RMM9 The Match Game: Mindset Reprogramming for Capital Raisers

I got to dive into Reed's scaling and how he raises capital amongst many other items of interest. He is a wealth of knowledge that you will enjoying hanging out with today.

Some themes we covered are:

• From Triplex to 4500 units

• Scaling was not possible by himself

•  Learning from Australia about real estate

• Networking here in USA is like other countries but on steroids

• Experiences working with WildHorn Capital then building his own brand

• Scaling and Management of People

• Marketing via exposure including books and podcasts

• Building credibility by telling stories

• Scaling from retail investors to family offices

•  War Stories

• How big do you want to grow it?

Find Reed at reedgoossens.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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.

 

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

 

Dan spent some time with me going over how he sacaled and how he raises capital. Tune in for this one as not everyone scales as quick as he did.

Some themes we covered include:

• What happens after an athlete retires?

• You got to find a way to make money

• There is a lot of power in real estate

• Tax Free Wealth was the book that started it all

• How we partnered and scaled

• Evolving and Scaling after joining Brad Sumrok’s community

• Raising capital by sharing data, educating and nurturing

•  Cashflow is first and foremost

• Share what the competitors are doing and show how you can better them

• Explaining the business plan

• Getting referrals 

• Using a podcast to create exposure

• Investor communications

• War Stories

•  The value of the dollar and how it affects real estate

• Market selection

• Hold time

• The use of correct debt

 

Find Dan at granitetowersequitygroup.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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.

 

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

 

Gabe talks a little bit in this clip about his thoughts around scaling and how determination can take you far in this game.

On the full episode we discussed:

• The early days of Scaling

• The mindset of Scaling

• Taking the scary leap of quitting a W2 and becoming an entrepreneur

• Can anyone be an entrepreneur?

• How much reserves do you need before you quit?

• Try to start by partnering with someone with a track record while adding value 

• Doing it by yourself vs scaling with partners

• Selecting Self Storage due to recession resistance

• Eviction is easier in self storage

• Seller Finance & Creative Finance

• Joint venture capital raising

• Selecting Asset Classes in the Future

 

Find Gabe at http://www.therealestateinvestingclub.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 https://familyoffices.com

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.

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. https://investnext.com

I was asking Jeremiah to advise the scaling syndicator about how to succeed and then I went deeper and asked him if it's true if you have to not only work smart but also work hard? Here is what he had to say!

 

On the full show we expolred themes including: 

• SFR’s in Las Vegas and losing it all in the crash 

• Evolving to syndications, self storage, mobile home parks

• State of the market in self storage

• Market stabilization just means you need to be a great operator

• Industrial as a future asset class

• Benefits and challenges of industrial

• Moving into Funds 

• The timeline of his evolution and the asset classes along the way

• Find Your Competitive Angle

• Advice for scaling syndicators

• How capital raising has changed and scaled over time

• Have skin in the game and build a track record

• Be willing to give up more of the deal in order to scale

• The difference between an investor and a business owner

• 4 key roles in Jeremiah’s business; Acquisitions, Fund Raising, Operations & Constructions Capex

 

Find Jeremiah at patriotholdings.com and get his book Finding Your Edge on Amazon

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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.

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

This was a quick episode with Jeremiah Boucher but it was packed with words of wisdom to assist the scaling syndicator as they grow on their journey.

Some themes we covered include:

 

• SFR’s in Las Vegas and losing it all in the crash 

• Evolving to syndications, self storage, mobile home parks

• State of the market in self storage

• Market stabilization just means you need to be a great operator

• Industrial as a future asset class

• Benefits and challenges of industrial

• Moving into Funds 

• The timeline of his evolution and the asset classes along the way

• Find Your Competitive Angle

• Advice for scaling syndicators

• How capital raising has changed and scaled over time

• Have skin in the game and build a track record

• Be willing to give up more of the deal in order to scale

• The difference between an investor and a business owner

• 4 key roles in Jeremiah’s business; Acquisitions, Fund Raising, Operations & Constructions Capex

 

Find Jeremiah at patriotholdings.com and get his book Finding Your Edge on Amazon

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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.

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

Gabe had a lot of input for the scaling entrepreneur as we dove into his evolution and the best part is we got to talk shop on Creative Deals including Seller Finance with a Joint Venture. Tune in for this entertaining episode. 

