Podcasts about investnext

Paul joined us and we got to dive into the scaling of his syndication business.    Some topics we covered include: The First Investment House gave him the taste of the Blood Moving into a Marina investment The Capital Raising A'Ha Moment Who is on the team? Getting into Self Storage Development Growing and Scaling the Team Organization and playing while Scaling Being The Visionary Delegating duties and eliminating duplication Diving deeper into the Marina (Hospitality and Entertainment) Learning the Capital Raising Game Educating and Demonstrating Credibility Building the Database - The conversations that took place Networking is Key Market Selection How to Navigate Investor Emotional Responses with Metrics Assessing the Personality and Communication Types of Investors Being Hands-on with your properties by keeping them close together Having Mentors Self-esteem and Confidence Through Action Getting Comfortable Being Uncomfortable   Find Paul Montelongo at montelongocapital.com   Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com    Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com   Lastly, Visit our friend Dallon Shultz to find out about the incredible capital raising tools he has available with capitallystpro.com  

In today's volatile economic landscape, how can real estate investors find stability and growth? Join us as we sit down with Arn Cenedella, a seasoned real estate broker and investor with over 40 years of experience. Starting in Silicon Valley, Arn built a successful brokerage business and an impressive portfolio of single-family rentals across the U.S. By 2020, he shifted his focus to multifamily investments, founding Spark Investment Group to help busy professionals benefit from commercial real estate without the day-to-day management.With extensive expertise in market analysis, financing, and 1031 exchanges, Arn shares invaluable insights into navigating high inflation and market fluctuations in real estate. He currently manages over 1,100 multifamily units worth over $138 million, making him a trusted guide through these challenging times. Whether you're a seasoned investor or just starting out, this episode offers practical advice on how to build resilient real estate investments.

    Some topics we covered include: Uncommon background with Ripley's and iFly Getting off the hamster wheel The choice to become Active rather than Passive Why the goal to help people become financially free? The don't teach Syndication in college so how do you learn?  Taking passive investors through your own passive journey What to discuss with Passive investors when raising capital. How to get inventors scheduled for calls. The Gurus are lying if they tell you its easy. Losing $75K on first deal. Getting involved with Massive Capital Negotiatinig Partnership with Massive Capital Roles and Resonsibilities What attracted K Trevor to Capital Raising The evolution and transition of Capital Raising over time Strategies for Raising Capital Doing conferences and meetups K Trevor's Exit Strategy Make Genuine Connections with People   Find K Trevor at massive.capital Buy a video replay of the Strategic Capital Raise Summit at strategiccapitalraise.com   Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!    Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com   Lastly, Visit our friend Dallon Shultz to find out about the incredible capital raising tools he has available with capitallystpro.com

Dr. Adebayo Fasanya is one of the rare dudes who works incredibly hard and smart. Check out this episode to hear his journey from Nigeria to USA Medical practitioner and multiple asset syndicator. His work ethic is extraordinary.    On the show we cover: Exploring investments until finding syndications Starting with reassignment homes Blogging during medical residency to develop a following The first 8 Unit multifamily Joint ventures with friends Multiple asset classes during the original phases of investments Physician communities In the original days he used a spreadsheet to manage properties Taking down solo deals for legacy while separately syndicating Planting financial seeds in his kids so they keep the wealth Many doctors need assistance with their investments and finances The journey to Arkansas Diversification as a starting strategy while scaling Oil and Gas has some great tax benefits Future asset class selection by looking at macro economics Syndicating businesses as well Dr. Breathe Easy Pulmanary Medical Practice Operating businesses while also running the medical practice Hiring help and outsourcing duties Raising money in Whatsapp groups   Find Dr. Bayo at  drbreatheeasy.com   Buy a video replay of the Strategic Capital Raise Summit at strategiccapitalraise.com   Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!    Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com   Lastly, Visit our friend Dallon Shultz to find out about the incredible capital raising tools he has available with capitallystpro.com

Craig and I dove into the life of a scaling syndicator and the evolution of capital raising and authority platforms.   Some topics we covered include: Real Estate as a side hustle Syndications are great for scaling Quitting his day job to capital raise Background in growing insurance companies  Coaching for Capital Raisers Authority buidling for scaling capital raisers Social Proof and Forbes Counsil members Choosing the initial passive investments From passive to active investing Cashflow vs larger equity plays Selecting secondary markets Partnering with syndicators What is the end goal? Successful capital raising strategies and evolutions Find Craig at groundbreakingre.com    Buy a video replay of the Strategic Capital Raise Summit at strategiccapitalraise.com   Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!    Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com   Lastly, Visit our friend Dallon Shultz to find out about the incredible capital raising tools he has available with capitallystpro.com

Bethany gives her two cents on the best ways to raise capital, creating conscious wealth in real estate, doing epic shit, empowering young women and leveraging other people's everything.   In the full episode, we covered the following:  Burned out on Litigation and Law but Found Syndications Falling in Love with Real Estate Law and the people EB5 Funds Staying in your lane Substantial duties for legal compliance in raising capital Issuer Exemptions Look at deals through the eyes of regulators Investor relations are not enough to constitute substantial duties Joint Ventures can start to look like syndications The SEC makes determinations based on Facts and Circumstances Entity Accreditation Status Regulation CrowdFunding (benefits and limitations) Fund of Funds Overview Ways to appropriately get paid as a fund manager to avoid problems Can you start a fund that only invests in one deal? (SPV Fund of Funds) You have to show The SEC how you provided value How to get banned from capital raising   Find Bethany at https://www.premierlawgroup.net/ and  bethanylaflam.com/bubbles/   Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers, and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!    Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

J.E. shares how he goes about approaching LinkedIn and Ends off with some parting thoughts on having the right mindset.    On the full episode some topics we explored include: Getting into Multifamily Syndication Tech for Syndicators Less than a year into the syndication business. Josh Ferrari's Mentorship Program Mentorship has helped accelerate the scaling Working on all aspects of the business Being the owner-operator instead of raising for others 50-100 units as a preferred multifamily asset size Opportunistic with development deal Establishing some social media branding and getting your name known Start by Sharing Your Story Market Selection What the Future Holds Working in a very competitive Dallas TX Market How did you raise your first $800K? The Roll of Mentorship  Find J.E. on LinkedIn at https://www.linkedin.com/in/johnericsteiner/   Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Bethany is a fun interview. She is one of the most entertaining securities lawyers I know and she is an investor too. She mentions her boutique hotel in Belize several times in the show.   Some topics we covered include: Burned out on Litigation and Law but Found Syndications Falling in Love with Real Estate Law and the people EB5 Funds Staying in your lane Substantial duties for legal compliance in raising capital Issuer Exemptions Look at deals through the eyes of regulators Investor relations are not enough to constitute substantial duties Joint Ventures can start to look like syndications The SEC makes determinations based on Facts and Circumstances Entity Accreditation Status Regulation CrowdFunding (benefits and limitations) Fund of Funds Overview Ways to appropriately get paid as a fund manager to avoid problems Can you start a fund that only invests in one deal? (SPV Fund of Funds) You have to show The SEC how you provided value How to get banned from capital raising   Find Bethany at https://www.premierlawgroup.net/ and  bethanylaflam.com/bubbles/   Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers, and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!    Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

J.E. Broke down everything he did to get his start in Multifamily including one of the hardest parts he had to conquer: Raising Money   Some topics we explored include: Getting into Multifamily Syndication Tech for Syndicators Less than a year into the syndication business. Josh Ferrari's Mentorship Program Mentorship has helped accelerate the scaling Working on all aspects of the business Being the owner-operator instead of raising for others 50-100 units as a preferred multifamily asset size Opportunistic with development deal Establishing some social media branding and getting your name known Start by Sharing Your Story Market Selection What the Future Holds Working in a very competitive Dallas TX Market How did you raise your first $800K? The Roll of Mentorship  Find J.E. on LinkedIn at https://www.linkedin.com/in/johnericsteiner/   Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Dan had some powerful words of inspiration for scaling Commercial Real Estate Entrepreneurs. In the full episode, we covered: From flipping 75 houses to commercial real estate brokerage Raising JV capital, promissory note capital at fixed rates and revolving credit lines Things always go wrong Shout out to Ben Kogut Benefits of Triple Net Real Estate National Retailers are your tenants Scalability Blue Ribbon Property Leasers guarantee rents for multiple decades Brokerage is more lucrative than flipping Not a lot of training in commercial brokerage Effects of Covid in the space Labor shortages Limited Sales affected businesses Pandemic induced bankruptcies NNN business is very passive by definition Who buys these buildings? Working with Fund Managers   Find Dan at http://www.encorereis.com/ Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Dan and I talked shop on the early days including some great capital raise strategies. Then we dove into Triple Net Syndications and Brokerage.   Some topics we covered include: From flipping 75 houses to commercial real estate brokerage Raising JV capital, promissory note capital at fixed rates and revolving credit lines Things always go wrong Shout out to Ben Kogut Benefits of Triple Net Real Estate National Retailers are your tenants Scalability Blue Ribbon Property Leasers guarantee rents for multiple decades Brokerage is more lucrative than flipping Not a lot of training in commercial brokerage Effects of Covid in the space Labor shortages Limited Sales affected businesses Pandemic induced bankruptcies NNN business is very passive by definition Who buys these buildings? Working with Fund Managers   Find Dan at http://www.encorereis.com/ Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Will broke down the 3 bottlenecks and why he is the lead GP on deals Here are his perceived potential bottlenecks: Ability to See Deals Ability to Analyze deals Ability to Raise Capital On the full show we covered: From brokerage to syndicating 14 deals and $100M AUM A plan to acquire $1B in assets South East as a market for great returns Don't overcomplicate it Any competitive advantage is the goal High Investor Retention Incremental increases in deal size The Internal scaling of a syndication company Identifying organizational bottlenecks Why be the Lead GP? Financing in today's market Importance of flexibility in financing Today's market is not ideal for selling Philosophy of generational wealth for legacy Reverse engineering the process to acquire $1B in assets Focus on smaller deals in the early going Build credibility slowly Growing a database via referrals    Find Will at mathcap.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Having a specific SMART goal around your multifamily business is highly underrated. For Will, that number is $1B of AUM. Let's find out how he plans to get there!   Some topics we covered today include: From brokerage to syndicating 14 deals and $100M AUM A plan to acquire $1B in assets South East as a market for great returns Don't overcomplicate it Any competitive advantage is the goal High Investor Retention Incremental increases in deal size The Internal scaling of a syndication company Identifying organizational bottlenecks Why be the Lead GP? Financing in today's market Importance of flexibility in financing Today's market is not ideal for selling Philosophy of generational wealth for legacy Reverse engineering the process to acquire $1B in assets Focus on smaller deals in the early going Build credibility slowly Growing a database via referrals    Find Will at mathcap.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!  Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

This episode was a lot of fun to record. Thanks Vinki for letting me share with my audience!   Attend our Capital Raise Conference May 10-11 at strategiccapitalraise.com   Some topics we covered include on today's episode: Economic State of Multifamily Insights learned at Family Office Club Comparing the 2008 Crash in SFR to Multifamily Distress in 2024 What are Operators doing to survive? Launching ancillary businesses Staying in the game Pivoting into new asset classes Challenges of shifting into new asset classes Why did you leave AZ to operate elsewhere and why did you come back? Hyper-focusing in AZ by joining forces with people who are better than you The Secret to Raising Capital Survey your investors and give them what they want Get partners better than what you think you're capable of getting Give Family Offices What they want too! What do Family Offices want? Most Limited Partners follows the masses The Masses are not Investors, they are speculators Raising from Limited Partners is getting harder and more expensive What is a Family Office? What do Family Offices need before investing with you? The Biggest Misconception that Capital Raisers have The New Trend of Raising from Fund Managers Network your brains out Find Ruben at capitalraisershow.com Find Vinki at Loombainvest.com and youtube.com/@loombainvest Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com and do it now because prices go up every year!   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

We hit these themes in the show: The first Industrial deal 3X'd investor capital Getting into the medical office space 20 years ago Raising in funds Expanding into other asset classes Benefits of Medical Office  Funds vs syndications Benefits of funds Fund administration and accounting Advertising, marketing and omnipresence The evolution of capital raising over the last decade Current economic climate and future opportunities Patience with dry powder Managing employees and internal scaling Inflationary impacts Recommended first hires for scaling Future market domination   Find Ben at alliancecgc.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com and do it now because prices go up every year! Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

You know we had to dive into the personal development realm for episode 300, cover the commercial real estate company scaling, capital raising in funds and talk shop about everything in between including meditation! Lets Roll!   We hit these themes in the show: The first Industrial deal 3X'd investor capital Getting into the medical office space 20 years ago Raising in funds Expanding into other asset classes Benefits of Medical Office  Funds vs syndications Benefits of funds Fund administration and accounting Advertising, marketing and omnipresence The evolution of capital raising over the last decade Current economic climate and future opportunities Patience with dry powder Managing employees and internal scaling Inflationary impacts Recommended first hires for scaling Future market domination   Find Ben at alliancecgc.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com and do it now because prices go up every year! Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com    

Neil and I talked shop on numerous business operations and want down a bunch of rabbit holes including your favorite topic: Raising Capital   In the show we dove into: Developing E-com businesses  Series A Funding To make a name for yourself you must innovate Don't trade time for money Selling brands with businesses attached Running a virtual business with physical products Buying a business that you can operate Done-with-you businesses? How do they work? No employees involved! Diversifying your real estate and virtual real estate businesses   Find Niel at voltagedm.com and voltagedm.com/podcasts/   Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every other Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com and do it now because prices go up every year!   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. https://investnext.com  

Neil talks shop about growing an E-commerce business and ends by heading a warning to those that can lose sight of what is most important. On the full episode we dove into some topics like: Neil and I talked shop on numerous business operations and want down a bunch of rabbit holes including your favorite topic: Raising Capital   In the show we dove into: Developing E-com businesses  Series A Funding To make a name for yourself you must innovate Don't trade time for money Selling brands with businesses attached Running a virtual business with physical products Buying a business that you can operate Done-with-you businesses? How do they work? No employees involved! Diversifying your real estate and virtual real estate businesses   Find Niel at voltagedm.com and voltagedm.com/podcasts/   Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every other Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com and do it now because prices go up every year!   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. https://investnext.com

Reed shares his two cents on the dilemmas of capital raising and what the right mindset needs to be.   On the full episode we discussed: From Triplex to 4500 units Scaling was not possible by himself  Learning from Australia about real estate Networking here in USA is like other countries but on steroids Experiences working with WildHorn Capital then building his own brand Scaling and Management of People Marketing via exposure including books and podcasts Building credibility by telling stories Scaling from retail investors to family offices  War Stories How big do you want to grow it? Find Reed at reedgoossens.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

This is exatly what Dan tells people and raising capital is a byproduct. He has a portfolio around 2,500 Units. Thus, he has proven effective in raising capital with this method.   On the rest of the show we disussed themes like: What happens after an athlete retires? You got to find a way to make money There is a lot of power in real estate Tax Free Wealth was the book that started it all How we partnered and scaled Evolving and Scaling after joining Brad Sumrok's community Raising capital by sharing data, educating and nurturing  Cashflow is first and foremost Share what the competitors are doing and show how you can better them Explaining the business plan Getting referrals  Using a podcast to create exposure Investor communications War Stories  The value of the dollar and how it affects real estate Market selection Hold time The use of correct debt   Find Dan at granitetowersequitygroup.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

I got to dive into Reed's scaling and how he raises capital amongst many other items of interest. He is a wealth of knowledge that you will enjoying hanging out with today. Some themes we covered are: From Triplex to 4500 units Scaling was not possible by himself  Learning from Australia about real estate Networking here in USA is like other countries but on steroids Experiences working with WildHorn Capital then building his own brand Scaling and Management of People Marketing via exposure including books and podcasts Building credibility by telling stories Scaling from retail investors to family offices  War Stories How big do you want to grow it? Find Reed at reedgoossens.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

Dan spent some time with me going over how he sacaled and how he raises capital. Tune in for this one as not everyone scales as quick as he did. Some themes we covered include: What happens after an athlete retires? You got to find a way to make money There is a lot of power in real estate Tax Free Wealth was the book that started it all How we partnered and scaled Evolving and Scaling after joining Brad Sumrok's community Raising capital by sharing data, educating and nurturing  Cashflow is first and foremost Share what the competitors are doing and show how you can better them Explaining the business plan Getting referrals  Using a podcast to create exposure Investor communications War Stories  The value of the dollar and how it affects real estate Market selection Hold time The use of correct debt   Find Dan at granitetowersequitygroup.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com.  If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

Gabe talks a little bit in this clip about his thoughts around scaling and how determination can take you far in this game. On the full episode we discussed: The early days of Scaling The mindset of Scaling Taking the scary leap of quitting a W2 and becoming an entrepreneur Can anyone be an entrepreneur? How much reserves do you need before you quit? Try to start by partnering with someone with a track record while adding value  Doing it by yourself vs scaling with partners Selecting Self Storage due to recession resistance Eviction is easier in self storage Seller Finance & Creative Finance Joint venture capital raising Selecting Asset Classes in the Future   Find Gabe at http://www.therealestateinvestingclub.com/ Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price. Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. https://investnext.com

I was asking Jeremiah to advise the scaling syndicator about how to succeed and then I went deeper and asked him if it's true if you have to not only work smart but also work hard? Here is what he had to say!   On the full show we expolred themes including:  SFR's in Las Vegas and losing it all in the crash  Evolving to syndications, self storage, mobile home parks State of the market in self storage Market stabilization just means you need to be a great operator Industrial as a future asset class Benefits and challenges of industrial Moving into Funds  The timeline of his evolution and the asset classes along the way Find Your Competitive Angle Advice for scaling syndicators How capital raising has changed and scaled over time Have skin in the game and build a track record Be willing to give up more of the deal in order to scale The difference between an investor and a business owner 4 key roles in Jeremiah's business; Acquisitions, Fund Raising, Operations & Constructions Capex   Find Jeremiah at patriotholdings.com and get his book Finding Your Edge on Amazon Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price. Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

This was a quick episode with Jeremiah Boucher but it was packed with words of wisdom to assist the scaling syndicator as they grow on their journey. Some themes we covered include:   SFR's in Las Vegas and losing it all in the crash  Evolving to syndications, self storage, mobile home parks State of the market in self storage Market stabilization just means you need to be a great operator Industrial as a future asset class Benefits and challenges of industrial Moving into Funds  The timeline of his evolution and the asset classes along the way Find Your Competitive Angle Advice for scaling syndicators How capital raising has changed and scaled over time Have skin in the game and build a track record Be willing to give up more of the deal in order to scale The difference between an investor and a business owner 4 key roles in Jeremiah's business; Acquisitions, Fund Raising, Operations & Constructions Capex   Find Jeremiah at patriotholdings.com and get his book Finding Your Edge on Amazon Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price. Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Gabe had a lot of input for the scaling entrepreneur as we dove into his evolution and the best part is we got to talk shop on Creative Deals including Seller Finance with a Joint Venture. Tune in for this entertaining episode.    Some themes we explored include: The early days of Scaling The mindset of Scaling Taking the scary leap of quitting a W2 and becoming an entrepreneur Can anyone be an entrepreneur? How much reserves do you need before you quit? Try to start by partnering with someone with a track record while adding value  Doing it by yourself vs scaling with partners Selecting Self Storage due to recession resistance Eviction is easier in self storage Seller Finance & Creative Finance Joint venture capital raising Selecting Asset Classes in the Future   Find Gabe at http://www.therealestateinvestingclub.com/ Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price. Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. https://investnext.com

Chris is a believer in buying real estate and waiting it out through any down turns. In the full show he covered why he sold off his 8,000 unit multifamily portfolio and pivoted into senior living real estate.    In this clip he covers raising capital from family offices a bit.    On the full episode we went over: Surviving Downturns Assisted Living and Memory Care Buy distressed real estate when the market is down The Effects of Covid on Senior housing The Multifamily industry was visibly crazy from 2010 to 2020 Raising equity through tax credits Buying Multifamily during the crash of 08' Joint Venturing with Family Offices Institutional JV Partnership Structures  Transitioning from Institutional raises to retail capital raises Using Regulation CF Why is assisted living so lucrative? What do Family Offices Require    Find Chris at https://lloydjonesllc.om Book a call with Ruben at https://calendly.com/rubengreth   Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at https://capitalraisingmeetup.com   If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/   Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. https://investnext.com

Chris Finlay Joined us for the Premier of Season 4 and talked shop with me about how he sold a lot of his 8,000 multifamily unit portfolio and pivoted into Assisted Living and Memory Care facilities. We discuss why as the show unfolds. Themes we discussed include: Surviving Downturns Assisted Living and Memory Care Buy distressed real estate when the market is down The Effects of Covid on Senior housing The Multifamily industry was visibly crazy from 2010 to 2020 Raising equity through tax credits Buying Multifamily during the crash of 08' Joint Venturing with Family Offices Institutional JV Partnership Structures  Transitioning from Institutional raises to retail capital raises Using Regulation CF Why is assisted living so lucrative? What do Family Offices Require    Find Chris at https://lloydjonesllc.om Book a call with Ruben at https://calendly.com/rubengreth   Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at https://capitalraisingmeetup.com   If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/   Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. https://investnext.com  

Jean is one of the few BTR syndicators in Phoenix, most BTR developers in Phoenix are Institutions or Private Investors. I hope you enjoy what he had to say on the topic as much as I did! check out the full episode where we covered things like:  Dreaming to be a lender from a young age Using a pool fund to lend from Scaling up a BTR fund to do it big Why should someone invest in BTR? Institutional capital has left Retail and Office to go into BTR Renters prefer a yard and SFR's to rent more than apartments Build to Rent vs Build to Sell There is a 6 Million home shortage of houses  You can build BTR, Retn it Now, Sell it Later Make sure to individually plat the lots for multiple exit strategies Subcontractors will give you a great price when you build in bulk Institutions will pay a premium for larger portfolios of BTR AZ has a Spec Builder tax that gets voided after two years of holding You can pick the ideal time to sell based off future cap rate predictions What are the benefits of investing in AZ Benefits of Build to Rent Capital Raising for Development Using Regulation D. 506(c) exemptions  Hard Money Lending Funds for BTR in AZ Investors often have two investment theses that can both be addressed Individual mezzanine lenders may not need to be accredited How do you lend money in AZ (post lighting round) Find Jean at klinkloans.com & klinkfunds.com   Check Out InvestNext.com as the preferred investor portal of the show.  Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com   Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com/# Mention the Capital Raiser Show to get 40% off at FamilyOffices.com

Jean is one of the few BTR syndicators in town, most BTR developers in Phoenix are Institutions or Private Investors. I hope you enjoy what he had to say on the tpic as much as I did! Some points of discussion covered include:  Dreaming to be a lender from a young age Using a pool fund to lend from Scaling up a BTR fund to do it big Why should someone invest in BTR? Institutional capital has left Retail and Office to go into BTR Renters prefer a yard and SFR's to rent more than apartments Build to Rent vs Build to Sell There is a 6 Million home shortage of houses  You can build BTR, Retn it Now, Sell it Later Make sure to individually plat the lots for multiple exit strategies Subcontractors will give you a great price when you build in bulk Institutions will pay a premium for larger portfolios of BTR AZ has a Spec Builder tax that gets voided after two years of holding You can pick the ideal time to sell based off future cap rate predictions What are the benefits of investing in AZ Benefits of Build to Rent Capital Raising for Development Using Regulation D. 506(c) exemptions  Hard Money Lending Funds for BTR in AZ Investors often have two investment theses that can both be addressed Individual mezzanine lenders may not need to be accredited How do you lend money in AZ (post lighting round) Find Jean at klinkloans.com & klinkfunds.com   Check Out InvestNext.com as the preferred investor portal of the show.  Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com   Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com/# Mention the Capital Raiser Show to get 40% off at FamilyOffices.com  

This week Josh is joined by Jason Lee. Jason is a highly recognized real estate broker in the multifamily real estate industry. He has worked with several eight to ten figure real estate investors in San Diego County, helping them acquire, dispose, and 1031 exchange in order to improve their portfolio. Today discuss some of the steps Jason took to get started in a market like San Francisco, what to look for in a business partner when scaling, his secrets to raising capital and much more. Enjoy!     How to connect with Jason: linkedin/instagram: @jasonjosephlee    How to connect with Josh: Ferrari Capital - https://ferraricapital.com/ https://www.facebook.com/joshua.ferrari.16/ https://www.linkedin.com/in/joshua-ferrari-6b9107160/     Creative Capital is made possible in part by our sponsors. InvestNext is a comprehensive, instititutional grade software solution for real estate syndications that allows you to effectively and efficiently manage all phases of your real estate venture. To get started, visit https://www.investnext.com/ and use code Creative Capital for 25% off your first three months.   

Tap into the power of the internet with Todd Heitner as he talks about a website's role in creating impactful first impressions for your business and the ways to activate your industry-leading multifamily investor webpage. Check out today's episode and start looking like a billion-dollar company!WHAT YOU'LL LEARN FROM THIS EPISODE Why you should outsource your websiteHow can a great website boost your company's credibilityInvestor-portal recommendations for increased customer relationship managementBest networking tips to establish investor relationshipsTop social media platforms for advertising and whyRESOURCES/LINKS MENTIONEDActiveCampaign https://www.activecampaign.com/SyndicationPro https://syndicationpro.com/Cash Flow Portal https://www.cashflowportal.com/Groundbreaker https://www.groundbreaker.co/Juniper Square https://www.junipersquare.com/Investor Deal Room https://investordealroom.com/InvestNext https://www.investnext.com/Deal Maker Live https://dealmakerliveevent.com/Multifamily Mastery Live 2022 https://jakeandgino.mykajabi.com/store/TaSTjCa5Best Ever Conference https://www.besteverconference.com/Do you want to know how to attract investors 24/7? Get The Fill Your Funnel Toolkit at https://apartmentinvestorpro.com/funnel/ and put your investor acquisition on autopilot for free!ABOUT TODD HEITNERTodd is the CEO of Apartment Investor Pro and has been designing websites for real estate investors for over 15 years. He grew up on a cattle ranch in Oklahoma but quickly figured out that was not the life he wanted. He enjoys experiencing other cultures, spending quality time with friends and family, and traveling. He works at keeping life simple, accessible, and flexible so he can enjoy more of it.CONNECT WITH TODDWebsite: https://apartmentinvestorpro.com/LinkedIn: https://www.linkedin.com/in/toddheitner/Twitter: https://twitter.com/toddheitnerCONNECT WITH USGreen Light Equity Group - http://www.investwithgreenlight.com/For a list of Virtual Meetups - Email: tate@glequitygroup.com | chelsea@glequitygroup.com Special Announcement! Tate's brand-new audiobook “F.I.R.E.-Financial Independence Retire Early Through Apartment Investing” is downloadable! Go to: Green Light Equity Group: http://www.investwithgreenlight.com/.Do you have difficulty underwriting deals? Never worry about getting your numbers wrong with Real Estate Lab, a cloud-based platform for investors. Sign up at https://www.realestatelab.com/ using the promo code TAG2 to get 10% off your first 12 months. Automate your acquisitions and underwriting like a boss now!

Brad St. Onge is the Head of Partnerships at InvestNext. At InvestNext, it's mission is to transform the process in which investment firms raise and manage capital. Based in Detroit, Michigan, InvestNext was founded in 2016. At the time, it saw a major flaw in the industry. Investing as a whole operated within a black box, with countless hours spent on activities that made fundraising, investment management, and investor relations tedious and inefficient.Since day one, Brad known that tomorrow's investors are people who will not only possess access to detailed performance metrics across their portfolio but also have the full picture of the positive impact they have made on the communities they have invested in. Using this scope, the company built a software platform that enables investment firms to operate more effectively and provide greater transparency to their investors. Instrumental to this effort, has been its close partnerships with commercial real estate syndicators as well as numerous investment firms around the globe. As of today, they are trusted by tens of thousands of investors, with billions of dollars managed on the platform.In this episode, Brad will share insights on good market demographics to invest in multifamily. He will also share new features and benefits of using an investor portal and how his firm, InvestNext, can help streamline the raising capital process and more benefits. I have used this portal for over 3 years and I would recommend InvestNext. If you like to see more information or sign up for this portal, please click on this link: InvestNext. CONNECT WITH BRAD ST. ONGEWebsite:  https://www.investnext.com/LinkedIn: Brad Onge  CONNECT WITH JONATHANTo connect with Jonathan, you can send email at info@greystonecapgroup.com or schedule a time to chat.To learn more about real estate investment opportunities, join the Greystone Capital Investor Network. Thanks for listening and until next time, keep building wealth in Commercial Real Estate!  

Brad has been in Real Estate for almost 20 years. Over the last 5 years he ran a successful investor relations department then made the switch to InvestNext where his focus has been on helping IR departments successfully utilize technology to help grow their business. He is head of Partnership Development with InvestNext, an investor management portal. Contact Brad: brad@investnext.com If you've liked this episode, please give us good comments and  five star rating below!Would love your feedback. Please feel free to contact us @ info@loombainvest.com Download your free ebook copy (7 reasons why syndications build long term wealth) @: https://www.loombainvest.comFollow us @: https://twitter.com/loombainvest https://www.instagram.com/loombainvestmenthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba

In today's show, Pancham interviews Kevin Heras - CEO and Co-founder of InvestNext. From a side project to a full-time venture, InvestNext has been modernizing the way real estate syndications and investment firms to raise and manage capital! Kevin is bringing investing to the next level as the software platform is now managing 1600+ syndications and billions of dollars in capital! Discover what the investment portal has to offer in this episode as he shares its features, benefits to passive investors and active syndicators, and how it makes investing easier! He'll also share how InvestNext brings the entire transaction in one place, and how it helps establishing trust and good relationship with your investors! Listen and enjoy the show!   Quote: “It was really cool to build something from the ground up and kind of see that at the early on-stage. So I knew I wanted to do something longer term around building something that solves a problem.” Timestamped Shownotes: 2:04 - Pancham introduces Kevin to the show 3:35 - His college experience that made an impact on building InvestNext 10:44 - Creating the all-in-one investing experience for passive investors 14:06 - What makes InvestNext different from other investment portals 16:49 - Fully-built dashboard and having full database access to sponsors 19:46 - On integrating your email clients to your profile for easier tracking 22:32 - On building strong customer relationships through InvestNext 28:04 - Taking the Leap Round 28:04 - On investing time and sweat equity in InvestNext 28:38 - Overcoming fears by working with his “what ifs” and doubts 30:41 - His investments that didn't work out as expected 33:18 - His message to those who hesitate to take a leap 35:21 - How you can connect with Kevin 3 Key Points: InvestNext is an investment portal wherein both passive investors and active sponsors could see their portfolios and track their active deals in one place. In building strong customer relationships with investors, InvestNext also provides a system wherein you can easily track conversations and securely transact payments. Having consistent feedback from possible users could help for potential optimizations which could benefit in developing your product. Get in Touch: InvestNext Website - https://www.investnext.com/ Kevin Heras Email - kevin@investnext.com The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com

In this #TechandTacticsTuesday episode, we'll hear about a story of resilience and not giving up. Mike Angelo, founder of NK Development Group will share how he got into multifamily syndication even without experience or knowledge. Mike had roles in executive leadership, technical support, and strategic sales for two multibillion-dollar organizations in the construction supply business before his position was eliminated. He had some savings and a lot of time so he decided to go for multifamily syndication. Mike learned about how to invest through podcasts, YouTube videos, and other media. He began investing in a couple of projects to understand how to raise capital. He started building his own business model from the ideas and best practices he learned from other operators. He learned ease of investing and adopted the use of InvestNext which has helped them establish a seamless process and build good relationships with their investors. But he got his first deal after underwriting 800 deals! He refused to give up and now he is reaping great success for all his hard work.

In this #TechandTacticsTuesday episode, we're featuring Kevin Heras, the co-founder of InvestNext, a software platform that modernizes the way real estate syndicators investment firms raise and manage capital. It's a workspace that manages the entire process of real estate syndication and is used by major syndications and investment firms internationally.If you are a syndicator still using Excel and shared files and folders, then you've got to listen to this episode to know about InvestNext. It will save you money and effort in hiring more people to do everything manually. InvestNext provides the ease of process for the syndicator and, most of all, the investors. If you're new to this industry, this platform will give you a solid professional presence with the assurance that everything is securely managed and transacted.

Welcome to another episode of Spilling the Beans! Today I'm sitting down with Brad St. Onge, one of the go-to folks over at InvestNext. InvestNext is an investment software that helps manage private money investors no matter what business you're in. With his background in raising capital, Brad is seeing billions of dollars moved across their platform on an annual basis, including some of ours. He's also a member of the Legacy Family mastermind, so we've gotten to know each other pretty well over the last few years. At the last mastermind event, we were talking about raising cash in today's market, and I thought that would be an awesome topic for Spilling the Beans. Let us know your biggest takeaway from this interview in the comments below! //SAY HI TO BRAD IG: @brad_st.onge or @investnext FB: /investnext Website: https://www.investnext.com/

In this episode we have Brad St. Onge from InvestNext. Through InvestNext, Brad is revolutionizing the way investment firms are raising and managing their capital. With experience of nearly 20 years in real estate, Brad is currently focussing on empowering investor relations to grow their business by using tech. Tune in to the episode to know Brad shares his journey and his fund model experienceBrad advises from his best and worst investing experiencesHow InvestNext can streamline your investments and help you with fundraisingImpressive features from Investnext softwareKnow how InvestNext is safeguards usage from SCC Regulations compliance and data securityConnect with Brad St. Onge & InvestNext Website: https://www.investnext.com/Instagram: https://www.instagram.com/investnextsoftware/Linkedin: https://www.linkedin.com/in/bradstonge/Connect with Rama KrishnaWebsite: www.ushacapital.comLinkedin: https://www.linkedin.com/in/rama-krishna-2489241a3/

Episode 90: Head of Partnership Development with InvestNext. He has been in Real Estate or Investments for almost 20 years. Over the last 5 years he ran a successful investor relations department then made the switch to InvestNext where his focus has been on helping IR departments successfully utilize technology to help grow their business.For today's episode we will cover: [00:00 - 7:12] Opening Segment.Getting to know Brad St. Onge.Introduction to investment management platforms.Making the investors' lives easier. [7:12 - 16:36] A seamless process and getting the trust of investors.Teaching the investors of their mistakes.Prioritizing the customer's success.Improving customer services.Incorporating training sessions. [16:36 - 22:26] Why having an application is importantThe development timeline.Always improving what is in the app.Streamlining the process through apps. [22:26 - 29:02] Standing out with apps in the present time.How to stand out in a crowded market.Working with people who are fluent in technology.Why you should stop using excel. [29:02 - 38:38] The limited partner side of the business.The different kinds of passive investors.Making a good experience for the investorsFiltering out common questionsStop making work for your investorUsing Pragli with your team and your investorsUtilizing loom to teach in and out of your company [38:38 - 42:05] The best way to serve the customer databaseThrow your ego away2022 plans [42:05 - 44:26] Closing Segment.Final words from everyoneTweetable Quotes: You only have so much time for them to invest. So if the process is hard, they might just say ‘I'm not going to do this, I'll just go to the next deal.' - Brad St. Onge   SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook

Welcome back everybody to the AJ Osborne Podcast! I'm your host AJ Osborne! We have an awesome guest lined up for you all today, one of our amazing partners and resources that we use on our deals - the one and only Brad St. Onge with InvestNext. In a nutshell - InvestNext is an industry leading software that helps firms manage investor relations. This is just the tip of the iceberg in regard to the level of value that InvestNext offers and how truly robust the platform is. When it comes to raising money from investors, there are numerous aspects to consider. Are all documents signed correctly? Do investors have information they need at their fingertips? How are you managing your investors and their expectations? How do you send information to investors regarding the deals you have for them? These are just a few pain points that Brad covers in today's podcast. These are great questions to be thinking about and that you should be asking, this is especially the case when you're operating at scale with hundreds of inventors. Brad also shares how InvestNext came to be, where things are at currently, and what the future looks like for the company. This is a phenomenal episode packed with a ton of great information for anyone who is currently working with, or who is looking to work with investors to fund deals. Enjoy everybody, AJ Be sure to check out InvestNext on their website at: https://www.investnext.com/

Welcome back everybody to the AJ Osborne Podcast! I'm your host AJ Osborne! We have an awesome guest lined up for you all today, one of our amazing partners and resources that we use on our deals - the one and only Brad St. Onge with InvestNext. In a nutshell - InvestNext is an industry leading software that helps firms manage investor relations. This is just the tip of the iceberg in regard to the level of value that InvestNext offers and how truly robust the platform is. When it comes to raising money from investors, there are numerous aspects to consider. Are all documents signed correctly? Do investors have information they need at their fingertips? How are you managing your investors and their expectations? How do you send information to investors regarding the deals you have for them? These are just a few pain points that Brad covers in today's podcast. These are great questions to be thinking about and that you should be asking, this is especially the case when you're operating at scale with hundreds of inventors. Brad also shares how InvestNext came to be, where things are at currently, and what the future looks like for the company. This is a phenomenal episode packed with a ton of great information for anyone who is currently working with, or who is looking to work with investors to fund deals. Enjoy everybody, AJ Be sure to check out InvestNext on their website at: https://www.investnext.com/

Do you find it challenging to manage the complete lifecycle of your real estate deals? Then, this episode is for you! Brad St. Onge talks about utilizing technology that may help to accelerate the process and radically affect the dynamics for anyone trying to expand their real estate business.Key Takeaways To Listen ForInvestNext: How it works and the benefits of utilizing it prior to having a dealWays to communicate in a deal room to acquire soft commitmentsUnderstanding the effectiveness of InvestNext investor portal Identifying the product's features and functionThings to know on how to set the investor portal efficiently The difference between InvestNext from other investor platforms About  Brad St. Onge Brad St. Onge is the Head of Partnership Development with InvestNext. He has been in Real Estate or Investments for almost 20 years. Over the last 5 years, he ran a successful investor relations department then made the switch to InvestNext where his focus has been on helping IR departments successfully utilize technology to help grow their business.Connect with Brad Website: InvestNextLinkedIn: Brad St.OngeEmail: Brad@investmentnext.comTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Welcome back to The Multifamily Artists Podcast! In this Action Items episode, we're bringing back Brad St. Onge! Brad is the Head of Partnership Development with InvestNext. He has been in Real Estate or Investments for almost 20 years. Over the last 5 years, he ran a successful investor relations department, then made the switch to InvestNext where his focus has been on helping IR departments successfully utilize technology to help grow their business. In this episode, Brad and I will dive deeper into the features and advantages of InvestNext. Brad will tell us about InvestNext's feature, the distribution waterfall, and how it compares to using Excel. If you're planning to switch to InvestNext, hop right in on this episode and learn more about the software!  [00:01 – 11:13] InvestNext's Edge What you can do with InvestNext How the platform makes admin work easier The “distribution waterfall” feature Distribution waterfall vs. Excel [11:14 – 15:12] Closing Segment Brad on those who want to switch to InvestNext How you can connect with Brad and InvestNext Tweetable Quotes: “There's just different hurdles that we build to essentially, hopefully, get you to stop using Excel. Because if you put something in wrong, it'll tell you correctly what you put in wrong, and you may be paying that out. So that's why I like our distribution waterfall. I think it's one of the things that really separates us from other groups.” - Brad St. Onge “A lot of the better relationships are those that dig into the portal. This will help you save time and create that professionalism and transparency. If you dive and have questions, let's try to figure it out together. Let's make it better for you guys, for us, and hopefully for your investors, more importantly.” - Brad St. Onge ---------------- Socials and Links Connect with Brad via his email and https://www.linkedin.com/in/bradstonge/ (LinkedIn)! Check out InvestNext on https://www.instagram.com/investnextsoftware/ (Instagram)! Sponsor: https://www.investnext.com/product-demo/?utm_source=affiliate&utm_medium=email&utm_campaign=leaddyno&afmc=k6 (Invest Next) LEAVE A RATING AND REVIEW + help someone learn how to start their investing career by sharing this episode or click https://www.inrhythmmultifamily.com/podcast-1 (here) to listen to our previous episodes. Get IN RHYTHM and follow The Multifamily Artists Podcast on https://podcasts.apple.com/us/podcast/the-multifamily-artists-podcast/id1550233740 (Apple Podcasts), https://www.audible.com/pd/The-Multifamily-Artists-Podcast-Podcast/B08K56K6JB (Audible), and https://the-multifamily-artists.captivate.fm/ (Captivate) Visit our https://www.inrhythmmultifamily.com/ (website) to learn more about me and IN RHYTHM Follow me on https://www.instagram.com/taylor_cu/?hl=en (Instagram), https://www.facebook.com/taylor.cu (Facebook), and https://www.linkedin.com/in/taylorcu/ (Linkedin).

The paperwork and processes that come with syndications can be quite a lot to handle. The good news is, certain platforms like InvestNext can make your syndications more efficient. This is what Brad St. Onge will talk about in this episode. Brad is the Head of Partnership Development with InvestNext. He has been in Real Estate or Investments for almost 20 years. Over the last 5 years, he ran a successful investor relations department, then made the switch to InvestNext where his focus has been on helping IR departments successfully utilize technology to help grow their business. In this episode, Brad talks about how InvestNext makes syndication processes more efficient and easier to deal with. He is going to talk about the benefits of using the platform and how other investors are using it to ultimately generate more results in their real estate businesses. Join us and listen in! [00:01 – 08:16] Opening Segment Welcoming Brad to the show Brad shares his background How he got into real estate Brad talks about InvestNext [08:17 – 23:00] How InvestNext Makes Syndications More Effective and Efficient Investor relations solutions brought by InvestNext The challenges they were having in investor relations How the platform is helping other syndicators Why InvestNext is a platform for all The benefits of using the platform Building transparency and credibility The importance of doing your homework before a syndication [23:01 – 34:04] Streamlining Investor Relations and Syndication Processes Red flags you should watch for in investor relations Streamlining the entire process of syndications There's still a lot of people who don't know about syndications Brad on non-transparent general partners Documenting voting processes [35:05 – 37:41] Closing Segment The legacy Brad and InvestNext want to leave behind How you can connect with Brad and InvestNext Closing words Tweetable Quotes: “I think risk is proportionate to your knowledge about something. So if you've done your homework, then it shouldn't be very risky, as long as you understand what you're getting into.” - Brad St. Onge “I think that's eventually where we want to go — just keeping on creating more time, how we can create more time for you guys, and then we'll just continue to try to use that as a focus and hopefully build a whole InvestNext environment where some of our GPs are talking to each other, communicating to each other, maybe helping each other raise funds. I think that's the overall goal for at least the next five years.” - Brad St. Onge ---------------- Socials and Links Connect with Brad via his email and https://www.linkedin.com/in/bradstonge/ (LinkedIn)! Check out InvestNext on https://www.instagram.com/investnextsoftware/ (Instagram)! Sponsor: https://www.investnext.com/product-demo/?utm_source=affiliate&utm_medium=email&utm_campaign=leaddyno&afmc=k6 (Invest Next) LEAVE A RATING AND REVIEW + help someone learn how to start their investing career by sharing this episode or click https://www.inrhythmmultifamily.com/podcast-1 (here) to listen to our previous episodes. Get IN RHYTHM and follow The Multifamily Artists Podcast on https://podcasts.apple.com/us/podcast/the-multifamily-artists-podcast/id1550233740 (Apple Podcasts), https://www.audible.com/pd/The-Multifamily-Artists-Podcast-Podcast/B08K56K6JB (Audible), and https://the-multifamily-artists.captivate.fm/ (Captivate) Visit our https://www.inrhythmmultifamily.com/ (website) to learn more about me and IN RHYTHM Follow me on https://www.instagram.com/taylor_cu/?hl=en (Instagram), https://www.facebook.com/taylor.cu (Facebook), and https://www.linkedin.com/in/taylorcu/ (Linkedin).

On Discovering Multifamily Episode 144, Brad St. Onge joins us as the Head of Partnerships at InvestNext. Brad has passion for helping real estate multifamily syndicators more effectively manage their investor base, run minor back office accounting, and ease the process of the capital raise. Want to check out the incredible InvestNext platform and start running seamless syndications? You can contact Brad at brad@investnext.com or visit InvestNext.com!Podcast Links:  iTunes: https://podcasts.apple.com/us/podcast/discovering-multifamily/id1506820688#episodeGuid=Buzzsprout-3366217 YouTube:https://youtu.be/Ay2DFjutcJ4     Website: www.redknightproperties.com/media     Spotify: https://lnkd.in/gfcVc3p     Links/Shout-Outs Mentioned:     www.redknightproperties.com - Red Knight Properties Website#financialfreedom #passiveinvesting #activeinvesting #investsmart #investwisely #buildingwealth #multifamily #podcast #Red Knight Properties #Anthony Scandariato #Brian Leonard #investing in real estate #investing in multifamily #investing in syndication

What can technology do to make investing easier? Joining our episode today is Brad St. Onge, who talks about how using technology can streamline the process and can completely transform the game for anyone looking to grow their real estate business. He also explains in-depth how it saves time and increases efficiency. Brad's background and how he got interested in real estate investing. How do adaptability and having good customer relations lead to success? InvestNext: What is it, how does it work, and make investing easier? How can this technology help the scalability perspective of the business? How much does the software cost? The secrets that one should know about the investor portal Pod Decks Segment Core Four Segment Favorite Real Estate Related Book What do you think your unique skill is that helped you become successful? Tell me something that's true about real estate that almost nobody agrees with you on? One piece of advice would you give to our listeners wanting to succeed in real estate investing Book mentioned The Only Woman In The Room by Ashley Wilson  Resource/Link Mentioned The Mortgage Lender Implode Meter  About Brad St. Onge Brad St. Onge started working in the mortgage industry on the wholesale side, in 2003, after graduating from Central Michigan University. He focused primarily on residential lending for the first few years. He had a passion for learning more about the commercial lending side and when his company started to dabble in small commercial lending, he was one of a few account executives that had the opportunity to sell multifamily loans. He found his way into the banking industry and it was this experience that landed him a job running an investor relations department for a real estate private equity firm. At this firm, he met the founders of a startup investment management platform called InvestNext. Now, he is the Head of Partnerships with InvestNext where he works with their clients in order to continually add features and increase the visibility of the InvestNext brand. Connect with Brad  Email: Brad@investmentnext.com Website: InvestNext LinkedIn: Brad St. Onge For more information about Ferrari Capital visit us on our website @ https://www.ferraricapital.com  If interested in doing any deals with us and want to keep updated on any upcoming new deals, just sign up at the link below and you'll be on our investor list: Partnership — Ferrari Capital To grab a copy of our free Ebook: “The Ultimate Guide to Investing in Multifamily Syndications”, just provide us your email on our homepage, and will send that right over to you.

What does it take to build a platform that revolutionizes the way something is done? Let's dive in and find out. Kevin Heras is one of the co-founders at InvestNext, a platform that has modernized the way real estate syndicators raise and manage capital. Kevin has a passion for systems and software products that help real estate professionals build their business. With his company, he has 230+ syndications under his belt and over $1B tracked through their platform.[00:01 – 03:45] Opening SegmentLet's get to know today's guest, Kevin HerasKevin's background - building InvestNext[04:13 – 10:30] Building a Syndication Platform - The TeamKevin talks about the process of scaling a team More strategy, less implementationDeveloping KPIs - Monitoring OKRs[10:31 – 19:05] Building a Syndication Platform - Surprising TrendsA ‘look behind the curtain' on the metrics Kevin's seen on the platformThe goal of reducing all friction for investorsSurprising trends you may not know about [19:06 – 21:22] Final Four SegmentKevin's advice to aspiring investorsBuild trust and be mindful of your missionHow he stays on top of his gameStaying active physically His way to make the world a better placeSupporting the development of Detroit's communityReach out to our guest– see links belowFinal wordsTweetable Quotes: “I can definitely be in the wormhole of doing something or I can empower my team to, probably, do a much better job than myself… at the end of the day the output is so much better than you could ever imagine...” Kevin Heras------------------------------------------------------------------------------------------Connect with Kevin at kevin@investnext.com or on LinkedIn. Check out https://www.investnext.com/ and start managing your syndication.Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

What does it take to build a platform that revolutionizes the way something is done? Let's dive in and find out. Kevin Heras is one of the co-founders at InvestNext, a platform that has modernized the way real estate syndicators raise and manage capital. Kevin has a passion for systems and software products that help real estate professionals build their business. With his company, he has 230+ syndications under his belt and over $1B tracked through their platform.[00:01 – 03:45] Opening SegmentLet's get to know today's guest, Kevin HerasKevin's background - building InvestNext[04:13 – 10:30] Building a Syndication Platform - The TeamKevin talks about the process of scaling a team More strategy, less implementationDeveloping KPIs - Monitoring OKRs[10:31 – 19:05] Building a Syndication Platform - Surprising TrendsA ‘look behind the curtain' on the metrics Kevin's seen on the platformThe goal of reducing all friction for investorsSurprising trends you may not know about [19:06 – 21:22] Final Four SegmentTweetable Quotes: “I can definitely be in the wormhole of doing something or I can empower my team to, probably, do a much better job than myself… at the end of the day the output is so much better than you could ever imagine...” Kevin Heras------------------------------------------------------------------------------------------Connect with Kevin at kevin@investnext.com or on LinkedIn. Check out https://www.investnext.com/ and start managing your syndication.Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

My guest today, Brad St. Onge, is on a mission to transform the way investment firms raise and manage capital. Brad is Head of Partnerships at InvestNext, a startup investment management platform founded in 2016 and located in Detroit, Michigan. After realizing the countless hours spent on activities that made fundraising, investment management, and investor relations tedious and inefficient, InvestNext developed software that enables investment firms to operate more effectively and provide greater transparency to their investors. Instrumental to this effort has been their close partnerships with commercial real estate syndicators and other investment firms around the globe and, as of today, InvestNext is trusted by tens of thousands of investors, with billions of dollars managed on the platform. In this episode, Brad shares how the InvestNext software works, how they are integrating other technology, and some of the unique ways he has seen the platform used for growing MF businesses like Threefold Real Estate Investing. Check out InvestNext: Homepage - InvestNext Book Recommendation: The Only Woman In The Room by Marie Benedict Prayer Request: For the U.S. as a nation and nations like India who are struggling with a Covid outbreak. Connect with Brad: Website: Homepage - InvestNext, Email: Brad@InvestNext.com, LinkedIn: Brad St. Onge | LinkedIn Connect with Lee: Website: THREEFOLD - Real Estate Investing (threefoldrei.com), Email: info@threefoldrei.com, Facebook: Threefold Real Estate Investing | Facebook, LinkedIn: Lee Yoder | LinkedIn Check out our Free E-book! https://threefoldrei.ac-page.com/5-steps-to-passive-income-for-the-full-time-dad

Today's guest is on a mission to transform the way investment firms raise and manage capital. Brad St. Onge is Head of Partnerships at InvestNext, a startup investment management platform founded in 2016 and located in Detroit, Michigan. After realizing the countless hours spent on activities that made fundraising, investment management, and investor relations tedious and inefficient, InvestNext developed software that enables investment firms to operate more effectively and provide greater transparency to their investors.

Hey! Jason and Pili Yarusi here.We just released a new episode on the Multifamily Live podcast… check it out!Brad St. Onge started working in the mortgage industry on the wholesale side, in 2003, after graduating from Central Michigan University. After the financial crisis of ‘08/'09, he ended up working in the banking industry and later landed a job running an investor relations department for a real estate private equity firm.At this firm, he met the founders of a startup investment management platform located in Detroit, MI, called InvestNext. The relationship he built with the founders, Kevin, Michael, and Matthew, led him to develop a passion for helping syndicators more effectively manage their investor base, run minor back office accounting, and ease the process of the capital raise.Brad is now the Head of Partnerships at InvestNext where he works with their clients and growth team in order to continually add features and increase visibility of the InvestNext brand!Listen in now!Connect With Brad St. Onge and InvestNextWant to check out the incredible InvestNext platform and start running seamless syndications? You can contact Brad at brad@investnext.com or visit InvestNext.com!Want to Learn More About Multifamily Real Estate Investing?We're holding a live, 3-day “virtual” event call Multifamily Live on June 10-12 2021… and for the first time ever, we're going to open the doors and walk you guys through literally every step of what we're doing on our multifamily deals.We've done events before but nothing this massive or this valuable... and since this is a virtual event, you don't have to travel or even leave your couch! But spots are limited… sign up below!- CLICK HERE: MultifamilyLiveEvent.comSee you there! See acast.com/privacy for privacy and opt-out information.

Brad St. Onge Head of Partnerships at InvestNext discusses his transitions through the real estate industry and shares how his InvestNext product utilizes transparency and professionalism to provide a one stop shop to syndicators.

Kevin Heras is a co-founder at InvestNext, a software platform that modernizes the way real estate syndicators raise and manage capital. InvestNext has over 300 clients and over 1 Billion in transactions in the platform.Prior to founding InvestNext, Kevin worked as a program manager at Atrio Systems, a technology consulting firm. In this role, he was exposed to a wide variety of technologies and was closely involved in implementing CRM, ERP and other business-critical systems, for customers across a broad range of industries.It was his time working at the student career network, Handshake, that sparked his enduring passion for product development. As employee #2 at the dorm room-founded startup, he had the privilege of contributing to early product development and growth efforts, leading up to the company's initial round of funding. Handshake is currently valued at over $400 million and it is the leading college-to-career recruiting platform in the nation.In this episode, we discover when Kevin's light bulb moment lead to a new and innovative software platform that was built from visionary ideals and passion that help real estate syndicators scale and grow their business. InvestNext Platform:If you are interested in signing up for InvestNext: http://www.investnext.com/product-demo?afmc=8rIf you have any questions, you can email me at info@greystonecapgroup.com.  Connect with Jonathan Wei To connect with Jonathan, you can send email @ info@greystonecapgroup.com or schedule a time to chat. To learn more about real estate investment opportunities, join the Greystone Capital Investor Network.  Thanks for listening and until next time, keep building wealth in Commercial Real Estate!   

Using new technology to bring available data to real estate investors might just become the name of the game in the near future. Here to talk about how InvestNext is doing exactly that is one of their founders, Kevin Heras! He talks about the platform and the idea of a platform as a service in the real estate space before we dive into the founding of the company, his experience at a number of different companies including Microsoft, and the lessons he has brought into his current work. Kevin unpacks the service that InvestNext offers as well as sharing some plans in the pipeline, to be rolled out soon. We also get to discuss common pain points that they address and why Kevin places so much importance on establishing trust with clients.

Despite how fast the world of syndication is growing, there are still great technological gaps in the space. From communicating with investors to capital raising, operators often have numerous, disparate systems that can lead to bottlenecks at various stages of the syndication. These inefficiencies seriously hinder an operator's ability to scale. Today's guest, Kevin Heras, is here to talk about a platform he co-founded, InvestNext, which looks to modernize and democratize real estate syndication. In this episode, Kevin shares his background with us and his passion for tech space. We also learn more about the close relationship that the company has with its clients and the unique way they've leveraged customer input to grow business. Kevin also walks us through the platform in more detail.