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!

J.E. shares how he goes about approaching LinkedIn and Ends off with some parting thoughts on having the right mindset. 

On the full episode some topics we explored include:

• Getting into Multifamily Syndication

• Tech for Syndicators

• Less than a year into the syndication business.

• Josh Ferrari’s Mentorship Program

• Mentorship has helped accelerate the scaling

• Working on all aspects of the business

• Being the owner-operator instead of raising for others

• 50-100 units as a preferred multifamily asset size

• Opportunistic with development deal

• Establishing some social media branding and getting your name known

• Start by Sharing Your Story

• Market Selection

• What the Future Holds

• Working in a very competitive Dallas TX Market

• How did you raise your first $800K?

• The Roll of Mentorship 

Find J.E. on LinkedIn at https://www.linkedin.com/in/johnericsteiner/

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 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

Bethany is a fun interview. She is one of the most entertaining securities lawyers I know and she is an investor too. She mentions her boutique hotel in Belize several times in the show.

Some topics we covered include:

• Burned out on Litigation and Law but Found Syndications

• Falling in Love with Real Estate Law and the people

• EB5 Funds

• Staying in your lane

• Substantial duties for legal compliance in raising capital

• Issuer Exemptions

• Look at deals through the eyes of regulators

• Investor relations are not enough to constitute substantial duties

• Joint Ventures can start to look like syndications

• The SEC makes determinations based on Facts and Circumstances

• Entity Accreditation Status

• Regulation CrowdFunding (benefits and limitations)

• Fund of Funds Overview

• Ways to appropriately get paid as a fund manager to avoid problems

• Can you start a fund that only invests in one deal? (SPV Fund of Funds)

• You have to show The SEC how you provided value

• How to get banned from capital raising

Find Bethany at https://www.premierlawgroup.net/ and  bethanylaflam.com/bubbles/

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 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

J.E. Broke down everything he did to get his start in Multifamily including one of the hardest parts he had to conquer: Raising Money

Some topics we explored include:

• Getting into Multifamily Syndication

• Tech for Syndicators

• Less than a year into the syndication business.

• Josh Ferrari’s Mentorship Program

• Mentorship has helped accelerate the scaling

• Working on all aspects of the business

• Being the owner-operator instead of raising for others

• 50-100 units as a preferred multifamily asset size

• Opportunistic with development deal

• Establishing some social media branding and getting your name known

• Start by Sharing Your Story

• Market Selection

• What the Future Holds

• Working in a very competitive Dallas TX Market

• How did you raise your first $800K?

• The Roll of Mentorship 

Find J.E. on LinkedIn at https://www.linkedin.com/in/johnericsteiner/

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 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

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!

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!

Dan had some powerful words of inspiration for scaling Commercial Real Estate Entrepreneurs.

In the full episode, we covered:

• From flipping 75 houses to commercial real estate brokerage

• Raising JV capital, promissory note capital at fixed rates and revolving credit lines

• Things always go wrong

• Shout out to Ben Kogut

• Benefits of Triple Net Real Estate

• National Retailers are your tenants

• Scalability

• Blue Ribbon Property Leasers guarantee rents for multiple decades

• Brokerage is more lucrative than flipping

• Not a lot of training in commercial brokerage

• Effects of Covid in the space

• Labor shortages

• Limited Sales affected businesses

• Pandemic induced bankruptcies

• NNN business is very passive by definition

• Who buys these buildings?

• Working with Fund Managers

Find Dan at http://www.encorereis.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 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

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!

Dan and I talked shop on the early days including some great capital raise strategies. Then we dove into Triple Net Syndications and Brokerage.

Some topics we covered include:

• From flipping 75 houses to commercial real estate brokerage

• Raising JV capital, promissory note capital at fixed rates and revolving credit lines

• Things always go wrong

• Shout out to Ben Kogut

• Benefits of Triple Net Real Estate

• National Retailers are your tenants

• Scalability

• Blue Ribbon Property Leasers guarantee rents for multiple decades

• Brokerage is more lucrative than flipping

• Not a lot of training in commercial brokerage

• Effects of Covid in the space

• Labor shortages

• Limited Sales affected businesses

• Pandemic induced bankruptcies

• NNN business is very passive by definition

• Who buys these buildings?

• Working with Fund Managers

Find Dan at http://www.encorereis.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 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

Will broke down the 3 bottlenecks and why he is the lead GP on deals

Here are his perceived potential bottlenecks:

• Ability to See Deals
• Ability to Analyze deals
• Ability to Raise Capital

On the full show we covered:

• From brokerage to syndicating 14 deals and $100M AUM

• A plan to acquire $1B in assets

• South East as a market for great returns

• Don’t overcomplicate it

• Any competitive advantage is the goal

• High Investor Retention

• Incremental increases in deal size

• The Internal scaling of a syndication company

• Identifying organizational bottlenecks

• Why be the Lead GP?

• Financing in today’s market

• Importance of flexibility in financing

• Today’s market is not ideal for selling

• Philosophy of generational wealth for legacy

• Reverse engineering the process to acquire $1B in assets

• Focus on smaller deals in the early going

• Build credibility slowly

• Growing a database via referrals 

Find Will at mathcap.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 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