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Forget what you think you know about finance careers. Eric Flynn didn't come up through Wall Street. He grew up on a ranch in Montana. An actual 20,000-acre ranch, wrangling cattle before most of us were out of bed. Today, he's the EVP and Head of Wealth Management at Compound Planning, a $3 billion digital family office built by tech founders who believe wealth management should feel a lot less clunky and a lot more human.Eric's story is part Yellowstone, part Wall Street, and all about finding the courage to own your different. In this Episode, Eric and Stacy dig into: Why he ditched computer science for accounting (and why neither felt like a forever fit)How growing up on a ranch shaped his work ethic, mindset, and ability to fix just about anythingWhat it's really like building your chops at a boutique family office where you do everythingWhy Compound's approach to tech, AI, and client experience is changing the game for advisorsThe power of owning your story, especially in an industry that's slow to celebrate what makes you differentAbout Eric Flynn:Eric is a tenured financial professional with over 23 years of experience in the wealth management space. At Compound Planning, Eric leads the Wealth Management business and is responsible for executing the strategic vision, leading the advisory team, and harmonizing the service offerings for an exceptional client experience. Eric's background is in advising higher net worth clients and providing family office services as well as consulting to firms in the wealth management industry. Eric received a Masters in Professional Accountancy from Montana State University in Bozeman, Montana and is a CPA and CFA Charterholder. Prior to joining Compound, Eric was a Principal of multiple registered investment firms, and also helped build a national consulting team catering to the wealth management industry. He has a passion for helping people and leading/growing teams. Outside of work, Eric enjoys most anything outside after having grown up on a large family ranch in Montana. He also has a passion for giving back to the community and serves on multiple boards including the Montana State University College of Business Dean's Advisory Board, Bozeman Health Foundation Board, and is the President's Council Representative for the Western Region CFA Societies to the CFAInstitute Board of GovernorsWant More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
In this episode of Zero to CEO, I speak to SME Funding Champion Ciaran Burke, COO and Co-Founder of Swoop, about how his fintech platform has transformed access to capital for over 250,000 businesses. Ciaran shares how Swoop helped unlock more than $2 billion in funding, and explains the biggest mistakes founders make when raising capital, what alternative funding really looks like, and why traditional banks are failing small businesses. Whether you're just starting out or scaling fast, this episode is packed with actionable advice to help you make smarter funding decisions and grow with confidence.
Season 3, Episode 3: Tommy Lee, Global Head of Capital Markets at Trammell Crow Company, joins No Cap podcast for a deep dive into the return of institutional capital—and what it signals for commercial real estate in 2025. Under Lee's leadership, Trammell Crow has raised and deployed over $22 billion since 2018, fueling large-scale development across major U.S. markets. In this episode, he breaks down how global capital is reentering the space, what risks are being mispriced, and why some deals just don't pencil—no matter how they look on paper. We discuss: – The return of institutional investors and what it means for deal flow – Execution risk and capital stack dynamics in today's market – Why distressed deals might not be the opportunity everyone thinks – The illusion of “risk-free” Treasuries and potential cracks in the system Thomas doesn't hold back—and his perspective offers rare insight into how one of the industry's top players is navigating the current CRE landscape. TOPICS 00:00 – Introduction 05:00 – CRE Pipeline Activity and Investor Sentiment 10:00 – Managing Relationships and Finding Real Opportunity 15:00 – Office Skepticism and Repositioning Challenges 20:02 – What the Capital Markets Team Is Seeing Nationwide 25:00 – Risk, Return, and Raising Capital in Today's Climate 30:00 – Creative Structuring and Non-Traditional Capital 35:00 – What LPs Care About in 2025 40:00 – Regional Plays, Execution Risk, and Exit Timing 45:00 – What Makes a Deal Worth Saying No To 50:00 – Advice for the Next Generation of Real Estate Leaders Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
On this episode of the Passive Income Playbook, Pascal Wagner interviews Matt Picheny, a Tony award-winning Broadway producer turned seasoned multifamily GP with over 16 GP deals and 28 as an LP. Matt shares how his path from acting and digital marketing led to real estate success, including a pivotal first deal where he quadrupled his investment. They dive deep into lessons learned from early LP mistakes, why conservative underwriting (especially around cap rates) is critical, and how today's market might be ideal for investing if you have the stomach for it. Matt also discusses the values behind his coaching program, his value-add investment philosophy, and how LPs can vet operators more effectively. Matt Picheny Current role: Multifamily GP, LP, Coach, and Author of Backstage Guide to Real Estate Based in: New York City Say hi to them at: picheny.com – includes newsletter, free resources, coaching info, and social links Go to https://zbiotics.com/BESTEVER and use BESTEVER at checkout for 15% off any first time orders of ZBiotics probiotics. Get a 4-week trial, free postage, and a digital scale at https://www.stamps.com/cre. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Is the real estate market crashing? Or is it finally on sale? That's (one of) the questions we're discussing on this episode of The Liquid Lunch Project. Matthew R. Meehan and Luigi Rosabianca welcome Hunter Thompson, capital raising pro and founder of RaisingCapital.com. They go deep on what makes this moment in the market a generational buying opportunity, why most people miss it, and how the smart ones raise money when it's hardest. If you're in the game (or want to be), this episode is your new blueprint. What You'll Learn: Why the current market downturn is a once-in-20-years buying window How to raise capital when everyone else is panicking The truth about commercial mortgages and interest rate dynamics Real talk on asset classes: mobile homes, self-storage, retail, and more What "Fund of Funds" really means—and how to use it to leapfrog your way in The one question you should ask before trusting a deal: "Would I bet my career on this person?" Favorite Quote: "This market has made more millionaires than anything else. But it's also made more bankruptcies. It's a dangerous game—but it's worth it." Who is Hunter? Hunter Thompson is the founder of RaisingCapital.com and host of the "Cash Flow Connections" podcast. He's helped entrepreneurs raise over $100 million and is the author of Amazon's #1 bestseller, Raising Capital for Real Estate. Known for cutting through the noise, Hunter's mission is to give ambitious investors the tools to scale fast and raise capital like a pro. Why Should You Listen? Because sitting on the sidelines doesn't build wealth. If you're ready to raise serious capital and stop playing small, this episode is your new roadmap. Connect with Hunter: LinkedIn (Personal): https://www.linkedin.com/in/hunterlthompsonofficial/ LinkedIn (Company): https://www.linkedin.com/company/raisingcapital-com/ Website: https://raisingcapital.com
When you think about European credit investing, most people assume it's only for the big shops with billions under management. Agata Dornan, Founder & CIO of Chepstow Lane, is here to challenge that, and she's doing it with smarts, grit, and real talk about what it really takes to succeed.Agata's path to launching her own boutique wasn't a straight line. As a first-generation American who started out on the pre-med track at Middlebury, she discovered her passion for finance by accident (thanks to one random economics class) and never looked back. In this Episode, Agata sits down with Stacy to discuss: How a single economics class flipped the script on her entire careerWhy her liberal arts background is a secret weapon (and how it helped her land Chepstow Lane's first big allocation)Lessons from her time at Soros (including what it was like working on Wall Street after 9/11)The hard truths every boutique founder needs to know about building a team and finding the right investorsHow Chepstow Lane is winning by focusing on the white spaces most firms overlookWhat she's seeing in European credit today and why it might be time to pay attention About Agata Dornan:Agata led Soros Fund Management's European credit investments from 2012 to 2020, managing corporate credit and financials, and became a partner and portfolio manager in 2016. Before that, she was a distressed research analyst at BlueMountain Capital in London, and she started her buy-side career at Soros in 2005 on the Distressed team, which later spun out to form Camulos Capital. She moved to London with them in 2006.She began her career at Deutsche Bank in NYC as an investment banking analyst in Energy and Chemicals. Agata has been investing in the US since 2005 and in Europe since 2006, with deep experience in restructurings across sectors and credit cycles.Agata graduated from Middlebury College in 2002 with a degree in International Politics and Economics, was awarded a Fulbright Scholarship, and completed programs at LSE and Tuck Business School. She lives in London with her husband and two children and is a dual US and Polish nationalWant More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