 

Some themes we explored include:

• The early days of Scaling

• The mindset of Scaling

• Taking the scary leap of quitting a W2 and becoming an entrepreneur

• Can anyone be an entrepreneur?

• How much reserves do you need before you quit?

• Try to start by partnering with someone with a track record while adding value 

• Doing it by yourself vs scaling with partners

• Selecting Self Storage due to recession resistance

• Eviction is easier in self storage

• Seller Finance & Creative Finance

• Joint venture capital raising

• Selecting Asset Classes in the Future

 

Find Gabe at http://www.therealestateinvestingclub.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 https://familyoffices.com

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.

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. https://investnext.com

Chris is a believer in buying real estate and waiting it out through any down turns. In the full show he covered why he sold off his 8,000 unit multifamily portfolio and pivoted into senior living real estate. 

 

In this clip he covers raising capital from family offices a bit. 

 

On the full episode we went over:

• Surviving Downturns

• Assisted Living and Memory Care

• Buy distressed real estate when the market is down

• The Effects of Covid on Senior housing

• The Multifamily industry was visibly crazy from 2010 to 2020

• Raising equity through tax credits

• Buying Multifamily during the crash of 08’

• Joint Venturing with Family Offices

• Institutional JV Partnership Structures 

• Transitioning from Institutional raises to retail capital raises

• Using Regulation CF

• Why is assisted living so lucrative?

• What do Family Offices Require 

 

Find Chris at https://lloydjonesllc.om

• Book a call with Ruben at https://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 https://capitalraisingmeetup.com

 

• 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 holly@familyoffices.com or feel free to pay full price.

 

• 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. https://investnext.com

Chris Finlay Joined us for the Premier of Season 4 and talked shop with me about how he sold a lot of his 8,000 multifamily unit portfolio and pivoted into Assisted Living and Memory Care facilities. We discuss why as the show unfolds.

Themes we discussed include:

• Surviving Downturns

• Assisted Living and Memory Care

• Buy distressed real estate when the market is down

• The Effects of Covid on Senior housing

• The Multifamily industry was visibly crazy from 2010 to 2020

• Raising equity through tax credits

• Buying Multifamily during the crash of 08’

• Joint Venturing with Family Offices

• Institutional JV Partnership Structures 

• Transitioning from Institutional raises to retail capital raises

• Using Regulation CF

• Why is assisted living so lucrative?

• What do Family Offices Require 

 

Find Chris at https://lloydjonesllc.om

• Book a call with Ruben at https://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 https://capitalraisingmeetup.com

 

• 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 holly@familyoffices.com or feel free to pay full price.

 

• 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. https://investnext.com

 

Kenny walks us through the evolution of starting passively with 100K then moving into active syndications, capital raising and going into multiple asset classes for his diverse database of investors.

 

On the full episode we explored the following topics:

• Developments, multifamily syndications and lots of funds 

• It is a lot of work to be a full time syndicator

• You have to have 50K to Play in the Game

• It's recommended to go passive first before syndicating

• As a passive investor, it can help to go on site to learn the ropes

• Take copies of your passive checks around with you to show potential investors

• Evolving into 4 asset classes and funds

• People like one stop shops of where to go to place money

• Rinsing and repeating with the same lawyer made sense

• Scaling into large debt funds

• Doing ground up developments and office to multifamily conversions

• Market Selection

• When starting, pick one offering type and get good to scale capital

• Working with Family Offices 

 

Find Kenny at wolfe-investments.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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.

 

Kenny was a blast and easy to talk to. Hard to believe he owns so much real estate and has evolved into so many asset classes to own over $1B of Assets Under Management. If you want to learn capital raising, tune is as he has raised over $200M!

some topics we explored include:

• Developments, multifamily syndications and lots of funds 

• It is a lot of work to be a full time syndicator

• You have to have 50K to Play in the Game

• It's recommended to go passive first before syndicating

• As a passive investor, it can help to go on site to learn the ropes

• Take copies of your passive checks around with you to show potential investors

• Evolving into 4 asset classes and funds

• People like one stop shops of where to go to place money

• Rinsing and repeating with the same lawyer made sense

• Scaling into large debt funds

• Doing ground up developments and office to multifamily conversions

• Market Selection

• When starting, pick one offering type and get good to scale capital

• Working with Family Offices 

 

Find Kenny at wolfe-investments.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 https://familyoffices.com/

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.