Explore every episode of the podcast The Capital Raiser Show

Get free investing resources from Rob Beardsley and Lone Star Capital here: https://www.lscre.com/

Follow for more content from $100m+ business owners.

Connect with Eddy here: https://eddycapgrp.com/

Connect with Stephen here: https://www.instagram.com/stephenpetasky/

Ed Connors book: https://www.amazon.com/dp/1949673723

Reach Ed through his Instagram: https://www.instagram.com/gymarchitect/

If interested in investing or partnering with Judd Dunning and DWG Capital Group, head to their website below:

http://dwgcapitalpartners.com/

Work with Derek here:

https://www.phoenixareahousesearch.com/

Learn more about Longyards here:

https://longyards.com/

Want to learn more about the benefits of investing in private lending? View Matt's website below:

https://www.emacloans.com/

Want to learn more about private lending? View Jeremy's website below:

https://jb-capital.com/

Learn more about how you can build wealth with Savannah here: http://www.thenetworthnurse.com/

Learn more about how to set up a self directed account here - https://pgiselfdirected.com/

Reach out to RJ Burr directly: rjburr@panex.us

Learn more about Dusten here: https://www.linkedin.com/in/dusten-hendrickson/

Contact Matt directly: 801-244-3888

Connect with Matt on LinkedIn: https://www.linkedin.com/in/mattstrong/

Learn more about Jeremy and his company: https://www.startingpointcapital.com/

Contact with Jeremy on LinkedIn: https://www.linkedin.com/in/jeremydyer/

Learn how to raise capital here: https://pitchdecks.com/

Learn more about how Katie Kim can help you in your real estate investments: https://www.katiekim.com/

https://thekimgroup.com/

Learn more about LP investing from Aleksey on his social media:

https://x.com/chernobelskiy

https://www.linkedin.com/in/chernobelskiy/

Want to learn more about John and how he scaled his firm to $28 BILLION under management?

 Order his book here:

amazon.com/Dollars-Gold-Bitcoin-Hidden-Agenda-ebook/dp/B0CMDDVC38

Download Ben's free book here:

https://roosterequity.com/book/

Find more about Venterra Realty here:

https://venterra.com/

Greg Talcott - Managing Director of Equities

gtalcott@venterraliving.com

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 holly@familyoffices.com or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!

Dr. Adebayo Fasanya is one of the rare dudes who works incredibly hard and smart. Check out this episode to hear his journey from Nigeria to USA Medical practitioner and multiple asset syndicator. His work ethic is extraordinary. 

On the show we cover:

• Exploring investments until finding syndications

• Starting with reassignment homes

• Blogging during medical residency to develop a following

• The first 8 Unit multifamily

• Joint ventures with friends

• Multiple asset classes during the original phases of investments

• Physician communities

• In the original days he used a spreadsheet to manage properties

• Taking down solo deals for legacy while separately syndicating

• Planting financial seeds in his kids so they keep the wealth

• Many doctors need assistance with their investments and finances

• The journey to Arkansas

• Diversification as a starting strategy while scaling

• Oil and Gas has some great tax benefits

• Future asset class selection by looking at macro economics

• Syndicating businesses as well

• Dr. Breathe Easy Pulmanary Medical Practice

• Operating businesses while also running the medical practice

• Hiring help and outsourcing duties

• Raising money in Whatsapp groups

Find Dr. Bayo at  drbreatheeasy.com

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

Craig and I dove into the life of a scaling syndicator and the evolution of capital raising and authority platforms.

Some topics we covered include:

• Real Estate as a side hustle

• Syndications are great for scaling

• Quitting his day job to capital raise

• Background in growing insurance companies 

• Coaching for Capital Raisers

• Authority buidling for scaling capital raisers

• Social Proof and Forbes Counsil members

• Choosing the initial passive investments

• From passive to active investing

• Cashflow vs larger equity plays

• Selecting secondary markets

• Partnering with syndicators

• What is the end goal?

• Successful capital raising strategies and evolutions

Find Craig at groundbreakingre.com 

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

Dallon shares about some strategies for raising capital.

get your free summit tickets at strategiccapitalraise.com

Get Free Tickets at https://strategiccapitalraise.com

• People are looking to go Big
• Limiting beliefs may be holding you back
• Billionaire Mindsets
• Capital Raising is one of the hardest professions on the planet
• Community and Network is key
• Successful people never stop learning
• A 2 Millimeter shift can be all you need to go next level
• Free Raffle tickets for VIP ticket holders to win $10K in Family Office Club Events
• There will be no Sales Pitch

Marcin tells us what people are going to experience at the Summit

get your tickets now at strategiccapitalraise.com

Bethany talks about who not how and staying top of mind with your investors.

On the full episode we covered: 

• Partnering with her husband and converting him into a GP

• The first syndications

• Asset Management in the early days

• Capital Raising came later

• Managing a fund

• The most prominent deals

• Plans for a debt and equity evergreen fund

• Setting up a business that will grow even after death

• Setting up expectations for partners with roles and responsibilities 

• Which asset classes are attractive

• Wholistic approach and giving back to the community

• Kingdom REI Mastermind

• Bethany’s Diary of a Remote Investor Vlog

• Scaling a Youtube channel

• Creating a follow-up system for your capital raising 

Find Bethany at https://americanmadehomesolutions.com/

Get Free Tickets to the Capital Raise Summit at strategiccapitalraise.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!

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 when you speak to an advisor at familyoffices.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 holly@familyoffices.com or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!

Bethany blew the doors off when she broke down how she impacts the communities she invests in. Talk about doing good by doing well!

Some topics we covered include:

• Partnering with her husband and converting him into a GP

• The first syndications

• Asset Management in the early days

• Capital Raising came later

• Managing a fund

• The most prominent deals

• Plans for a debt and equity evergreen fund

• Setting up a business that will grow even after death

• Setting up expectations for partners with roles and responsibilities 

• Which asset classes are attractive

• Wholistic approach and giving back to the community

• Kingdom REI Mastermind

• Bethany’s Diary of a Remote Investor Vlog

• Scaling a Youtube channel

• Creating a follow-up system for your capital raising 

Find Bethany at https://americanmadehomesolutions.com/

Get Free Tickets to the Capital Raise Summit at strategiccapitalraise.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!

Bethany gives her two cents on the best ways to raise capital, creating conscious wealth in real estate, doing epic shit, empowering young women and leveraging other people's everything.

In the full episode, we covered the following: 

• 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

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 holly@familyoffices.com 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 holly@familyoffices.com 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 holly@familyoffices.com 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 holly@familyoffices.com 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