Podcast appearances and mentions of jillian sidoti

In this episode, Jillian Sidoti shares her insights on real estate investing, capital raising, and leveraging AI to automate and scale her business. She discusses her focus on luxury travel, experiential stays, and the importance of building strong investor relationships.   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   —--------------------

Most investor outreach fails because it sounds fake. In this episode, Jillian Sidoti shares how to use AI and automation to raise capital while still sounding human. She explains how to connect with the right people, start real conversations, and build trust before ever making a pitch.

In this episode, Nate Dodson and Jillian Sidoti get real about the untapped potential surrounding accredited vs. non-accredited investors. They unpack why high-net-worth relationships—not random leads—should be the foundation of your investor outreach.  They also share stories and real-life examples of the evolving strategies around the importance of precise marketing communication in the age of AI and why knowing your client avatar has never been more vital.  Key Takeaways: Focus on high-net-worth relationship building, not cold leads Why the rise of AI makes precision and targeted messaging a must How to use pattern recognition to optimize your funnel Breakdown of why your client avatar is a fundamental key to success Nate and Jillian debate: Can “no” can be just as valuable as “yes” Two surprising demographics that will shift how you view client avatars   Useful links and resources: https://findmoreinvestors.com/apply Yakov Smart's new book 'Attracting Investors' on Amazon   Join our capital raising community group here: https://www.facebook.com/groups/capitalraisingtalkwithcapitalraisingprosgroup   Free Trainings on “How To Raise More Capital & Find High Net-Worth Investors on Auto-Pilot”: http://findmoreinvestors.com/capital   Enter our monthly raffle by leaving a 5-star review and emailing a screenshot to: reviews@findmoreinvestors.com   Connect with Yakov: https://www.linkedin.com/in/yakovsavitskiy/ https://www.facebook.com/yakov.smart3   The following music was used for this media project: Music: Positive Fat Bass Intro Loop by WinnieTheMoog Free download: https://filmmusic.io/song/6093-positive-fat-bass-intro-loop License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://linktr.ee/taigasoundprod   The following music was used for this media project: Music: Just Keep Going (Loopable) by chilledmusic Free download: https://filmmusic.io/song/7245-just-keep-going-loopable License (CC BY 4.0): https://filmmusic.io/standard-license   The following music was used for this media project: Music: Business Of Dreams by MusicLFiles Free download: https://filmmusic.io/song/9392-business-of-dreams License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://cemmusicproject.wixsite.com/musiclibraryfiles  

In this episode, Jillian Sidoti shows us exactly how training AI chatbots can not only be fun but extremely productive. Whether it's ChaptGPT, Grok, Claude, or Perplexity, we should be treating these AI like real people - but not for the reason you think.  Jillian drops gems with some personal stories about how she's trained AI to do everything from develop marketing plans, create workbooks, write content, and even prank her kids. She gets really specific on how to prompt AI to get the most effective outputs that feel uniquely you (as opposed to robotic and generic). By using AI the right way, you'll be in a prime position to save a ton of time and optimize your capital raising business.   Key Takeaways: The evolving role of AI in investor relations How to train your AI chatbot for business or personal The best prompts to leverage AI  Why the future of AI is a human renaissance Core AI mistakes capital raisers make     Useful links and resources: https://findmoreinvestors.com/apply Yakov Smart's new book 'Attracting Investors' on Amazon   Join our capital raising community group here: https://www.facebook.com/groups/capitalraisingtalkwithcapitalraisingprosgroup   Free Trainings on “How To Raise More Capital & Find High Net-Worth Investors on Auto-Pilot”: http://findmoreinvestors.com/capital   Enter our monthly raffle by leaving a 5-star review and emailing a screenshot to: reviews@findmoreinvestors.com   Connect with Yakov: https://www.linkedin.com/in/yakovsavitskiy/ https://www.facebook.com/yakov.smart3   The following music was used for this media project: Music: Positive Fat Bass Intro Loop by WinnieTheMoog Free download: https://filmmusic.io/song/6093-positive-fat-bass-intro-loop License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://linktr.ee/taigasoundprod   The following music was used for this media project: Music: Just Keep Going (Loopable) by chilledmusic Free download: https://filmmusic.io/song/7245-just-keep-going-loopable License (CC BY 4.0): https://filmmusic.io/standard-license   The following music was used for this media project: Music: Business Of Dreams by MusicLFiles Free download: https://filmmusic.io/song/9392-business-of-dreams License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://cemmusicproject.wixsite.com/musiclibraryfiles

In this special episode, Yakov passes the torch to our new hosts, Nate Dodson and Jillian Sidoti!  Nate and Jillian outline their exciting vision for the future of the podcast as they discuss the evolution of capital raising, frameworks for scaling your business, and how they're leveraging AI and other tech to give capital raisers an edge in 2025.  Tune in to get a look at what to expect — more expert insights, the latest tools, and a renewed focus on helping capital raisers grow effectively. Whether you're just getting started or looking to refine your strategy, this episode sets the stage for a new era in investor attraction. Key Takeaways: Get to know our new hosts Nate Dodson and Jillian Sidoti Evolving beyond outdated capital raising tactics Building trust and keeping deals simple Leveraging AI - differentiation vs generic output Future of the show - how Nate and Jillian will help scale your capital raising & real estate ventures   Useful links and resources: https://findmoreinvestors.com/apply Yakov Smart's new book 'Attracting Investors' on Amazon   Join our capital raising community group here: https://www.facebook.com/groups/capitalraisingtalkwithcapitalraisingprosgroup   Free Trainings on “How To Raise More Capital & Find High Net-Worth Investors on Auto-Pilot”: http://findmoreinvestors.com/capital   Enter our monthly raffle by leaving a 5-star review and emailing a screenshot to: reviews@findmoreinvestors.com   Connect with Nate: https://www.linkedin.com/in/yakovsavitskiy/ https://www.facebook.com/yakov.smart3   Connect with Jillian: https://www.linkedin.com/in/yakovsavitskiy/ https://www.facebook.com/yakov.smart3   Connect with Yakov: https://www.linkedin.com/in/yakovsavitskiy/ https://www.facebook.com/yakov.smart3   The following music was used for this media project: Music: Positive Fat Bass Intro Loop by WinnieTheMoog Free download: https://filmmusic.io/song/6093-positive-fat-bass-intro-loop License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://linktr.ee/taigasoundprod   The following music was used for this media project: Music: Just Keep Going (Loopable) by chilledmusic Free download: https://filmmusic.io/song/7245-just-keep-going-loopable License (CC BY 4.0): https://filmmusic.io/standard-license   The following music was used for this media project: Music: Business Of Dreams by MusicLFiles Free download: https://filmmusic.io/song/9392-business-of-dreams License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://cemmusicproject.wixsite.com/musiclibraryfiles

Welcome to Syndication Made Easy with Vinney Chopra! Today's guest is Jillian Sidoti who is a leading expert on Regulation A offerings, and speaks at seminars about how to legally raise capital for real estate investment projects. She's taught at the University of Redlands and also authored a book about crowdfunding. In this podcast, Vinney and Jillian explain how crowdfunding real estate offerings work for every deal.  Why? Know More!  Love this video? Subscribe now and hit the like button for more useful thoughts. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ ------------------------------------------------

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Jeff is a recovering attorney, a full-time real estate investor with more than 200 residential units and several commercial properties. He is co-host of the Old Fashioned Real Estate Show where they mix bourbon old fashioneds and real estate investing. Get in touch with Jeff: www.oldfashionedrealestate.com www.youtube.com/oldfashionedrealestate www.jeffreyholst.com And Be sure to subscribe to his YouTube show where he drinks bourbon old fashioneds and talk about real estate investing. www.youtube.com/oldfashionedrealestate   Jeffrey Holst Futurist, Author and Attorney at Law (Michigan and Tennessee)   ***   Jillian Sidoti is an attorney, speaker, entrepreneur, mama, and former college professor. Forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals, Jillian has written equity and debt offerings for all kinds of industries including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. Jillian's client list includes Grant Cardone, Than Merrill of AE's Flip this House, Tarek El Moussa of Flip or Flop, David Gross (Nipsey Hussle), Bigger Pockets, Insitu Biologics, and Biolife4D. Jillian is the author of the Crowdfunding Myth, debunking the myths surrounding crowdfunding. As a public speaker, Jillian often offers fun and relatable content that leaves the audience with a deeper understanding of the legalities of and psychology behind raising capital. Her signature talk, “Private Money Rockstar,” draws from Jillian's previous experience in the music industry with the intention of empowering the entrepreneur to be a money raising Rockstar. Jillian is the founding partner of Crowdfunding Lawyers, LLP. Established in 2014, Crowdfunding Lawyers, LLP clients have gone on to raise over $4 billion in capital. Get in touch with Jilian: https://www.linkedin.com/in/jilliansidoti/  _____________________________________________ #RealEstatePodcast | #RealEstateAdvice Wanna know more about Barri Griffiths and the WWRE Podcast: https://linktr.ee/wrestlingwithrealestatepodcast The WWRE Podcast is available on all platforms

Jillian Sidoti is an attorney, speaker, entrepreneur, mama, and former college professor. Forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals, Jillian has written equity and debt offerings for all kinds of industries, including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. Jillian’s client list includes Grant Cardone, Than Merrill of AE’s Flip this House, Tarek El Moussa of Flip or Flop, David Gross and more.Jillian is the author of the Crowdfunding Myth. As a public speaker, she often offers fun and relatable content that leaves the audience with a deeper understanding of raising capital. Jillian is the founding partner of Crowdfunding Lawyers, LLP. In this episode, Tyler and Jillian’s discussion focused on leveraging crowdfunding to build wealth for yourself and others. They discussed how Jillian developed a poverty mindset in the music industry, the biggest issues sponsors should be aware of in the current legal environment, Jillian’s advice for her clients beyond the operation of their team, tips for passive investors prior to executing a private placement memorandum, Regulation A and more! Other topics included investing in yourself through volunteering, the idea of everything being “figure-outable,” accountability partners, dealing with her kid’s having COVID, and transcendental meditation. This is a highly informative episode for entrepreneurs looking to build their business! Connect with Jillian:Free ebook: https://bit.ly/JillianSidotiBookWebsite: crowdfundinglawyers.com Twitter: twitter.com/jilliansidotiFacebook: https://www.facebook.com/groups/3046697892083948/The following books were mentioned in the show:The BibleThe Power of Now, by Eckhart TolleThe Count of Monte Cristo, by Alexandre Dumas Apply for coaching with Tyler! The world's top performers in any field have a coach to help them achieve drastically greater results and in less time. The most successful real estate investors are no different. To apply for a results coaching session with Tyler, visit coachwithtyler.com.This episode of Elevate is brought to you by CF Capital LLC, a national real estate investment firm that focuses on acquiring and operating multifamily assets that provide stable cash flow, capital appreciation, and a margin of safety. CF Capital leverages its expertise in acquisitions and management to provide investors with superior risk-adjusted returns while placing a premium on preserving capital. Learn more at cfcapllc.com.

Jillian Sidoti is an attorney, speaker, entrepreneur, mama, and former college professor. Forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals, Jillian has written equity and debt offerings for all kinds of industries including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. Jillian’s client list includes Grant Cardone, Than Merrill of AE’s Flip this House, Tarek El Moussa of Flip or Flop, David Gross (Nipsey Hussle), Bigger Pockets, Insitu Biologics, and Biolife4D. Apologies for the quality of audio during this episode If you are interested in investing with us, contact us on our Investor Contact Page

Want to avoid mistakes in Long Distance Investing?  Download your FREE document at http://billykeels.com/7mistakestoavoid   Episode 38: How You Can Raise Capital For Your Real Estate Investments   In the conversation with today’s guest, Jillian Sidoti, you’ll learn the following:   [00:34 - 03:34] Jillian’s profile, in Billy's guest introduction.  [03:34 - 06:09] What Jillian does, and how the SEC fits in with regards to REI  [06:09 - 08:30] The meaning of the term ‘Disclose’ in terms of REI. [08:30 - 14:12] About the huge importance of having reserves and enough capital for the project in hand. [14:12 - 17:50] The documents that are required when going into a new investment. [17:50 - 19:59] The difference between a ‘Sophisticated’ and an ‘Accredited’ investor, and what that role plays.  [19:59 - 23:04] Jillian shares a unique company that she has helped raise capital for. [23:04 - 27:54] What Jillian means by her phrase “Lead with Value”. [27:54 - 32:54] At what point people should be coming  to Jillian and her team for help. Here’s what Jillian shared with us during today’s conversation: Favourite European City: Milan, Italy.. She currently lives in Temecula, California. Best thing to happen in the past 24 hours: Cleaning the fridge (!) and building  a set of bunk beds with the husband and kids! A mistake Jillian would like you to learn from so you don't have to pay full price for it: Trust your instinct / gut feeling. If it doesn’t feel right, it’s okay to walk away from an investment opportunity. Book Recommendation: The Power of Now, by Eckhart Tolle. Be sure to reach out and connect with Yonah by using the info below:   www.crowdfundinglawyers.net  Facebook: Search for the private group Crowdfunding Lawyers. Social networks: JillianSidoti Start taking action TODAY so that you can gain more Education and Control over your financial life.   To see the Video Version of today’s conversation just CLICK HERE.   Do you want to have more control and avoid the mistakes that I made getting started in long distance investing?  Then you can DOWNLOAD the 7 Mistakes to Avoid in Long Distance Investing Guide by clicking HERE.   Be sure to connect with Billy!  He’s made it easy for you to do…Just go to any of these sites:   Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels

Today I had the pleasure of speaking with the entrepreneur, speaker, and attorney at Crowdfunding Lawyers LLP, Jillian Sidoti.Let’s dive into Jillian’s story of helping entrepreneurs find the best and least challenging path to find funding for their deals.Things you will learn in this episode:[00:01 – 04:24] Who is Jillian Sidoti?Jillian talks about her background[04:25 – 11:12] From Real Estate Developer to Attorney-at-LawJillian talks about her career transition from real estate development to being an attorneyJillian shares about her role as an attorney for entrepreneurs[11:13 – 20:44] Finding the Best Way to Attract InvestorsJillian shares what is the best part of working as a crowdfunding lawyerJillian gives powerful advice on how you can attract investors[20:45 – 30:33] The FINAL FOURQuick plug to my podcast producers, STREAMLINED PODCASTSUse Promo Code: Weiss for 20% OFF on your first month.What’s the worst job that you ever had?An accountant at Liberty Mutual Insurance CompanyWhat’s a book you’ve read that has given you a paradigm shift?The Count of Monte CristoWhat does success mean to you?Coming to terms with how can I live the best and most fulfilling life that I can live. Whatever that means to you.Connect with Jillian online. See the links below.Final words from me Tweetable Quotes:“If you don’t know anything and you’re really just starting out, ask thoughtful questions. Keep the conversation running.” – Jillian SidotiResources Mentioned:Grant CardoneBiggerPocketsRealtyMogulJilliene HelmanLast Life Ever You can connect with Jillian on LinkedIn. Join their Crowdfunding Lawyers (Facebook group). Visit their website http://crowdfundinglawyers.net/ WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Support the show (https://www.buymeacoffee.com/weissadvice)

Jillian Sidoti is an attorney, speaker, entrepreneur, and former college professor. She's forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals. Jillian has written equity and debt offerings for all kinds of industries including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. Jillian’s client list includes Grant Cardone, Than Merrill of AE’s Flip this House, Tarek El Moussa of Flip or Flop, David Gross (Nipsey Hussle), Bigger Pockets, Insitu Biologics, and Biolife4D. Jillian is the author of the Crowdfunding Myth, debunking the myths surrounding crowdfunding. As a public speaker, Jillian often offers fun and relatable content that leaves the audience with a deeper understanding of the legalities and psychology behind raising capital. Her signature talk, “Private Money Rockstar,” draws from Jillian’s previous experience in the music industry to empower the entrepreneur to be money-raising Rockstar. Jillian is the founding partner of Crowdfunding Lawyers, LLP. Established in 2014, Crowdfunding Lawyers, LLP clients have gone on to raise over $4 billion in the capital.

Welcome to Syndication Made Easy with #VinneyChopra!   Today’s guest is Jillian Sidoti who is a leading expert on Regulation A offerings, and speaks at seminars about how to legally raise capital for real estate investment projects. She’s taught at the University of Redlands and also authored a book about crowdfunding.   In this video, Vinney and Jillian explain how crowdfunding real estate offerings work for every deal.    Why? Know More!    Love this video? Subscribe now and hit the like button for more useful thoughts.   ----------------------------------------------------------------------------------------------------------------- Get your copy of Vinney’s #1 International Best Selling book – Syndication Made Easy – https://amzn.to/2kwjHDN   -----------------------------------------------------------------------------------------------------------------   ☑️ Check out Mr. Vinney Smile Chopra at  

In her conversation with Roland Today, Jill Sidoti talks about how she helps entrepreneurs figure out how to raise capital legally. If you need to raise money for your business, then this episode will be a great start to help you understand which direction you need to head in, so that you can stay legal, stay out of prison, and get the money you need. “I think it’s really important that we allow mom and pop investors, to invest in new entrepreneurial endeavors so that they’re not just available for the venture capital angel investors. But there has to be proper disclosure to those investors. Those investors have to be treated properly within the law”. Jill Sidoti Jillian Sidoti is an attorney, speaker, entrepreneur, mama, and former college professor. Forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals. Jillian has written equity and debt offerings for all kinds of industries, including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. She also has a book which you can get here. “You can pay me like a little now, or you can pay me a lot later, to help you get out of trouble with the S.E.C. And there’s no guarantee I’m going to be able to get you out of trouble”. Jill Sidoti. Listen Today For, What is ‘Regulation A’? “Regulation A is one of the new crowdfunding laws that allow companies to raise up to $50 million, and raise money from anybody”. Why you want to go after people in your current network before you go out anywhere else. “The money we know is that is way better than money the money we don’t know”. Jill Sidoni. The difference between Regulation A and Regulation D, and how that affects you if you’re trying to raise money from private investors. Why a company might work under Regulation A when it costs more money and takes more time. “Normally, if somebody comes to me and says, Hey, I want to do a Regulation A offering, then I kind of put them through the wringer first to see if they a critical mass in some way, shape or form. Or do you have something so novel that you marketing the opportunity it’s definitely going get your money through the door.” • Why you need the Marketing element and the legal element to raise money. “If you have the legal element, that’s great, but it doesn’t do any good if you don’t have the marketing element. And if you have the marketing element but you don’t have the legal element. I mean, you risk going to prison”. Jill Sidoti Plus, • Resources for you to learn more. If you love this show and it helps you with your business(es), head over to https://businesslunchpodcast.com/ and sign-up for news and exclusive opportunities. It would also really help us get the word out if you would subscribe and write a review on ApplePodcasts. Find Jillian Through CrowdFundingLawyers.net  PrivateMoneyRockstart.com Join the Facebook Group Follow Roland Frasier On Facebook  On Instagram  Through his Website  Follow Business Lunch Podcast On Twitter  https://twitter.com/bizlunchpodcast On YouTube  Thanks so much for joining us this week. Want to subscribe to Business Lunch with Roland Frasier? Have some feedback you’d like to share? Connect with us on ApplePodcasts and leave us an honest review! Your feedback will help us improve the show, and connect us with more high flyers like you. Click to find us on Apple Podcasts and other podcast players.

Jillian Sidoti is an attorney, speaker, entrepreneur, and former college professor. She's forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals. Jillian has written equity and debt offerings for all kinds of industries including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. Jillian’s client list includes Grant Cardone, Than Merrill of AE’s Flip this House, Tarek El Moussa of Flip or Flop, David Gross (Nipsey Hussle), Bigger Pockets, Insitu Biologics, and Biolife4D. Jillian is the author of the Crowdfunding Myth, debunking the myths surrounding crowdfunding. As a public speaker, Jillian often offers fun and relatable content that leaves the audience with a deeper understanding of the legalities and psychology behind raising capital. Her signature talk, “Private Money Rockstar,” draws from Jillian’s previous experience in the music industry to empower the entrepreneur to be money-raising Rockstar. Jillian is the founding partner of Crowdfunding Lawyers, LLP. Established in 2014, Crowdfunding Lawyers, LLP clients have gone on to raise over $4 billion in the capital.

Welcome back to another episode of the Self Storage Podcast. I'm your host, Scott Meyers. Welcome back to the Self Storage Podcast. It's a new day, a new topic and new guests this week. Today, continuing on the path of knowledge and education during these uncertain times, we will be discussing "Crowd Funding for Self Storage". Along with me today will be my good friends Jillian Sidoti and Nancee Tegeder. Jillian Sidoti is an attorney, speaker, entrepreneur, mama, and former college professor. Forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals, Jillian has written equity and debt offerings for all kinds of industries including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. Jillian is the author of the Crowdfunding Myth, debunking the myths surrounding crowdfunding. As a public speaker, Jillian often offers fun and relatable content that leaves the audience with a deeper understanding of the legalities and psychology behind raising capital.Nancee Tegeder, Esq. is a Partner at Crowdfunding Lawyers LLP where she advises clients on matters related to crowdfunding, syndications, commercial real estate transactions, and securities laws. Nancee is the leading expert at our firm on opportunity zone funds. She has written articles, presented seminars and completed opportunity zone-specific securities offering documents for many clients. Prior to joining Trowbridge Sidoti LLP, she worked as in-house counsel for multiple small businesses, advising them on business structures, intellectual property matters, and contract law.For more information on today's guests:Jillian Sidoti Attorneyhttps://www.linkedin.com/in/jilliansidoti/https://www.crowdfundinglawyers.net/about/Nancee Tegeder, Esq. | Partnerhttps://www.linkedin.com/in/nancee-tegeder-99a10535/https://www.crowdfundinglawyers.net/Helping People Become Financially Independent Without The Hassles of Tenants, Toilets, and Trash with Self Storage Investing!Website: https://www.selfstorageinvesting.com/Facebook: https://www.facebook.com/ScottMeyers.SelfStorageInvesting/Twitter: https://twitter.com/SelfStorageGuyLinkedin: https://www.linkedin.com/in/scottameyers/Youtube: https://www.youtube.com/user/SelfStorageInvestingInstagram: https://www.instagram.com/self_storage_investing/

Jillian wasn't happy with where her current business was going. She was tired of it and decided to get back into law school. However, she KNEW she didn't want to be a regular lawyer. She knew that their had to be better way. So she started off doing condo conversions and realized there was a whole new world of legalities within real estate. This started her journey as an SEC attorney! Topics discussed: SEC Regulations Syndication Self Storage Links mentioned in this episode: Add Jillian on LinkedIn! https://www.crowdfundinglawyers.net/ Please go to iTunes to leave us a rating and write a review. Each review helps us reach a larger audience with your episode (Creative Real Estate Podcast)

Jillian Sidoti, Esq. is one of the country's leading experts on Regulation A+. Since 2008, Jillian has submitted multiple Regulation A Offering Circulars to the Securities Exchange Commission for approval making her one of the few attorneys familiar with the law prior to the changes under the JOBS Act. Since the JOBS Act, Jillian has assisted multiple companies and entrepreneurs realize their fundraising goals through Crowdfunding, 506©, and Regulation A. Jillian also continues to specialize in transactional legal matters such as private placement memorandums, S-1′s/S-11's, and Regulation D filings. Jillian also spends her time speaking at seminars educating real estate investors on how to legally raise capital for their real estate investment projects. Jillian is the author of the highly rated book, The Crowdfunding Myth which debunks the multiple myths surrounding crowdfunding and teaches the reader how to effectively crowdfund their securities offering. Prior to her legal career, Jillian owned and operated a record label enabling her to tour worldwide with artists, including visiting South Africa, Canada, Europe, and the United States. Using that experience, Jillian has been commissioned to write articles and contracts for many music industry entities. For several years, Jillian taught Finance and Accounting for the BS and MBA programs at the University of Redlands, drawing on her experience as Financial Analyst, Controller, and CFO for many companies from manufacturing to real estate development. Jillian also teaches a Small Business Management class where students are taught the anatomy of a business plan. To buy Jillian's book use this link. or click on the image below. Resources: Jillian Sidoti Founding Partner, CCIM P: (323) 799-1342 E: jillian@crowdfundinglawyers.net Link to Private Money Rockstars https://www.privatemoneyrockstar.com/

Watch the video recording of this show, See the highlight videos Gain access to online real estate syndication resources ACCESS THE SHOWNOTES PAGE BY CLICKING HERE.

Jillian Sidoti, Esq. is one of the country’s leading experts on Regulation A+. Since 2008, Jillian has submitted multiple Regulation A Offering Circulars to the Securities Exchange Commission for approval making her one of the few attorneys familiar with the law prior to the changes under the JOBS Act. Since the JOBS Act, Jillian has assisted multiple companies and entrepreneurs realize their fundraising goals through Crowdfunding, 506©, and Regulation A. Jillian also continues to specialize in transactional legal matters such as private placement memorandums, S-1′s/S-11’s, and Regulation D filings. Jillian also spends her time speaking at seminars educating real estate investors on how to legally raise capital for their real estate investment projects. Jillian is the author of the highly rated book, The Crowdfunding Myth which debunks the multiple myths surrounding crowdfunding and teaches the reader how to effectively crowdfund their securities offering. Prior to her legal career, Jillian owned and operated a record label enabling her to tour worldwide with artists, including visiting South Africa, Canada, Europe, and the United States. Using that experience, Jillian has been commissioned to write articles and contracts for many music industry entities. For several years, Jillian taught Finance and Accounting for the BS and MBA programs at the University of Redlands, drawing on her experience as Financial Analyst, Controller, and CFO for many companies from manufacturing to real estate development. Jillian also teaches a Small Business Management class where students are taught the anatomy of a business plan. https://www.crowdfundinglawyers.net/ Jillian's Book

Asset management has always been a vital component of multifamily, and in light of the current crisis, it has gained even more importance. Property owners have to maintain a balance between keeping everyone from their tenants to their employees safe, while still running their business effectively. Today's guest, Mike Butler, joins us to share how he is handling asset management in these unprecedented times. In this episode, Mike begins by talking about his journey and reassures us that even if you start in single-family, those skills transfer well to syndication.---Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

We all face adversity in some form or another in our lives, and it's how we choose to deal with it that's important. Either we can feel like we are victims or we can use these difficulties as the motivation to achieve success. Our guest today, Sterling White, has chosen the latter path, and despite a difficult upbringing, he has managed to excel in the world of real estate. In this episode, Sterling shares more of his incredible story and how he didn't let any obstacles stand in his way. Sleeping in a friend's den while adding value to his mentor's business, Sterling realized that while he did not have money, he could add value by offering his skills and time. He managed to buy his first property despite his bank account being in overdraft, and the rest is history!---Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

Having laser focus is necessary to succeed in syndication. However, this one-track-minded thinking has its drawbacks because you may not have a diversified real estate portfolio. Our guest today, Alpesh Parmar, is here to talk about how important diversification is. In this episode, he shares how he started by getting his feet wet with single-family. He then delves into the numerous ways he has diversified his portfolio. Along with having several different asset classes, he is invested in numerous markets around the country and is also both a passive and active investor. He even has international assets, in countries such as Belize and Panama. Alpesh walks us through some of the benefits of being this diversified.---Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

Transitioning from one career to another can be daunting. This is can feel especially frightening when everything on your newly chosen path is unfamiliar. On the flip side, it can also be an exciting opportunity to learn as much as possible. For Ryan Christopher Nunes, our guest today, leaving his corporate career and diving headfirst into multifamily has been a rewarding experience in many ways. Not only has he achieved great financial success thus far, but it has also ignited his entrepreneurial passion.---Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

Jillian Sidoti is one of the country's leading experts on Regulation A+. Since 2008, Jillian has submitted multiple Regulation A Offering Circulars to the Securities Exchange Commission for approval making her one of the few attorneys familiar with the law prior to the changes under the JOBS Act. Since the JOBS Act, Jillian has assisted multiple companies and entrepreneurs realize their fundraising goals through Crowdfunding, 506©, and Regulation A. Jillian also continues to specialize in transactional legal matters such as private placement memorandums, S-1′s/S-11's, and Regulation D filings. Jillian also spends her time speaking at seminars educating real estate investors on how to legally raise capital for their real estate investment projects. Jillian is the author of the highly rated book, The Crowdfunding Myth which debunks the multiple myths surrounding crowdfunding and teaches the reader how to effectively crowdfund their securities offering.   See the Video

No deal is free from unexpected problems, but these stumbling blocks can be made a lot less stressful if you have your capital budget done right. After joining us a few episodes ago to speak about her journey in real estate, Maureen Miles comes on again today to talk about how she works out whether her budgets can handle her cap-ex. Maureen started in real estate by renovating singles and duplexes before successfully making the transition to syndicating 100 plus unit complexes. She founded 4M Capital, a multifamily private equity investment firm and is the founder and general partner of a construction firm and a management firm too.---Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

Being born into the real estate business sounds like a dream for many of us who have had to start from scratch. But this was not the case for Pankaj Sharma, our guest today. Despite being involved in the family business from a young age, mowing lawns and painting exteriors, he never saw himself pursuing it as a career path. However, as he got older, he realized just how valuable real estate was. Times may change, but real estate always remains a constant. In this episode, we learn about what ultimately motivated Pankaj to dive deep into real estate.---Our gracious sponsor:Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

We know that real estate is a relationship business and that without strong ones, it's near impossible to succeed. But what does it take to build these strong ties with people? Our guest today, Steve Arneson's superpower is creating bonds that last, and he's here to share just how he does it. In this episode, we learn more about Steve and the current niche he's focused on. He sheds light on how he approaches potential investor relationships. As his mentor says, it's important to think about it like going on a date. You need to think of the first few conservations as getting to know someone personally before you take it to the next step.---Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

As we know, real estate is a great investment. But sometimes, it takes up so much time that the time-money relationship is very skewed. Chris Wooten, our guest today has firsthand experience of this. After retiring from the Marine Corps, he tried his hand at single-family and single-family wholesaling. However, he soon realized these niches didn't align with his objectives, which were to have more control over his schedule and room for greater creativity. Instead, he chose to pursue multifamily and his asset management superpower. In this episode, Chris shares his self-education journey with us. Through constant consumption of podcasts and educational materials, along with attending networking events, Chris was able to build a granular understanding of every facet of the deal.---Our Gracious Sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

Leaving your W2 to launch into syndication full-time can be very frightening. Some people opt to make the transition slowly, while others choose, for better or for worse, to dive straight into syndication. Neither is right or wrong. You have to find what works for you. Bethany Smith did just that. She dove head-first into syndicating, and while she does not recommend this for everybody, it allowed her to break into the industry. Bethany, and her husband Nate, are our guests on the show today and in this episode, we learn more about the couple's real estate journey and how they used house hacking and military crash pads to start cash flowing through their investments. ---Our Gracious Sponsor:Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

In the inaugural episode of the Last Life Ever Podcast, Jillian Sidoti and Jeffrey Holst talk about COVID-19 and what they are doing to prepare and to thrive under in this ever changing era. And then they welcome David Grabiner to the show.  David Grabiner is an innovative real estate investor. His practical, educational, and financially astute IG posts @diy_landlord have helped many improve their real estate portfolios. Beginning with $12,500 and single quadplex in 2014, his portfolio is now valued at over $15,000,000. David grew up in the bush of Zambia learning how to use dogs and spears to hunt monkeys and cane rats. He became the youngest person to Kayak the Zambezi river at the age of 14. At 16 he coordinated famine relief with World Food Programme in Zambia. After college he returned to Africa and managed a thriving hospital in Congo. The skills learned in those settings enable him to bring a fresh perspective to changing economic times. David currently lives in Chattanooga Tennessee with his wife Eliana and their four children.  

Making properties perform without raising rent is a special skill and one that is becoming increasingly important in the current moment of crisis. As rental income is growing more and more uncertain, it is essential to find other ways to generate revenue. Jason Yarusi is an asset management superhero, and he is here today to share some of his knowledge with us. In this episode, we learn more about property triage and ways to cut back the fat. Jason discusses his ‘water walk' and how, through tenant education and simple upgrades, he has been able to cut back on his properties' water expenditure significantly. We also discuss how interventions in common areas, like unnecessary lighting or electricity use, can save significant costs in the long-run. Jason highlights the importance of sidelining any non-urgent capital expenditure and why it's necessary to be as conservative as possible.---Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

There are so many factors to consider when deciding to scale your real estate investing business. From the right timing to making the correct hiring decisions, the different moving parts necessary to scale can certainly feel overwhelming. Luckily, we've brought Bob Fraser, whose superpower is scaling businesses, to talk with us today. In this episode, Bob walks us through what it takes to scale a business. He sheds light on the importance of treating investors as you would want to be treated. It is critical to be transparent and communicate in good times and especially the bad ones.---Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

For Sterling Chapman, our guest today, real estate has always fascinated him. Despite a successful corporate career, he noticed an unsettling trend, where yearly corporate reshuffling meant that even the most experienced people at his company started losing their jobs. This forced his hand and pushed him to invest in real estate as a means of securing another income and safety net for his family. In this episode, we learn about Sterling's success so far. In a year and a half, he has built a portfolio of 27 homes and moving forward, he is actively pursuing syndication.---Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

As we've said time and again, getting started in real estate investing is no easy feat and it's particularly difficult without any connections. Many people have families who have been in real estate for generations or are in affluent, well-connected social circles. This does not mean someone without relationships can't break into the industry. But it does make it harder. It's a challenge that can be overcome with hard work, as our guest today, Bethan Babcock, proves. In this episode, Bethany sheds light on how she cultivated connections and how she worked her way from answering the phones to where she is now.---Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

As a syndicator, finding a good property manager can be a difficult task. Not only do you have to trust them implicitly, but you also have to ensure that they are the correct fit for you to achieve your desired returns. Our guest today, Jimmy Murray, is here to share some of his insights into the importance of picking the right property manager. In this episode, Jimmy talks about why investment philosophy rather than price should be the determining criteria when choosing a property manager. ---Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

Today on the Real Estate Syndication Show, listeners will learn more about the opportunities in the office and industrial property space. Joining in to share his expertise is Cody Payne, an office and industrial investment sales specialist for Colliers International. He is a team leader for a nine-person investment sales team that works with private institutional funds and syndicators across the globe. Cody shares more specifically what asset classes they are focused on and advises which properties will be best suited to investors who are willing to take more risks and those who prefer to play it safe.---Our gracious sponsor:Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

It is well-known in syndication that raising capital is one of the most difficult things you can do. Not only can it be hard to meet the right investors, establishing meaningful relationships once you've met them can be equally challenging. Oftentimes when we, as syndicators, have a deal that we are so eager to share that we come across as desperate to potential investors. This is why it is important, as our guest today, Dan Schoenbaechler, points out, to approach investors with a contribution mindset.Our gracious sponsor: Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. 

For any business to thrive, employees must feel valued and understand they are a crucial part of the company, which is why it is so important to create a healthy business culture. But what does this mean? Our guest today, Luis Leiva, is here to share with us how, through cultivating a healthy culture in his company, he and his employees have grown more than they could have anticipated. In this episode, Luis shares his incredible journey as a business owner with us. Having worked at real estate brokerages where there was a toxic culture, he knew it was important for him to create an atmosphere of acceptance and celebration for his employees when he struck out on his own.---Our gracious sponsor:Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

There’s often great uncertainty around raising money for deals, but breaching the associated laws has serious ramifications, which is why it is important to have an in-depth understanding of them. Today's guest, Jillian Sidoti, is her to clarify some of the misconceptions around raising capital with a focus on 506(c) deals. Jillian is one of the country’s leading Regulation A experts. Since 2008, she has submitted many Regulation A offering circulars to the SEC for approval, which makes her one of the few attorneys familiar with the law before the changes under the Jobs Act. Since then, Jillian has helped multiple companies and entrepreneurs fulfill their fundraising goals through crowdfunding 506(c) and Regulation A. In this episode we learn more about how the 2008 crash led Jillian down the path of crowdfunding and why she has chosen to help clients in this way. She also sheds light on the 506(c) parameters and stipulations for accredited investors. While this ‘open’ way of raising capital might seem simple, it is important to build a trustworthy brand to secure investors. Jillian shares some tips on how to do this, along with effective communication advice and much more. Be sure to tune in today!Key Points From This Episode:Learn about Jillian’s background and how she’s merged her real estate and legal skills.Why Jillian has chosen to remain a passive investor rather than an active one.An explanation of 506(c) offerings and what it means to be an accredited investor.What investors need to know when opting in on a 506(c) deal.The importance of building a trustworthy brand to get investors for a deal.Why it could be a problem to do a 506(b) offering very soon after a 506(c) one.Jillian’s tips on how to get investors for a 506(c) and the best way to communicate with them.Find out why asking for money over the internet before building trust is ineffective.The importance of staying in the law when raising capital and what happens if you don’t.Final five questions with Jillian: Advice for women, tools she can’t go without, and more!Tweetables:“Under 506(c), we can advertise, but all of our investors have to be those accredited investors.” — Jillian Sidoti [0:05:13]“Money that knows you is always better than money that doesn't know you.” — Jillian Sidoti [0:06:44]“Don’t wait until you have a deal to start getting people to understand who you are and what your brand is.” — Jillian Sidoti [0:12:28]Links Mentioned in Today’s Episode:Jillian SidotiJillian Sidoti on LinkedInThe Crowdfunding MythCrowdfunding LawyersCrowdfunding Lawyers on FacebookSECGrant CardoneLeapfunderWefunderRich UnclesAsset Protection Attorney Wayne PattonWayne Patton’s phone numberPassive Income through Multifamily Real Estate group on FacebookLalita Mitchell on FacebookKyle Mitchell on FacebookLimitless Estates

Keeping deal flow up and really killing it in real estate takes a mixture of traits. Know-how, hard work, and consistency are three big ones. Today's guest is Steve Merritt, and the skills he couldn't apply to real estate as an ex-pro athlete and stockbroker, he was smart enough to hire a coach for. Steve used to play basketball in the European league and spent some time at the Chicago Mercantile Exchange before becoming a licensed real estate broker, and now he is owner and partner of 250-plus units consisting of commercial and multi-family asset types.---Our gracious sponsor:Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website. ---

On this special episode, we are so excited to celebrate our 100th episode of the Real Estate InvestHER Show! Andresa and Liz are thrilled to sit down with two newer investors – Amina Sanders and Kristin DiPasquo from Philadelphia, PA. On today's episode, we discuss with these newer investors – their investing journey, their learned lessons along the way, and how the Real Estate InvestHER Community has helped them take action and build their investment portfolio – one property at a time. Amina Sanders is originally from Long Island, New York and moved to the South Jersey area six years ago after graduating undergrad. For the past six years, she has worked in the biotech/pharmaceutical industry as an analytical scientist. She stumbled onto real estate investing in 2016 after working on a family research project by finding BiggerPockets and then the Real Estate InvestHER Community (both the Facebook community and the Philadelphia InvestHER Meetup). She spent the next two years educating herself about real estate investing and she found that the best way for her to get started was through house-hacking. She quickly realized that investing in real estate was her chance to gain financial control and stability over her own life. In 2018, after a roller coaster of emotions her and her husband bought their first home: a 3b/2b Single-Family home in Philadelphia. They rented out two bedrooms and lived in the master. This past August, they acquired their husband's childhood home which is a single-family home rental in Atlanta, GA. Currently, they are under contract for what will be our third property, a duplex conversion. Kristin DiPasquo had a winding path in her adult life, starting out professionally as a software engineer, taking off several years in her 20's to explore different parts of the world, landing in Philly as an elementary school teacher and occasional yoga teacher and then truly landing in my mid 30s as a realtor and now investor. She loves working as a realtor, helping people in a very concrete way and being her own business person. Thanks to many things, including her supportive family and the InvestHER community, she has been able to take the leap into Real Estate Investing. Aside from owning our home, which she was fortunate to purchase in a time when our neighborhood was ripe for appreciation, they have one rental property that they acquired in the summertime, which she has rehabbed, rented, and will refinance soon and now has their 2nd investment property under contract. She plans to grow her portfolio significantly over the next few years using the BRRRR strategy! Aside from Real Estate, some things she loves include: her family (especially her 5 year old daughter and 2.5 year old son!), spending time in the outdoors, connecting with community, dancing and bike riding. Contact Information ·       Amina - https://www.instagram.com/novemberdwell/ ·       Kristin - kdipasquo@gmail.com   Resources Referenced During Episode:  ·       Episode 32 Michelle Bosch ·       Episode 41 Julie Ziglar ·       Episode 91 Carissa Vivirito ·       Episode 65 Jillian Sidoti ·       Episode 69 Alecia St Germain ·       MidAtlantic Summit Conference - https://midatlanticsummit.com/ InvestHER Community Our mission is to support and inspire women real estate investors around the globe to live a financially free and balanced life. We are dedicated to creating empowering online and in person communities where women have a non-intimidating environment to ask questions and receive the support they need. Our vision is to see all woman investors achieve her financial freedom goals on her own terms.   How To Join the InvestHER Movement  1)  The Real Estate InvestHER Podcast - The weekly show details the journey of some of the most amazing women real estate investors around the world, who open up their lives and share practical and strategic tools for growing a rental portfolio, flipping houses and the mindset that allows them to run a successful investing business while taking care of their families and most importantly taking care of themselves.    • Subscribe via Itunes • Subscribe via Andriod • Subscribe via Stitcher   2)  InvestHER Community on Facebook We have 2k+ members in our Facebook InvestHER Community (and growing!) This is a safe place for women to ask real estate investing questions and gain the support they need to achieve their goals!  3) InvestHER Meetups Around the Globe We have over 3k meetup members attending 20+ InvestHER Meetups across the country and Canada. Meetups are being held monthly by experienced InvestHER Leaders! Learn more about our InvestHER leaders, meetup locations, and how to become an InvestHER Leader HERE! Follow us on: Facebook: @therealestateinvesther Instagram: @therealestateinvesther Please leave a comment below! Learn more about your ad choices. Visit megaphone.fm/adchoices

We are thrilled to sit down and chat with Jennifer Barner from Lighthouse Ventures on today's show! We dig into Jennifer's real estate investing journey from how it took her 6 months to find her first deal to now flipping 15 properties in the last 8 months through partnerships. We discuss the importance of patience in this business, her path of forming partnerships to be able to do more deals, and how it is never too late to expand a family! Jennifer Barner is the founder of Lighthouse Ventures, a private equity real estate investment firm. She is a real estate investment specialist and entrepreneur with a real estate background including rehabbing, wholesaling, lease options and buy-and-hold rental properties. Prior to turning full time real estate investor Jennifer worked in sales at both IBM and Microsoft managing software implementations. She has also helped to launch several lifestyle and health companies. Jennifer holds a Bachelor's of Science Degree in Finance from the University of Washburn. She lives in the Kansas City area with her husband and four children. On today's episode, we discuss a lot with Jennifer, including:  ·       The power of getting that first deal done ·       The importance of patience and positivity ·       Using nontraditional ways to fund deals ·       How to leverage partners and processes to scale Contact Information ·       Email - jbarner.06@gmail.com ·       Website – www.LighthouseVenturesKC.com Books/Resources: ·       Take Control of Your Life by Mel Robbins ·       Episode with Jillian Sidoti ·       Profit First by Mike Michalowicz InvestHER Community Our mission is to support and inspire women real estate investors around the globe to live a financially free and balanced life. We are dedicated to creating empowering online and in person communities where women have a non-intimidating environment to ask questions and receive the support they need. Our vision is to see all woman investors achieve her financial freedom goals on her own terms.   How To Join the InvestHER Movement    1)  The Real Estate InvestHER Podcast - The weekly show details the journey of some of the most amazing women real estate investors around the world, who open up their lives and share practical and strategic tools for growing a rental portfolio, flipping houses and the mindset that allows them to run a successful investing business while taking care of their families and most importantly taking care of themselves.    • Subscribe via Itunes • Subscribe via Andriod • Subscribe via Stitcher   2)  InvestHER Community on Facebook   We have 1500+ members in our Facebook InvestHER Community (and growing!) This is a safe place for women to ask real estate investing questions and gain the support they need to achieve their goals!  3) InvestHER Meetups Around the Globe We have over 2000 meetup members attending close to 15 InvestHER Meetups across the country and Canada. Meetups are being held monthly by experienced InvestHER Leaders! Learn more about our InvestHER leaders, meetup locations, and how to become an InvestHER Leader HERE!   Follow us on: Facebook: @therealestateinvesther Instagram: @therealestateinvesther Please leave a comment below!   Learn more about your ad choices. Visit megaphone.fm/adchoices

Raising private money, multifamily investing and real estate syndications is a very hot topic in real estate investing circles! This topic can feel overwhelming at times for real estate investors. Well, on today's episode, Jillian Sidoti breaks down this big topic to share some amazing tips and ideas for raising private money. Jillian Sidoti , Esq. is one of the country's leading experts on Regulation A+. Since 2008, Jillian has submitted multiple Regulation A Offering Circulars to the Securities Exchange Commission for approval making her one of the few attorneys familiar with the law prior to the changes under the JOBS Act. Since the JOBS Act, Jillian has assisted multiple companies and entrepreneurs realize their fundraising goals through Crowdfunding, 506©, and Regulation A. Jillian is currently a partner in the firm Trowbridge Sidoti - a securities boutique law firm with offices in southern California. In Crowdfunding Myth, Jillian enumerates on the falsehoods that people tend to believe about crowdfunding and points prospective business owners in the right direction. Jillian has three amazing little boys Tyler, Tommy, and Nikola and an amazing husband, Derek. On today's episode, we discuss a ton with Jillian, including: • Biggest mistakes with raising private money • How to vet a syndication • How to avoid mistakes as a syndicator • Developing your private money base • #1 Strategy to finding private money Reach out to Jillian: https://www.crowdfundinglawyers.net/ Books/Resources: The Crowdfunding Myth: Legally and Effectively Raising Money for your Business by Jillian Sidoti Esq. Raising Private Money by Matt Faircloth Peak by Anders Ericsson The Power of Habit by Charles Duhigg   InvestHER Community Join us on our mission to support and empower as many women as we can to live a financially free and balanced life. We invite you to join the InvestHER Community Facebook group along with other new and experienced women real estate investors! https://www.facebook.com/groups/Investhercommunity And learn about all the InvestHER Meetups across the country: https://www.meetup.com/pro/the-real-estate-investher Follow us on: Facebook: @therealestateinvesther Instagram: @therealestateinvesther Please leave a comment below!   Learn more about your ad choices. Visit megaphone.fm/adchoices

Back in 2012, the JOBS Act was passed. What we have seen happen is that more people are now advertising for investors because there’s a couple of different rules that allow you to advertise for investors. One of those rules is 506c which allows you to raise money from accredited investors only. You can do general solicitation, but you have to verify that those investors that are coming in your deals are indeed accredited. On this episode, Scott talks with attorney Jillian Sidoti about some common crowdfunding mistakes and ways to legally raise private capital. Love the show? Subscribe, rate, review, and share! Here’s How » Join The Note Closers Show community today: WeCloseNotes.com The Note Closers Show Facebook The Note Closers Show Twitter Scott Carson LinkedIn The Note Closers Show YouTube The Note Closers Show Vimeo The Note Closers Show Instagram We Close Notes Pinterest

Back in 2012, the JOBS Act was passed. What we have seen happen is that more people are now advertising for investors because there's a couple of different rules that allow you to advertise for investors. One of those rules is 506c which allows you to raise money from accredited investors only. You can do general solicitation, but you have to verify that those investors that are coming in your deals are indeed accredited. On this episode, Scott talks with attorney Jillian Sidoti about some common crowdfunding mistakes and ways to legally raise private capital. Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Private money is a great way to get the capital you need to invest, but what happens when you borrow it illegally?  Don't be one of the investors who finds out the hard way, join todays episode when Jason Lucchesi and Jillian Sidoti from Crowdfundinglawyers.net will discuss what you need to be looking for when using private money. - How using a Investor Qualification Form can not only help keep you out of hot water, but help provide you with vetted investors. - How to maintain control of what you are earning while being fair to both parties. - How to use the Subjective Objective test when reaching out to investors and so much more...

On this episode of the Note Closers Show, Scott interviews attorney Jillian Sidoti on the merits of crowdfunding and how investors can go big in 2018 by raising larger amounts of private capital. Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Our guest for today is Jillian Sidoti, who is one of the country's leading experts on crowdfunding. Her firm, CrowdfundingLawyers.net, focuses on securities transactions with an emphasis on servicing the small business and entrepreneurs providing PPM's, Regulation A filings, and small public offerings. We are not going to let this opportunity of talking to an experienced attorney go to waste. Instead, I'm going to ask virtually every question you want to a knowledgeable attorney but didn't.   Here are a few questions we are going to get the answers to... - What is a security? - What are some of the exceptions for public registration? - What are Reg D, Reg A+, Reg CF and which one should you be utilizing when raising a fund? - What are the key differences between 506(b) and 506(c) and what are the strengths/weaknesses of each? - When should you consider utilizing a PPM as opposed to a detailed Operating Agreement with a Risk Disclosure section?   And much, much more! If you are considering raising money for your next real estate investment, this is an absolute must-listen.   Contact our guest: jillian@crowdfundinglawyers.net crowdfundinglawyers.net   Check out The Crowd Funding Myth: https://www.amazon.com/Crowdfunding-Myth-Legally-Effectively-Business/dp/153023722X Check out the CrowdConverge conference: http://www.crowdconvergecon.com/?ref=2   Don't forget to review our podcast on the podcast app: https://itunes.apple.com/us/podcast/cash-flow-connections-real-estate-podcast/id1193877994?mt=2   Also, email info@cashflowconnections.com to get your referral link. We will give you a $200 gift card to Amazon for every accredited investor you refer. Offer only valid until November 15th!