Jay Conner breaks down his 5-step process for attracting private money without chasing, begging, or even asking for it. You'll learn how to build trust, present the opportunity the right way, and get verbal pledges from people already in your network—so money is never the reason you miss out on a deal. KEY TALKING POINTS:0:00 - The Critical Part To Understand About Raising Private Money1:23 - The “Good News Phone Call” Script3:19 - Three Reasons Why Private Lenders Want To Lend You Money5:52 - Three Markets For Private Money6:41 - When To Use Private Money7:37 - Why Lenders Will Be Interested9:19 - Jay's Five Steps To Securing Private Money14:45 - First Things First15:26 - Outro LINKS:Instagram: Jay Connerhttps://www.instagram.com/privatemoneyauthority/ Website: Jay Connerhttps://www.jayconner.com/ Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/
Target Market Insights: Multifamily Real Estate Marketing Tips
Michael Blank is a real estate investor, author, speaker, and CEO of Nighthawk Equity. He's one of the leading authorities on apartment investing and financial freedom through multifamily real estate. With over $300 million in assets under management and author of Financial Freedom with Real Estate Investing, Michael helps investors and aspiring entrepreneurs escape the W-2 grind by acquiring multifamily properties and building sustainable income streams. Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Michael transitioned from tech to restaurants to real estate after early business setbacks during the 2000 and 2008 market crashes. Multifamily real estate offers superior risk-adjusted returns due to forced appreciation and operational control compared to single-family homes. Market sentiment is often wrong—investors must look past fear-based headlines and focus on long-term fundamentals. Today's market offers lower leverage, better pricing, and a strong long-term demand outlook for multifamily housing. Education and building sophistication as an investor is critical to identifying real opportunities, especially in volatile markets. Topics Michael's Journey into Multifamily Started in corporate software; was part of a major IPO just before the 2000 tech bubble crash. Lost significant capital in restaurant franchises during the 2008 recession. Began flipping houses before discovering multifamily through a 12-unit deal in DC that eventually sparked his passion for apartments. Built Nighthawk Equity and an education platform to help others achieve financial freedom through apartment investing. Understanding Risk-Adjusted Returns Multifamily offers superior downside protection compared to many other asset classes. Operational risk (property management) can be mitigated by using professional managers. Market risk can be managed by focusing on NOI-driven valuation rather than relying on market appreciation like single-family. Investors must evaluate underwriting assumptions—rent growth, vacancy, CapEx reserves, and debt terms—to fully assess risk. Why Multifamily is Attractively Priced Today Current deals are 30% below 2021 peak prices. Leverage is lower and more conservative, reducing financial risk. Interest rates are flat or declining, improving the outlook for new acquisitions. Long-term demand remains strong due to the lack of new affordable housing supply. Investor Sentiment and Sophistication Market sentiment swings often don't reflect true investment fundamentals. Sophisticated investors like institutions are returning to the market now while many retail investors remain fearful. Successful investing requires becoming a student of the market and evaluating data beyond media headlines. Raising Capital in Today's Market Focuses heavily on education to help investors understand why now may be a great buying window. Transparency, data-driven insights, and regular communication are key to re-engaging cautious investors. Building long-term relationships and trust remains critical to capital raising success.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, John Harcar interviews Scott Kidd, a yacht captain turned real estate investor. Scott shares his journey from working on yachts to discovering the potential of real estate investment, particularly in multifamily and syndication. He discusses the importance of mentorship, the challenges he faced in the real estate market, and his current projects in Dallas and Kansas City. The conversation emphasizes the significance of teamwork, learning from others, and understanding investor needs in the real estate business. 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 —--------------------
In this episode of The Balancing Act, host Sarah Sheridan interviews Kate Dohaney, the global CEO of Orb Group and mom to two. Kate shares her unique path from performing artist to executive leader, detailing her transition through the music industry, advertising, and major roles at The Wall Street Journal and NewsCorp. She emphasizes the importance of resilience, being data-driven, and the power of surrounding oneself with the right people. Kate also discusses the challenges and rewards of balancing a high-powered career with motherhood, offering motivating insights for aspiring female leaders. Tune in for an inspiring conversation about career evolution, leadership, and family.
On this episode of Multifamily Mastery, John Casmon interviews John Makarewicz, a managing partner at Faris Capital Partners. John shares how he transitioned from a 15-year residential real estate career to multifamily investing after a successful exit from his previous brokerage. He breaks down how his entrepreneurial skill set and passion for improving client and resident experiences laid the foundation for Faris Capital's early success. They discuss the importance of visionary planning, building the right team from the start, and maintaining strong broker and investor relationships to fuel long-term growth. John emphasizes the power of partnerships, clarity of roles, and the discipline of tracking lead measures to stay on target. John Makarewicz Current Role: Managing Partner at Faris Capital Partners Say hi to them at: fariscapitalpartners.com Linkedin Get 60% off the Magic Mind offer with our link and code https://magicmind.com/bestevermf & BESTEVER60 #magicmind #mentalwealth #mentalperformance Get a 4-week trial, free postage, and a digital scale at https://www.stamps.com/cre. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Think you need a massive network to raise millions in real estate? Think again.In this episode, Ryan sits down with Hunter Thompson — capital raising expert, author of Raising Capital for Real Estate, and founder of RaiseMasters — to reveal the exact strategies that helped him raise over $100 million from everyday investors.They break down the psychology of raising capital, how to structure offers that convert, and why building a personal brand beats chasing checks. Hunter shares the biggest myths around syndications, what most new investors get wrong, and how to position yourself as someone investors want to bet on.If you're ready to scale your real estate business without relying on your own money, this episode is your blueprint. Close your next real estate deal with Remote Lender - No docs, no hassle https://lending.itsfernandocorona.com/d_4s RESOURCES
