equities

[email protected]

979-213-9464

Learn more about Sam Morris and his firm here:

https://www.sunset-capital.com/

Find more about Dave and his $140m real estate firm at: https://www.axiapartners.com/

Learn more about Vinney Chopra from his book, Apartment Syndication Made Easy.

https://www.amazon.com/Apartment-Syndication-Made-Easy-Guide/dp/1099614619

Get Sal's free report here:

https://www.investinglegacy.com/gift

Find out more about Richard and the Family Office Club at familyoffices.com

Paul joined us and we got to dive into the scaling of his syndication business. 

Some topics we covered include:

• The First Investment House gave him the taste of the Blood

• Moving into a Marina investment

• The Capital Raising A’Ha Moment

• Who is on the team?

• Getting into Self Storage Development

• Growing and Scaling the Team

• Organization and playing while Scaling

• Being The Visionary

• Delegating duties and eliminating duplication

• Diving deeper into the Marina (Hospitality and Entertainment)

• Learning the Capital Raising Game

• Educating and Demonstrating Credibility

• Building the Database - The conversations that took place

• Networking is Key

• Market Selection

• How to Navigate Investor Emotional Responses with Metrics

• Assessing the Personality and Communication Types of Investors

• Being Hands-on with your properties by keeping them close together

• Having Mentors

• Self-esteem and Confidence Through Action

• Getting Comfortable Being Uncomfortable

Find Paul Montelongo at montelongocapital.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

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com 

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

Lastly, Visit our friend Dallon Shultz to find out about the incredible capital raising tools he has available with capitallystpro.com

Some topics we covered include:

• Uncommon background with Ripley’s and iFly

• Getting off the hamster wheel

• The choice to become Active rather than Passive

• Why the goal to help people become financially free?

• The don’t teach Syndication in college so how do you learn?

•  Taking passive investors through your own passive journey

• What to discuss with Passive investors when raising capital.

• How to get inventors scheduled for calls.

• The Gurus are lying if they tell you its easy.

• Losing $75K on first deal.

• Getting involved with Massive Capital

• Negotiatinig Partnership with Massive Capital

• Roles and Resonsibilities

• What attracted K Trevor to Capital Raising

• The evolution and transition of Capital Raising over time

• Strategies for Raising Capital

• Doing conferences and meetups

• K Trevor’s Exit Strategy

• Make Genuine Connections with People

Find K Trevor at massive.capital

Buy a video replay of the Strategic Capital Raise Summit at strategiccapitalraise.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

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

Lastly, Visit our friend Dallon Shultz to find out about the incredible capital raising tools he has available with capitallystpro.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!