Podcasts about capital raising

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Best podcasts about capital raising

Show all podcasts related to capital raising

Latest podcast episodes about capital raising

Lifetime Cash Flow Through Real Estate Investing
How She Put 4 Kids Through College With Real Estate | Ep.1,262

Lifetime Cash Flow Through Real Estate Investing

Play Episode Listen Later Jun 12, 2026 28:50


Jennifer Barner is the founder of Lighthouse Ventures and one of the original members of Rod Khleif's Warrior Group, joining in 2017. After launching her real estate journey through the Rich Dad program, she transitioned from single-family investing to multifamily syndication and has since built a portfolio of 1,168 units across five states, primarily through partnerships with fellow Warriors. Her success in real estate allowed her to put all four of her children through college debt-free while growing her family's net worth more than sixfold. Today, Jennifer is an active General Partner, investor, and coach, helping others achieve financial freedom through multifamily real estate.    Here's some of the topics we covered:   From 30 Doors to 1,200 Units The IRA Real Estate Discovery That Changed Everything 250 Deals Analyzed and Still No Deal The COVID Move That Created a Breakthrough Finding a Hidden Multifamily Gem in Northwest Arkansas Winning the Deal With an Even Lower Offer Scaling Through Partnerships, Capital Raising, and New Markets   If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon.   For more about Rod and his real estate investing journey go to www.rodkhleif.com  

Standard Chartered Money Insights
Cut to the Chase! The return of capital raising

Standard Chartered Money Insights

Play Episode Listen Later Jun 8, 2026 3:44


Daniel Lam discusses the recent capital raising by hyperscalers, the upcoming mega IPOs and the implications for investors.  Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Kingscrowd Startup Investing Podcast
DealMaker CEO Rebecca Kacaba on the Rise of Retail Investors

Kingscrowd Startup Investing Podcast

Play Episode Listen Later Jun 4, 2026 23:46


This week on Inside Startup Investing, Chris Lustrino sits down with Rebecca Kacaba, co-founder and CEO of DealMaker, one of the leading platforms powering retail capital raises for private companies. Rebecca discusses the growing influence of retail investors across private markets and IPOs, why companies like SpaceX, Reddit, Gemini, and others are increasingly allocating shares to retail participants, and how community ownership is becoming a strategic advantage for modern brands. The conversation explores DealMaker's unique approach to capital formation, helping companies build and own their own investor communities rather than relying solely on marketplace traffic. Chris and Rebecca also discuss repeat issuers, investor engagement, liquidity opportunities, sports ownership, regulatory developments, and the long-term future of retail investing. If you want to understand where private markets, equity crowdfunding, and retail ownership are heading over the next decade, this is a must-listen episode. Highlights include...  

Limitless: How to Crush It in Commercial Real Estate
The Small Interview Mistake That Quietly Keeps Doors Closed | David Poline & Cary Beale

Limitless: How to Crush It in Commercial Real Estate

Play Episode Listen Later May 27, 2026 25:12


Aaron sits down with David Poline and Cary Beale of Poline Search Partners as they dive deep into the hidden dynamics behind hiring, recruiting, leadership, and career growth in commercial real estate and beyond. From building successful careers in retail real estate to navigating economic uncertainty, relocation, entrepreneurship, and partnership. The discussion uncovers what truly separates great leaders and candidates from everyone else. There's a powerful focus on the emotional side of recruiting, why relationships matter more than résumés, and how trust, intuition, and reputation can shape entire careers. The episode also reveals what employers secretly look for during interviews, why follow-up communication can make or break opportunities, and how hiring mistakes impact company growth. Beyond recruiting strategies, the conversation explores legacy, mentorship, leadership philosophy, and the long-term impact of treating people well in business. Whether you're hiring, interviewing, leading a team, or planning your next career move, this episode offers practical insights that can immediately change the way you approach professional growth.Key Takeaways:• Why follow-up emails are no longer optional and how failing to send one can immediately eliminate candidates from consideration.• The hidden mistakes people make in thank-you notes that actually hurt their chances instead of helping. • Why hiring managers care just as much about attention to detail and communication style as they do about experience.• How great leaders build careers by following people and mentorship opportunities instead of simply chasing company names.• The surprising career pivots that led from law, restaurants, and real estate into building a high-level recruiting business.• What companies are really looking for when they use DISC profiles, Predictive Index, and personality assessments during hiring.• Why trust, reputation, and emotional intelligence are becoming more valuable than résumés alone.• And the mindset shift that helps professionals make bold career moves with confidence even during uncertain times.Key Timestamps:(00:00) – Why COVID Forced Leaders To Rethink Their Careers(21:00) – Building A Business Partnership Through Trust And Timing(23:00) – Why Great Leaders Matter More Than Great Companies(27:00) – The Psychology Behind Recruiting And Hiring Success(29:00) – How To Design The Perfect Interview Process(30:00) – Why Follow-Up Emails Can Make Or Break Job Offers(33:00) – The Biggest Mistakes Candidates Make After Interviews(35:00) – What Employers Actually Want In A Thank You Note(36:00) – Grammar Mistakes That Instantly Kill Opportunities(38:00) – Why Most Candidates Never Send Follow-Up Emails(39:00) – The Truth About Personality Assessments In Hiring(41:00) – Using DISC And Predictive Index For Team Development(43:00) – Understanding Team Dynamics And Leadership Styles(47:00) – The Emotional Reality Of Recruiting And Career Coaching(49:00) – Creating Meaningful Impact Through Leadership And HiringKey Topics Discussed:Commercial Real Estate Podcast, Private Equity Podcast, Franchising Podcast, Commercial Real Estate Investing, Real Estate Private Equity, Franchise Ownership, Real Estate Syndication, Capital Raising for Real Estate, Private Equity Fund Structure, Commercial Real Estate Development, Multifamily Investing, Alternative Investments, Breaking Into Commercial Real Estate, Private Equity Career Path, Franchise Growth Strategy, Investment Firm Leadership, Wealth Building Through Real Estate, Real Estate Asset Management, Institutional Real Estate Investing, CEO Interview Podcast, Limitless, Aaron ZuckerMentions:Website: https://polinesearch.com/ LinkedIn: https://www.linkedin.com/in/davidpoline/ and https://www.linkedin.com/in/cary-beale/ More of Limitless:Web: zuckerinvestmentgroup.comLinkedIn: https://www.linkedin.com/in/aaron-zucker-zig/IG: @zuckerinvestmentgroupX: @ZIG_CRE

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Send us Fan MailRecorded live at the Family Office Club Super Summit, this closing segment explores how investors build relationships that lead to long-term capital partnerships.Rather than focusing on pitch decks or outreach tactics, panelists share real-world examples of how their largest investors came into their network — often through trust, consistency, and time.Key takeaways include:• Why many investor relationships start through unexpected interactions• How due diligence, shared experiences, and alignment build trust• The importance of long-term reputation in attracting capital• Why investors often “grow” over time from small initial checks• How aggregators, syndicates, and networks accelerate capital raising• Why values and alignment matter more than financial structuring aloneYou'll also hear insights on:– Why you are always being evaluated in every interaction– How relationships built over years can lead to large investments later– The role of transparency and credibility in closing deals– Real examples of turning conversations into multi-million dollar partnershipsThis discussion highlights a core truth: capital doesn't follow pitches — it follows trust, relationships, and consistent execution over time.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Family Office Club Live Forum | Capital Raising Strategy, Investor Feedback & AI Tools