"Most software companies either get acquired or go out of business. If you start doing really well, they're either going to copy you or buy you."In today's episode of Bricks and Bytes, we had Geoff Tarrant from Payapps and we got to learn about how a $600 million construction tech exit really happens, why Australian startups must expand globally, and the brutal truth about fundraising timing... and many more!Tune in to find out about:✅ Why construction tech companies never IPO and always get acquired instead✅ The mistake founders make when expanding to new markets too early✅ How to build relationships with potential acquirers years before selling✅ Why raising money too late kills more startups than anything elseGeoff shared incredible insights from building PayApps from a CFO's monthly nightmare into a tens-of-millions revenue business that Autodesk couldn't ignore. His investment banking background gives him a unique perspective on what really drives acquisitions and why timing everything wrong can destroy even great companies.Listen now on Spotify to discover the real playbook for construction tech exits and what founders get dangerously wrong.=============Chapters01:41 – Intro & Acquisition Overview04:34 – How Claims Are Evolving in Construction07:41 – Market Dynamics & Competitive Landscape10:30 – The Role of Independent Players in ConTech13:45 – Inside the Acquisition: Strategy & Timing16:49 – What Happens After: Post-Acquisition Integration19:37 – Winning Customers: Acquisition Strategies That Work22:31 – Going Global: Expansion & Market Entry36:58 – Hard Truths: Challenges in New Markets42:13 – Product-Market Fit: Why It Matters More Than Ever47:58 – Team Building at Scale52:55 – Raising Capital & Managing Dilution01:00:39 – What's Next: AI & The Future of ConTech01:03:59 – Where the Opportunities Are: Shifting Construction Markets
Stacy and Rob Morier met over 25 years ago at Julius Baer Investment Management, long before podcasting, LinkedIn, and fund manager personal brands were even a thing.Fast forward to today, and Rob's resume reads like an adventure novel. He's done it all. From Wall Street, to teaching the next generation about all things VC as a Professor at Drexel University, he knows a thing or two about how asset managers can go from scrappy startups to stable, growth-ready firms.In this Episode, Rob and Stacy dig into: Rob's backstory – how a history major with dreams of being a teacher ended up on Wall StreetLessons learned at a boutique firm with $1.6 billion AUM that grew to $76 billionRob's “middle innings” specialty: helping emerging managers bridge the gap from scrappy to institutionalWhy being able to “ride the bike while building it” matters for emerging managersWhat he learned about developing resilience and a founder's mindset through researching teenage lifeguards How raw, hard conversations with his mom behind the mic led him to host the Dakota Live! podcastThis is a conversation about growth, grit, and the power of coming home to yourself. Tune in and meet Rob! More About Rob Morier:Rob Morier is a professor at Drexel University, where he teaches courses on venture capital, early-stage finance, and private markets. With 25 years in business development and investor relations, he's passionate about empowering the next generation of entrepreneurs and investors.His research explores environmental factors in ocean lifeguarding and entrepreneurship, studying how lifeguard training fosters resilience, leadership, and decision-making. His work, based in Wildwood Crest, NJ, has been featured in Entrepreneur & Innovation Exchange, Financial Times, and the Philadelphia Inquirer.Outside academia, Rob co-founded Twelve Pound Productions LLC and hosts the Dakota Live! Podcast, where he interviews leading investors and shares insights on business and leadership. He also advises asset managers on fundraising strategies, leveraging his experience raising billions in assets.Rob lives in Philadelphia with his family and enjoys rowing, running, and biking.Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
If you're a woman business owner over 40, join the Dear FoundHer... Forum to find support, advice, resources and mentorship—JUST FOR YOU. It's all inside, without the gatekeeping and without the overwhelm. Julie Wainwright knows what it's like to be underestimated, and to prove people wrong. She built The RealReal into a billion-dollar luxury consignment business, then watched from the sidelines as a board she no longer trusted forced her out. But that's only part of the story.In this episode, Julie sits down with Lindsay to talk about what it really means to lead. From the ashes of Pets.com to the early days of The RealReal, Julie explains how she saw an opening in the e-commerce space and moved fast, testing, iterating, and winning customers city by city. She didn't wait for investor buy-in. She mailed postcards. She knocked on doors. She made it work.What convinced early customers to trust her with their Chanel and Prada? What does it take to scale a business from $10 million to $500 million when most investors don't even understand your category? And what do you do when the company you built is no longer yours?Julie shares how strategic partnerships, like an early collaboration with Neiman Marcus, helped put The RealReal on the map. She reflects on the power of in-person experiences, like pop-up stores, and why human connection can drive business in a way digital never fully replaces.Now leading her second venture, Ahara, Julie is focused on precision nutrition and on helping other entrepreneurs find their footing. Her new book, Time to Get Real, is both a memoir and a playbook for anyone building something that feels personal.If you've ever doubted yourself, or felt like others have doubted you more, Julie's story will remind you what's possible when you trust your vision and keep going.Episode Breakdown:00:00 Introduction to Julie Wainwright and The RealReal05:04 From Pets.com to The RealReal: Julie's Founder Story11:29 Building Trust in Luxury Consignment17:43 Raising Capital and Finding the Right Investors22:37 Scaling E-Commerce Through Strategic Partnerships28:14 How Resale Impacts Luxury Markets29:17 Leadership Changes and Boardroom Challenges32:58 Lessons from Entrepreneurship and Gender Dynamics36:48 Starting Over: New Ventures and Growth39:24 Why Nutrition Became Julie's Next Mission43:34 Advice for Aspiring EntrepreneursConnect with Julie Wainwright:http://www.instagram.com/realrealjulieGet on the Marketing Made Simple Waitlist: https://lindsaypinchuk.myflodesk.com/waitlistDear FoundHer Forum: https://www.dearfoundher.com/dear-foundher-forumDon't forget to follow Lindsay on Instagram: https://www.instagram.com/lindsaypinchukFollow Dear FoundHer on Instagram: http://www.instagram.com/dearfoundherPodcast production and show notes provided by HiveCast.fm Hosted on Acast. See acast.com/privacy for more information.
Fundraising in 2025 isn't business as usual. James Varela, Partner at Rede Partners and Head of MENA, joins us to break down what it really takes to raise capital from LPs—especially in the Middle East. We talk DPI pressure, LP targeting, co-investments, how to build credibility in emerging markets, and the biggest mistake GPs still make when pitching. Whether you're struggling or oversubscribed, this one's for you.[00:00] Intro to James Varela and focus on capital raising in the Middle East.[00:30] James' 15+ years in capital raising across PE, infra, credit, and real estate.[01:26] Fundraising remains tough—macroeconomics and low DPI are key issues.[02:21] LPs cautious; focus shifting to GP quality and DPI visibility.[03:13] GPs turning to NAV lending and creative liquidity tools.[04:05] 66% of LPs now cite DPI as their top investment metric.[04:31] Strong fundraises begin 12 months out—prep is everything.[05:00] Nail your equity story—what sets you apart?[05:26] Focus on LPs where your strategy fits—don't spray and pray.[05:55] Transparency and respect matter more than past returns.[06:26] GPs often fail to systematize and name their edge.[07:25] LPs want proof—not theory—of execution and outcomes.[08:24] Plan 2–3 years out for Middle East fundraising; co-invests are key.[08:55] Content > presence—show up with something to say.[09:52] LPs want honest differentiation, not polished fluff.[10:51] Share what went wrong and what changed—credibility counts.[11:44] Most firms struggle from poor positioning, not poor product.[12:14] Systems reduce risk, especially for global firms.[13:37] Frameworks matter—manage what's out of your control.[14:07] Even top performers can fail at storytelling.[15:02] Reframing the narrative can unlock overlooked value.[16:26] Fundraising is marketing—Rory Sutherland's Alchemy cited.[17:22] Iteration is painful but critical—change takes work.[18:20] LPs care about the future, not just past returns.[19:09] Big firms re-entering mid and small-cap to chase alpha.[19:37] Middle East mistakes: wrong timing, same pitch, poor targeting.[20:34] Use portfolio milestones as conversation openers.[21:04] GCC LPs want both long-term trust and large co-invests.[21:59] Vision and culture alignment matter just as much.[22:29] Targeting is everything—don't chase irrelevant LPs.[22:59] LPs prefer North America, large GPs, proven track records.[23:57] Specialization and sector depth are rising priorities.[24:55] AI and tech are hot in the UAE—substance still matters.[25:54] Growing appetite for GP stakes from Middle East LPs.[26:21] Europe gaining ground as LPs move down-market.[27:14] Top reads: Alchemy, Acquired, Diary of a CEO, Tools of Titans, Atomic Habits.[29:05] Final thoughts: fundraising is either brutal—or it's fine. Nothing in between.Connect with James Varela on LinkedIn. Thanks for tuning in.Subscribe for more episodes on iTunes & SpotifyGot feedback or questions? Email Alex at alex.rawlings@raw-selection.com. Until next time—keep smashing it!Raw Selection partners with Private Equity firms and their portfolio com
In this episode of the Fund Friday, Craig McGrouther and Sam Morris outline what it really takes to raise capital consistently in today's market. They break down the exact system that helped close over $100 million in equity, including how they build trust, set expectations, and stay committed to investor relationships for the long haul. This isn't about flashy pitches — it's about clear communication, repeatability, and long-term partnership. Learn more about Lone Star Capital at www.lscre.com Apply to attend the LSC Summit 2025: www.lscsummit.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/Read Rob's articles:https://www.lscre.com/blog
Being great at investing is one thing but if no one knows about you or what you stand for, good luck growing your fund. It might sound harsh, but it's true. In today's world, attention is the new currency and you can't afford to ignore it.That's why today, Stacy is bringing her friend Dr. Daniel Crosby back on the mic for a very special 100th episode of Billion Dollar Backstory. They're picking up right where they left off in their “Scientist & The Storyteller” series.Together, they're digging into why every company today is a media company (yep, even yours) and why building a brand that feels real and relatable isn't just a nice-to-have anymore.They're also covering: How to build a brand that's real, relatable, and doesn't feel like a facadeWhy being a thought leader matters (even if you'd rather be investing)The hidden costs (and upsides) of the attention economyThe big reason why so many fund managers struggle to stand out and how to change thatMore About Dr. Daniel Crosby Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 17 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. His latest book, The Soul of Wealth, was published in October of 2024 and has already been translated into five languages. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
How does a former restaurateur and retail franchisee pivot into managing nearly $19M in real estate assets? In this compelling episode, Brian Plumer shares his journey from struggling to sell his first fix-and-flip in 2008 to now owning over 1,000 units across multifamily and self-storage. Hear how a pandemic pivot, relentless learning, and hands-on experience led him to raise capital, partner on syndications, and build Litmus Capital Investments. Brian opens up about his early failures, the mindset shifts that fueled his success, and why self-storage has become his secret weapon for scalable, resilient investing. 5 Key Takeaways from Brian Plumer's Episode:From Retail to Real Estate: Brian's first failed flip turned into a long-term rental—and his gateway into passive income and multifamily investing.Self-Storage Strategy: Pivoting to self-storage gave Brian access to off-market deals with seller financing, lower management headaches, and powerful cash flow.Raising Capital with Credibility: He started small—$250K from friends and family—and learned that confidence, transparency, and trust are more important than pitch decks.Fund of Funds Future: Inspired by the HERO Alliance, Brian is building toward a fund-of-funds model to scale without taking on asset management roles.Consistency Beats Speed: Whether taking baby steps or giant leaps, Brian emphasizes staying the course, finding mentors, and building relationships as the key to long-term success.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai
In this powerful how-to episode, Gino Barbaro—co-founder of Jake & Gino—dives into the new rules of raising capital in today's shifting multifamily real estate market. Gino breaks down the market cycle changes from 2020 to 2025, why interest rate hikes have made syndications harder, and how to position yourself as a credible sponsor in a more cautious investor landscape.Get a FREE PDF of the Wheelbarrow Profits book by emailing: gino@jakeandgino.com Subscribe to our channel for more investor insights and strategies! We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
Let's be honest: writing for LinkedIn can feel like walking a tightrope.You want to sound smart, credible, and professional.But also… like a human.In this Episode, Stacy shares the exact approach she uses to walk that line between being personable and credible (and to generate leads for her firm, Havener Capital, in the process). Listen in as she breaks down: How to use the 5 Pillar framework to post with both authority and authenticityWhy your “boring” hobby might be the thing people remember you forHow sharing your quirks could actually build more trust, not lessOne challenge that'll help you ditch the jargon and sound more like youAnd what your LinkedIn photo really needs to stand out (hint: it's not the perfect blazer) This is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week.Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
Rob Anspach interviews Penny Payne about raising capital, Bridle Up Hope, Jeff Watson, Las Cruces, legacy and going the distance. The post Ep 345 – Raising Capital & Going The Distance first appeared on Rob Anspach's E-Heroes.
$600,000 GONE: The Truth About Leaving Corporate Life for Freedom. In this episode of "Burn Your Boats Wealth," hosts Clark and David sit down with Sam Silverman, an extraordinary entrepreneur. Sam recounts his bold decision to leave behind a lucrative $600,000 corporate job to chase his true calling: investing and business acquisition.He traces his path from a budding young entrepreneur in New York to building a thriving career in sales and real estate. Sam delves into key insights, including the profound impact of environment, the indispensable value of sales skills, and crucial lessons learned from real estate investments. He also sheds light on the promising potential of mobile home parks and his strategic approach to raising capital for business acquisitions. Above all, Sam consistently emphasizes the paramount importance of personal freedom and the power of cultivating relationships with the right people.Don't miss his actionable strategies – listen now!Find Sam Silverman on LinkedIn: https://www.linkedin.com/in/samfreedomframework/TakeawaysSam walked away from a $600,000 job to pursue entrepreneurship.Sales is the most valuable skill one can possess.Investing in real estate taught Sam important lessons about cash flow.Mobile home parks provide high returns and stability.Building trust and relationships is crucial for raising capital.Business acquisition offers more control and potential than real estate.Sam emphasizes the importance of personal freedom and time management.Investing in oneself is key to financial success.Surrounding oneself with the right people is essential for growth.Planning for potential partnership issues is vital.Sound Bites"I sold all those homes off.""Mobile home parks paid the best.""You can have all of it, right?"Chapters00:00 Introduction to Sam Silverman's Journey02:05 The Impact of Environment on Success03:54 The Value of Sales Skills08:17 Transitioning from Sales to Investments16:23 Exploring Passive Income Strategies21:11 Investing in Mobile Home Parks28:07 Raising Capital and Building Connections31:08 The Power of Niche Audiences32:57 Building Community Over Education36:11 Shifting Focus: From Real Estate to Business Acquisition39:32 Identifying Opportunities in Unsexy Industries47:58 Creating Cash Flow from Day One49:23 The Pursuit of Financial and Time Freedom54:20 Lessons from Failures and Investments01:00:38 Introduction and Call to Action01:01:16 Introduction to Burn Your Boats Wealth Podcast01:01:45 Engagement and Community Buildingkeywordsentrepreneurship, sales, investing, real estate, business acquisition, mobile home parks, capital raising, financial freedom, personal development, networking, burn your boats wealth, freedom framework, wealth creation, podcast, investor mindset, business mindset, sam silverman, clark lunt, david shaw, wealth creation, fully funded #entrepreneurship #sales #investing #realestate #businessacquisition #mobilehomeparks #capitalraising #financialfreedom #personaldevelopment #networking #burnyourboats #wealth #freedomframework #wealthcreation #podcast #investormindset #businessmindset #samsilverman #clarklunt #davidshaw #fullyfunded Hosted on Acast. See acast.com/privacy for more information.
Connect with Sal:https://www.linkedin.com/in/salvatore-buscemi/https://brahminpartners.com/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.
In this conversation, Brandon Turner shares his journey from a blue-collar background to becoming a successful real estate investor and entrepreneur. He discusses the importance of focusing on one's primary business before diversifying into real estate, the various ways to make money in real estate, and the significance of personal branding. Turner also highlights the challenges faced by many real estate educators who may not actively invest anymore and emphasizes the importance of trust and commitment in both personal and professional relationships. The discussion touches on the mindset of wealthy individuals and their desire to give back to the community, as well as the need for entrepreneurs to stay focused on their business growth and stability. Don't forget to register for Tommy's event, Freedom 2025! This is the event where Tommy's billion-dollar network will break down exactly how to accelerate your business and dominate your market in 2025. For more details visit freedomevent.com 00:00 The Real Estate Dilemma 02:54 Brandon Turner's Journey into Real Estate 06:06 Understanding Real Estate Investment Strategies 08:59 The Mechanics of Real Estate Profitability 11:57 The Role of Personal Branding in Real Estate 14:51 The Guru Cycle in Real Estate Education 18:09 The Importance of Trust and Commitment 21:06 Navigating the Challenges of Entrepreneurship 23:51 The Mindset of Wealth and Giving Back 26:56 The Power of Focus in Business 30:07 The Importance of Business Growth and Stability 33:22 The Plague of Mediocrity 37:17 Building a Personal Brand to Attract Talent 39:28 Hiring Strategies for Success 42:02 Navigating Entrepreneurial Challenges in Hiring 44:31 Investment Strategies and ROI 48:12 Raising Capital in a Competitive Market 51:08 Leveraging Personal Branding for Growth 53:38 Common Pitfalls in Building a Personal Brand 58:23 The Key to Consistency and Success
In this episode of the Awesome in Seattle podcast, real estate investor Leka Devatha joins our hosts Christian and Shannon Nossum of the Awesome Nossum Group at Wilson Realty Inc, as we interview her and dive into building trust, finding the right partners, and ethically raising capital in real estate. Leka shares strategies for starting with little money, red flags to watch for in partnerships, and how to approach investors with integrity. Packed with practical insights and real-world experience, this episode is a must-listen for anyone looking to grow in real estate through strong relationships and smart strategies.
Stacy's had a front row seat to a lot of boutique success stories but this one is something special. Tucker Walsh didn't just build one billion-dollar firm, he did it again. And now? He's back at it for a third time.In this Episode, Tucker and Stacy talk about what it really takes to build an investment firm from the ground up. They also discuss: The realities of raising capital in today's marketWhy allocator behavior is shifting and what that means for boutiquesLessons learned from decades of small-cap investingHow to grow your firm one small allocation at a time (and why the “unscalable” stuff matters most in the beginning) About Tucker Walsh:Tucker is the Founder and CIO of Arrowside Capital, a high-conviction investment firm focused on the best emerging SMID growth companies in public markets.With over 30 years of experience in growth equity, spanning roles at Polen Capital, Copper Rock Capital, and now Arrowside, Tucker is known for his deep research, sharp macro perspective, and unapologetically long-term approach.He also writes Zen Investment Briefs and hosts a podcast on value creation, market psychology, and how investors can thrive in a world of rapid change.Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
Kyle Brown says the private credit market has grown but has to adjust to new valuations following volatile price action earlier in the spring. He adds that M&A activity for smaller companies is picking up but the true "spring" for IPO season has yet to be seen. "The money is flowing," says Kyle, as he talks about the process of raising private funds in the industry.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Kristopher Morin, a distinguished expert in real estate investment and financial freedom, with Kristopher “Kris” Morin brings more than twelve years of real estate investing experience, has been sought after as a mentor and coach for high profile business professionals, and is one of the founding members of Three Peaks Capital LLC. Kris's primary responsibilities include investment strategy, business development through strategic alliances, and educating and attracting new equity and debt investors. Prior to Three Peaks, Kris spent more than a decade working through progressive leadership roles at some the of the top Advisory Consulting firms in the world, including Accenture. Kris was accountable for helping members of the Fortune 500 to perform competitive assessments and define strategies that would enable them to take advantage of their competitive strengths, exploit industry weaknesses, and achieve operational efficiencies while scaling globally. What You Will Learn: Who is Kristoper Morin? What prompted Kristopher Morin to leave his corporate job and pursue real estate? What experiences did Kristopher have as a rising executive at Accenture? How did Kristopher transition from single-family flipping to multifamily investing? What strategies did Kristopher use to build a successful real estate portfolio? What challenges did Kristopher face when flipping houses, and how did he overcome them? How did Kristopher's journey through real estate lead to the founding of Three Peaks Capital? What is the focus and mission of Three Peaks Capital? How does Kristopher raise capital for his real estate investments? How does Kristopher ensure that his investment strategy remains grounded in long-term value? What type of debt structure does Kristopher prefer for his real estate investments, and why? What process does Kristopher follow from acquiring an asset to managing it effectively? How does Kristopher's background in strategy and economics inform his real estate decisions? What lessons does Kristopher share about navigating economic downturns with real estate investments? How does Kristopher differentiate between active and passive investing in real estate? What advice does Kristopher offer to professionals considering a transition to real estate investing? Kristoper shares how everyone can contact her. Additional Resources from Kristoper Morin: Website: https://www.threepeakscap.com/ LinkedIn: https://www.linkedin.com/in/kris-morin-multifamily-real-estate-expert/ Facebook: https://www.facebook.com/kris.morin.906/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Are you struggling to raise capital and grinding through outdated sales strategies? This week, Jennings breaks down the mistakes that are killing your sales and your attempts to raise valuable capital. Learn the strategy that will lift your status, allow you to control negotiations, and let investors know that you have something they want. If you're a single-family investor and are serious about advancing into commercial and multi-family real estate, visit mfmim.com Thanks for listening!
Most fund managers are happiest behind their screens, crunching data and studying markets. That's their zone of genius, so it makes sense.But when you step into the founder seat, everything changes. Investing is no longer your only job. Suddenly, marketing and distribution aren't just important, they're non-negotiables. Today's guest, Sean Peche, knows this firsthand. He's the Founder and Fund Manager at Ranmore Funds, a $650 million investment boutique that doesn't just invest differently, it builds differently too.In this Episode, Sean sits down with Stacy to share his growth playbook. They discuss: Why he dedicates just one day a week to distribution – and how taking calls only one day each week keeps him laser focused The founder-led sales tips he used to scale Ranmore (and how you can borrow them)His tried-and-true process for prospecting on LinkedIn His unconventional approach to team buildingWhat “charitable marketing” is and how it's helping him grow the business and do goodThe mindset shift from fund manager to business founder (and why more boutiques need it)Why honesty and humility are a competitive edge in this industryAbout Sean Peche:Sean is the Founder of Ranmore Fund Management and portfolio manager of the Ranmore Global Equity Fund. Sean studied Business Science at the University of Cape Town, qualified as a Chartered Accountant and is a CFA Charterholder with 28 years of investment experience. He's a committed Value investor who looks for the opportunity in every crisis. He lives in Surrey, England with his wife, Marilyn, their two children and two dogs. His guiding principles are “Do more than expected” and “Be kind”. He loves country music, wine, forests, and snowboarding.Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
Real Estate Investing With Jay Conner, The Private Money Authority
***Guest AppearanceCredits to:https://www.youtube.com/@EG_Developer "The Art of Raising Capital"https://www.youtube.com/watch?v=oo0HNrZOvtI If you're a real estate investor or developer wrestling with the age-old question—how do I find funding for my deals?—You're not alone. Most of us start in the same place: we turn to banks, endure rigorous credit checks, and cross our fingers that the funds come through. But as veteran investor Jay Conner shared in his interview with Eugene Gershman, there's a better way: Raising Private Money.In this episode, we'll break down Jay's method for leveraging private lenders—a system that not only allows you to fund deals quickly but puts you firmly in the driver's seat.The Bank Shutdown That Sparked a ChangeJay's journey into private money began out of necessity. For years, he'd relied on banks, but in 2009, his line of credit was abruptly closed. With deals under contract and no financing in sight, he asked himself, “Who do I know that can help?” That call led him to the world of private money, where individuals, often using their retirement funds, can invest in real estate for higher, safer returns.Don't Beg for Money: Teach InsteadOne of Jay's core philosophies? Don't chase money—attract it by teaching. Instead of pitching individual deals with desperation, Jay developed a private money “program.” He educated potential lenders on what private money is, how it works, and why it's mutually beneficial—all before bringing any specific investment opportunity to the table.By wearing his “teacher hat,” he positioned himself as a knowledgeable, trustworthy guide rather than someone begging for help. This simple shift allowed him to raise over $2 million in 90 days.The Secret: Separate the Funding Conversation from the DealJay Conner emphasizes that the worst time to raise money is when you need it urgently for a deal; desperation has a scent that savvy investors can detect. Instead, he recommends cultivating interest in your program beforehand. Explain your investment approach, outline your terms (like 8-10% interest, first or second lien position, borrowing up to 75% of after-repair value), and show potential lenders how their money is protected.When a deal arises, you call with “great news”—not a desperate plea. The money is already pledged, and investors are ready and waiting.Indirect Outreach: Ask for Referrals, Not FundsA genius part of Jay's approach is the indirect ask. Rather than pitching investments directly, he'd connect with well-networked locals (like the town's original Zenith TV dealer!), share that he's helping people earn high rates of return, and ask for referrals. More often than not, people would express interest themselves or spread the word to their circles.This reflective, relationship-driven technique allowed Jay to build a network of 47 private lenders, most of whom had never even heard of private money lending before he educated them.Scaling Up: From Small Deals to MillionsIs this approach scalable? Absolutely. Whether you need $500,000 or $10 million, Jay's model works by adapting your outreach. For example, he's raised nearly a million dollars in a single luncheon by teaching his program to a room of community influencers. He regularly uses presentations, podcasts, and word-of-mouth to reach potential lenders, rather than relying solely on one-on-one conversations.The Role of Self-Directed IRAsA powerful hack in the private money world is using self-directed IRAs. Many investors have retirement funds languishing with low returns. By educating them on how to use these funds for private lending, J
Have you ever wondered why some syndicators seem to raise millions with ease while others struggle to close a deal? In this episode, Angel Williams hosts seasoned investor Brian Briscoe to break down the lessons learned from early capital raises, the reality of building credibility, and the importance of strong peer relationships in multifamily investing. They discuss how trust, transparency, and strategy influence investor decisions, and why community support makes all the difference in a high-barrier field like real estate syndication. [00:01 - 04:00] Closed or Not, It Matters Why credibility hinges on completed deals, not near wins What capital raising teaches about scalability and stress The importance of proving you can deliver results before growing too fast [04:01 - 08:17] Strong Networks Equal Stronger Raises Why relationships with other syndicators create fallback options The significance of investor referrals and professional trust How shared investor bases offer second chances [08:18 - 12:35] Pitch Practice in the Real World Why syndicator-heavy events are valuable for honing your pitch What informal networking teaches about soft selling The importance of shameless plugs and speaking with confidence [12:36 - 16:43] Ethics and Equity: Investing with Integrity Why believing in your own deal changes how you pitch it What to say when you can't personally invest The importance of collective GP investment as social proof [16:44– 21:150] Capital, Coaching, and Community How rolling fees into shares helps show commitment The need for safe spaces in learning and masterminds Why access to communities like Tribe of Titans and REI Rocks matters Connect with Brian: LinkedIn: https://www.linkedin.com/in/brian-briscoe-ut/ Key Quotes: “Nobody cares what you went through. They want to know: did you close or not?” - Angel Williams “Make sure people know what you're doing. Just talk to them like you would about your vacation.” - Brian Briscoe Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!
What happens when a burned-out single-family flipper pivots—and builds a $75M self-storage empire? In this episode, discover how Travis Ryan Baucom shares how he transitioned from managing 400+ single-family deals to building and syndicating scalable self-storage facilities across Texas and Oklahoma. You'll hear the full story of how he achieved a 154% return for investors in just 18 months, his strategies for sourcing mom-and-pop facilities, and why he's laser-focused on cash flow over growth metrics. Travis also pulls back the curtain on raising capital through LinkedIn, cold emails, and even AI-powered phone calls—plus why he's adapting his acquisition model in today's tighter, higher-rate environment. If you're serious about finding yield in a tough market, you'll want to take notes. Top 5 Key Takeaways:Self-Storage Over Single Family: Travis left single-family real estate for a leaner, less stressful business model with fewer headaches—and far better scalability.Investor Returns First: He prioritizes cash flow and conservative underwriting, even if that means putting down 50% equity to pay preferred returns in today's market.Raising Capital with Tech & Trust: From cold emails and LinkedIn targeting to AI-driven cold calls, Travis shows how to get in front of accredited investors at scale.Finding Deals That Work: He breaks down how word-of-mouth, broker relationships, and strategic direct mail help uncover viable storage opportunities.Adaptability Is Everything: With yield tightening and leverage shrinking, he's pivoting to land entitlement, hard money lending, and small residential plays to maintain cash flow.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai
Today, we sit down with Stella Han, the CEO and co-founder of Fractional, to dive deep into the future of real estate investing, building scalable businesses, and innovative ways to raise capital in today's market.Stella shares her journey from startup founder to leading a platform that's revolutionizing fractional real estate ownership, making property investment more accessible than ever. Whether you're a real estate investor, startup founder, or just curious about how to raise money and build a successful business, this conversation is packed with insights, strategies, and actionable tips.https://www.instagram.com/hellastellah/https://www.instagram.com/fractionalapp/https://www.fractional.app/NOT INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE
Most college students aren't spending their free time building trading algorithms. But Alex Boyd isn't most people.From an early start on an investment desk to founding Aware—a tool that helps professionals build real influence on LinkedIn in a fraction of the time—Alex's journey is anything but typical.He's also an introvert who understands what it's like to want to show up online… without becoming a content machine or someone you're not.In this Episode, Alex sits down with Stacy to discuss: Why LinkedIn is the “introvert's conference” (and how even institutional decision-makers are watching)How Aware helps users be seen having smart conversations, without being online all dayHis winding path from trading algos to building SaaS (and what it taught him about audience, authority, and distribution)What fund managers can learn from Ben Franklin, Buffett, and backyard saunas (yes, really)About Alex Boyd:Alex Boyd is the founder of Aware, a platform that helps advisors, founders, and creators grow their presence and engagement on LinkedIn, in less time. He's scaled sales and marketing teams, built multiple brands from scratch, bought and sold companies, and helps professionals turn trust into pipeline. When he's not growing his business portfolio, Alex can be found either with his wife and cat (Chiefy), at the gym, or in the forests of Portland, Oregon.Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
What do a broken leg, a fourplex, and a podcast binge have in common? For Dallon Schultz, they were the catalysts that launched him from the high-stress world of emergency nursing into the multifamily investment scene. In this episode, Jake and Gino sit down with Dallon, co-founder of Capitalist Pro, to unpack how he transitioned from patient care to capital raising — now supporting deals totaling over $150 million.Dallon shares how a false sense of job security inspired his entrepreneurial pivot, the realities of raising capital without a track record, and how his tech-forward CRM system helps syndicators stay top-of-mind with investors. He also dives into syndication red flags, vetting GPs, avoiding capital call disasters, and building long-term relationships through automation without sacrificing trust.Whether you're an operator, aspiring investor, or raising your first dollar, this episode offers tactical gold on playing to your strengths, automating investor communications, and building real estate wealth through authentic connections.Don't forget to like, subscribe, and hit the bell for more deep dives into multifamily investing and raising capital.Guest Contact Info:Email: Dallon@capitallystpro.comPhone: 623-624-9909Linked In: https://www.linkedin.com/in/dallon-schultz/Website: www.capitallystpro.ioChapters:00:00 - Introduction 00:57 - Dallon's Pre-Real Estate Life as a Registered Nurse 04:31 - The Podcast That Flipped His Mindset 08:38 - What Deals Excite Dallon in Today's Market 14:10 - Target Markets: Why Dallon Focuses on Texas 18:42 - Raising Capital Without Experience: Mistakes and Strategies 21:58 - How Dallon Got His First Investors Without Syndicating 29:55 - The Investor “First Date”: Discovery Over Deal Pitch 32:32 - Automating Touchpoints but Keeping Relationships 38:09 - Webinar Tips: Focus on Structure Over Sexy Returns 39:48 - Email Cadence & Investor Engagement Scores 44:48 - Why Dallon Chose Capital Raising Over Operations 46:29 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
Panels are everywhere in the asset management world. But let's be honest, most of them aren't exactly lighting the room on fire.So why is something that seems so simple, so hard to get right? Is it really that tough to throw a few smart folks on stage and ask them questions?To find out, Stacy called in her friend Dan Mikulskis. Dan is the Chief Investment Officer at the £31B People's Partnership, and in his role, he's become a go-to panelist for leading conferences across the UK and beyond.But here's the thing: Dan doesn't just sit on panels. He thinks about how to make them better. And in this Episode, he's breaking down his 3-step playbook for taking panels from “meh” to magic.Plus, he and Stacy chat about:What most panels get wrong (and how to fix it)Tips for moderators who actually want to spark interesting conversations How panelists can stop sounding like walking white papersWhy it's still worth showing up for a panel, even though they're not always perfect and take some time to prep for About Dan Mikulskis: Dan Mikulskis leads the investment team at The People's Partnership, where he oversees the strategy behind the £31B People's Pension Master Trust—one of the largest asset owners in the UK, serving over 6 million members.A straight-talker in a noisy industry, Dan's known for applying clear principles to complex investment decisions and always thinking with the asset owner in mind. He's been in the investment world since 2003, with previous roles at Mercer, Redington, and LCP (where he was a partner). These days, he's just as comfortable challenging the status quo on stage as he is behind the scenes shaping strategy.Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
Meet Thomas Powell. His WHY.os is Better Way - Challenge - Simplify.Dr. Thomas J. Powell is an entrepreneur and legal strategist who helps business owners raise money and grow smarter. He has raised over $3 billion for companies and teaches entrepreneurs how to protect their businesses and legacies for the long haul.In this episode, you'll learn:How being prepared can make you lucky when opportunity comes.The traits that make some entrepreneurs succeed while others fail.What every entrepreneur should watch out for after selling their business.Listen now to learn how to grow your business smarter, protect what matters, and create success that lasts.Connect with Thomas:kay@brehongroup.com Hosted on Acast. See acast.com/privacy for more information.
This episode is part of the 8FE (8-figure entrepreneur) series, where we talk to entrepreneurs who have already passed the million-dollar mark. Is your business ready for investors? This week on Beyond A Million, Brad sits down with the serial entrepreneur and investor Scott Oldford to talk about bootstrapping, raising money, structuring deals, and breaking through the 7-figure ceiling. Scott, whose entrepreneurial journey started way back when he was a kid, is now one of the world's leading business advisors and mentors. He's created powerful frameworks for scaling online businesses and has helped hundreds of founders push past 7 figures. Today, he's here to help you do the same. Tune in! — Key Takeaways: 00:00:00 Intro 00:01:43 Taking other people's money 00:10:18 How Scott approaches raising money 00:15:35 How Scott lost $15M 00:24:09 The impact of a personal brand 00:28:48 Making $1M at 16 00:37:32 The harsh truth about efficiency 00:41:59 The six-pillar framework and problem awareness 00:54:11 Unplugging for 6 months 01:01:54 Learn more about Scott 01:03:06 OBO and newsletters 01:09:43 Outro — Additional Resources:
In this Glow Up, Gyrl podcast episode, we are thrilled to welcome CEO and podcast host Jayla Siciliano. Join us as Jayla shares her inspiring journey as an entrepreneur, detailing her experiences pitching on Shark Tank and the challenges of securing funding for her business. Discover how her perspective on success has evolved over the years and gain valuable insights to help you on your entrepreneurial path. Whether you are a budding entrepreneur or simply interested in the world of business, this conversation is packed with wisdom and motivation. Connect with Jayla: Website: https://www.seedmoneypodcast.com/ Instagram: https://www.instagram.com/jaylasiciliano/ Podcast: https://open.spotify.com/show/0VkQECosb1spTFsUhu6uFY?si=68ccd2c730414bf5 Stay connected to Glow Up, Gyrl! Follow us @glowupgyrl for more updates! Visit glowupgyrl.com for more podcast episodes. Watch podcast episodes on our YouTube channel. Chat with us via email at hello@glowupgyrl.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
After exiting a successful startup, Rafael Loureiro went looking for a better way to do estate planning…and came up empty. The experience? Clunky. Expensive. Outdated.So like any smart entrepreneur would do, he decided to build something better.Today, Rafael is the CEO of Wealth.com, a FinTech firm backed by Google Ventures and designed to modernize the estate planning process for advisors and their clients.In this Episode, Rafael sits down with Stacy to discuss: Rafael's backstory – How he went from Brazil to Silicon Valley to Wall Street Why his post-exit estate plan felt more like Mad Libs than modern finance How that clunky estate planning experience drove him to go from introverted software engineer to front-and-center CEOWhy it's actually easier to raise capital before the product exists (yes, really)About Rafael Loureiro:Rafael Loureiro is the CEO and co-founder of Wealth.com, the industry's leading estate planning platform. Under his leadership,Wealth.com has become the fastest-growing solution in the space, empowering 750+ wealth management firms to modernize the delivery of estate planning guidance. Backed by Google Ventures, Wealth.com is the only tech-led, end-to-end estate planning platform built specifically for financial institutions—helping advisors scale, drive efficiency, and serve clients across the wealth spectrum.Rafael was named ThinkAdvisor's 2024 Executive of the Year in the financial planning technology category and also received the Advisor Choice Award for Technology Providers: CEO of the Year in the 2024 WealthManagement.com Industry Awards, where Wealth.com was recognized as the Best Technology Provider in the Trust category. A technology entrepreneur and product innovator, Rafael brings more than 20 years of technical and executive leadership experience across start-ups, growth-stage ventures, and Fortune 500 companies. Prior to founding Wealth.com, he served as Chief Technology Officer at Emailage, a global fraud prevention SaaS startup acquired by Lexis Nexis Risk Solutions in 2020.Rafael is a member of the Forbes Finance Council and an active community leader in the Phoenix start-up ecosystem. Originally from Brazil, Rafael has been in Arizona for over 20 years. Outside of work, he enjoys time with his family, hiking the Arizona desert, playing pickleball, reading, and gaming. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
Please welcome my guest today, dentist Josh Cochran, who didn't just build the largest general dental group in the Inland Northwest, he built a real estate empire while he was at it. After selling a stake in his thriving dental practice, he set his sights on commercial real estate, starting with medical retail development before getting involved in ground-up multifamily projects worth over $125 million. The Accidental Developer Josh has an interesting background in that he didn't just lease space for his dental offices, he built them and, in the process, he discovered he had a knack for development. What started as a necessity quickly became a passion, leading him to acquire land, structure deals, and transform raw dirt into ground up developments. Scaling Up to Multifamily Retail development had its challenges, but Josh knew where the market was heading. He pivoted to multifamily, securing land, entitling projects, and working with institutional capital partners to develop over 450 units across five projects. Along the way, he raised millions from investors, balancing capital allocation with active development. Raising Millions While Protecting Investors With a network of high-net-worth investors, many from his dental background, Josh built a capital-raising system. He is hyper-focused on due diligence, personally vetting deals, sponsors, and market fundamentals before committing capital. His slow and steady approach has helped him safeguard investors from the risky, overleveraged deals that have sunk others. Lessons from the Trenches Josh shares the hard-earned lessons from his transition, including: Why development takes longer than you think—but is worth the wait The biggest fundraising mistakes investors make (and how to avoid them) How he structures deals to align incentives and mitigate risk The power of relationships in CRE and why “going deep” is better than broad diversification. *** From running a successful dental practice to structuring nine-figure real estate deals, Josh's journey proves that the right mindset and strategic partnerships can open the door to CRE success. If you're looking to break into development, master capital raising, or scale a real estate business, this episode is full of real-world lessons and advice. *** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry. In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space. PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio. Visit GowerCrowd.com/subscribe
Founders don't start firms because it's easy; they do it because they believe there's a better way.That was true for today's guest, Ben Beneche, who left the comfort of a $200B+ global firm to launch his own boutique: Tourbillon Investment Management.In this Episode, he sits down with Stacy to discuss:His backstory: How his nomadic childhood shaped the independence and resilience he leans on as a founder todayThe rebel spirit (from class clown to contrarian) that gave him the guts to walk away from a top role and bet on himselfWhat durability means in investing—and why it's the heartbeat of Tourbillion's strategyHow he built a fund powered by relationships, not just resumesThe real difference between investing and entrepreneurship (and what most founders miss)What to know before launching your boutique About Ben Beneche: Prior to founding Tourbillon, Ben was senior portfolio manager and co-lead of international equities at Pictet Asset Management. For 10 years, he managed all-cap international equity portfolios where he was primarily responsible for investments in Japanese and Asia-Pacific listed businesses. He began his career in 2008 as an analyst focused on US equities and the energy sector. Ben has a degree in Economics and Economic History from York University (first class honors) and is a CFA charter holder. He bought his first stock when he was 16 and hasn't looked back. - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership
Omar Alvarez is on a mission to reinvent how we connect—by bringing storytelling back to the heart of technology. With his startup KINNECT, he's doing exactly that—creating a platform that helps people share their life stories, from past experiences to future dreams, in a way that's meaningful, inclusive, and easy to use. Not only has he secured support for his vision, but he's now poised to disrupt an outdated market and drive innovation, building a fresh space where technology meets human connection. With professional experience at some of the world's most iconic storytelling brands like Nike, Levi's, Hilton, and Hims and Hers, Omar brings a unique blend of creative expertise and personal passion to every piece of the KINNECT experience Creating Connections at Work KINNECT creates social spaces for people to connect and drive belonging, whether with your family, friends, or team at work. Each environment is hyper-personalized. One big challenge–and opportunity–in the marketplace is creating connections in the workforce. How do you feel like you belong when you work remotely or never see the higher-ups? Employees want to know about the people they work with, who their executives are, and who's responsible for big decisions at the company. To be effective at work, you have to feel like you're part of a team. KINNECT is hoping to help bridge that gap. Securing Funding In the beginning, the thought of raising capital was daunting for Omar. The odds were stacked against him. But he didn't let the odds hold him back. At the end of the day, investors are just people. Omar shares his story and the mission behind KINNECT (which was partly inspired by the death of his grandfather), and the right people connect with the product. Some people have told Omar it's unprofessional to share personal stories, but he knows it's important for investors to believe in the founder–and that means being authentic to who he is. To date, he's raised over $400,000 in funding. Enjoy this episode with Omar Alvarez… Soundbytes 6:32-6:43 “I really want to think about all the beautiful and cool things about social media and ways of connection today, but I want to cherry-pick what I like about them and then build a complete opposite direction.” 28:52-29:06 “I was like, All right, I have this amount of money. I have this big vision. How am I going to build an AI that is not going to change the algorithm to focus on behaviors for purchasing, but instead, how can I use the algorithm to actually help people?” Quotes “How do you feel like you belong at work when there's such little information and little ways of actually driving belonging besides like a random Slack huddle?” “To be effective at work, you have to feel like you're part of a team.” “Investors are also people. They should definitely look at the needs for business growth. But why not let someone who is Latino, first-generation, English as a second language? Why can't I just act that way too in building a company that is venture scalable?” Links mentioned in this episode: From Our Guest Website: https://www.kinnect.club/ Connect with Omar Alvarez on LinkedIn: https://www.linkedin.com/in/heraldalvarez/ Connect with brandiD Download our free guide to learn 16 crucial website updates that attract more leads and convert visitors into clients: https://thebrandid.com/website-tweaks/ Ready to elevate your digital presence with a powerful brand or website? Contact us here: https://thebrandid.com/contact-form/
Welcome to Grit & Growth's final episode. After five years and 90 episodes, we've asked four Stanford GSB professors who teach in the Seed Transformation Program to tell us what they've learned — about the grit of intrepid entrepreneurs working in emerging economies and the growth they've experienced in their own teaching.Jesper Sorensen, Baba Shiv, Jonathan Levav, and Sarah Soule are all Stanford Graduate School of Business professors who have also spent years with Seed teaching business leaders from nearly 30 countries to grow and scale their companies. Their reflections include key takeaways about the resilience, honesty, and heart required to overcome unique challenges and the joy in seeing them triumph. As teachers, these professors also know how to learn from their students. And they've incorporated many of those lessons in the MBA and Executive Education programs back at Stanford.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of the Jake & Gino Podcast, Gino Barbaro sits down with Vince Gethings—Air Force veteran turned multifamily mogul. Vince shares how he went from house-hacking with a VA loan in 2013 to owning over $100 million in multifamily real estate through his company, Tri-City Equity Group.They break down the "Buy Right, Manage Right, Finance Right" framework, the power of leveraging your competitive advantage, and the importance of mentorship, mindset, and community in building wealth that lasts.Whether you're active duty military, a new investor, or scaling into syndications, this episode is packed with gold on systems, team-building, and how to eliminate limiting beliefs and take massive action. Learn more about Tri-City Equity Group: https://tricityequitygroup.comJoin the Wheelbarrow Profits Community: https://wheelbarrowprofits.com Chapters:00:00 - Introduction 05:36 - What Military Skills Can Help You Succeed in Multifamily Real Estate? 08:08 - Overcoming Limiting Beliefs Through Community and Mentorship 12:33 - Why Vince Chose Multifamily Over Flipping or Crypto 17:45 - Explaining the Buy Right, Manage Right, Finance Right Framework 23:11 - Mistakes Made: Over-Renovating & Reading Market Shifts 38:29 - Vince's Largest $28M Deal & HUD Loan Assumptions 41:48 - Advice for New Multifamily Investors 44:36 - Where to Find Vince and Learn More 45:09 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
Ever feel stuck choosing between raising capital or taking on more debt? What if you could screen deals quickly and build a long-term strategy without overcomplicating your business?In this solo episode, I answered some questions submitted to me within my Multifamily Wealth Community! So, this episode is sort of a feedback or you could say a question and answer type of episode. Aside from that, I also share my thoughts on our business right now, how I thought about it when we started and also about how we quickly look at deals.Join us as we explore:✅ The Metrics we use to screen small and large deals✅ My personal plans with our business as it relates to getting into new markets, or pursuing different types of deals✅How we think about using debt vs. equity✅Our thought processes on raising capital, on using debt or even doing both
In today's Monday Minutes episode, I break down how to build relationships with institutions, family offices, and funds. I share insights from my own experience, including what's worked, what I'm still figuring out, and the high-leverage strategies that can help you tap into larger sources of capital. If you're looking to move beyond individual LPs and attract institutional investors, this episode is for you. Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre