The Capital Raiser Show – Details, episodes & analysis

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

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

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

Jonny was a blast to interview, we chopped it up about being mentored, implementing technology, investor conversations and funnels then chopped it up about running a fund. 

Some topics we brought up include:

• Licensed investment broker sets sights on commercial real estate

• Financial Advisement feels like selling vs raising capital feels like education

• Be careful not to act like a financial advisor if you are managing blind pool funds

• Testimony of Hunter Thompson’s program

• Don’t try and schedule calls right away, first add value

• There is value to keeping people on your list

• Structure your phone calls so you are in control 

• It's important to understand an investor’s investment thesis

• Launching a fund for capital raising

• With a fund if you raise enough you get different economics

• How do fund managers get paid for their efforts?

• Experience launching a Podcast (The Cashflow Chronicles)

• Johnny’s preferred asset classes

Find Jonny at https://cattanicapitalgroup.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

❓ Why would someone sell an apartment complex off market vs taking a property to Market❓

✅ The Buyer wants to see the deal go to someone who will take care of the community
✅ The buyer likes you because they met you years back
✅ This is why you build relationships with people way before the deal is ready to be sold.
✅ It boils down to relationships and timing!
✅ Being persistent is important.
✅ The Real Wealth can be created in finding off market deals

Wayne gives us the low down!

On the full episode we covered:

• From Asset & Property Management to Owning Large Scale Properties

• What goes on in the mind when contemplating Scaling into Syndication

• Corporate companies can temper the entrepreneurial spirit

• Find a good coach that is also an operator

• Figure out the Why first, not the how.

• In a perfect world The entire GP team would raise capital. A small team is best.

• People bragging about $400M AUM but they only own 2%

• Case Study: First Major Deal as a Syndicator

• Skip Tracing and Follow up to get off market deals

• Implementing people to manage new processes while scaling

• Finding VA’s that are in the same time zone as you!

• Implementing capital raising outreach and platforms.

Find Wayne at https://www.passiveinvestorcoaching.com/

https://www.creipartners.com/

Podcast: Untold Stories of Real Estate Investing

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

We went into the mental process Wayne went through to go from being property and asset manager to actually owning deals as a syndicator.

On the episode today we covered:

• From Asset & Property Management to Owning Large Scale Properties

• What goes on in the mind when contemplating Scaling into Syndication

• Corporate companies can temper the entrepreneurial spirit

• Find a good coach that is also an operator

• Figure out the Why first, not the how.

• In a perfect world The entire GP team would raise capital. A small team is best.

• People bragging about $400M AUM but they only own 2%

• Case Study: First Major Deal as a Syndicator

• Skip Tracing and Follow up to get off market deals

• Implementing people to manage new processes while scaling

• Finding VA’s that are in the same time zone as you!

• Implementing capital raising outreach and platforms.

Find Wayne at https://www.passiveinvestorcoaching.com/

https://www.creipartners.com/

Podcast: Untold Stories of Real Estate Investing

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 clip of Duane breaking down the rigors he puts Sponsors through before partnering with them:

On the full episode we covered:

• From SFR’s then scaling into multifamily syndication

• Multifamily is a evaluated like a business

• Starting as a passive investor than moving into active investing

• Syndicating means more leverage and control vs. passive investing

• Scaling into Co-GP’s is about Relationships and understanding what you can bring

• Vetting Deals and Operators is one of the main duties for Co-GP’s

• What things to look at when vetting sponsors

• Communication infrastructure and improved updates

• Rebranding Sponsor communications to your brand

• Putting together a professional brand

• Employing operational efficiencies

• Running a Meetup

• Lead Magnets and Authority Platforms

Find Duane at https://www.winkelcapital.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

Join Me in Miami 8/1/2023

Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event. Single events are rarely offered as Family Offices focus on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Duane doesn't mess around when it comes to aggressive branding, he stands out. I had a blast on this show.

Some topics we covered include:

• From SFR’s then scaling into multifamily syndication

• Multifamily is a evaluated like a business

• Starting as a passive investor than moving into active investing

• Syndicating means more leverage and control vs. passive investing

• Scaling into Co-GP’s is about Relationships and understanding what you can bring

• Vetting Deals and Operators is one of the main duties for Co-GP’s

• What things to look at when vetting sponsors

• Communication infrastructure and improved updates

• Rebranding Sponsor communications to your brand

• Putting together a professional brand

• Employing operational efficiencies

• Running a Meetup

• Lead Magnets and Authority Platforms

Find Duane at https://www.winkelcapital.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

Join Me in Miami 8/1/2023

Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event. Single events are rarely offered as Family Offices focus on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Here is a quick clip from Dr. Ozoude's episode.

On the full show we covered:

• From Purchasing Medical Buildings to Multifamily Syndications

• Investing in Various Asset Classes

• Starting a syndication focused on solving physicians problems

• What Asset Classes are Cash Flowing the most and have the best tax advantages

• Physicians need investment education because they studied only medicine

• Some other Doctors to partner with

• Bullishness on Build To Rent

• Physicians are facing headwinds and looking to invest

• Why Be Actively Investing as a Physician?

• What are you learning and implementing from other passive investments you are in?

• Focus on Leveraging Technology and incoming AI for investors

• What Has Changed and Improved in his Capital Raising over the years

• Being in Sales is not a bad thing, it's actually a great thing

• Handling what is coming down the pipeline in the multifamily landscape

Find Dr. Ozoude at https://timehealthcapital.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

Join Me in Miami 8/1/2023

Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event. Single events are rarely offered as Family Offices focus on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

Dr. George Ozoude went into a variety of topics on capital raising, a number of asset classes and his approach to dealing with the investing climate for multifamily syndication.

Some topics we covered inclued:

• From Purchasing Medical Buildings to Multifamily Syndications

• Investing in Various Asset Classes

• Starting a syndication business focused on solving physicians problems

• What Asset Classes are Cash Flowing the most and have the best tax advantages

• Physicians need investment education because they studied only medicine

• Some other Doctors to partner with

• Bullishness on Build To Rent

• Physicians are facing headwinds and looking to invest

• Why Be Actively Investing as a Physician?

• What are you learning and implementing from other passive investments you are in?

• Focus on Leveraging Technology and incoming AI for investors

• What Has Changed and Improved in his Capital Raising over the years

• Being in Sales is not a bad thing, it's actually a great thing

• Handling what is coming down the pipeline in the multifamily landscape

Find Dr. Ozoude at https://timehealthcapital.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

Join Me in Miami 8/1/2023

Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event. Single events are rarely offered as Family Offices focus on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!