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later May 7, 2026 129:28


Send us Fan MailFamily Office Club Monthly Live ForumLive Capital Raising Strategy, Investor Feedback & Applied AI ToolsJoin the Family Office Club Monthly Live Forum — a live, interactive working session focused on real-world capital raising strategy, investor positioning, and the practical use of AI tools for founders, fund managers, and serious dealmakers.This is not a passive webinar or slide presentation. Each session is built around live interaction, real-time feedback, and practical implementation.Inside the live forum we cover:✅ Live hot seats and strategic feedback✅ Real-time pitch reviews and investor positioning guidance✅ Applied AI demonstrations for investor research, outreach, due diligence, and deal structuring✅ Platform-building feedback based on how sophisticated investors and family offices actually evaluate opportunities✅ Tactical insights from active capital raisers, investors, and industry operatorsOur investor club offers 30 nationwide events a year, 10,000 registered investors, and 50 proprietary AI tools built specifically for capital raisers, investors, and founders.The Family Office Club hosts investor events across Dallas, Beverly Hills, South Florida, and New York, and we believe meeting investors in person is 16x more effective than pitching virtually.Our proprietary AI tools are trained using insights gathered from thousands of investor conversations, live events, investor mandate interviews, workshops, and over 3 million words of investor transcripts. These tools are designed to help members:• Improve investor targeting• Refine pitch messaging• Structure stronger deals• Conduct due diligence faster• Save hundreds of hours through automation• Build more effective investor pipelinesHow To Prepare (Strongly Recommended)Attendees who get the most value from these sessions typically:• Join live and stay for the full session• Bring a current capital raising or investor positioning question• Review their pitch deck, one-liner, or assumptions beforehand• Participate actively in Q&A and discussionHot seat participation and deeper strategic feedback are prioritized for active members, but public attendees consistently gain valuable insights simply by observing how live investor feedback and strategic decisions are handled in real time.What Members Receive Beyond The Live SessionMembers receive access to:✔ Priority hot seats and deeper live feedback✔ Session recordings and archives✔ 50+ proprietary AI tools for investor targeting, due diligence, pitch refinement, and deal structuring✔ 30 nationwide in-person investor events and summits✔ Investor databases and networking resources✔ The Family Office Club member portal and investor toolkitAdditional workshop topics inside our ecosystem include investor outreach strategies, capital raising systems, due diligence, investor influence, deal structuring, and pitch optimization.LogisticsYou will receive reminder emails from Zoom as the session approaches.Please join from a stable internet connection and plan to attend live for the best experience.We look forward to having you join us. Feel free to text me directly with any questions.For details on upcoming in-person investor club events, visit:

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
What Ultra-Wealthy Investors Are Looking For Right Now (Family Office & Private Capital Trends)

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later May 5, 2026 28:40


Send us Fan MailWhat are ultra-wealthy investors and family offices actively looking for in today's market?In this episode, private investors, family office representatives, and operators share where they are deploying capital—from energy and industrial real estate to crypto, small-to-mid-sized platforms, and distressed opportunities.You'll hear how experienced investors evaluate deals, structure investments, and identify opportunities with strong upside in a shifting economic environment.If you're raising capital or building partnerships, this episode gives you a real-world look at how ultra-wealthy investors think and what they prioritize today.https://familyoffices.com/

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Send us Fan MailWhat check sizes are investors really writing? In this episode, $1B+ investors break down their minimums, maximums, and ideal investment ranges across asset classes.Whether you're raising $1M or $100M+, understanding investor check sizes is critical to structuring your deal correctly. This episode helps founders, fund managers, and sponsors align their capital strategy with real-world investor behavior.If you want to connect with serious investors, build better partnerships, and access real deal flow—join us inside the Family Office Club.Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools designed to help you raise capital faster and more effectively.

The Action Academy | Millionaire Mentorship for Your Life & Business
How to Raise $1,000,000 + in the next 90 Days w/ Adit Shah

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Apr 29, 2026 57:25


If you've ever wondered how people raise millions of dollars to fund deals, this episode breaks it down step by step. Brian sits down with capital raising expert Adit Shah to unpack exactly how everyday professionals can go from small deals to raising serious money and scaling into commercial real estate and business acquisitions.They dive into the mindset shifts required to raise capital, why most people struggle to get started, and how to position yourself as the bridge between investors and opportunities. From structuring your pitch to building trust, assembling the right team, and avoiding the biggest mistakes that kill deals, this episode is a tactical blueprint for anyone looking to raise their first $1M and beyond.You'll also hear real stories of people inside Action Academy who have successfully raised millions, plus the hard truths about investor responsibility, communication, and what it actually takes to steward other people's money at a high level. Whether you are trying to break out of corporate, scale your portfolio, or deploy capital more effectively, this episode will change how you think about money, leverage, and opportunity.Curious as to how we've bought multiple businesses and built millions in equity? Give this video a watch for a full breakdown: https://www.youtube.com/watch?v=cviipnGtDWI&feature=youtu.beAnd if you're serious about replacing your 9–5 income with cash flow you actually own and control, go to www.actionacademy.comIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Send us Fan MailWhere is capital actually going right now? In this episode, $1B+ investors share what they are actively looking for—from community bank acquisitions and RIAs to commercial real estate, technology platforms, and growth-stage opportunities.If you're raising capital or sourcing deals, this episode gives you a clear picture of current investor demand and how to position your opportunity to match it. Understanding what investors want today is one of the fastest ways to improve your fundraising success.If you want to connect with serious investors, build better partnerships, and access real deal flow—join us inside the Family Office Club.Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools designed to help you raise capital faster and more effectively.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Send us Fan MailHow do billion-dollar investors evaluate deals and decide who to partner with? In this episode, panelists break down how family offices and institutional investors approach co-investments, joint ventures, and strategic partnerships.Learn how top investors assess sponsors, structure deals, and determine whether an opportunity strengthens their platform. This is essential listening for anyone structuring co-GP deals, raising capital, or looking to partner with family offices and private equity groups.If you want to connect with serious investors, build better partnerships, and access real deal flow—join us inside the Family Office Club.Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools designed to help you raise capital faster and more effectively.

Daily Crypto Report
"Blockchain capital raising $700M" Apr 23, 2026

Daily Crypto Report

Play Episode Listen Later Apr 23, 2026 5:22


Today's blockchain and crypto news Bitcoin is up slightly at $77,733 Eth is up slightly at $2,329 XRP is up slightly at $1.41 Dan Finlay passes the torch Wrench attack in France Kalshi fines officials over betting on their own races Blockchain capital raising $700M Learn more about your ad choices. Visit megaphone.fm/adchoices

FinPod
Corporate Finance Explained | Private Capital Raising: PE, VC, and Private Credit

FinPod

Play Episode Listen Later Apr 23, 2026 21:24


What if the biggest companies in the world are no longer built in public markets?In this episode of Corporate Finance Explained, we unpack the hidden world of private capital and how companies are raising billions of dollars without ever going public.For decades, the traditional path to growth was clear. Companies either borrowed from banks or raised money through an IPO. Today, that model has shifted. The majority of large-scale funding now happens behind closed doors through private capital markets, fundamentally changing how businesses grow, operate, and create value.We break down the three core pillars of private funding. Venture capital fuels early-stage startups with the expectation of massive growth outcomes. Private equity acquires and optimizes mature companies with a focus on rapid value creation and defined exit timelines. Private credit provides flexible, high-cost debt solutions outside the traditional banking system, allowing companies to tailor financing to their specific needs.The key takeaway is simple. Private capital is not just an alternative funding source. It is a different ecosystem that reshapes incentives, timelines, and outcomes for companies at every stage.If you want to understand how modern companies actually scale, and why fewer of them are going public, this episode will change how you read financial news and evaluate business strategy.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Send us Fan MailWhat separates deals that get funded from those that get ignored? In this episode, $1B+ investors and family office leaders break down exactly what they look for before entering a partnership. From track record and credibility to expertise and long-term alignment, you'll learn how top investors evaluate opportunities beyond the pitch deck.If you're a founder, fund manager, or real estate sponsor looking to raise capital, this conversation will help you understand how serious investors think—and what it takes to build trust before asking for capital.If you want to connect with serious investors, build better partnerships, and access real deal flow—join us inside the Family Office Club.Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools designed to help you raise capital faster and more effectively.

The Lenders Playbook
The Blueprint for Consistent Cash Flow Through Lending with Reed Myers

The Lenders Playbook

Play Episode Listen Later Apr 18, 2026 47:32


If you're looking for a smarter way to generate consistent monthly income, without the headaches of owning and managing property, this episode is for you.Today, we sit down with Reed from Myers Capital to break down the world of passive mortgage investing. This is a strategy where your capital is deployed into real estate-backed loans, generating predictable monthly cash flow while staying secured by tangible assets.We go deep into what this actually looks like in the real world—from how deals are structured, to how investors get paid, and why more experienced investors are shifting away from traditional rentals and into lending.We also unpack the risks, how to protect your downside, and what separates successful investors from everyone else, including the mindset, habits, and lessons Reed has learned along the way.If you've ever wondered how to turn your money into a consistent monthly paycheck backed by real estate, or how to get started the right way, this episode will give you the blueprint. 

Property Profits Real Estate Podcast
From Europe to LA: How Dimitra Manou Built a Thriving Real Estate Capital Raising Business

Property Profits Real Estate Podcast

Play Episode Listen Later Apr 17, 2026 18:16


Dimitra Manou joins Dave Dubeau to share her incredible journey from immigrating to Germany to becoming a powerhouse in real estate investor relations and private capital raising. Learn how Dimitra transitioned from her own investing in multifamily and net lease deals to expertly guiding emerging fund managers who struggle to secure the capital they need. Discover the challenges new fund managers face, including a lack of track record and network, and how Dimitra overcame them through strategic networking and leveraging platforms like LinkedIn. She details her shift from impersonal outreach to building genuine connections at industry events, ultimately creating a robust network of common equity, preferred equity, debt providers, family offices, and sovereign wealth funds eager to deploy capital. #realestateinvesting #capitalraising #investorrelations #emergingmanagers #multifamilyinvesting #netlease #realestatepodcast - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience?   Want to get great exposure and be seen as a bonafide real estate pro by your friends?  Would you like to inspire other people to take action with real estate investing?  Then we'd love to interview you!  Find out more and pick the date here   httpdaveinterviewsyou.com

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Real Estate Investors Can Sell Access, Not Just Deals | Capital Raising Strategy

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Apr 16, 2026 25:33


In this engaging interview, Salvatore Buscemi shares his inspiring journey from Goldman Sachs to successful real estate and venture investments, emphasizing humility, relationship-building, and storytelling as keys to success. Discover practical insights on raising capital, overcoming adversity, and building a personal brand that resonates.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Best Real Estate Investing Advice Ever
JF 4223: Ratio Metrics, Lead Quality and Scaling Capital Raising with Richard McGirr

Best Real Estate Investing Advice Ever

Play Episode Listen Later Apr 13, 2026 33:44


Richard McGirr breaks down why absolute metrics alone can lead to perverse incentives and how pairing them with ratio metrics can transform your business. You'll discover the critical difference between raw lead counts and quality indicators like lead-to-call ratios. Richard shares real-world examples from his thriving property fund, revealing how focusing on these ratios helped him raise over $12 million in just Q1, doubling previous months' results and setting new records. Visit ⁠trustetc.com/bestever⁠ for more info. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://m1.com/ for more info.  Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Lenders Playbook
RSC Private Lending's Rise to Success with Aidan Wong and Adrian Posoz

The Lenders Playbook

Play Episode Listen Later Apr 11, 2026 59:21


#108: Two Marines with no background in hard money jump into the business… and build a disciplined, institutional-grade lending platform.In this episode, I sit down with Aidan Wong and Adrian Posoz from RSC Private Lending to break down how they went from figuring it out on the fly to running a high-level operation focused on real underwriting, strong borrower relationships, and long-term performance.We also get into how they're using AI to move faster and make better lending decisions, and what the future of private lending actually looks like.This episode is brought to you by Verivest, helping real estate investment managers design, launch, and operate funds with structure, discipline, and real-world experience. https://www.verivest.com/

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
10 Advanced Capital Raising Strategies That Took Raising $1 Billion + 10+ Years to Find Out

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Apr 9, 2026 35:19


Send us Fan MailRaising capital has never been harder.And most fund managers are playing the wrong game.In this episode, I sit down with Chip and Sam Perkins of Perkins Fund Marketing — a firm that has raised over $8 billion in alternative assets over nearly three decades — to unpack what actually works in today's capital raising environment.They've spent 30+ years, tens of thousands of hours, and navigated multiple bull and bear markets to refine what separates successful managers from those who never break through.Inside this episode, we cover:Why raising capital today is harder than 2008The biggest mistakes managers make when working with placement agentsThe communication failure that cost one manager $360M in AUMWhy “AI blasting” investors is killing trust (and what to do instead)How to structure fees in today's 1.25 & 20 environmentWhat institutional investors actually look for before writing a checkThe 3-30-30 rule for getting meetings with serious investorsWhere capital is flowing right now (and why niche beats generic)The shift from 2 & 20 to founder's pricing and alignment-first modelsHow trust, credibility, and consistency outperform flashy returnsWe also dive into:Private credit trendsStructured credit strategies targeting equity-like returnsOpportunity Zone real estate developmentIndia-focused growth equityEnhanced cash management strategies (T+3 structures)If you manage a fund, syndicate deals, or raise capital from family offices, this episode will sharpen your positioning immediately.Because capital raising is not about blasting emails.It's about trust, alignment, credibility — and surviving uncertainty.If you're serious about raising $10M, $100M, or $1B+ — this is required listening.Subscribe for more advanced capital raising strategies from the $100M+ Rainmaker Series.https://familyoffices.com/

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
5 Unique Strategies that Led to Our Capital Raising Success | Brian Mac Mahon, Expert Dojo, VC Arm of $1B+ SFO

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Apr 7, 2026 18:00


Send us Fan MailWhat if raising capital isn't about pitching… but about trust?In this episode, Brian Mac Mahon, Founder of Expert Dojo — the VC arm of a $1B+ single family office — shares the 5 unique strategies behind their capital raising success across 300+ startup investments.He breaks down:The only 3 variables that matter in every investment decisionWhy old-school networking is deadHow to build a “media company” around your brandThe power of intentional, ranked relationshipsWhy the next 12 months could be the biggest wealth window in 20 yearsIf you're raising capital, building a fund, or scaling a company — this is the new playbook.https://familyoffices.com/

The Naked Truth About Real Estate Investing
EP 493 - Discover how Tim Mai uncovers how AI is transforming capital raising, marketing & real estate syndication.

The Naked Truth About Real Estate Investing

Play Episode Listen Later Apr 3, 2026 35:40


 “What if AI could not just answer your questions but actually build your business for you?” In this episode, Tim Mai breaks down how he's leveraging AI tools to streamline every part of the real estate syndication process—from generating 52 weeks of investor-focused content to building pitch decks, sales scripts, and even AI-powered underwriting systems. Tim shares the practical differences between tools like ChatGPT, Claude, and AI agents, and demonstrates how combining them can dramatically increase productivity, automate workflows, and scale marketing, operations, and capital raising efforts. He also reveals how personalization—using your own story, voice, and experience—turns generic AI output into authentic, high-converting content. For investors and entrepreneurs looking to stay ahead of the curve, this episode offers a hands-on look at how AI is reshaping the future of real estate investing and business growth. 5 Key Takeaways on this episodeAI tools serve different purposes—use them strategically ChatGPT excels at conversation, Claude at analysis, and AI agents can execute full workflows beyond just answering questions. AI can automate entire business functions From content creation to pitch decks and underwriting tools, AI can replace hours of manual work with scalable systems. Personalization is the key to standing out with AI Adding your real story, tone, and examples transforms generic AI output into authentic, high-impact content. AI agents go beyond information—they take action Tools like AI agents can build websites, organize files, and execute multi-step tasks automatically. Productivity gains can be massive when applied correctly AI can significantly reduce time spent on marketing, research, and operations, allowing entrepreneurs to focus on higher-value activities. About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai 

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
From Brooklyn to $500M Exits: 7 Capital Raising Secrets | Centimillionaire Strategy Talk

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Mar 31, 2026 25:25


Send us Fan MailHow do you scale companies, raise hundreds of millions, and exit multiple times — starting as a poor kid from Brooklyn?In this Centimillionaire Strategy Talk, Jody Chapnick shares the real capital raising and deal-closing strategies behind multiple platform roll-ups, IPOs, and nine-figure exits.From building and selling a $500M public REIT…To scaling a pharmaceutical company from $18M to a $250M private equity exit…To buying insurance companies after calling 800 CEOs…This is a masterclass in work ethic, differentiation, and finding deals before anyone else sees them.Inside this episode, Jody reveals:• Why raising money is easier than finding great deals• The importance of putting your own capital in first• How to build trust with high-net-worth investors• How he used SEC Form D filings to find real players• Why alignment and back-end profits beat upfront fees• How to leverage other people's track records early in your career• Why accountants and lawyers are hidden deal-flow goldmines• The real meaning of “skin in the game”If you're serious about raising capital, structuring exits, or building long-term wealth — this conversation is required listening.Hard work. Differentiation. Relentless follow-up.No shortcuts.Subscribe for more Centimillionaire Strategy Talks featuring founders, capital allocators, and multi-exit operators.https://familyoffices.com/

Millionaire Mindcast
Multifamily Investing & Capital Raising | Sam Morris

Millionaire Mindcast

Play Episode Listen Later Mar 30, 2026 44:26


n this episode of the Millionaire Mindcast, host Matty A. sits down with Sam Morris, a partner at LSC Real Estate. Sam shares his incredible journey of transitioning from an 18-year career in corporate banking to building a massive portfolio of nearly 6,000 units across Texas. With over $800 million in real estate transactions under his belt, Sam unpacks how to underwrite deals like a bank and the importance of maintaining strict leverage at 65% for heavy risk mitigation.They also dive into the nuances of raising capital using 1031 exchanges and how Sam managed to survive a massive setback when a hurricane destroyed his very first 100% leased property down to 12% overnight. If you're looking to understand the current multifamily real estate cycle and how to protect your capital in today's unpredictable market, this episode delivers a masterclass in smart investing.Sam Morris's ResourcesWebsite: lscre.com Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

Strap on your Boots!
Episode 348: How to Raise and Manage Private Credit for Maximum Growth with Anthony DeBenedictis

Strap on your Boots!

Play Episode Listen Later Mar 30, 2026 16:13


 In this episode of Zero to CEO, I speak with Alternative Capital Architect Anthony DeBenedictis, Managing Partner at Avanza Capital Holdings, about how entrepreneurs can access and leverage private credit to fund and scale their businesses. Anthony explains how non-traditional capital sources can outperform traditional loans or equity funding, offering more flexibility, liquidity, and control. We discuss how to structure deals, manage risk, and build trust with private lenders, while avoiding the financial pitfalls that can cripple growing companies. If you're ready to raise smart money and use it to grow sustainably, this episode will show you how. 

Cash Flow Connections - Real Estate Podcast
Turning Systems into a Capital Raising Machine - E1176 - RMR

Cash Flow Connections - Real Estate Podcast

Play Episode Listen Later Mar 27, 2026 24:05


In today's RaiseMasters Radio episode, I sit down with Caleb Edwards to break down how he went from struggling to hit his first raise to building a system that has now raised over $90M in investor capital. We talk about compounding effort, webinar-driven raises, and how to separate your income from your time. Tune in if you want to build a scalable capital raising engine and take advantage of the current market window. Resources mentioned in the episode: Caleb Edwards Instagram Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre  

Test. Optimize. Scale.
EP #233- James Wolff: What you need to know about the dramatic shifts in capital raising

Test. Optimize. Scale.

Play Episode Listen Later Mar 27, 2026 63:58


Most founders raise capital the wrong way. This episode explains why — and what to do instead. James A. Wolff is a partner at Greenspoon Marder LLP, a NASA and NIAC award recipient, and one of the sharper minds working at the intersection of securities law and emerging technology. He spent years on the founder side before becoming an attorney, and that experience shapes everything about how he approaches deals. In this episode, James breaks down what goes wrong when founders raise capital without the right legal infrastructure in place — from unfiled Form Ds to missing AML/KYC checks to IP assignment gaps that kill future due diligence. He explains why downloading templates from the internet creates liability founders never see coming, why AI tools can't replace experienced legal counsel when the stakes are this high, and how "legal debt" compounds just like technical debt if you ignore it early. We also get into the future of capital formation, the shift away from traditional VC structures toward family offices and private market indexes, and what a cohesive capital strategy actually looks like for companies building in AI, robotics, Web3, and frontier technology. What we cover: - Why safe agreements without attorney support create serious downstream risk - The "governance trifecta" every early-stage founder needs - How to think about Reg CF, Reg D 506(c), and Reg A+ as tools — not just checkboxes - What tokenized offerings and Web3 raises require beyond standard compliance - How marketing and legal need to work together on solicitation exemptions - Where the VC landscape is heading and what it means for founders raising now Check out the full episode! Social and Website: LinkedIn: https://www.linkedin.com/in/jamesanthonywolff/ Website: http://www.gmlaw.com

Service Academy Business Mastermind
#353: Modernizing Capital Raising with Jesse Prince, USMA '04

Service Academy Business Mastermind

Play Episode Listen Later Mar 26, 2026 39:48


Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Charleston, SC on June 1st & 2nd? Visit: https://www.10xvets.com/events ____ Jesse Prince is an Army veteran who served nearly six years on active duty, including two combat tours to Iraq. After transitioning from the military, he built a career in commercial real estate brokerage while earning his Master's in Real Estate Finance from NYU, graduating near the top of his class and deepening his expertise in institutional-level real estate. Today, Jesse is the founder of IncrediVer, an AI-powered accredited investor verification and qualification platform for private fund managers and capital raisers. An engineer by training with years of experience in securities offerings and real estate technology, he helps issuers streamline compliance, reduce onboarding friction, and move serious investors from interest to investment more efficiently. In this episode of the SABM podcast, Scott chats with Jesse about: From Platoon Leader to Principal: How Jesse bridged a decade of military service with institutional real estate knowledge to compete with seasoned professionals. Building IncrediVer from Scratch: How Jesse identified a broken accreditation process and built an AI-powered tool that reduces 5–7 day verifications to under two minutes. Turning Your Website into a Conversion Engine: How IncrediVer transforms a static marketing page into an active lead scoring and qualification system for issuers. 506(b) vs. 506(c), Breaking It Down: The key differences between private and publicly solicited offerings and how IncrediVer removes the biggest barrier to going 506(c). The Billion-Dollar One-Man Company: Jesse's long-term vision of building a technology-driven, AI-powered capital markets company through warm introductions and strategic growth.   Timestamps: 00:52 Jesse's Military Background 02:04 Real Estate Pivot and NYU 03:52 Low Minimum Investing Idea 05:43 Problem with Accreditation Verification 07:52 Building IncrediVer Fast 14:08 How the Funnel Works 21:47 Beyond Compliance Differentiation 23:11 Goals and Moonshot Vision 25:58 506B vs 506C Deep Dive Connect with Jesse: LinkedIn | Jesse Prince www.incrediver.com  jesse@incrediver.com  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Jesse for joining me this week. Until next time! -Scott Mackes, USNA '01  

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Centimillionaire Investor Interview: How to Get Meetings + Deals Completed with Most Valuable Investor Types | Sahil Nandwani

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Mar 26, 2026 25:45


Send us Fan MailHow do you actually get meetings with the most valuable investor types — and then move from “interesting conversation” to real deals getting completed?In this Centimillionaire Investor Interview, Richard sits down with Sahil Nandwani of Calafia Group to break down the real-world mechanics of investor outreach, follow-up, and relationship-building inside the insular family office ecosystem.Sahil shares what works (and what quietly kills deals), including how to communicate like a professional, how to anticipate investor questions before they're asked, and why most people lose momentum simply because they don't follow up correctly.You'll learn:How single family offices filter opportunities fast (and what they look for first)Why most capital raisers fail on follow-up, listening, and responsivenessHow to use texting, call summaries, and short Loom-style videos to close gaps fasterWhen in-person meetings matter most (and why “chemistry” still wins)How to stand out through specialization and authenticity in a crowded marketWhat family offices are watching with AI, and why “customization” becomes a moatHow to build trust without being needy, pushy, or “fund closes Friday” desperateIf you're raising capital, sourcing deals, building a family office network, or trying to get in front of more serious investors — this episode is a playbook for getting meetings, building trust, and completing transactions.https://familyoffices.com/

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Family Office Live Forum: Capital Raising, AI Tools & Investor Feedback (with Richard C. Wilson)

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Mar 23, 2026 136:23


Send us Fan MailJoin the Family Office Club Monthly Live Forum - a live, interactive session focused on real-time strategy, capital raising feedback, and applied AI tools used by serious investors and founders.This is not a passive webinar. Each session is designed to be practical, fast-paced, and directly applicable to what you're building right now. WHAT HAPPENS INSIDE EACH SESSION:✅ Live hot seats with real-time strategic feedback✅ Applied AI demonstrations for investor research, pitch refinement, and deal structuring✅ Live pitch reviews based on how family offices and sophisticated investors evaluate opportunitiesThe Family Office Club hosts 30+ investor events per year, works with 10,000+ investors, and has facilitated over $1B+ in transactions.We have also developed 40+ AI tools specifically for dealmakers, and this forum shows how those tools and strategies are used in practice, not theory. HOW TO GET THE MOST VALUE:✅ Join live and stay for the full session✅ Bring a specific question related to capital raising, positioning, or scaling✅ Review your pitch, platform, or deal in advance

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Send us Fan MailFree ($40M Invested):We have spent 19 years hosting 300 events and reinvesting $40M+ in revenue to build one of the most resourced investor platforms in the space. We want to give you a complimentary account.Instantly access:✨ 50+ AI tools for capital raising & due diligence

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Send us Fan MailFree ($40M Invested):We have spent 19 years hosting 300 events and reinvesting $40M+ in revenue to build one of the most resourced investor platforms in the space. We want to give you a complimentary account.Instantly access:✨ 50+ AI tools for capital raising & due diligence

Street Smart Success
695: Unlocking 7-8% Cap Rates in High-Demand Retail Strip Centers

Street Smart Success

Play Episode Listen Later Mar 19, 2026 38:22


Evan Polasky, Director of Capital Raising for Blackgate, reveals how his firm is achieving attractive 7-8% cap rates in suburban retail strip centers. Unlike the crowded multifamily market, Blackgate focuses on smaller community centers with necessity-based tenants like urgent care, dentists, quick-serve restaurants, and tutoring centers. With new construction at historic lows and high tenant demand, Evan explains why the retail leasing environment has "never been easier," offering stable, less competitive investment opportunities. 

Dakota Rainmaker Podcast
Paul Stanton on How Founder-Led Brands, Content Marketing, and Agentic AI Are Reshaping Capital Raising

Dakota Rainmaker Podcast

Play Episode Listen Later Mar 17, 2026 44:18


In this episode of the Rainmaker Podcast, Gui Costin sits down with Paul Stanton, a partner at Thesis Driven and PTB, a real estate investment banking boutique. The conversation spans Paul's career journey, the power of content marketing in the investment world, and the transformative potential of AI for business builders.Paul's path into real estate began after college at the University of Richmond, where he started in brokerage at Newmark before moving to the investment and development side. He later pursued a forward-thinking thesis around flexible office space, acquiring boutique Class B office buildings and operating them under co-working brands, a strategy that was derailed by COVID-19. Rather than retreating, Paul pivoted and launched an investment bank focused on operationally complex, niche real estate strategies, including outdoor hospitality, sports infrastructure, and surf infrastructure. This work eventually merged with Thesis Driven, a real estate media company he co-founded with entrepreneur Brad Hargreaves, focused on innovation in the built world through a capital markets lens.A central theme of the conversation is the untapped opportunity for investment managers to build audiences through content marketing. Paul and Gui agree that the investment management industry represents the largest white space in content marketing today, most firms hide behind corporate brands and compliance concerns rather than humanizing their story. Both point to Jon Gray of Blackstone and Andreessen Horowitz as rare examples of founder-led brands that have embraced media to build trust at scale. Paul notes that the psychology behind this is rooted in parasocial relationships, when someone sees your face and hears your voice consistently, their brain begins to feel like it knows you, which creates a powerful foundation for trust in capital raising.Paul shares his own experience building a LinkedIn presence over the past year, emphasizing that the mental shift that got him started was reframing content creation from self-promotion to education. By sharing what he was seeing in the capital markets and emerging asset classes, he found an authentic voice that resonated with his audience. Gui echoes this, noting that the most engaging posts are never about funds or accolades, they're about real experiences, lessons learned, and genuine insight.The episode closes with a discussion on AI and its implications for business. Paul introduces the concept of agentic AI, specifically his experience setting up an AI-powered capital markets analyst named "Sarah" using an open-source local infrastructure tool. Sarah reasons through tasks, builds databases, drafts email campaigns, and conducts research autonomously. Paul describes the experience as the most mind-blowing development he's seen since first using ChatGPT, underscoring the idea that AI agents are beginning to function like real employees.When asked about his biggest challenge, Paul cites focus, the entrepreneurial temptation to chase every new AI-driven opportunity rather than staying disciplined on core priorities. It's a fitting note to end on: in a world of expanding possibility, clarity of purpose remains the competitive edge.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

Syndication Made Easy with Vinney (Smile) Chopra
Real Estate Mastermind: Hotel Deals, Seller Financing & Capital Raising (Part 1)

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Mar 16, 2026 35:59


Welcome to Part 1 of this powerful Real Estate Mastermind with Vinney Chopra, where experienced investors discuss real deals, creative financing, and strategies for building wealth through real estate. In this session, Vinney and fellow investors explore real-world investment strategies including seller-financed acquisitions, Airbnb portfolio growth, and capital raising tactics used by professional operators.   You'll also hear insights about connecting with high-net-worth investors, structuring partnerships, and how experienced investors evaluate deals in today's market.   This episode sets the stage for Part 2, where the group dives deeper into underwriting deals and analyzing investment opportunities.   If you want to learn how seasoned investors think through deals and structure opportunities, this mastermind session is packed with valuable insights.    

Investor Fuel Real Estate Investing Mastermind - Audio Version
Jeff Lavin on Multifamily Investing, Capital Raising, and How to De-Risk Real Estate Deals

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Mar 12, 2026 23:00


In this episode, host Dylan Silver sits down with Jeff Lavin, Managing Director at Oberon Securities and former professional snowboarder. Jeff shares his unique journey from competitive snowboarding to entrepreneurship, private equity, and real estate investment. He discusses how early exposure to finance and agriculture shaped his perspective on investing, his first industrial and self-storage real estate deal, and how public mandates and institutional capital can be used to de-risk real estate projects. Jeff also shares insights into opportunity zones, market growth in Dallas-Fort Worth, and strategies for managing risk in large real estate investments. The episode wraps up with a memorable and humorous snowboarding story and a motivational takeaway about perseverance.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The Wall Street Skinny
Head of Investor Relations at $3 Billion Hedge Fund Tells All | Capital Raising 101

The Wall Street Skinny

Play Episode Listen Later Mar 11, 2026 31:33


Send a textIn this episode, we sit down with Kate Baumann, Head of Investor Relations at Empyrean Capital Partners (a $3 billion event-driven, multi-strategy hedge fund), LIVE from iConnections in Miami. Here's the thing nobody tells you: the amount of money a hedge fund manages — its AUM — is the single biggest driver of how much everyone at that fund gets paid. The 2% management fee is what funds the operation, allows traders to generate good returns (alpha) which then can pay top talent, and creates the flywheel that attracts more capital and better talent. Kate explains exactly how that fundraising engine works, from identifying which allocators (pensions, endowments, sovereign wealth funds) are the right fit, to running competitive analysis against peer funds, to crafting the narrative that gets an investment committee to say yes. She also gets into the five pillars of Empyrean's event-driven strategy, transactional, structural, stress/distressed, and legal/regulatory, and why all five are firing right now.She also gets real about what it takes to be successful. This isn't IR at a corporate .Kate talks about what it takes to raise money, to build the relationships, travel every other week, and why wining and dining (what may have worked in the 1990s.) doesn't work now.Whether you're thinking about a career in investor relations, trying to understand how hedge funds actually raise capital, or just want to know what happens behind the scenes at these huge hedge fund conferences, this one's for you. Kate shares her path from JP Morgan's private bank during the financial crisis to running IR at a multi-billion dollar fund, her advice for young people breaking in, and why the best IR professionals think like allocators, talk like PMs, and build relationships that compound over decades — not transactions. For more, subscribe to our substack at https://thewallstreetskinny.substack.com/For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

The Academy Presents podcast
Building the Network: How Capital Raising Fuels Real Estate Growth with Ruben Greth

The Academy Presents podcast

Play Episode Listen Later Mar 9, 2026 16:35 Transcription Available


In this episode, Angel sits down with real estate investor and capital raising expert Ruben Greth to discuss the critical role of raising capital in real estate investing. Ruben shares his journey from raising funds for small multifamily properties after the 2008 financial crisis to becoming a GP and launching large real estate projects.The conversation dives into how investors can build networks, develop credibility, and create systems that attract investors over time. If you want to understand how relationships, branding, and strategy come together to fund deals, this episode offers valuable insight into the world of capital raising.Topics CoveredRuben Greth's path from small multifamily investments to large scale syndicationHow the 2008 financial crisis created opportunities for investorsThe fundamentals of multifamily syndication and capital raisingWhy building a strong investor network takes time and consistencyThe role of branding, marketing, and communication in attracting investorsHow co GP partnerships can help accelerate deal momentumDifferent ways investors can raise capital including funds and partnershipsThe importance of defining your investor avatar and targeted messagingPlatforms that help establish authority such as podcasts, newsletters, and meetupsWhy collaboration and partnerships are essential for scaling in real estateQuotes“Building a network of investors doesn't happen overnight. It comes from consistent communication, branding, and building trust over time.”“One of the fastest ways to gain momentum in real estate is partnering with people who already have the experience and network you are trying to build.”Connect with Ruben: https://www.linkedin.com/in/rubengreth/Connect with Angel: https://www.linkedin.com/in/angel-williams-re/

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
The Top 10 Uncommon Things Which Drove Our $7 Billion in Deals Closed - Strategies, Structures, and Investor Relations Process Insights | Chip Perkins

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Mar 7, 2026 15:47


Send a textAfter nearly three decades in the alternative investment space and $7 billion in deals closed, Chip Perkins of Perkins Fund Marketing reveals the hard-earned insights that most fund managers never hear.In this eye-opening session, you'll learn:The 10 uncommon strategies that have driven over $7B in capital raisedWhat LPs really care about when vetting fundsWhy fund due diligence should include checking if your admin is in a strip mallHow he helped launch now multi-billion-dollar funds (Raptor, Artis, Dodd)A breakdown of a no-fee, 60-day liquidity fund offering 7.5% with treasury collateralThe biggest red flags that get $25M checks pulled at the last minuteReal talk on fee structuring, fund launch pricing, and reputation risksWhether you're raising your first fund or scaling your investor network, Chip's battle-tested experience will sharpen your game fast.https://familyoffices.com/

The Real Estate CPA Podcast
MLRE: How to Survive the 2026 Real Estate Cycle: AI & Capital Raising Strategies

The Real Estate CPA Podcast

Play Episode Listen Later Mar 5, 2026 46:11


In this episode of the Major League Real Estate Podcast, we sit down with Victor Menasce, tech executive turned real estate developer, host of the Real Estate Espresso Podcast, and author of Magnetic Capital, to break down what's really happening in today's market. From leaving Silicon Valley in 2009 to building multifamily projects in uncertain cycles, Victor shares how his background in tech shaped the way he approaches development, capital raising, and long-term wealth building. But that's not all. Victor also dives into: - Why the real estate market is “splitting in two” and who gets squeezed - The biggest mistake syndicators make when raising capital - What lenders are doing behind the scenes (including term sheet bait-and-switch tactics) - Why real estate should be treated like product design, not a commodity For GPs raising capital, LPs evaluating deals, or operators trying to adapt to a rapidly changing market, this episode delivers strategic insights on surviving — and thriving — in the 2026 real estate cycle. Request a free discovery meeting: go.therealestatecpa.com/mlre Subscribe to the REI Daily Newsletter: go.therealestatecpa.com/mlresubscriber Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question Connect with Victor: ystreetcapital.com/ The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Kingscrowd Startup Investing Podcast
Why Most Crowdfunding Campaigns Fail (And How Top Issuers Avoid It)

Kingscrowd Startup Investing Podcast

Play Episode Listen Later Mar 5, 2026 28:08


In this episode of Inside Startup Investing, Chris Lustrino sits down with Jason Fishman, founder of Digital Niche Agency (DNA), one of the earliest and most active “capital raising agencies” in equity crowdfunding. (00:00–02:45) |Jason breaks down what actually drives successful Reg CF and Reg A+ campaigns in 2026: setting traffic goals, understanding conversion math (average investment size vs. how many investors you need), and building a multi-channel funnel across Meta, Google, newsletters, retargeting, webinars, events, and organic content. (04:25–10:06) They also unpack the “crowd effect” that causes many campaigns to look flat mid-raise before spiking near the deadline. (10:19–12:30) Finally, they explain why consistent updates and investor relations between rounds can materially influence outcomes—both by improving trust and by strengthening repeat-investor participation over time. (23:04–25:55)

Limitless: How to Crush It in Commercial Real Estate
Built, Broke, Rebuilt: What 20+ Years in Retail Real Estate Teaches About Resilience and Development | Chris Hatch

Limitless: How to Crush It in Commercial Real Estate

Play Episode Listen Later Feb 25, 2026 22:24


Aaron sits down with Chris Hatch, CEO of Forza Commercial, for a wide-ranging conversation on growing up in a multi-generational real estate family, surviving 2008 and COVID as a developer, and why resilience—not timing—is the real competitive advantage in commercial real estate. Chris shares how his grandfather's early build-to-suits for brands like Arby's shaped his long-term perspective, how a two-year mission trip to New Jersey forged the discipline that later powered his brokerage career, and why walking every fast-food bathroom in a market might be the best education a young broker can get. From flipping U-turns on property tours to sourcing transformers through WhatsApp during supply chain chaos, this episode is packed with hard-earned lessons from nearly 100 closed deals—and counting.Key Takeaways:• Resilience is built before you need it—early discipline compounds in business• 2008 created fear; 2020–2023 created chaos—both shape smarter operators• Development without stability in capital markets is a different sport• Leasing and redevelopment are not the same as ground-up risk• The best education in retail real estate comes from walking sites, not reading reports• Mentorship shortens the learning curve—but only if you do the reps• Stability—not politics—is what capital markets craveKey Timestamps:(00:00:00) – Growing Up in a Multi-Generational Real Estate Family(00:02:30) – ADHD, Athletics, and the Competitive Edge(00:06:55) – Two Years in New Jersey: Discipline and Drive(00:12:00) – Why Brokerage Was the Starting Point(00:18:00) – Pivoting During the 2008 Financial Crisis(00:20:00) – First Acquisition and the Arby's Deal(00:23:30) – Launching Forza Development in 2020(00:25:00) – COVID, Supply Chain Chaos, and Building Through Crisis(00:33:00) – The Burrito That Became a Dutch Bros Deal(00:36:30) – Advice for Young Brokers and DevelopersKey Topics Discussed:Commercial Real Estate Podcast, Private Equity Podcast, Franchising Podcast, Commercial Real Estate Investing, Real Estate Private Equity, Franchise Ownership, Real Estate Syndication, Capital Raising for Real Estate, Private Equity Fund Structure, Commercial Real Estate Development, Multifamily Investing, Alternative Investments, Breaking Into Commercial Real Estate, Private Equity Career Path, Franchise Growth Strategy, Investment Firm Leadership, Wealth Building Through Real Estate, Real Estate Asset Management, Institutional Real Estate Investing, CEO Interview Podcast, Limitless, Aaron Zucker, Retail Development, Net Lease Investing, Drive-Thru Real Estate, QSR Development, Build-to-Suit, Brokerage Mentorship, Multi-Generational Wealth, Commercial Real Estate Cycles, 2008 Financial Crisis, COVID Supply Chain, Ground-Up Development, Value-Add Retail, Mountain State Real Estate, Capital Markets Stability, Tenant Representation, Franchise Growth, Real Estate Resilience, Leadership Through Crisis, Developer Mindset, Market Cycles, Entrepreneurial Grit, Discipline and Performance, Commercial Property Management, Forza Commercial, Chris Hatch, Limitless Podcast, Aaron ZuckerMentions:Chris's LinkedIn: https://www.linkedin.com/in/chris-hatch-5b100711/Mentions: The Dirt Dog PodMore of Limitless:Web: zuckerinvestmentgroup.comLinkedIn: https://www.linkedin.com/in/aaron-zucker-zig/IG: @zuckerinvestmentgroupX: @ZIG_CRE

Property Profits Real Estate Podcast
What Most Investors Get Wrong About Capital Raising with Gino Barbaro

Property Profits Real Estate Podcast

Play Episode Listen Later Feb 23, 2026 20:39


What most real estate investors get wrong about raising capital could be costing them big time. In this episode of The Property Profits Podcast, Dave Dubeau chats with Gino Barbaro about how the fundamentals of connection, communication, and confidence shape successful capital raising. Whether you're starting out or scaling up, Gino's straight talk and expert strategies are what every investor needs to hear. Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/ #realestateinvesting #capitalraising #multifamilyinvesting #propertyprofits

Cash Flow Connections - Real Estate Podcast
From The Archive: Why Partnerships Are Key to Capital Raising Success - E1170 - RMR

Cash Flow Connections - Real Estate Podcast

Play Episode Listen Later Feb 13, 2026 17:02


In today's RaiseMasters Radio episode, Adam is joined by Lee Yoder to talk about his journey from physical therapist to managing nearly 900 units in the Midwest. They dive into his recent $8.25M raise for a 415-unit portfolio, the role of partnerships in scaling quickly, and why focusing on tertiary markets has been a game-changer. Tune in to hear how Lee is building cash flow, momentum, and lasting investor relationships. Resources mentioned in the episode: Lee Yoder Website LinkedIn Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Best Real Estate Investing Advice Ever
JF 4177: The Compliance Minefield in Capital Raising That Will Blow Up Your Deal (and How to Avoid It) with Seth Bradly

Best Real Estate Investing Advice Ever

Play Episode Listen Later Feb 10, 2026 55:27


Seth Bradley explains why many common capital-raising practices in real estate are quietly illegal and increasingly risky as regulators, investors, and institutions pay closer attention. He breaks down why intent and deal quality do not matter if securities laws are violated, and why compensation tied to capital raised is the fastest way to cross the line. Seth walks through the three legally distinct roles in capital raising active participant, passive participant, and third party and shows how co-GP and finder models are frequently abused. He concludes by explaining why compliant fund-to-fund structures are rapidly becoming the preferred path for scalable, defensible capital aggregation. Compliance Is Currency in Modern Capital Raising with Seth Bradley Why Co-GP and Finder Models Are Quietly Dying with Seth Bradley The Real Legal Risks Behind Raising Capital the Wrong Way with Seth Bradley Active Passive and Third Party Roles Explained with Seth Bradley Building a Scalable Capital Raising Business the Compliant Way with Seth Bradley If you want, I can also sanity-check this against your last correctly done solo episode to make sure the tone and length are dead-on before you publish. Title Options Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4169: Why Paid Media Works for Capital Raising When Cold Traffic Fails with Richard McGirr

Best Real Estate Investing Advice Ever

Play Episode Listen Later Feb 2, 2026 47:13


Richard McGirr breaks down a detailed case study of a sponsored Best Ever webinar and how paid media can be used to responsibly scale capital raising. He explains why cold traffic struggles in high-trust investments, how sponsored webinars function as “rented” warm audiences, and why education-first positioning is critical when asking for six-figure commitments. Richard walks through the structure of the webinar, why capital protection and income resonated with investors, and how private real estate credit compares to equity in volatile markets. He also outlines his post-webinar follow-up systems, including rapid sales SLAs, email drips, and how long-tail conversions ultimately drive ROI from paid placements. Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4163: The Private Investing Revolution and the Future of Capital Raising ft. Travis Smith

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jan 27, 2026 57:15


Seth Bradley interviews Travis Smith about the evolution of Tribevest and why the private markets are hitting a critical inflection point. Travis shares how his background at Morgan Stanley and early experiences pooling capital with family exposed the lack of infrastructure in private investing. They break down why independent capital aggregators are becoming essential connectors between investors and operators, and how professionalism, compliance, and technology now determine who succeeds in capital raising. Travis explains why treating every raise as a “capital raising project” is key to scaling responsibly and why operators who build these systems now will dominate the next real estate cycle. Travis SmithCurrent role: Founder & CEO, TribevestBased in: Columbus, Ohio Say hi to them at: https://www.tribevest.com/ | LinkedIn Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Diary of an Apartment Investor
Why Capital Raising Doesn't Start With a Deal

Diary of an Apartment Investor

Play Episode Listen Later Jan 19, 2026 8:41 Transcription Available


Most people think they're stuck because they don't have a deal, when the real problem shows up much earlier.If you've been telling yourself you'll start raising capital once everything is perfectly lined up, this conversation challenges that assumption. Capital raising isn't something you turn on when opportunity appears — it's a skill built long before the deal ever hits your inbox.If you want to move past hesitation and start building real momentum, this is exactly the kind of thinking we go deeper on inside the Tribe of Titans multifamily investing community. That's where investors stop consuming information and start applying it to real situations with live discussion and direct feedback.What You'll Learn:Why waiting for a deal is often the biggest delayThe uncomfortable step most investors avoid at the beginningWhy capital raising isn't a single conversation or eventHow early action changes everything about your trajectoryWhat actually separates dabbling from building a real businessBrian draws directly from his own early experience raising capital — including what went wrong, what surprised him, and what finally started to work — to reframe how aspiring apartment investors should think about getting started.Inside the Tribe of Titans, these conversations go deeper each week as investors work through real-world decisions together and apply them to their own situations. If you're serious about building a multifamily investing business that lasts, that's where the next step happens.Learn more in the show notes.About the Host:Brian Briscoe is an apartment investor, operator, and founder of Streamline Capital, focused on acquiring and operating multifamily properties in the greater Salt Lake City metro. He hosts the Diary of an Apartment Investor podcast, where he shares operator-level insights and real-world decision frameworks for aspiring multifamily investors.If this Multifamily Brief helped you think differently, there's a lot more where that came from. Inside the Tribe of Titans, we go deeper on these same topics every week, applying them to real deals and answering questions live. If you're serious about building momentum instead of just consuming content, that's where you belong. Visit thetribeoftitans.com to learn more.****Capital Raising Course Starting on January 29****Learn more and register at www.thetribeoftitans.net****Capital Raising Course Starting on January 29****Learn more and register at www.thetribeoftitans.net

Best Real Estate Investing Advice Ever
JF 4151: Avoiding IRR Traps In Today's Capital Raising Market ft. Adam Gower

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jan 15, 2026 47:13


Pascal Wagner interviews Adam Gower, founder of GowerCrowd, to unpack what's really happening behind the scenes when sponsors raise capital in today's market. Adam explains why the current shift toward smaller checks and retail capital isn't necessarily distress, but a strategic move by experienced sponsors preparing for cyclical downturns. He breaks down how LPs can spot sponsor strength versus weakness, why IRR-driven underwriting often leads to failure, and how conservative debt, disciplined operations, and in-house property management separate survivors from casualties. The conversation also explores where Adam sees asymmetric opportunities emerging in 2025–2026, particularly in discounted assets with operational inefficiencies rather than reliance on market rebounds. Adam GowerCurrent role: Founder, GowerCrowdBased in: United StatesSay hi to them at: https://www.gowercrowd.com/ | https://www.linkedin.com/in/gowercrowd/ Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices