Podcasts about reg d

Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, AppleTV or AmazonFireTV. You can also see it on YouTube.Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!Devin: What is your superpower?Jason: Ability to inspire excitement.Raising money through regulated investment crowdfunding is hard. Too many founders underestimate the difficulty, thinking that once their campaign goes live, the crowd will come running. The truth, as Jason Fishman explains, is that success starts long before a campaign launches.Jason, Co-Founder and CEO of Digital Niche Agency (DNA) and host of the "Test. Optimize. Scale." podcast, is one of the industry's most experienced investor acquisition experts. He helps founders raise capital by creating marketing funnels that turn strangers into advocates. In today's episode, he shared the single most important element of a successful crowdfunding raise: planning."If you fail to plan, you plan to fail," Jason said. "Imagine launching a website tomorrow and trying to bring 50,000 people towards it and get 1,000 of those people to convert at a transactional value of $1,000 or more."That's the scale of the challenge many founders face without realizing it. Jason broke down how campaigns that succeed aren't just lucky—they're methodical. They use strategies built on industry research and competitive marketing audits. These show founders what messaging and channels are working and which aren't, enabling them to craft a custom roadmap for every stage of their campaign.He encourages founders to go deep on pre-launch preparation. That includes clearly identifying audiences, traffic sources, and strategic partnerships. According to Jason, it also means fine-tuning the content and offering page to ensure it's optimized for conversions."You still need to have a well-thought-out plan on where that traffic's coming from," he noted, even for small campaigns targeting $50,000. "One way or the other, I need to figure out how am I getting those actual visits to my offering page."Jason and his team at DNA have helped clients raise hundreds of millions of dollars from the crowd. The secret? They treat marketing as a science—and a strategy-first mindset is always step one.To hear more from Jason, check out this episode and join us at SuperCrowdLA, where he'll speak twice and be available throughout the event. Don't miss the chance to learn from one of the best in the business.tl;dr:Jason Fishman explains why strategic planning and marketing are essential for crowdfunding success at any scale.He shares how the most successful campaigns use research and competitor audits to map traffic and conversions.Jason emphasizes that even small campaigns must create momentum with targeted audiences and compelling content.His superpower, generating excitement, helps him motivate teams, founders, and friends to rally around a vision.Jason encourages understanding your audience's fears and desires to inspire action and build lasting engagement.How to Develop Inspiring Excitement As a SuperpowerJason Fishman's superpower is his ability to inspire excitement and rally people around a shared goal. “Getting people excited…has been present my whole life,” Jason explained. He shared how this skill underpins his success in building impactful marketing campaigns, emphasizing that understanding what drives and motivates people is key. Jason applies this talent to craft compelling messaging and visuals that move audiences to action.Illustrative Story:Jason shared a personal anecdote about planning a wedding for his wife's cousin, who had been overwhelmed by the process. By addressing objections and highlighting exciting details, Jason turned their reluctance into enthusiasm. The result was a beautiful wedding overlooking the beach, with Jason even serving as the DJ. This story exemplifies his ability to energize others and create positive outcomes.Tips for Developing the Superpower:Understand Your Audience: Identify what excites and motivates them, as well as their fears.Communicate the Vision: Show others what success looks like and why it matters.Address Objections: Turn concerns into opportunities by re-framing challenges in a positive light.Leverage Energy: Use your enthusiasm to inspire and rally others around shared goals.By following Jason's example and advice, you can make inspiring excitement a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileJason Fishman (he/him):Co-Founder and CEO of Digital Niche Agency DNA and Host of the "Test. Optimize. Scale." Podcast, Digital Niche Agency (DNA)About Digital Niche Agency (DNA): DNA is a full-service digital marketing agency specializing in surpassing client goals. Our team has over 25 years of experience in Marketing, Start-Ups, and Business Development. While working with clients and launching brands we have learned what works and how to implement a revenue-driving marketing strategy. Watching the digital marketing landscape evolve everyday, our primary objective is to offer the latest technologies and techniques to small to mid level businesses. With a focus on two areas, Content Development and Content Distribution, the DNA model is built for both brand value and performance. Our success is truly measured by the growth rate of our clients companies. Whether you are looking for Social Media, SEO, Content Marketing, Digital PR, Web/ Mobile Media Buying, Marketing Plans, Influencer Marketing, Instagram Ads, Traffic to CrowdFounding Platforms, Investor Materials, CPI / Burst and AOS Campaigns, Development, Video, or Digital Advertising, we know how many options there are out there and have structured ourselves so that you can get everything you need from DNA. We have relationships with the top vendors in the digital world and provide the ability to work with one partner to manage all areas of your digital brand at below industry standard rates. With this approach we want to make the process easy, so we can begin getting you more market share with our formula.Website: digitalnicheagency.comX/Twitter Handle: @DNAgency_CACompany Facebook Page: facebook.com/digitalnicheagencyBiographical Information: Jason Fishman has 15+ years experience as a “New Media Enthusiast”, who genuinely enjoys planning, activating, and managing scalable marketing strategies across the full-spectrum of verticals and goals. He is an expert in digital channels including Search Engines, Social Media Platforms, Programmatic Ad Exchanges, Influencer Networks, Email Automation, Content Marketing, and Partnerships. He has held leadership roles at all sides of the marketing table: Agency, Brand, and Vendor, which explains his ability to structure unique opportunities for DNA clients.Jason managed the Product Marketing Division of a major Mobile Ad Network who exclusively represented ad inventory for 1,500+ Print Publishers' Mobile/Tablet apps and worked with many Top 100 Advertisers. Leveraging traffic algorithms, Jason now takes this knowledge and applies it to scale brands with effective marketing tactics.Since launching DNA in 2014, Jason and the team have worked with over 750 brands and deliver industry-leading results across eCommerce, Lead Generation and Digital Funding campaigns. DNA is now an Inc 5000 company, who has worked with over 350 Reg CF, Reg A+, Reg D, and Digital Asset campaigns that have produced 9-figures of funding.Jason has been showcased in Panel and Individual presentations at a high volume of Tech and Marketing conferences, along with his “Test. Optimize. Scale.” Podcast. He is also committed to a number of Thought Leadership content projects for 2024, including the Forbes Agency Council. Jason manages a Los Angeles team with experience in all aspects of the user journey.Linkedin: linkedin.com/company/digital-niche-agencyInstagram Handle: @digitalnicheagencySupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, Make Money with Impact Crowdfunding, SuperCrowdLA and Crowdfunding Made Simple. Learn more about advertising with us here.Max-Impact MembersThe following Max-Impact Members provide valuable financial support:Carol Fineagan, Independent Consultant | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Ralf Mandt, Next Pitch | Scott Thorpe, Philanthropist | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on April 15, 2025, at 1:00 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.SuperCrowdHour, April 16, 2025, at 1:00 PM Eastern. Gene Massey, Chairman/CEO of MediaShares, will lead a session on "Secrets For Creating Great Content To Attract Investors." He'll share expert insights on crafting compelling content that engages and converts potential investors. Whether you're launching a crowdfunding campaign or looking to enhance your storytelling strategy, this session is a must-attend! Don't miss it!SuperCrowdLA: we're going to be live in Santa Monica, California, May 1-3. Plan to join us for a major, in-person event focused on scaling impact. Sponsored by Digital Niche Agency, ProActive Real Estate and others. This will be a can't-miss event. Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!  SuperCrowd25, August 21st and 22nd: This two-day virtual event is an annual tradition but with big upgrades for 2025! We'll be streaming live across the web and on TV via e360tv. Soon, we'll open a process for nominating speakers. Check back!Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Devin Thorpe joins Entrepreneurs On Fire to share powerful insights on impact investing and doing well by doing good. Tune in on April 10 to hear Devin's inspiring conversation with host John Lee Dumas!Igniting Community Capital to Build Outdoor Recreation Communities, Crowdfund Better, Thursdays, March 20 & 27, April 3 & 10, 2025, at 1:00 PM ET.Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington DC, October 21-22, 2025.Call for community action:Please show your support for a tax credit for investments made via Regulation Crowdfunding, benefiting both the investors and the small businesses that receive the investments. Learn more here.If you would like to submit an event for us to share with the 9,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, AppleTV or AmazonFireTV. You can also see it on YouTube.Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!Devin: What is your superpower?Alex: Thinking deeply and critically about a number of things.Crowdfunding has revolutionized how businesses raise capital, but not all crowdfunding is created equal. In today's episode, Alex Fisher, CEO and CCO of Netcapital Securities, shared how her team empowers businesses by leveraging a comprehensive suite of tools including Reg A, Reg D, and Reg CF offerings. Her insights highlight the importance of tailoring fundraising strategies to meet the unique needs of each company, ensuring both flexibility and success.Alex explained, “When people hear crowdfunding, they kind of lump all of the different offering types and ways to raise capital together.” Netcapital's approach, however, recognizes the nuances of these methods. For instance, Reg CF allows companies to raise up to $5 million from the general public, while Reg D removes the cap but limits investments to accredited investors. Combining these strategies can create opportunities for businesses to achieve their goals more effectively.For Alex, the innovation lies in the ability to use these regulations strategically. She noted, “Companies who look to utilize both offering types at the same time are being very strategic… using the Reg CF bucket to open the investment opportunity to their broad network,” including customers and social media followers. Meanwhile, Reg D can attract larger investments from accredited investors such as venture capitalists.One of the most exciting developments Alex discussed is the potential for liquidity in crowdfunding. While much of the focus has been on raising capital, Netcapital is exploring ways to offer investors opportunities for future liquidity. This forward-thinking approach benefits both issuers and investors, enhancing the overall value of crowdfunding.Netcapital's role as both a broker-dealer and a funding portal sets it apart from other platforms. “Under Reg CF, companies are limited to listing on one portal at a time,” Alex explained. “That restriction doesn't exist in Regulation A or Regulation D and doesn't apply to broker-dealers.” This flexibility allows Netcapital to collaborate with other platforms, creating a synergistic ecosystem that benefits companies and investors alike.By combining innovative strategies with a deep understanding of regulatory frameworks, Alex and her team at Netcapital are helping businesses raise capital smarter, faster, and more effectively.If you're considering crowdfunding for your business, Alex's expertise offers a roadmap for success. As she put it, “It's very facts and circumstances based… You want to understand the stage of the company, the industry, and the networks they're a part of.”tl;dr:Alex Fisher explains how Netcapital combines Reg CF, Reg A, and Reg D to fundraise strategically.She highlights the untapped potential for liquidity in crowdfunding, benefiting both issuers and investors.Netcapital's broker-dealer status allows for unique flexibility and collaboration across fundraising platforms.Alex's intellectual curiosity drives her personal growth and her ability to connect with clients.She shares actionable tips for fostering intellectual curiosity to fuel professional and personal success.How to Develop Intellectual Curiosity As a SuperpowerAlex Fisher's superpower is her intellectual curiosity, a trait she describes as “thinking deeply and critically about a number of things.” This mindset drives her to question established norms, explore new ideas, and continuously improve both personally and professionally. Alex explained, “It's about not just accepting things for how they are and constantly thinking about how to do things better.” Her curiosity fuels her ability to connect with clients on a deeper level, understanding not just their business goals but also their personal motivations.Illustrative Story:Alex shared how rekindling her love of reading helped her rediscover her intellectual curiosity. After years of focusing solely on textbooks, regulations, and professional development, she began reading for personal interest in 2022. Since then, she has read over 70 books, which has broadened her perspective and improved her ability to think creatively. This shift has positively impacted her professional life by enabling her to approach challenges with fresh ideas and a more holistic understanding.Tips for Developing Intellectual Curiosity:Ask “Why” and “How” Questions: Dive deeper into processes, systems, and decisions to understand their purpose and function.Read Widely: Explore books and resources outside your professional field to gain new perspectives.Embrace Continuous Improvement: Focus on finding better ways to do things, even if the current method works.Connect Personally: Take time to understand the motivations and passions of the people you work with.Be Open to Exploration: Allow yourself to engage in activities that don't have an immediate or tangible impact.By following Alex Fisher's example and advice, you can make intellectual curiosity a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileAlex Fisher (she/her):CEO & CCO, Netcapital Securities Inc.About Netcapital Securities Inc.: Netcapital Securities, a wholly owned subsidiary of Netcapital Inc. (Nasdaq: NCPL, NCPLW), is an SEC-registered, FINRA member broker-dealer.Netcapital Securities specializes in supporting companies with equity capital raises under Regulation A and Regulation D and in partnering with other broker-dealers to collaboratively syndicate deals.Website: netcapital.comBiographical Information: Alexandria (Alex) Fisher is a seasoned business strategist and compliance specialist, passionate about expanding founders' access to funding and investors' access to the private capital markets.Alex is currently the CEO and CCO of Netcapital's subsidiary broker-dealer, Netcapital Securities Inc., which specializes in supporting companies with equity capital raises under Regulation A and Regulation D and partnering with other broker-dealers to collaboratively syndicate deals.Alex is an advisor to startup companies and is a member of Global Women in Venture Capital (VC).Previously, Alex managed various regulatory compliance programs at a Series A venture-backed startup and at Fidelity Investments.Linkedin: linkedin.com/in/alexandria-fisherSupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, Make Money with Impact Crowdfunding, SuperCrowdLA and Crowdfunding Made Simple. Learn more about advertising with us here.Max-Impact MembersThe following Max-Impact Members provide valuable financial support:Carol Fineagan, Independent Consultant | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Ralf Mandt, Next Pitch | Scott Thorpe, Philanthropist | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on April 15, 2025, at 1:00 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.SuperCrowdHour, April 16, 2025, at 1:00 PM Eastern. Gene Massey, Chairman/CEO of MediaShares, will lead a session on "Secrets For Creating Great Content To Attract Investors." He'll share expert insights on crafting compelling content that engages and converts potential investors. Whether you're launching a crowdfunding campaign or looking to enhance your storytelling strategy, this session is a must-attend! Don't miss it!SuperCrowdLA: we're going to be live in Santa Monica, California, May 1-3. Plan to join us for a major, in-person event focused on scaling impact. Sponsored by Digital Niche Agency, ProActive Real Estate and others. This will be a can't-miss event. Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!  SuperCrowd25, August 21st and 22nd: This two-day virtual event is an annual tradition but with big upgrades for 2025! We'll be streaming live across the web and on TV via e360tv. Soon, we'll open a process for nominating speakers. Check back!Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Crowdfunding Made Simple with Devin D. Thorpe: AI-Powered Fundraising Strategies, Wednesday, April 9, 2025, at 1:00 PM ET.Devin Thorpe joins Entrepreneurs On Fire to share powerful insights on impact investing and doing well by doing good. Tune in on April 10 to hear Devin's inspiring conversation with host John Lee Dumas!Igniting Community Capital to Build Outdoor Recreation Communities, Crowdfund Better, Thursdays, March 20 & 27, April 3 & 10, 2025, at 1:00 PM ET.Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington DC, October 21-22, 2025.Call for community action:Please show your support for a tax credit for investments made via Regulation Crowdfunding, benefiting both the investors and the small businesses that receive the investments. Learn more here.If you would like to submit an event for us to share with the 9,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

Barry Minkow Exposes Multifamily Syndication Fraud: Insights From A Convicted Felon Now Working With the FBI!The multifamily syndication market is booming, but beneath the glossy marketing materials and promises of high returns lurks a darker side: widespread fraud. Today's podcast features Barry Minkow, a reformed businessman, preacher, and former convict, who brings a unique perspective to the world of distressed debt and real estate investing. He shares his insights into the often-hidden dangers of multifamily syndication schemes.Barry isn't your typical real estate expert. His experiences, including a stint in federal prison for fraud, give him a firsthand understanding of the deceptive tactics used by some promoters. His perspective is invaluable for investors looking to avoid costly mistakes. He warns against the hype surrounding Reg D offerings, emphasizing the importance of independent verification and due diligence. He says, "Don't rely on glossy marketing materials alone. Dig deeper. Verify everything. Because what looks too good to be true, usually is."Here are five key takeaways from Barry's insights:Beware of Overly High Returns: Multifamily syndications often promise unrealistic returns. Barry cautions investors to be wary of deals offering unusually high yields, as these may be indicators of fraudulent schemes. (He humorously calls this kind of promising "the lipstick on a pig" approach.)Independent Verification is Crucial: Don't blindly trust the information provided by promoters. Conduct thorough due diligence, including obtaining independent appraisals and reviewing financial statements, before investing. Barry's own experiences highlight the consequences of neglecting this crucial step. “Trust, but verify,” he says, a lesson he learned the hard way.Understand the Numbers: Analyze financial statements closely to avoid being misled by inflated numbers. Barry stresses the importance of understanding key metrics like LTV (loan-to-value ratio), occupancy rates, and debt service coverage ratios. “If the numbers don't add up, they're probably lying,” he warns, with a wink.Look for Red Flags: Barry points out several red flags to watch out for, including unrealistic projections, lack of transparency, and aggressive marketing tactics. He recommends paying close attention to the details; if something feels off, it probably is.Don't Be Afraid to Ask Questions: Barry emphasizes the importance of asking tough questions and challenging the information presented by promoters. Don't be afraid to ask follow up questions; if the promoter is trying to obfuscate information, it's a major red flag.Barry's insights offer a much-needed dose of reality in an otherwise overly hyped market. He urges investors to exercise caution, perform thorough due diligence, and prioritize financial literacy. The consequences of fraud can be devastating – financial ruin, legal battles, and even criminal charges. It's far more prudent to protect your investment by asking questions, performing due diligence, and making informed decisions.You can find Barry Minkow on Instagram (@MinkoBarry) and TikTok (@OneMinuteFraud). Remember, in the world of real estate investing, knowledge is power – and due diligence is your best defense.Watch the original VIDEO HERE!Book a call with SCOTT HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

#51: In this episode, we dive deep into the world of real estate funds with a special guest from Verivest, Matt Burk. Discover what sets Verivest apart and how they support real estate managers and investors. We explore the critical differences between Reg A, and Reg D, offerings, breaking down what each means for fundraisers. Learn the true cost of setting up and running a real estate fund and gain expert advice on raising capital successfully. Matt  shares invaluable insights into the mindset and habits that drive success in fund management. We discuss the key challenges real estate managers face, the role of technology in shaping the future of fund administration, and what makes a fund thrive in today's market. Plus, get personal with stories of resilience, early business struggles, and the books and podcasts that have left a lasting impact.Whether you're a seasoned investor or starting your first fund, this episode offers strategies and inspiration to guide you on your journey. Tune in to connect with the experts and take your real estate game to the next level.

ABOUT TILDEN MOSCHETTITilden Moschetti is a commercial real estate and syndication attorney for the Moschetti Law Group. He holds an MBA in addition to a law degree, is a Certified Commercial Investment Member, and has advanced financial analysis training that allows him to offer clients a clear view on the economic decisions they are making.  Tilden has served exclusively as legal counsel to securities and Reg D syndication clients for the last nine years. He's been a real estate attorney for nineteen years of law practice and brokered and consulted on hundreds of thousands of square feet of commercial real estate. He's also an active Reg D syndicator. He also has the extensive, hands-on syndication experience to lean into.      THIS TOPIC IN A NUTSHELL: Tilden's Journey from Attorney to SyndicatorReal estate Litigation Partnership and first real estate deal How Litigation Skills Help in SyndicationFinding and Underwriting DealsTypes of Deals they have doneAbout the Medical Office Deal What are their baseline criteria for their target market? Metrics of this deal and how they found itWhat do they like about this deal?Project plan, hold time, and Exit planTarget Returns and ways to improve the NOIFinancing and Raising CapitalWhy this Deal is SuccessfulConnect with Tilden   KEY QUOTE:  “Focusing on the story of the deal and telling investors that we're going to make this a very safe deal for them. Investors will trust you more for it because you did exactly what you were going to do.”    SUMMARY OF BUSINESS: Moschetti Syndication Law Group – the firm specializes in providing expert legal guidance for raising capital through Regulation D. Our services cater to various sectors, including real estate, entrepreneurs, crypto-businesses, and private equity. We pride ourselves on preparing customized, attorney-drafted private placement memorandums, operating agreements, and subscription agreements. Our primary focus is to ensure compliance with Regulation D, allowing you to navigate the capital raising process confidently and successfully.  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.       #RealEstateWealth #RealEstateInvesting #MultiFamily #AssetManagement #TargetReturns #SyndicationAttorney #Syndicator #Investors #CommercialRealEstate #RaisingCapital #RegulationD #SecuritiesAttorney #Entrepreneur #SyndicationCoach #LegalExperts #PrivatePlacementMemorandums #LitigationSkills #NegotiationSkills #Underwriting #MedicalOfficeDeal #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork   CONNECT WITH TILDEN:Website:  https://www.moschettilaw.com Facebook: https://www.facebook.com/syndication.attorneys Instagram: https://www.instagram.com/moschettilaw YouTube: https://www.youtube.com/@syndicationattorney       CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Learn about asset protection, entity structuring, and estate planning at jasonheartman.com. Access affordable, genuine attorney consultation starting at $29.97 for three entities. Act before you need it; prepare in advance. Protect your assets effectively with expert guidance. Today Jason welcomes Mauricio Rauld. Mauricio is the founder and CEO of Premier Law Group and spends 100% of his practice on syndications for real estate investors. With almost 20 years of securities experience, Mauricio specializes in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws. Jason and Mauricio discuss asset protection strategies, focusing on LLCs' limitations and the importance of charging order protection. LLCs offer liability limitations but aren't bulletproof; insurance is crucial. Charging orders safeguard against external threats, ensuring creditor access only to LLC distributions. States like Nevada and Wyoming provide exclusive charging order protection, even for single-member LLCs, unlike corporations. Corporations lack charging order protection, making LLCs superior for asset protection. Piercing the corporate veil and jurisdictional issues are highlighted concerns. The discussion suggests LLCs with trusts for enhanced protection. https://jasonhartman.com/protect #AssetProtection #LLC #Corporation #ChargingOrder #LegalStrategy #BusinessProtection #EntityFormation #RealEstate #Trusts #AssetManagement #RiskMitigation #LegalAdvice Key Takeaways: Jason's editorial 1:23 Dig your well beforeyou get thirsty Mauricio Rauld interview part 1 2:35 You can't be late to THIS party 3:59 LLC's and charging order protection 15:00 Distinction between a corporation and an LLC 16:05 Internal vs. external threat 17:32 Trusts 22:29 Blog post: Comprehending how Economic Factors Affect the Real Estate Market   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com        

This episode is all about real estate investing and the difference between syndications and funds.Key points:Syndication: A pool of investors coming together to buy a specific real estate property. Investors are actively involved in decision making.Fund: A legal structure that allows investors to participate in real estate investments passively. There are different types of funds, including Reg D funds (common ones are Reg D 506 B and Reg D A).Blind pool fund: A fund where investors don't know the specific assets that will be purchased. Investors are giving the fund manager the latitude to invest based on their investment thesis.Feeder fund: A special purpose vehicle set up to invest in another fund.Fund of funds: A fund that invests in other funds Patrick mentions the benefits of blind pool funds for investors:Diversification: Investors can gain exposure to a variety of assets through a single fund.Faster investment: Fund managers can move quickly to buy assets without needing approval from investors for each purchase.Potential for higher returns: Because the fund manager has more flexibility, there's a chance of getting better deals.Your feedback is invaluable to me and the show! Leave an honest rating and review at The Conscious Investor on Apple Podcasts Visit ThreeKeysInvestments.com to download “Why Invest in Apartments” and "Syndication Made Simple" Visit IAmAConsciousInvestor.com to download "Beyond Financial Freedom: A Conscious Investors Guide to Personal Freedom".Apply to the investor club or schedule a call HERELearn about coaching with Julie HERE. If you're looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IEpisodes referenced in the introduction: Repurposing Your Past 3 Things to Understand About Syndication ...

Join us as our host, Attorney Kim Lisa Taylor,  interviews Fred Peña of Ridge Crowdfunding about how you can use the Regulation Crowdfunding exemption to freely advertise your deals and raise capital from anyone.They discuss the rules, limitations, mechanics and advantages of this important exemption - and how you can use it to help even non-accredited, unsophisticated investors participate in your real estate offerings – with no pre-existing or substantive relationship required! During this podcast, you'll learn how using this game-changing exemption can help you reach a wider audience of potential investors.Episode at a glance:What is Regulation Crowdfunding and how is it different from Reg D, Rule 506?  Learn about what funding portals are and how they workDiscover the dollar limit an issuer can raise in a 12 month periodWhen are audits triggered and how frequently are they required? 

Founder and CEO of Fairway America and Verivest. Seasoned real estate executive, Chief Investment Officer, and fund manager who started and managed eleven (11) real estate asset based Reg D pooled investment funds over more than 30 years. Discretionary underwriter/approval authority of thousands of real estate asset based investments with total asset value in the billions, including pooled investment funds, real estate secured loans, syndications, participations, GP and LP equity interests, and more.. Matt Burk is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to get in contact with Matt Burk? Reach out at https://fairwayamerica.com/.Want to become financially free through commercial real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-book  Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes.  ************************************************************************  GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS  LEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-book  PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/  WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow  ************************************************************************   ABOUT THE REAL ESTATE INVESTING CLUB SHOW   Hear from successful real estate investors across every asset class on how they got started investing in real estate and then grew from their first deal to a portfolio of cash-flowing properties. We interview real estate pros from every asset class and learn what strategies they used to create generational wealth for themselves and their families. The REI Club is an interview-based real estate show that will teach you the fastest ways to start and grow your real estate investing career in today's market - from multifamily, to self-storage, to mobile home parks, to mix-use industrial, you'll hear it all! Join us as we delve into our guests career peaks and valleys and the best advice, greatest stories, and favorite tips they learned along the way. Want to create wealth for yourself using the vehicle of real estate? Getting mentorship is the fastest way to success. Get an REI mentor and check out our REI course at https://www.therealestateinvestingclub.com.  #realestateinvesting #passiveincome #realestateInterested in becoming a passive investor in one of our projects? Kaizen Properties, is looking for passive investors for our upcoming deals. We invest in what are known as “recession resistant assets”: self storage, MH & RV parks, and industrial properties. If you are interested, go to the website and click on the “Invest with Us” button at the bottom of the page.Support the show

Tilden has served exclusively as legal counsel to securities and Reg D syndication clients for the last nine years. He has been a real estate attorney for nineteen years of his law practice and brokered and consulted on hundreds of thousands of square feet of commercial real estate. And most importantly, he is also an active Reg D syndicator hisself. This means that on top of having your Reg D Private Placement Memorandum custom-drafted by an expert in securities and syndication law…. Tilden Moschetti is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to get in contact with Tilden Moschetti? Reach out at www.moschettilaw.com.Want to become financially free through commercial real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-book  Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes.  ************************************************************************  GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS  LEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-book  PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/  WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow  ************************************************************************   ABOUT THE REAL ESTATE INVESTING CLUB SHOW   Hear from successful real estate investors across every asset class on how they got started investing in real estate and then grew from their first deal to a portfolio of cash-flowing properties. We interview real estate pros from every asset class and learn what strategies they used to create generational wealth for themselves and their families. The REI Club is an interview-based real estate show that will teach you the fastest ways to start and grow your real estate investing career in today's market - from multifamily, to self-storage, to mobile home parks, to mix-use industrial, you'll hear it all! Join us as we delve into our guests career peaks and valleys and the best advice, greatest stories, and favorite tips they learned along the way. Want to create wealth for yourself using the vehicle of real estate? Getting mentorship is the fastest way to success. Get an REI mentor and check out our REI course at https://www.therealestateinvestingclub.com. #realestateinvesting #passiveincome #realestateInterested in becoming a passive investor in one of our projects? Kaizen Properties, is looking for passive investors for our upcoming deals. We invest in what are known as “recession resistant assets”: self storage, MH & RV parks, and industrial properties. If you are interested, go to the website and click on the “Invest with Us” button at the bottom of the page.Support the show

Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest news. In this week's episode, the squad dives into the riveting dynamics of meme coins and their undeniable sway over market sentiments, alongside a detailed exploration of BlackRock's groundbreaking leap into blockchain with its on-chain fund initiative. Is Solana redefining its role as the new haven for meme coin ventures, signaling a shift in blockchain platform dominance? And with Ethereum's recent 4844 and Dencun upgrades, can it hold its ground as the DeFi ecosystem's backbone amidst escalating competition? We delve into MakerDAO's ambitious 'Endgame' strategy, contemplating its potential to reshape governance within the DeFi sector. The conversation doesn't stop there; we untangle the complex web of crypto conspiracies and debate the evolving definition of 'fair launch' in the decentralized space. This episode is packed with analysis and insights as we navigate the speculative excitement of meme coins, the strategic moves of blockchain giants, and the transformative policies shaping the future of decentralized finance. Join us for a thought-provoking journey as we dissect these developments, with Robert Leshner shedding light on the alpha in Reg D filings, to unravel the narratives that could redefine the crypto ecosystem's future. Tune in for a compelling session that promises to peel back the layers of innovation, speculation, and strategic maneuvering in the ever-evolving crypto landscape. Listen to the episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Pandora, Castbox, Google Podcasts, TuneIn, Amazon Music, or on your favorite podcast platform. Show Highlights

 Today we have Adam Littlefield. This guy has been in PropTech for a long time. He's been with companies like Invitation Homes, Zillow Fellow, he leads a real estate Operations Team now, at investment.com. We'll get into that a little bit. He's the senior vice president of real estate. He has a proven track record of success in the REIT, Single-family rentals, iBuyer spaces. They're concentrating on some short-term rentals. And He's highly skilled and leading the acquisition, renovation asset management of hundreds and hundreds of properties.   In this episode, we're discussing…   [3:23] His Background  Adam shares his background in PropTech, real estate operations, and his journey from construction to business in real estate. [3:23 - 5:58] Exploring PropTech and Fintech  Adam discusses his experience in PropTech and fintech, working with companies like Invitation Homes and Zillow. The conversation moves towards fractional investing and the birth of investment.com. [6:20 - 9:39] Fractional Investing with Investment.com Adam explains how investment.com allows individuals to invest in real estate for as little as $100. The discussion includes regulatory aspects like Reg D and Reg A+, making investments accessible to both accredited and non-accredited investors. [10:11 - 14:32] Short Term Rentals and Regulations Focus on short-term rentals (STRs) and the challenges related to changing regulations in different cities. Adam emphasizes the importance of due diligence in understanding local regulations before investing in STRs. [15:49 - 21:40] Investment.com Portfolio and Future Plans Adam details the current properties available on investment.com, including oceanfront and wine country short-term rentals. The conversation expands to plans, including diversification into single-family rentals, multifamily, hospitality, private equity, and more. [21:49 - 23:40] How to Invest with Investment.com Adam provides information on how listeners can invest through investment.com, mentioning the iOS app, upcoming website revamp, and the Learning Center for Education. Average expected returns are discussed, aiming for 8-10% on current short-term rental products. [23:40 - end] Closing and Contact Information Adam shares his contact information, including LinkedIn, and encourages listeners to explore investment.com for opportunities.   Resources from Adam Investment.com   Resources from Mike Gateway Private Equity Group | Nic's guide

Hosts Tim Mai and Javier Hinojo delve into the intricacies of various investment regulations. They unravel the complexities of Reg D, Reg CF, and Reg A, shedding light on how these regulations shape the landscape of real estate investments. Whether you're a seasoned investor or just starting, this episode is packed with invaluable insights, breaking down the legal frameworks that govern investment opportunities. Tune in to discover how these regulations impact your investment strategies and explore the thrilling world of real estate investment regulations.   Key Takeaways to Listen for Reg D Focus: Overview of Regulation D, highlighting its use in syndications and criteria for accredited investors. Insights into Reg CF: Discussion on Regulation Crowdfunding, including its public accessibility and fundraising limits. Exploring Reg A: Understanding Regulation A's role as a pre-public offering tool and its unique investment characteristics. Regulations Compared: Comparative analysis of Reg D, Reg CF, and Reg A, focusing on their differences and investor relevance. Practical Applications: Real-world examples demonstrating the impact and future trends of these regulations in real estate investing. About Tim Mai Tim 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 Tim Website: Capital Raising Party Facebook: Tim Mai | Capital Raising Nation  Instagram: @timmaicom Twitter: @timmai Linkedin: Tim Mai YouTube: Tim Mai     Connect with Us To learn more about partnering with us, visit our website at https://javierhinojo.com/ and www.allstatescapitalgroup.com, or send an email to admin@allstateseg.com.  Sign up to get our Free Apartment Due Diligence Checklist Template and Multifamily Calculator by visiting https://javierhinojo.com/free-tools/. To join Javier's Mastermind, go to https://javierhinojo.com/mastermind/ and to apply to his BDB Mastermind, see https://javierhinojo.com/mastermind/#apply_form and answer the form.     Follow Me on Social Media Facebook: Javier A Hinojo Jr. Facebook Group: Billion Dollar Multifamily and Commercial Real Estate YouTube Channel: Javier Hinojo Instagram: @javierhinojojr TikTok: @javierhinojojr Twitter: @JavierHinojoJr   The Naked Truth About Real Estate Investing on Spotify

Leo talks about his business and the game of Networking with Family Offices On the full episode we covered some of the following topics: Buying Slumlord Houses and Bringing them to FHA Standards It started with a conversation on an airplane There is a philanthropic side to the business You can make money and help residents “We buy houses between a 15 and a 30 Cap Rate” People become accidental slumlords Finding Homes via Code Enforcement Violations A Hooker who is a bird dog Opening a Reg D 504 Fund Selecting where 506(c) advertising dollars go Creating Relationships at the family office club Going to events with the mindset to add value There is some blood in the water and investors have some dry powder Let's create some financial literacy to those that need it most Find Leo at : southbend7.com leohefner.com wildbluebackup.com   Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com   Book a call with Ruben at calendly.com/rubengreth   If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/#   Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com

Peoples Capital Group is launching a new real estate fund open accredited investors. This fund will focus on acquiring distressed Class C and B apartment buildings throughout NJ, stabilizing the assets and selling them for a profit over 3 - 5 years. This is a Reg D 506(c) open to accredited investors only. No investment decision can be made until the prospective investor has reviewed the PPM in its entirety. This is not a solicitation for funds, tax advice or legal advice.------------Enhance your real estate investing knowledge !Learn more at https://www.peoplescapitalgroup.com/00:00 Intro01:45 Inflation is above FED's Forecast03:49 Renting has become more attractive07:05 Multifamily went up13:04 Why North Jersey18:58 The launch of peoples capital group24:39 A tale of two Retirements 32:18 Learn more at peoplescapitalgroup.com------------Website - https://www.peoplescapitalgroup.com/Facebook- https://www.facebook.com/profile.php?id=100093318587146Instagram - https://www.instagram.com/real_estate_investments_nj/?hl=enTwitter- https://twitter.com/PCGrealestateLinkedin- https://www.linkedin.com/company/peoples-capital-groupYoutube - https://www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHg------------This is not a solicitation for funds, tax advice, or legal advice. This is not intended to be, and must not be construed to be in any form or manner a solicitation of investment funds or a securities offering. Peoples Capital Group LLC is NOT a United States Securities Dealer or Broker nor U. S. Investment Adviser is a Consultant/service provider and makes no warranties or representations as to the listener or viewer. All due diligence is the responsibility of the investor.Support the show

Let's  explore real estate opportunities with Colter & Adam!Tune in to our latest podcast episode as Colter DeVries and Adam Gower dive deep into the world of real estate investments. They're on a mission to help experienced sponsors raise capital from accredited investors, and they're sharing their insider knowledge.Learn about Reg D 506(c) offerings for general solicitation and how tailoring investment opportunities can attract savvy investors.Plus, they discuss the fascinating realm of ranch investments, exploring the potential for higher returns and long-term appreciation.

Leo and I had an interesting conversation about how he helps accidental slumloards and their residents to have better lives. Additonaly we went into some details about the fund he uses to acquire these properties.  Some topics we covered in the show include: Buying Slumlord Houses and Bringing them to FHA Standards It started with a conversation on an airplane There is a philanthropic side to the business You can make money and help residents “We buy houses between a 15 and a 30 Cap Rate” People become accidental slumlords Finding Homes via Code Enforcement Violations A Hooker who is a bird dog Opening a Reg D 504 Fund Selecting where 506(c) advertising dollars go Creating Relationships at the family office club Going to events with the mindset to add value There is some blood in the water and investors have some dry powder Let's create some financial literacy to those that need it most Find Leo at : southbend7.com leohefner.com wildbluebackup.com   Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST capitalraisingmeetup.com   Book a call with Ruben at calendly.com/rubengreth   If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/#   Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com

Stefan von Imhof is the co-founder and CEO of Alts.co, a unique blend of alternative investing media, community, and a specialized investment fund. In our conversation, we explored the distinct investment philosophy that sets Alts.co apart. From purchasing rare vinyl records and barrels of tequila to acquiring under-the-radar newsletters, Stefan's approach is anything but ordinary. He shared insights into the Alts One fund, a Reg D fund for accredited investors, emphasizing its focus on eclectic and criminally undervalued assets with a long-term view. "It's eclectic, esoteric stuff that most people in funds don't think about at all," he remarks about their investment choices.The most intriguing aspect we discussed was the company's growth strategy, particularly their method of expanding their community by acquiring other newsletters. This tactic, as Stefan notes, is "definitely under discussed," and it plays a crucial role in how Alts.co strengthens its presence in the alternative investment market. With a background in deal analysis and digital asset transactions, Stefan and his team have mastered the art of identifying valuable deals and opportunities. "We know a good deal when we see one," Stefan asserts, highlighting their proficiency in navigating the world of micro acquisitions.Listeners will find valuable takeaways in understanding the power of unconventional investment strategies and the emerging trend of micro media acquisitions. Stefan's unique perspective offers a fresh look at what it means to invest and grow a business in today's rapidly evolving digital landscape.If you're curious about alternative investments or looking for inspiration to think outside the mainstream, tune in to hear Stefan von Imhof's compelling insights and strategies for success in the world of alternative investing.

This episode dives into the complexities and advantages of different real estate investment funds with Matthew Burk, Founder & CEO of Fairway America and Verivest.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode, Crexi's Yannis Papadakis sits with Matt to discuss his background across dozens of real estate investment vehicles, such as syndications and Reg D pooled investment funds, the pros and cons of different options, and the current state of the CRE investment market.  Their wide-ranging conversation includes:Introductions, early career path, and key mentorsDeveloping the skills to transition to different acquisition types, fund types, and investment markets Key mentors and lessons learned from personal relationships and through podcasts, books, and educationThe basics of pooled investment funds, the necessities required to get started, and understanding the pros and cons.The importance of aligning investment theses and assembling the right team for a particular fund.Immediate red flags to watch out for in potential CRE investment fundsA 360-overview of the state of the commercial real estate marketThoughts on the CRE debt market and lender sentiment amid rising ratesAreas of hidden opportunity and interesting strategies observedRapid fire questions and sign-offsAnd much more!If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi Insights.Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties.Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexiAbout Matthew Burk:Matt Burk is a seasoned real estate executive, Chief Investment Officer, and fund manager who started and managed eleven (11) real estate asset-based Reg D pooled investment funds over 30+ years. He's also worked as a discretionary underwriter/approval authority of thousands of real estate asset-based investments with a total asset value in the billions, including pooled investment funds, real estate secured loans, syndications, participations, GP and LP equity interests, and more. As a real estate asset-based 506 Regulation D pooled investment fund expert, Matt has played lead roles in advising on the architecture and creation of hundreds of discretionary pooled funds for hundreds of sponsors, private lenders, and managers across multiple real estate strategies and asset types including debt, equity, GP co-invest, multifamily, office, industrial, retail, self-storage, hospitality, residential, construction, value-add, mortgage pools, distressed debt acquisition, tax lien certificates, single-family rental fix-n-flip, B2R, and more. Matt is also the author of "Capital Attraction: The Small Balance Real Estate Entrepreneur's Essential Guide to Raising Capital" and the host of "Fundamentals with Matt Burk" 

In this episode of "Kiss My Assets," Bella and John provide an update on the 36th Street property in Phoenix, Arizona. The property, strategically located near employment centers and nightlife, is undergoing renovations. John mentions the challenges of rising construction costs, particularly in paint and appliances. Despite these challenges, they are on track to deliver the first batch of ten renovated units October 1st.   The property features 30 units, a shared courtyard, covered parking, and a pool. The renovation aims to increase rents significantly, with one-bedroom units expected to go from $930 to around $1,300 per month and two-bedroom units from $1,000 to approximately $1,600 per month. John anticipates attracting higher-quality tenants after the renovations.   They also discuss the project's financial details, such as a 12% target preferred return, a $1,000 minimum investment, and a three-year target hold period. Currently, they have 139 Arizona investors and 8 out-of-state accredited investors through the Reg D offering.

Doing an equity crowdfunding campaign is a more straightforward process than you might think. Don't take my word for it though, just listen to today's story! In this episode of the Crowdfunding Demystified podcast, Salvador Briggman speaks to the CEO of Blackbird Foods, Emanuel Storch, about the step-by-step process to raising a $2 million campaign on WeFunder! You'll discover: What goes behind the scenes of a Reg D raise How to schedule meetings with potential investors How to find the right investors for your particular niche …and much more! Enjoy the listen! Book a Coaching Call with Sal Sponsors:  Fulfillrite: Kickstarter and crowdfunding reward fulfillment services. They come highly recommended! Download their free shipping and fulfillment checklist.

David Lopez-Kurtz is an attorney at Dinsmore & Shohl, a national law firm based in Cincinnati, OH, and founded BSL Group, a blockchain-focused ALSP.He represents clients in the digital currency and blockchain ecosystem, working as outside general counsel and drawing on the firm's national platform and comprehensive range of capabilities as he advises on a broad range of matters, including company formation and financing, federal and state securities laws, token fundraising (ICOs and SAFTs), and alternative securities offering options (Reg A+, Reg D/506(c), Reg S, and Equity Crowdfunding). David leverages his past professional experiences, whether working on the line as a cook and a chef in Cincinnati and New York City or picking salmon out of a net in Alaska as a commercial fisherman, to relate to clients who are working hard to create new and exciting possibilities for themselves and for the industries and markets they participate in.Connect with David:Website: https://bsl.group/Email: David@bsl.groupLinkedIn: https://www.linkedin.com/in/david-lopez-kurtz/General Info:Are you looking for digital marketing help for your law firm? Are you currently running a few campaigns, but are not getting the results you were hoping for?If you are nodding yes to both questions, check out these case studies of some killer results we have gotten for law firms just like yours and ask us how we can help you get those same results.  Click here to review the case studies: https://lbmsllc.com/lp-attorneys/Want a free evaluation of your digital marketing presence? Simply click here: https://www.lbmsllc.com/online-presence-report/and we'll send you a free snapshot report to get started.For a copy of my book, 7 Steps to Recession-Proofing Your Business, click this link: https://www.lbmsllc.com/bookConnect With Us On Social Media:Facebook: https://www.facebook.com/lbmsllcInstagram: https://www.instagram.com/lbmsllc/Twitter: https://twitter.com/lbmsllcLinkedIn: https://www.linkedin.com/company/local-business-marketing-solutionsAlignable: https://www.alignable.com/fanwood-nj/local-business-marketing-solutionsConnect With Frank Directly on LinkedIn: https://www.linkedin.com/in/fdemming/YouTube: https://www.youtube.com/@lbmsllc

Chris Seveney, President & CEO of 7E Investments, joins us to discuss mortgage note Investing, Reg A and Reg D funds, building a team of 9 and running deals nationally. Connect with Chris at https://7einvestments.com/ To join the DJE Investor list visit https://www.djetexas.com/access. For multifamily mentoring visit https://www.ApartmentEducators.com

Follow Shawn and Mike on Instagram! Shawn: @shawn_dimartile   Mike: @investormikedotcom Learn more about Mike and Shawn Shawn: www.investorshawn.com Mike: www.investormike.com   In this episode, we are joined by Adam Gower, an expert in real estate marketing and fundraising for real estate syndicators. He shares valuable insights on how to use digital marketing systems to attract investors and promote real estate offerings effectively. Adam highlights the significance of content in driving lead generation and emphasizes the importance of creating authentic, personalized content to engage potential investors. He outlines his process of conducting interviews with principals to gather information and create high-level articles and videos that showcase the authenticity of the investment opportunity. These pieces of content are then shared on social media platforms to expand visibility and attract prospects. Adam also discusses the importance of calls to action (CTAs) in lead generation and social media marketing, advising businesses to incorporate CTAs in all forms of communication to encourage prospects to take the next step in their relationship with the company. Furthermore, he shares insights into paid marketing campaigns, suggesting starting with Facebook for cost-effectiveness and faster lead generation. However, he advises having a well-optimized website and content before launching any paid campaigns. Lastly, Adam delves into different fundraising regulations, focusing on Reg D 506(c) as the preferred option for raising capital online. He offers his expertise to help clients optimize existing marketing systems or build new ones from scratch. To connect with Adam Gower and stay updated with real estate syndication and crowdfunding news, listeners can visit his website GowerCrowd.com and sign up for the newsletter.   Please help us out and be sure to subscribe to the show and leave us a review on Apple iTunes.  Want to connect or be a guest on our show? Visit https://takeoffcapital.co/podcasts/ and click the “Be a Guest Button Interested in investing with us? Visit www.takeoffcapital.co and click “Invest with Us”

Join co-hosts Richard Coyne & Bill Zahller as they interview guests who left successful careers to pursue a different path on the Road Less Traveled Show! In this episode, we spend time with Chris Seveney!  Chris is a civil engineer that went into construction and construction management.  Chris purchased several single-family rental homes.  When trying to balance the demands of a full-time W2, family, and these rental homes, Chris pivoted to notes investing.  Chris retired from his W2 and founded 7e Investments which focuses on notes investment through Reg A and Reg D offerings.   A bit more about Chris: Chris Seveney is a civil engineer that worked in construction management for many years. Chris is a seasoned real estate professional with over 25 years of experience. Chris is known for his honesty, tenacity, and professionalism in the industry. Chris has managed more than $1B in real estate and has built a portfolio of over 500 note-investing deals worth around $75M. Chris is the founder of 7E Investments, which offers investment alternatives through mortgage note investing. The company specializes in custom active and passive investment options for a range of investors, including accredited, non-accredited, and self-directed IRA investors.   Contact Chris! Email: chris@7einvestments.com Website: 7einvestments.com LinkedIn: linkedin.com/in/christopherseveney/ Podcast: Creating Wealth Simplified   Contact Bill Zahller Phone: 828-275-5035 Email: Bill@ParkCapitalPartnersLLC.com LinkedIn: linkedin.com/in/billzahller   Contact Richard Coyne Phone: 404-245-9732 Email: Richard@ParkCapitalPartnersLLC.com LinkedIn: linkedin.com/in/richardjcoyne   If you would like to learn more about: How Park Capital Partners connects investors with passive income-generating opportunities through real estate, Our Park Capital Value-Add Fund (a 506c fund), Our latest multifamily acquisitions, or The Park Capital Partners Foundation, Inc. (a 501(c)3 non-profit).   Please contact Park Capital Partners LLC in the following ways:  Website: ParkCapitalPartnersLLC.com Email us: info@ParkCapitalPartnersLLC.com Facebook: https://www.facebook.com/ParkCapitalPartners/ Linkedin: https://www.linkedin.com/company/park-capital-partners-llc/   Music by Aliaksei Yukhnevich/Jamendo. Audio and Video Production by Kerry Webb of KLAW Machine Media.   If you would like to be a guest on our show and have a “path change” story, please reach out to Richard at Richard@ParkCapitalPartnersLLC.com.  We would love to chat with you!

An efficient capital raising process fosters business expansion, job creation and economic growth. And FINRA's members play an important role in this vital piece of our capital markets. Currently, FINRA's soliciting comments on the impact FINRA's Rules have on the capital formation process, as it looks for ways to increase efficiency and reduce unnecessary burdens. On this episode, we'll dig more into this process and FINRA's recent Request for Comment with Joe Price, Senior Vice President of Corporate Financing and Advertising Regulation, and discuss the recent Regulatory Notice 23-09 on FINRA's Rules impacting capital formation.Resources mentioned in this episode:Reg Notice 23-09: Capital Formation Request for CommentReg Notice 17-14: Request for Comment on FINRA Rules Impacting Capital FormationFINRA RulesSEC EDGAR DatabaseFrequently Asked Questions About Private PlacementsFINRA Board of Governors

In this episode, we are joined by Matt Burke, who is a seasoned real estate executive, Chief Investment Officer, and fund manager with over 30 years of experience. As the Founder and CEO of Fairway America and Verivest, Matt has started and managed eleven real estate asset-based Reg D pooled investment funds, totaling billions in asset value.Drawing from his extensive expertise, Matt shares valuable insights on the architecture and creation of discretionary pooled funds for various real estate strategies and asset types. From debt and equity investments to multifamily, office, retail, and more, Matt's guidance is indispensable for sponsors, private lenders, and managers looking to venture into the world of real estate funds.Don't miss this opportunity to learn from an industry expert as Matt Burke reveals the secrets to successfully raising capital in his book, "Capital Attraction: The Small Balance Real Estate Entrepreneur's Essential Guide to Raising Capital." Tune in to this episode to unlock the knowledge and strategies behind creating a thriving real estate fund.Show Highlights:✅ Who is Matt✅ Journey into real estate✅ Transition to brokerage✅ Interest rates✅ Syndicator Mindset✅ Syndication✅ Book recommendation✅ Contact Matt

Join the Littleroot Lessons Discord! --- https://discord.gg/8tvrcgRcTT Check out the Website! --- https://lrlessons.com We've got part 2 of the boys look into some of the major players in the Reg D format, and we've got a lot of familiar faces this week! If you want to support what we do now that our ad cents are gone, you can! Use this link to help us grow! --- https://anchor.fm/littlerootlessons/support Follow us on Twitter --- https://twitter.com/LRLessons | https://twitter.com/MuzikalVGC | https://twitter.com/Mrmissouri25 You can also find us on Twitch! --- https://twitch.tv/Muzikal | https://twitch.tv/MrMissouri25 For other inquiries, feel free to contact us at littlerootlessons@gmail.com Outro | GlitchxCity | Pokemon Diamond and Pearl: Route 225 Lofi Remix | https://www.youtube.com/watch?v=CfAP_Al0uTg

Building your wealth means doing multiple strategies in making use of and growing your money. In this episode, Mo Bina gives us a glimpse on exploring alternative investment spectrums with Stefan von Imhof, co-founder and CEO of Alts.co, an alternative investing media company, and community. In this episode: Be introduced to Alternative Investments Spectrum Understand their market value Know their placement and value in the market Learn how to invest in value added by these investments to people  About Stefan von Imhof: Stefan is the co-founder and CEO of Alts.co, an alternative investing media company, community & Reg D investment fund with 75,000+ members. He has a strong background in alternative asset analysis and valuations. He also created the Due Diligence Program while he was Head of Product at Flippa. Link:  https://alts.co/ Connect with Mo Bina on: Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money. Today's guest is Matthew Burk, the Founder, CEO, and Chairman of Fairway America and Verivest. He is a seasoned real estate executive, Chief Investment Officer, and fund manager who has initiated and overseen the management of eleven (11) real estate asset-based Reg D pooled investment funds spanning over 22 years. He holds discretionary underwriter/approval authority over a multitude of real estate asset-based investments, collectively valued in the billions. These investments include pooled investment funds, newly originated and discounted acquisitions of real estate secured loans, syndications, participations, GP and LP equity interests, and more. In this episode, we will delve into the following topics:Structuring and launching real estate asset-based funds.Real estate fund management and administration issues.Real estate private equity entrepreneurship.Transitioning from a syndicator/single asset to a pooled fund.Optimizing manager/sponsor organizational structure.Manager/sponsor due diligence and underwriting.Raising capital for real estate asset-based funds. Register to attend The Real Estate Mastermind Live by registering on our website using the link here: https://scottsdalemortgageinvestments.com/podcastLearn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn

Join the Littleroot Lessons Discord! --- https://discord.gg/8tvrcgRcTT Check out the Website! --- https://lrlessons.com If you want to support what we do now that our ad cents are gone, you can! Use this link to help us grow! --- https://anchor.fm/littlerootlessons/support Follow us on Twitter --- https://twitter.com/LRLessons | https://twitter.com/MuzikalVGC | https://twitter.com/Mrmissouri25 You can also find us on Twitch! --- https://twitch.tv/Muzikal | https://twitch.tv/MrMissouri25 For other inquiries, feel free to contact us at littlerootlessons@gmail.com Outro | GlitchxCity | Pokemon Diamond and Pearl: Route 225 Lofi Remix | https://www.youtube.com/watch?v=CfAP_Al0uTg

This week's guest is Domingo Valadez, Co-founder & CEO of Homebase, a platform that lets people invest in tokenized residential real estate for as little as $100. As real estate prices continue to get more and more unaffordable for people, Homebase aims to be the destination for US renters to invest in the US residential real estate market via fractionalizing NFTs. Show Notes:0:50 - What is Homebase?2:05 - Why Solana?4:06 - How does it work?7:09  - Benefits using web3 and Solana9:17 - Us vs International11:11 - How things can evolve for Homebase?  14:18 - Regulatory landscape in the US / next US markets to expand to17:04 - User journey from first wallet to being a homeowner20:04 - Voting  21:14 -  Retaining people in Crypto    22:57 -  Exciting things in on-chain residential real estate.24:38 -  A builder Domingo admires in the Solana ecosystem Full Transcript:Brian Friel (00:05):Hey, everyone, and welcome to The Zeitgeist, the show where we highlight the founders, developers, and designers who are pushing the Web3 space forward. I'm Brian Friel, developer relations at Phantom, and I'm super excited to introduce my guest, Domingo Valadez, the co-founder of Homebase, a digital platform for fractionalizing residential real estate via NFTs. Domingo, welcome to the show. Domingo Valadez (00:28):Thanks so much for having me, Brian. Super excited to be here. Brian Friel (00:30):Yeah, super excited to have you on as well. You guys are a hotly anticipated recent launch. I've seen you guys on Twitter. It's one of the most, I'd say, unique and more pragmatic applications I've seen most recently launch on Solana. Can you give us a quick overview of what is Homebase and how can users start using it today? Domingo Valadez (00:51):Yeah. Homebase is a platform that lets people invest in tokenized residential real estate for as little as $100. The main value property right people is just getting exposure to an actual physical rental property and starting to get some of that passive income, starting to get that appreciation over time in terms of how you can participate and invest, you can just go to our website, make an account, we do force you to put a KYC and that's just to follow us regulations. So right now we're limited to just US investors unfortunately, but have plans to make it international as we continue to grow. But right now it's a matter of KYCing. You also have to set up a 15-minute call with one of my co-founders, Alex, and that's just to make sure that you're a sophisticated investor so you get to know us a little bit. So we're very transparent with our team and what we're doing, but we had 38 people participate in our very first home and now have 1500 that want to participate in our next one. Brian Friel (01:41):That's awesome. So residential real estate investing, that's something that I'd say a lot of the demographic with Solana maybe skews potentially on the younger side. This is something that people think is interesting but have historically been left out of this world of investing. What made you guys decide to do something in a purely digital way that's different than traditional residential real estate investing and what made you guys choose to launch this on Solana? Domingo Valadez (02:05):I grew up in a family that has always seen real estate as a great way building wealth over time and just growing up I've very quickly seen it become unaffordable for most people in my generation. So I was working at Google for five years, still couldn't afford anything in the Bay Area and I was like, "This is absurd." And so it was like how can we make this affordable for people where they can actually get some skin in the game with the properties they're living in? And so that was really a big culmination for why Homebase and so then I've invested in my own residential property, myself and my hometown of McAllen just going into that flow, so many third parties, how to work with a bank, took literally three months to buy the property and that was just awful as well. So it's kind of like what can we do that's completely digital that just makes the experience really, really easy for people? (02:49):And so that's where the idea around Homebase came from. We're making it where people can invest in properties for as little as a hundred dollars. And so real estate's also a industry that loves silo data. You have big players that really hold their data near and dear to their heart and don't want to share it, and that's the complete opposite of public blockchains, right? It's like, "Let's just get data. Everyone should have a fair shot at understanding what's going on and if you know how to utilize that data, you can make some great decisions with it." A big piece of it came from the mission as well of I've been following Bitcoin since 2017, love the decentralization aspect of it and so wanted to see how we could get real estate in a very transparent open source way. That was a big culmination about why even build in a digital space using blockchain to do this. Brian Friel (03:33):Love it. I think that story resonates with a lot of listeners potentially I myself in Bay Area. Similar story there, so it's similar frustrations. I guess I'm a little curious how does this at a high level work under the hood? Kind of back to my earlier question, a lot of folks maybe don't know much about real estate investing. There's a lot of paperwork involved. What role is Homebase playing? What parts of this are done on chain? How do I go from, "I'm just a normal crypto user with NFTs." To now, I can say, "I'm a part of this homeownership project." How does that all work under the hood? Domingo Valadez (04:07):I'll share the Homebase side, then I'll share the user experience side. So it's actually quite complex to make it work. It took us seven months to build out the legal frameworks to how to do this and then building out the software for tokenization took about two months for us to do. But just to walk you through this first home, how we did it effectively, we found a property that was suitable. We put it under an exclusive buyer seller agreement, so Homebase had full rights to sell the house on behalf of the owner. We then spun up a special purpose vehicle that was sole intent was to purchase that property, and so then we created NFTs that represent ownership in that special purpose vehicle and we had a mint date on that mint date. It was basically like the day we started selling the property. (04:45):And so people could literally go to our website, these are people that have already KYC accredited, non-accredited, could then buy tokens with USDC and they would mint them directly on our platform. And so they would get those tokens immediately to their account and then in tandem they would get DocuSign documentation sent to them. So they have to sign a legal LLC operating agreement, they need to sign a security token purchase agreement, all this legal documentation that basically says like I am buying tokens using USDC and I'm now a member of this LLC that was created. So once we acquired all the money that was necessary, we then closed up the SPV and then actually completed the transaction. And so the owner received the amount of money that they were trying to sell on his first property, and then once that was closed, we then filed with the local title companies to basically transition the title from the owner into this new SPV we created. (05:40):So the piece that's truly on chain are the NFTs we created to represent ownership, but we're pretty much a Web 2.5 company where we do need to know who exactly owns what tokens, and we only whitelisted wallets can effectively trade them between themselves. So we file these as Reg D 506, security, private placement offerings, and in that regulation you have to hold the investment for at least a year. You can't trade it for that initial year, and then after that you can sell it through our platform either back to us or eventually want to allow for peer-to-peer trading, but we need an alternative trading system license for that, which we don't have yet. So the majority of it's going to be people selling it back to us and then us reselling it to the next person. Brian Friel (06:23):That makes a lot of sense. That was going to be one of my follow-up questions because given the permissionless nature of most tokens by default on chains, I was wondering how that works within a legal framework. You mentioned this first home that you guys tokenized from what I saw, it sold out within the first two weeks. It was a great success, but you guys basically just proved a use case that, "Hey, within the legal framework of how this exists today, this actually works." I think we could get into in this podcast talking a lot about where you guys see this going in the future and how this whole process is going to evolve. But can you talk a little bit about even just this first home that you guys tokenized and sold, what were some of the immediate benefits that you saw using Solana or blockchains in particular that might be different than the normal process? Domingo Valadez (07:09):I think a lot of the benefits are for users, not for us as the company doing it. So there was still a lot of complexity when it came to structuring all this and every single home we tokenize and sell on the platform has a lot of complexity behind the scenes, but for the end user, people could literally invest in this first home within five minutes. That's how long it took some of our users to purchase these tokens. And then they're just relying on us to do all the paperwork on the backend. Moving forward, we're going to be distributing out all funds using USDC, we're actually partnering with Circle. They're our money transmitter. They're the ones basically sending out all the funds to every single holder and we're going to be doing that monthly. (07:46):So as an end user, you just became a fractional owner in this property. You don't need to deal with any sort of property management headaches. You get your passive income and when you're ready to sell, you can just sell it back to us. We're going to be partnering with blockchain home registry to showcase the value of the properties monthly, and so you'll be able to sell it at true fair market value as dictated by five different data points of trusted institutions saying, "This is what the value of that property should be." Brian Friel (08:11):That's pretty awesome. One thing I want to hit on too is you mentioned that there's accredited investor checks, but is this also open to non-accredited investors as well? Domingo Valadez (08:19):We can have up to 35 non-accredited investors participate per home offering. It's limited to that just by the Reg D 506 B offering that we do, but we can have unlimited accredited. So moving forward, we think the 35 non-accredited spots will be taken pretty quickly because of course that's the main use case for people where they see the main value in what we're doing. But yeah, we plan to switch to Reg A offerings in the future and that'll allow anyone to participate. No limitations whether accredited or non-accredited. Brian Friel (08:47):These terms, accredited investor, unaccredited, Reg A, they're very, I would say US-centric. There's a lot of particular nuances to US investing laws that maybe contribute to why folks like us are interested in these kind of products. We can't always afford residential real estate in areas that we live and work. Is Homebase exclusively focused on the US Do you guys also see this problem internationally and can you talk a little bit about maybe how the US differs from some other major markets internationally? Domingo Valadez (09:17):The US probably has the toughest regulation when it comes to this. So for us, we very much wanted to tackle one of the hardest markets and also two of the three co-founders are US based, are three co-founders in Canada and both markets so similar, very, very expensive real estate in any sort of big city all feel priced out. So we really all align in the mission behind this. Our initial launch market was in McAllen, Texas, so that's where I'm originally from. So it was very near and dear to my heart to launch there and see properties that I grew up with actually get access to the internet and get tokenized in that capacity. But we'll stay likely in the US for the near medium term, but we do want to allow international investors to participate as well. So we've already been reached out to by a few big players internationally that want to be LPs in our future properties and then they can sell it to some of their customers as well, and that's how we'll open it up and expand the pie to international investors as well. Brian Friel (10:12):I love that. So you mentioned when you did the high level overview of how this process works, essentially onboarding people one by one, taking video calls with them, making sure they understand the process, having to give them tokens that there's restrictions on how they can actually be sent to different people if they want to resell. It oftentimes having to go through you guys that whole process and then I'm sure even just the whole process of you setting up these legal entities as Homebase and your Web 2.5 company right now, there's a lot of legwork that you guys are doing on the back end, abstracting this out. (10:45):I think listeners of this could imagine a world where one day this is all pushed more to the edges, to the actual token holders and owners themselves. How do you guys think about how this is going to evolve over time? Which pieces of this do you think potentially in the next couple years could be more evolve, looking in areas where you guys maybe at Homebase aren't doing as much legwork and which areas do you think are going to be a little bit slower to evolve over time? Domingo Valadez (11:12):US real estate's very locally driven. Not only do you have to follow federal regulation, you also have to follow state regulation. You also have to follow local regulation all the way down to the county level. And so understanding each of those three layers of regulation is really important. And so that drove a lot of where we first launched. So Texas is very pro landlord, they're pro tendency in common, so it was very easy to fractionize the property there and they don't have any sort of transfer taxes. So if I sold my tokens to you, other states or other cities would charge a tax on that, Texas doesn't. So that was a big piece that kind of decided where we even launched on the piece about where we're going and what do I think is going to get better over time. One of the big reasons we even did this on chains, we've had a lot of people say, "Why don't you just fractionize this without blockchain that's so complex, you're making your process harder." (12:00):It's really about the secondary financial implications of what it means to have things decentralized and on an open platform. So for example, we're already in discussions with an on chain lender to allow people to collateralize their tokens to actually take on chain debt. No bank, no credit score required, literally just you collateralizing your tokens to take on debt and that to me is a beautiful thing. You cannot own any piece of a home without a mortgage under your name or a bank, someone getting involved and checking out your credit score. So that to me is really, really exciting and something we can already do with the first home moving forward. Another piece would be as regulation gets looser, having more clarity around allowing peer-to-peer trading. So alternative training license is what we're going to be going for relatively soon, and that's going to allow for people to trade within themselves so they don't have to sell it back to Homebase, but actually allow for peer-to-peer trading. (12:55):To me, it's really just like all of the applications that then could get built on top of having real estate completely tokenized on chain is what gets me excited about the Web3 space. I think the pieces on the regulation that's going to push back is making sure everyone's KYC, making sure you know who your users are, making sure they didn't launder any of their money. But yeah, I think that's one of the biggest benefits of Web3 and creating liquidity in a market that's historically been pretty illiquid and at a very, very high prices. Brian Friel (13:23):Yeah, I think you're right. There's this element of composability that comes with this when this is native to the internet, it's online and there's a token, anyone can [inaudible 00:13:34]. Then like you said, build a lending market around that. And there's a world where one day you guys aren't even involved with that decision, it's just someone can just sole end or another project can say, "Hey, we already have this lending market and we accept these tokens now as collateral." My gut tells me that you guys are doing this by the book. That regulation is going to be the rate limiting step in all of this as it starts to go. How do you guys see the current regulatory landscape in the US and you mentioned that there's some differences not just federally, but on state levels and on county levels. Can you talk a little bit about that and why maybe you guys are choosing to start in Texas and where you guys, I mean maybe foresee the next markets that you guys are expanding to as well? Domingo Valadez (14:18):You're absolutely right. Regulation's going to be the inhibitor on doing a lot of Web3 related transactions for properties. I think Coinbase getting sued by the FCC is going to provide a ton of clarity around... Or that's my hope at least a lot of clarity around how Web3 companies should be operating. I think there's been a lot of confusion around what's legal, what's not legal. So just to keep our users safe, we chose the web2 legal approach where we tried being as closely to the book as we can in case things go wrong or awry. Our users are completely fine and we feel very confident with that. But of course as we continue scaling the company and getting bigger, we love for these secondary applications like a Solend. To just say, "Hey, we just created this lending platform, we actually don't need your permission to do it. We can just trade." (15:05):That to me would be amazing because that means we're succeeding in actually bringing homes on chain and tokenizing them and letting people do what they want with their assets. But the regulation's really going to kick in until then. Texas was great because it was very landlord friendly, very easy to fractionize the property and no taxes associated with that. We'll likely continue to stay in Texas for the near to medium term, we're in McAllen now, plan to go to Austin later this year. (15:31):Other markets we'd likely open it in would be Colorado is also pretty open to this. So is Florida, specifically Miami is pretty pro Web3 and pro tokenization. It would be very, very city state dependent on what laws they have in place and how we can make this work. For example, even us opening it up to international investors, that requires us to redo some of the legal structures we have to allow for international investors to even invest. So we're going to very much rely on partners that say... There's a lot of demand in Latin America, for example, specifically from this country, "Okay, that's going to be the first country we allow to invest internationally just because of the regulatory piece of that." And we don't want any of our users to worry about that. So we're trying to remove all that complexity for end users while Homebase deals are all the complexities around that. Brian Friel (16:19):That makes a lot of sense. Miami, Florida doesn't sound like the worst place to be a homeowner as well, so that aligns pretty nicely. Taking a step back as an end user who's thinking about this, let's say that somebody has a Phantom wallet, they've experimented with sending some crypto to their friends, they maybe have a few NFTs. What would they need to know to feel confident in taking this next step and being an owner of residential real estate? Is it as simple as just showing up to your guys' website, hitting connect wallet, filling out a couple forms in a Zoom call? Is there anything that they need to do after they've already completed the purchase or other things that they should be aware of? Essentially, could you walk us through the user journey from getting their first wallet to actually being a homeowner? Domingo Valadez (17:05):Yeah, absolutely. So funny enough, for our very first property, we actually had a lot of new to Web3 users participate. So plug for you guys, we had Phantom as the preferred wallet for people to create and effectively onboard into the Solana ecosystem. And I think something that was very beautiful about this was people could upload their money into Coinbase, send Solana or USDC and Solana to their Phantom wallet and see it happen in two seconds within the call that we were helping them do it. So I don't think it's the same thing for other chains, but that's something that Solana does really, really well. So once you have a loaded wallet, you as you mentioned, have to make an account on our website, you do need a KYC, you set up a quick call with us, just it's your way of understanding who we are as founders and you can ask us questions directly. (17:50):It's really just to build trust with people. But once we have a home that's live, you literally just go to the property page, you connect your wallet that we've already whitelisted preemptively, and then you can just buy however many tokens you like. So every single token is denominated in a hundred dollars, so everything's transacted in USDC and you can just buy however many tokens you like, they immediately get minted to your wallet and then you get sent DocuSign links to sign that'll make you truly a fractional owner of the legal entity we spun up to acquire that property. So once you purchase it and everything closes, you don't need to worry about anything. We know exactly whose wallets hold what tokens, and we just start sending you your proportional amount of net rent every month and then you can decide to sell whenever you'd like. Brian Friel (18:35):So there's no upkeep. Part of the joys of being a landlord is things break in houses, there's taxes, property taxes to pay, all this kind of stuff. All of that is abstracted away from an end user. Domingo Valadez (18:47):So any home we list on our platform, we charge an extra 5% fee and that's really just to have a capital reserve pool. So if anything breaks, like we as Homebase have a property manager, they'll go out and fix it and then we refill that reserve pool with rent. So the goal is to never ask people that purchased it for money, we can refill it ourselves with the rent we collect, which is what's beautiful about real estate, it's cash generating and in terms of property taxes, we handle everything from that end. We do distribute K1s to everyone at the end of the year because everyone has their own personal income taxes they need to pay. So we can't force you to pay them, but we can give you all the information you need to pay them on your behalf. Brian Friel (19:25):That makes a lot of sense. I was also thinking when we talked earlier about the layers of this that could be abstracted away and evolved over time, that's potentially one of them, but I'm not sure if people actually at the end of the day want that. Is there a world where there's Homebase down people are voting on how do we pay for fixing the plumbing leak? I have a feeling that that's a service that all owners here are pretty glad that you guys are handling on behalf of them. Domingo Valadez (19:50):Yeah, one thing that is true though is people can vote us out. So we're the default manager of the property, but if you're not happy with the job we're doing, you can absolutely vote us out. Brian Friel (19:58):Oh, that's interesting. How does that vote happen? Is that an on chain vote with tokens or how did you guys set that up? Domingo Valadez (20:05):Yeah, so not on chain right now, but theoretically you're truly an owner of the LLC and you have voting rights in that LLC. So if people just came together and said like, "Hey, we want to vote them out." There's a meeting set up, people say like, "Yay, we want to remove Homebase." We won't be the manager anymore. It'll be up to the owners to pick a new manager and then that's how they can start facilitating the management of that property. Brian Friel (20:28):Wow, that's fascinating. Domingo Valadez (20:30):Yeah, we truly want people to be owners. Brian Friel (20:32):Oh, that's really cool. So I guess I have a couple questions here to kind of wrap up, but you mentioned that you guys are onboarding a lot of net new users to Web3, essentially people getting their wallet for the first time, maybe they don't fully understand how to use these wallets or the gravity of sending things on chain and the irreversibility of a lot of this. Do you guys have any particular insights from getting on calls with these people and walking them through this process? Do these users stay in crypto in your view? Do they stay engaged with it? Is it a steep learning curve for them? Basically, how as an industry are we doing at onboarding these people who maybe find crypto not because of crypto but because of a use case Homebase where they're just, it's a solution to their problem. Domingo Valadez (21:15):So very transparently, I'd say some people do have difficulty and it's a 30-minute call, and other people it's very easy. So I think something a lot of users asked for was like, "How can we abstract the complexities of wallets even further?" We're thinking about potentially having noncustodial wallets on our website where we partner with someone that basically just showcases the wallets directly there and then for an end user, it doesn't matter if it's crypto, you just know you own tokens in a property, you didn't have to create any wallet, it was automatically created for you. But for the people that do know Web3 and have their own Phantom wallets, have their own personal wallet, they can do what they like with those tokens and use on chain, that sort of piece. So I think for the industry to continue to expand, we need to continue to make it easier for people to onboard, abstracting away a lot of the complexity is something that'll continue to be key to keep widening the pie for everyone. Brian Friel (22:09):Totally. I can't imagine the call where someone buys a bunch of shares in a residential property and then forgets their seed phrase so, these are things that we're thinking about as well. I mean, I liked that framing of essentially giving users the easy option to start and the optionality to eject from that and really take control if you really know what you're doing. I think that's awesome. Domingo Valadez (22:31):Absolutely. Brian Friel (22:32):Well, this has been an awesome discussion, Domingo. Before we wrap up with one closing question, I always ask everyone I want to know for you too, what excites you the most right now from where you guys sit in this new field of on chain residential real estate, where are you guys heading next and what do you think is the most exciting next frontier? Is it new markets? Is it improvements in the way this is happening on chain? Is it in regulation? Or maybe it's something completely different that you guys are seeing? Domingo Valadez (22:57):I'd say one of the biggest drivers for me for building Homebase, we want to redefine home ownership and what that even means, I think we'll continue to see real estate prices keep getting more and more unaffordable for folks. And I think being a homeowner's going to start being a privilege, which is a really sad reality. Unless we have true government intervention come in and add more housing supply, I think it's going to get worse. And so with that reality, it's like it's up to private markets to figure out how do we actually make more people homeowners? So something we care a lot about at Homebase and something we're very mission driven about is making the tenants that live in these properties, also fractional owners of them. And so getting people comfortable with the idea of only owning 10, 20, 30% of their property, but still feeling like an owner of that property. (23:42):And so for this very first home, for example, Homebase bought an extra piece of it so that we can offer it to the tenant to actually buy it from us so that they can also be a fractional owner of the apartment they're living in. And so in 10 years we want Homebase to be the destination for renters. When you're moving to a new city, you use a Homebase platform, you find an apartment, you move in, you buy 30% of the value, and now you're a fractional owner of that property. So that's why Web3 excites me. You can completely do this in an open liquid market and we're trying to facilitate that through Homebase. Brian Friel (24:14):Yeah, that's putting skin in the game too, right there, you're a renter and you actually have upside if you treat the place well. That's pretty cool, and I think that's kind of spinning the model on its head in a really crypto native and interesting way. And I love that framing. Well, Domingo, this has been an awesome discussion. One question we ask all of our guests, and I want to know this for you as well, is who is a builder that you admire in the [inaudible 00:24:38]. Ecosystem? Domingo Valadez (24:38):Okay, this is going to be a total cop out, so I'll give you two. My first one's [inaudible 00:24:44]. I love that man's Twitter content. I feel like the way he speaks, he's clearly very, very technical, but also very good at bringing things to a high level and explaining things. And it's no secret that Solano ecosystems gotten a lot of heat from a lot of third parties where the day FTX went down, someone from the Binance blockchain basically told me I was dumb to continue building on Solana and was really trying to pull us to build on their chain. (25:09):And I was like, "I think the leaders of Solana are taking this very well and are being very, very thoughtful about how they're moving things forward." So that's the first piece really, really like [inaudible 00:25:19]. The second one's [inaudible 00:25:21]. I love his content. He's been a champion for Solana and you can always rely on that guy to call out people that are spewing fake news about the chain and really showcase his technical know-how of how things truly work behind the scenes. So I think those are probably my two biggest, I fanboy over both of them a good amount. Brian Friel (25:43):I think those are both great choices. And a sneak peak, you mentioned that the [inaudible 00:25:47]. Recording was just before this, but [inaudible 00:25:49]. Also mentioned [inaudible 00:25:50]. As his choice. So you're in good company there. Part of what [inaudible 00:25:55]. Was saying too is he loves people that are building pragmatic applications that can "Only be done on Solana TM." And I think Homebase is a really awesome shiny example of that. So thank you so much for taking the time to walk us through it. I'm super excited. I'm going to have to check it out, bring my Panama to it. I know nothing about residential real estate, but I think you've given me the confidence to give it a try today. For folks who want to check it out, where can they go to learn more about Homebase? Domingo Valadez (26:22):Yeah, you can go directly to our website, which is Homebasedao.io. Brian Friel (26:26):I love it. Domingo Valadez (26:27):Everything's completely transparent on our website, we even have a white paper that goes into all the technical pieces, whether it's the legal side, whether it's all the technical side on the blockchain component piece. So we're very, very transparent and we also have a discord where we answer questions as people have them. Brian Friel (26:42):That sounds great. Domingo the co-founder of Homebase, thank you so much for coming on. Domingo Valadez (26:48):Absolutely. Thanks so much, Brian, for having me.   

Stacy Rossetti is a self-storage investor, real estate investor, mommy, wife, coach, asset manager, fund manager, mentor, teacher, facilitator, connector. The Rossettis own 12 storage facilities (as of August 2022) and they also have a 506c Reg D fund - Self-Storage Fund of America.  Stacy is a veteren of Real Estate Investing Abundance.  You can also learn more about Stacy and self-storage investing by going to episode REIA 22Main Points:the six way to invest in self-storage:mismanaged facilitiesincome producing propertiesconversionsnew constructionwholesalinglendingConnect with Stacy Rossetti:we can set up an affiliate link for  our course if you wantdiamondintheroughrealty@gmail.com7708813496http://www.stacyrossetti.comhttps://www.facebook.com/stacyteachesInsta: stacy.rossettihttps://www.youtube.com/c/stacyrossettiteaches

Today's guest is Chris Seveney Chris left his cozy top floor corner office in 2022, after 25 years working in real estate development and construction. Chris has managed over $1B in new construction during his career and has grown his note business to acquire over 500 notes. Join Sam and Chris in today's episode. -------------------------------------------------------------- [0:00] Intro [0:54] The 3 questions  [4:09] Scaling mortgage note investments [8:10] Reg A vs Reg D [11:59] Terms, issues, and mistakes [15:58] State of the market [19:07] What type of distressed debt are you buying? [19:54] Return profile  [21:02] Closing  -------------------------------------------------------------- Connect with Chris:  Linktree: https://linktr.ee/creatingwealthsimplified Website: https://7einvestments.com/ Connect with Sam: I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.   Facebook: https://www.facebook.com/HowtoscaleCRE/ LinkedIn: https://www.linkedin.com/in/samwilsonhowtoscalecre/ Email me → sam@brickeninvestmentgroup.com SUBSCRIBE and LEAVE A RATING. Listen to How To Scale Commercial Real Estate Investing with Sam Wilson Apple Podcasts: https://podcasts.apple.com/us/podcast/how-to-scale-commercial-real-estate/id1539979234 Spotify: https://open.spotify.com/show/4m0NWYzSvznEIjRBFtCgEL?si=e10d8e039b99475f -------------------------------------------------------------- Want to read the full show notes of the episode? Check it out below:   0:00:00:11 - 00:00:22:14 Chris Seveney On multifamily deals is an example. You'll see an acquisition fee, an asset management fee, a management fee and disposition fees. And you have all these fees. The way we structured it was so simple where I have a staff of nine people right now that work for me and myself. Now we don't have fees or ratios. We're all salaried employees who take a salary.   00:00:23:01 - 00:00:48:16 Intro Welcome to the How to Scale Commercial Real Estate Show. Whether you are an active or passive investor, we'll teach you how to scale your real estate investing business into something big.    Sam Wilson Chris left his cozy top floor corner office in 2022 after 25 years of working in real estate development and instruction. He managed over $1,000,000,000 in new construction, and he's now grown his note business to over 500 notes.   00:00:48:23 - 00:00:50:10 Sam Wilson Chris, welcome to the show.   00:00:51:13 - 00:00:54:15 Chris Seveney Sam Thanks for having me today. Glad appreciate being here.   00:00:54:21 - 00:01:03:03 Sam Wilson Absolutely. Chris The pleasure's mine. There are three questions I ask every guest who comes on the show in 90 seconds or less. Can you tell me where did you start? Where you are now and how did you get there?   00:01:04:18 - 00:01:26:07 Chris Seveney So where I started, I've always been in real estate, but the tipping point for me to kind of starting my own path was when we, my wife and I went to go build our primary residence because we acted as a contractor. We see that out ourselves and that gave us a lot of equity to then pull some of that equity out to go start doing some more of our real estate components.   00:01:26:15 - 00:01:42:21 Chris Seveney So that's kind of how we got started. What was the second part of that? Where are you now? So where are we now? Like you mentioned, last year, we launched a regulation A-plus fund to raise $75 million to focus primarily on investing in distressed mortgage notes.   00:01:44:06 - 00:01:54:01 Sam Wilson That's fantastic. Okay, so you started when you did that first GC Your own home, was that before you launched in your development career or was that after?   00:01:55:03 - 00:02:15:09 Chris Seveney So it was when I was working for a developer is right after I started working for a developer. When I worked for GC, you know, you were working six days a week, 60 plus hours. You had no time for managing construction projects. Do your own thing. Then when you go to a development side, it's kind of like, you know, the the cozy side of things where all you do is scream at the GC all day long.   00:02:15:19 - 00:02:35:04 Chris Seveney And my boss at the time, super smart guy, you know, comes to me one day he goes, What are you doing for retirement? And I said, I got my 41k. And he laughed at me. He goes, Why don't you own real estate? You've been in it for 15 years. That's point time. And he had a he had five or six rentals that he had probably a portfolio at that point in time of like $5 million.   00:02:35:15 - 00:02:42:08 Chris Seveney And that gave me kind of the, you know, the start to want to go build my own real estate career.   00:02:42:24 - 00:02:58:07 Sam Wilson Got it. Got it. And so it sounds like the starting your own real estate career didn't go the traditional route. You've now since launched a reggae fund. You guys are buying distressed mortgage notes. I mean, was that the next step for you and how did you get into it?   00:02:58:12 - 00:03:19:18 Chris Seveney So yeah. So the next step actually was we were doing some fixing, I'll call it the bigger pockets BR strategy. We're buying some properties to renovate, rehab, refinance and then rent out. And we did two properties in the Washington, D.C. area where we're located and we had two little kids at the time and we were managing all this work.   00:03:19:18 - 00:03:47:05 Chris Seveney So my wife, after the second one, says, we're done. You know, it was it was just too much. And she was right. I mean, I was putting a lot of strain on us. But me being, you know, everyone calls me the squirrel and I can find anything on the Internet, you know, looking at what else I could invest in, in the challenge I was finding was, you know, the problem is trying to solve is what can I invest in that I don't have to be there within 15 minutes of getting a phone call to put an offer in on something.   00:03:48:06 - 00:04:08:24 Chris Seveney So traditional real estate kind of went out the door. So what I found was mortgage note investing. And when I found it, it actually ticked me off because I knew of private lending, but I didn't actually know you could buy distressed notes on a secondary market. So when I found out about it, I was actually a little upset, but actually drove me to want to learn more and get involved.   00:04:09:18 - 00:04:30:23 Sam Wilson Got it. I love that. It's one of those things, you know, we hear people and I hate to say this, but when someone tells me, okay, I'm a distressed mortgage note investor, I'm a note investor, I think if someone that my you know, kind of the mom and pop version of note investing, they buy, you know, five, six, seven notes a year and they hold them and, you know, parcel amount, do whatever they're going to do with those.   00:04:30:23 - 00:04:49:08 Sam Wilson You know, the various things you can do with notes. You've taken this to a very a much larger scale. I mean, launching a $75 million reggae fund is not buying 5 to 7 notes a year. So tell me, I guess when you when you mapped out your plan for this business, how did you I mean, in doing this at scale takes work?   00:04:49:08 - 00:05:04:21 Sam Wilson Because you correct me if I'm wrong, but I would think you have to have the right industry contacts. You have to have the right people that are selling those distressed notes to you, obviously bidding on probably pools of notes. Tell me just how you kind of wrap your head around that educated yourself and then said this is how we're going to go big.   00:05:05:19 - 00:05:28:06 Chris Seveney Yeah. So very unconventional of how I did this. I started out using my own money, which is conventional. I would say, or recommend. I started buying a few notes and you know, that continued to grow. And few things that I did differently were I'd be in some of these groups or membership classes and just like any aspect of real estate.   00:05:28:07 - 00:05:47:16 Chris Seveney 90% of people who are, you know, say, sitting at the table with you are window shopping. They're not even going to do it. They're just kind of wanting to see what they could do. So after I started getting a little momentum behind me, I was reaching out to those people and say, Hey, look, if this isn't something you want to do, come joint, venture with me, fund the deal.   00:05:47:16 - 00:06:04:04 Chris Seveney And you know, most people would get 5050 profits. I was giving 6040. So I was giving a little bit more. So I started to do a lot of those deals which for one on one joint ventures till I grew to a point where I, you know, wanted to do it within a fund model of a five or six.   00:06:04:20 - 00:06:26:01 Chris Seveney The first one was B, but when I said unconventional, what was unconventional about it is I knew real estate and I knew a lot of this aspect and I had some finance background. I actually went back to college, got a masters in finance and real estate and wrote my thesis in 2020 on how to raise $50 million to do a note fund.   00:06:26:11 - 00:06:49:22 Chris Seveney In my professors were private equity managers and everybody else who managed billion dollar funds. So I'm basically paying $3,000 for my you know, each class was around $3,000. So I paid 30 plus thousand dollars for my masters. But I was getting the education from people who have far exceeded, you know, anything I probably could get from somebody online.   00:06:50:03 - 00:06:56:04 Chris Seveney And most people pay that same amount in some of these training courses were a lot less a shorter period of time.   00:06:57:16 - 00:07:13:13 Sam Wilson And so you had these professors that were in the business, which is rare, I think, in the education sphere, to see these people that are practicing what they're preaching. But these these professors that you had to look at your plan and say, hey, here's how you can do it better. Were they kind of catalysts that help you refine it?   00:07:13:18 - 00:07:14:22 Sam Wilson What was that process like?   00:07:16:04 - 00:07:49:11 Chris Seveney Yeah, really helped me refine it in regards to, you know, as an there's a big difference from, like you said, the mom and pops and buying a few and getting to that scale of where you need to get to to get more of like an institution on to two fronts. One is buying the assets because once you hit, I'd say like a $10 million threshold of capital, that opens up like a completely different realm for you from the type of people who will want to invest with you.   00:07:49:11 - 00:08:09:21 Chris Seveney You a million or $2 million check. But if you only have $1,000,000, nobody wants to be 50% of your funding partner. A large part, people like to be a small component, but also from US asset acquisition. You see a lot more deals when you're telling people, Hey, I want to go buy two or $3 million right now versus somebody who, Hey, I want to buy 50,000.   00:08:10:23 - 00:08:27:06 Sam Wilson Right, right. Okay. So you guys said, look, we're going to launch a reggae fund. Let's get let's get into that. Why reggae versus reggae D? How did you end up deciding to do this particular model? And what are some of the challenges maybe that you faced along the way?   00:08:28:07 - 00:09:05:20 Chris Seveney Yeah. So the first challenge with not investing is you are the lender, so you're not taking on any debt. So it's good because your risk profile is very different than, say, a multifamily investor. And a lot of our investors came from investing in multifamily or other self-storage, other types of deals. That challenge is, you know, they can go get it that time, you know, getting 15, 18%, you know, in ERs on these other deals because they're levered, you can leverage it in 3% in 65% leverage to enhance those returns.   00:09:06:12 - 00:09:29:01 Chris Seveney Note investing you can't compete with that. If anybody, you know, saying, I'm going to get you as a note fund 18%, I'd be interested to see the types of assets you're buying because your risk profile is so high, because you know the investor money is your leverage. So what the reason and to answer the question of the regulation A is regulation A does get qualified by the SCC.   00:09:29:08 - 00:09:59:10 Chris Seveney So it's a much higher cost. You know, I'd say to get qualified is call it $125,000 compared to a five or six C, which you can get done for 1020 grand. But when you look at your audience, who are you marketing to when you're doing A five or six C and in real estate, you're typically marketing to other real estate investors who are accredited, which is, you know, 1% to 2% of the population pick a number of regulation a year.   00:09:59:16 - 00:10:18:12 Chris Seveney You know, you're fishing in the entire ocean because all you have to do is be above 18. You know, our minimum investment is 20 $500. You know, name A five or six C that you can get in the door for 20 $500. You can't. So, you know, we want to open up that pool significantly to other investors.   00:10:18:12 - 00:10:47:19 Sam Wilson Got it. So you said, all right, look, we're going to plop down 125 grand. We're going to launch a regulation, a fund. When you did that and I know you had some relevant industry experience up to that point in time, joint venture ing, buying, some notes, maybe buying I don't know how many at a time, but what do you do to really I guess there's a be the wrong term for it, but maybe just be the right one to give your investors confidence, especially your large check investors in a fund like this that, hey, we can do this at scale and we know what we're doing.   00:10:49:01 - 00:11:09:09 Chris Seveney Yeah. So prior to writing the regulation, A had actually done five other funds. Okay. And, but those funds, the way we did them were, you know, a lot of people just want to go out and say, okay, I want to go raise $20 million into a fund. You know, I'm an engineer. So, you know, I like the, you know, test improve different theories and so forth.   00:11:10:11 - 00:11:35:24 Chris Seveney So we did several different ones and we changed the terms. You know, we had one fund that was like a 5050 split with no preferred return, no management fee. We did one with a preferred return with a management fee and some split. So we did. We did one two years, we did one three years, you know, so we did these to gauge, okay, what is the best for both the investor and the sponsor?   00:11:36:09 - 00:11:54:12 Chris Seveney Because what you don't want to do is go raise $50 million or a large sum of money and have the wrong terms. You know, that can be catastrophic. So we did several different, you know, theories and how we were testing things. And each one of those funds, you know, again, past performance is in a future indicator of success.   00:11:54:18 - 00:11:58:14 Chris Seveney But each one, you know, we met or exceeded what we were looking to deliver to our investors.   00:11:59:09 - 00:12:18:21 Sam Wilson Right. Right. And that makes that makes a lot of sense. Let's talk about those terms a little bit, because if someone actually was reading a book here recently and they were at one point that the author made, was that as a new fund manager, that a lot of times what he would see is that the sponsors would end up not paying themselves enough.   00:12:18:21 - 00:12:39:06 Sam Wilson They do one or two things. Either it was either, you know, incorrectly weighted to the sponsor and or incorrectly weighted to the investor to where if you raised a $30 million fund, maybe the sponsor didn't build in enough really fees in there and things to make it worth them staying the course and or you know, it just it just was.   00:12:39:07 - 00:12:48:13 Sam Wilson So tell me how you've kind of thought through that and what what you found were the right the right terms and the wrong terms along the way? What were some of the things you did? Well, some things you that maybe you've corrected.   00:12:49:17 - 00:13:12:16 Chris Seveney Yeah. So one thing that is weird, you know, doing these other funds, there was one offering that we gave to have a pref and had too low of a management fee. So I essentially was managing this fund for two and a half years for pretty much nothing till the end, which, you know, I used to work, I was still working W2 at the at the time, but it was a lesson learned.   00:13:12:16 - 00:13:36:04 Chris Seveney Did I complain about it? Nope. That I, you know, change any of the terms. Now, it was a lesson learned. So I knew on the next one on the regulation offering, you know, I took what I learned from those other ones, but I also kept things extremely simple. You know, a multifamily deals is an example. You'll see an acquisition fee, an asset management fee, a management fee, a disposition fees.   00:13:36:04 - 00:14:00:05 Chris Seveney And you have all these fees. The way we structured it was, you know, so simple where I have a staff of nine people right now that work for me and myself. Now we don't have these ratios. We're all salaried employees to take a salary. So that's an expense that, you know, is the font, you know, we want the fund knows, hey, here's the expense that way.   00:14:00:12 - 00:14:21:00 Chris Seveney You know, the people who work for the company myself, okay, you know, we have to get paid somehow. Nobody should do anything for free. If they do, you have to be careful because if things go wrong, they may just want to walk because they're not making any money anyways. You know, for us we have a preferred return to the investors and then on the back end, that's where we get, you know, the back end side of things.   00:14:21:00 - 00:14:36:18 Chris Seveney So that's our incentive to want to do very well on the offering. And the same token, hey, look, you know, we're still getting paid that salary, which again keeps it very simple to make sure, oh, did I underestimate fees that I overestimate fees? You know, I don't have to worry about that.   00:14:37:02 - 00:14:59:01 Sam Wilson Right. Right now. That makes a lot of sense. I like that. Yeah. And that's something that we also have been working on here recently and even deals I'm involved in as a passive investor, it gets really confusing and I understand this where it's like, Oh, okay, well, we've got a, you know, a 7030 split and then up to a 15 IRR and then beyond that it goes down to 60, 42, at 89, it goes to 5050 and that's it, this extra hurdle.   00:14:59:01 - 00:15:11:23 Sam Wilson And you're like, okay, just tell me when there's an AC H please. In my account and I'll just trust you're doing the right thing because I know I just, I turn it off.   00:15:11:23 - 00:15:33:21 Chris Seveney So that's, you know, that's a great point because a few things with note investing. One is a lot of people don't understand the process of what you do. So there's an education component. And then when we're raising money, we can't take a multifamily apartment building, say, boom, here it is on marketing brochure. This is what you're investing in now.   00:15:34:01 - 00:15:54:12 Chris Seveney You're we're investing in blind pools, meaning we go raise the money, turn around and then invest it. So the investors basically really have to know their sponsor and trust us to do the right thing. So if we made it with all these other hurdles and everything, it would you know, it would be impossible. So we kept it simple of, hey, monthly distribution, monthly dividend.   00:15:54:17 - 00:15:58:03 Chris Seveney Here it is every month based off of, you know, this annual interest rate.   00:15:58:14 - 00:16:17:24 Sam Wilson Right. That makes a lot of sense. Let's let's talk a little bit maybe about that. The pool that you that these these pools of notes that you guys are going out and buying what is the what's what's the temperature of the water? I know it's probably changed in the last ten years, you know, from from one extreme to the other.   00:16:17:24 - 00:16:23:05 Sam Wilson But like what? What's that look like right now?   00:16:23:05 - 00:16:51:21 Chris Seveney Similar to real estate, you know, I started buying notes and Dow 20, I think end of 2016, I believe I was losers, you know, same thing. Real estate. If I could have bought a lot more back then, I would have, you know, based on pricing over the last several years has gone up significantly, many different factors. One is now properties now have a lot more equity in them than they did previously.   00:16:51:21 - 00:17:17:00 Chris Seveney So that reduces your potential risk, which and then of course, you know, impacts returns and valuations. There's been a lot less product. We are at historic lows for the amount of distressed debt around the country, mainly because of two things. One is the equity, the jobs market and of course, you know, government intervention, which, you know, besides just having loan programs to help those in need.   00:17:17:00 - 00:17:27:02 Chris Seveney Also during COVID, you know, a significant expenditure by the government to, you know, keep people who couldn't work to keep them employed or keep money flowing to them.   00:17:27:23 - 00:17:34:07 Sam Wilson Right. Do you expect that deal flow to increase? Decrease? What are you guys gearing up for?   00:17:35:18 - 00:17:59:19 Chris Seveney Yeah. So we have seen in quarter four and quarter one of quarter for 2022 and quarter one of 23. We were seeing about, I want to say roughly about $300 million of assets come across our desk each quarter. We've already seen in the first three weeks of quarter two of this year, almost that amount come across our desk.   00:18:00:16 - 00:18:09:04 Sam Wilson Wow. So in that is that is that is strictly distressed debt or that is a combination of distressed and performing and all the other stuff that goes into that.   00:18:09:16 - 00:18:48:09 Chris Seveney It's a combination, but it's been a combination. What we are absolutely seeing upticks in are the short term, you know, bridge debt financing that was either fixed and flip lenders. DC And there's we're seeing office loans of course because those are coming to maturity that can't get refinanced residential. What we're also seeing a lot of and what's making a comeback is the last several years there have been no call it secondary position lines which are typically lines of credit because not many people were getting them or whatnot.   00:18:48:19 - 00:19:06:17 Chris Seveney What we are seeing is an abundance of recently is people who took money out during 2020 or 2021, took lines of credit out to pay those credit card bills, and now they're back in default on the line of credit because they racked up that credit card debt again.   00:19:07:08 - 00:19:22:02 Sam Wilson Right? Yeah. That's that's really interesting. And I guess this brings up one more question that we haven't clarified yet in this fund. What is the type of distressed debt you're buying? Is it commercial? Is it residential? What are you guys focusing on?   00:19:23:09 - 00:19:53:10 Chris Seveney Yeah, great question. Primarily it's residential. We have the ability to do some small commercial, you know, some small multi-family as well. But we like to balance our portfolio to be about 70% non-performing, 30% performing a to give some cash flow coming in the door on some of those assets. And then the nonperforming, of course, also, you know, is our bread and butter, but typically, you know, the loans are single family residential.   00:19:54:01 - 00:20:07:22 Sam Wilson Got it. Very, very cool. And I got one last question. Maybe you can and maybe you can't answer this on the air. I don't know. But what's an expected return profile for a fund like this? Investing in distressed debt? Like, what's that look like for the for the average investor?   00:20:08:15 - 00:20:35:02 Chris Seveney You. Yeah yeah we can. So right now for our investors, you know, our target returns for them are 8 to 11% for the investor and that's out you know that is to the investor now returns on notes are slightly higher but when you again have to factor in, you know, your fees and everything that you know, salaries, payroll, you know, all that stuff, you know, that's and again, it goes back to that comment of no leverage.   00:20:35:02 - 00:20:56:08 Chris Seveney That's the, you know, the main driver of that fund. And when people look at some real estate, investors may say, oh, my God, that's you know, I won't get out of bed for 15%. You know, for us, we look back at, you know, you have to always look at and this is what I always tell people. You have to always look at the risk involved with the return that's being provided.   00:20:56:16 - 00:21:02:10 Chris Seveney You know, it's not just look at the number for what they say they're going to get. What type of risk are you taking by investing in that deal?   00:21:02:20 - 00:21:37:01 Sam Wilson Right. Yeah, absolutely. Absolutely. You know, and I hear a lot of investor sentiment and and for good cause and it makes me happy and it kind of speaks to my heart, which is, you know, more of the focus on capital preservation moving into that stuff that continues to produce and then gotten away from the I think investors while we've had a good run and everybody has had a great not and I can't speak for the whole every investor profile type but certainly seeing that shift more towards all right, batten down the hatches, let's find stuff that just plods along versus looking for that, looking for that home run deal.   00:21:37:01 - 00:21:58:02 Sam Wilson So that's very, very cool. Chris, I've learned a lot from you here today, everything from the challenges and the benefits of raising a reggae fund, the type of deals you guys are buying, how you guys are keeping deals, simple. Just kind of what your history was and how you actually got into this space. I think it's absolutely cool if our listeners want to get in touch with you and learn more about you, what is the best way to do that?   00:21:58:21 - 00:22:17:20 Chris Seveney Yeah. So they can go to our website seven E Investments, which is the number seven, then the letter E Investments dot com. Or they can email me Chris at seven E investments dot com. You can find me on LinkedIn, Facebook, my last name is which I'm sure will be in the show notes is not a very common last name.   00:22:17:20 - 00:22:27:24 Chris Seveney So you Google me. I, I'm one of two people and they have the same name. I have a cousin in Houston, but he's in a completely different asset class in business. So I'm the only one in real estate.   00:22:28:10 - 00:22:39:24 Sam Wilson Fantastic. And for those of you who are just listening that listening, that is seven and why so Chris 70. That's how you spell his name and then it is seven E, the number seven, the letter E investments dot com. Is that right.   00:22:40:20 - 00:22:41:05 Chris Seveney Correct.   00:22:41:11 - 00:22:46:14 Sam Wilson Cool. Well, make sure all that is there in the show notes. Chris, thank you again for coming on the show today. I certainly appreciate it.   00:22:47:15 - 00:22:48:12 Chris Seveney Thank you for having me.   00:22:48:24 - 00:23:10:09 Sam Wilson Hey, thanks for listening to the How to Scale Commercial Real Estate Podcast. If you can do me a favor and subscribe and leave us a review on Apple Podcasts, Spotify, Google Podcasts or whatever platform it is you use to listen. If you can do that for us, that would be a fantasy tech help to the show. It helps us both attract new listeners as well as rank higher on those directories.   00:23:10:09 - 00:23:14:11 Sam Wilson So appreciate you listening. Thanks so much and hope to catch you on the next episode.  

Did you know that startup investments are securities regulated by the SEC? David & Paul use this show to outline the Reg D sec 506b & 506c as they apply to founders seeking investment and investors seeking deals. We talk about some basic awareness, some pitfalls and some no-no's. We keep it as light as possible and focus on useful information.  We invite your feedback and suggestions at ventureinthesouth.com or email david@ventureinthesouth.com. If you like our show, it reallly helps us if you rate, review and please subscribe. To learn more about The RollingSouth Funds that we operate, go to rollingsouth.vc or email david@rollingsouth.vc.  Thanks for listening and remember: Our mission is to MAKE MONEY, HAVE FUN, AND DO GOOD.David@ventureinthesouth.com The RollingSouth FundVentureCarolina

I'm not a financial advisor; nothing I write in Superpowers for Good should be considered investment advice. You should seek appropriate counsel before making investment decisions. I purchased shares in Raise Green.Devin: What do you see as your superpower?Jackie: My work ethic is really my superpower.Jackie Logan is the co-founder and CIO of Raise Green and one of my favorite humans. Her kindness exceeds her brilliance. I'm excited to have her as an advisor for The Super Crowd, Inc., a public benefit corporation.Raise Green is a FINRA-registered crowdfunding portal focused exclusively on climate solutions. Now, Raise Green is raising capital itself via Wefunder.AI Summary* Raise Green is a FINRA-registered crowdfunding platform for the climate tech industry.* Its mission is to democratize ownership of the clean energy transition.* They are currently crowdfunding on Wefunder.* Key elements for successful crowdfunding include a story, financial expectations, and marketing plans.* Investors should be thoughtful about their financial goals and use common sense when investing.* Jackie Logan's interest in environmental activism stems from family values and an appreciation for nature.* Raise Green allows individuals to invest in climate solutions and support the transition from dirty to clean energy.* The company aims to create a more inclusive and equitable way of funding climate solutions.* Interested individuals should explore Raise Green and become involved in the movement toward climate action.* CIO Jackie Logan emphasizes the importance of hard work, collaboration, and a thirst for learning in driving positive change.Jackie's Raise Green StoryRaising JackieJackie's journey to becoming a leading climate financier requires us to understand a bit about this Wharton MBA who spent at least two decades on Wall Street, working in turns both Morgan Stanley and Goldman Sachs.Jackie's parents brought her to the US as a child. “My father escaped the Holocaust.”“We lived by a few principles: number one, we were very grateful that we were in the United States,” she says Others included hard work, “charity begins at home, be good to your neighbor and educate yourself.”“While I grew up here in New York City, my summers were on a dairy farm, living off the earth, gardens, etcetera. So, the appreciation of nature and the importance of it,” she says.In addition, she says, “My uncle was a big environmentalist activist already in the early 60s, picketing in front of the Capitol.”Prioritizing Climate“In 2016 or 17, I had the opportunity to see the development of certain ESG strategies and realized that with this looming climate crisis we had, we needed to get private capital moving very quickly directly into climate projects, innovative things that were happening,” Jackie says.“I just felt that what was available the big public market ESG stuff that was going on—didn't hack it for me,” she says. “My kids are grown. I just decided it was the right time for me to take my 20, 25 years of experience in the capital markets and put it into something that would be directly moving capital directly into climate. And that's exactly what Raise Green is.”Raise Green isn't happening in a vacuum. It is just one part of the solution, as Jackie sees it. “We need to attack this from so many angles.”“With the Inflation Reduction Act and the other two acts that we have recently coming out of the government, the tailwinds are there,” she says.“Policy is one thing, and actually putting it into action is another,” Jackie says. “We are giving small to medium-sized folks the ability to take financing into their own control, speak to their community and the public and raise capital.”Raise Green Helps“What is unique about Raise Green is that we are 100 percent dedicated to climate solutions and clean energy,” Jackie says.“We work with companies in the climate tech space all the way to folks that are doing climate clean energy projects across the United States who are looking to raise capital—equity or debt—and get them up on our platform and open them up to just about anyone to invest for as little as $100,” she continues.“Our attitude is, ‘Hey, jump on RaiseGreen.com, click invest, and for as little as $100, you can identify a project or a company that is doing something that speaks to you,” Jackie says. “This is a financial investment, which means that you have the potential for a financial return plus impact at the same time.”Help Raise Green“We are a startup ourselves; we've been around since we started in 2018, got our license in 2019 and launched our first offering in July of 2020,” Jackie says, recapping the startup's five-year journey in a single sentence.The Raise Green team is currently raising money, much of it via a successful Regulation D campaign only open to wealthy accredited investors. To conduct that offering in harmony with the values they espouse, they decided to add a crowdfunding component.“We are doing it on Wefunder, which is a B Corp.,” Jackie says, after reminding me that portals aren't allowed to raise money for themselves on their own platform. She says the team is hoping to raise $100,000 via the Reg CF offering and would welcome up to $500,000 there.At this writing, the Wefunder campaign stands at almost $77,000. (Wefunder displays the total capital raised under both offerings but makes the crowdfunding portion visible if you click the little “i” for information.)Importantly, both offerings are made on the same terms, Jackie says. So, an ordinary investor who puts in $100, gets the same deal that someone investing $100,000 in the Reg D offering.In all of Jackie's work, she leverages her work ethic as a superpower.Superpowers for Good is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.How to Develop Your Work Ethic As a SuperpowerJackie attributes her work ethic largely to the way she was raised by her parents. It has proven powerful.She shared an example of how she uses her superpower today:I'll just use an example of one of the issuers that was on our platform. They weren't the most obvious issuer to come through Raise Green. Three women co-founded a company called Ola Filter. I really mean bright and capable women designing a water filter for developing countries—which you'd say, “Well, you know, why Raise Green?”And I'll just say that I just saw the opportunity of us—Raise Green and myself—working with them to help them coordinate and pull their paperwork together, etc., etc., really could make the difference between this happening and not. Yeah, that is one of the experiences that I feel that my rolling up my sleeves, putting the time and effort into something—which is part of my superpower—made something very significant happen. And they're off and running.Jackie thinks of hard work as comprising respect for others paired with a belief in the possible. Developing a work ethic into a superpower is a mindset.By following Jackie's example and her advice, you can make your work ethic into a superpower that enables you to do more good in the world.SuperCrowd23Jackie will be speaking at SuperCrowd23, held May 10-11. She'll be part of a fascinating conversation about experiences with and best practices for crowdfunding investment clubs. Her colleague, Raise Green CEO Franz Hochstrasser, will be part of a panel discussion of ten portal CEOs. Don't miss a minute!Readers get half-price tickets here. Get full access to Superpowers for Good at devinthorpe.substack.com/subscribe

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Today's guest is Mauricio Rauld. He is the founder and CEO of Premier Law Group and spends 100% of his practice on syndications for real estate investors. With almost 20 years of securities experience, Mauricio specializes in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws. Mauricio is an experienced real estate syndication attorney who helps syndicators and those interested in tokenizing their real estate offerings stay compliant with federal and state securities laws, and has been recognized as a "Rising Star" by Super Lawyers magazine and a Top 100 Attorney by the Top 100 Magazine. He heads up his firm's security token offerings practice with over 22 years of securities experience. Mauricio educates real estate investors about syndication law and speaks at events across the US. He's a regular guest on popular podcasts such as The Real Estate Guys Radio, The Lifetime Cashflow through Real Estate, and The Ken McElroy Podcast. Robert Helms, one of the hosts of The Real Estate Guys Radio, personally knows him as his attorney. In today's episode, Mauricio explains the syndication attorney's role in real estate, advising passive investors on deal considerations and the importance of an experienced operator and team. He also offers tips for new passive investors. Tune in for insights from Mauricio on real estate syndication and making informed investment decisions. Don't miss out! 00:59 - Guest Introduction: Mauricio Rauld 02:01 - Mauricio's background 03:40 - Why disclosure documents are so big 05:50 - Changes and their effect on non-accredited investors 11:39 - Areas to consider as a passive investor 14:36 - Multifamily now and the legal side of it 19:07 - New deals or in a standstill? 20:01 - Other deals around real estate 21:28 - What to look for in an operator and their team 25:03 - Tips for passive investors 26:53 - Wrap up 28:24 - Outro Connect with the Guest: Website:https://www.premierlawgroup.net/ Linkedin: https://www.linkedin.com/in/mauricio-rauld-esq-b2929870 Youtube: https://www.youtube.com/channel/UCnPedp0WHxpIUWLTVhNN2kQ Instagram: https://www.instagram.com/mauriciorauld/?hl=en Facebook: https://www.facebook.com/MauricioJRauld/ #passiveinvesting #syndication #legal

What are the synergies between crypto and real estate? Why has crypto traditionally lacked good real world collateral? Is real estate's % of GDP as large in other parts of the world as it is in the US? What caused the housing correction in China after the initial privatization run-up? What are the benefits of decoupling housing ownership and occupancy? Can technology innovation help solve many of the structural inefficiencies that exist in real estate investing? Are there similarities between the debugging process in academia, debugging a startup, and debugging code? What are the uncanny similarities between the stages of a startup and the stages in academia? Why should founders think of a startup as a fluid concept? What makes MakerDOA the equivalent of the Federal Reserve in crypto? Which events contributed to crypto's current deep winter? What are the advantages of being able to offer Robinland's real estate offerings through Reg-D and Reg-S? Why have construction loans been a source of good investment debt on the Robinland platform?Scarlet Chen - co-founder of Robinland, joins Proptech Espresso to answer these questions and discuss how her interest in housing and real estate was the result of her parent's regret of missing out on the massive appreciation boom from the privatization of the housing market in China because they did not understand the investment opportunity that real estate represented. 

Elijah Brown is a multifaceted individual with successful careers in both real estate and the military. After earning a bachelor's degree in business from the University of Southern California, Elijah began his real estate career as an analyst for Healthpeak Properties, an S&P500 REIT. During his time at Healthpeak, Elijah developed a strong foundation in financial modeling, eventually being promoted to manager. In this role, Elijah was responsible for underwriting a wide range of seniors housing and medical office real estate. He played a key role in several major transactions, including $4 billion of portfolio deals. In 2017, Elijah cofounded GoldHawk Capital, a real estate investment firm focused on acquiring value-add multifamily properties with a recent emphasis on Arizona. Through a combination of JVs, Reg D syndications, fund-of-funds, and LP investment, Elijah has successfully acquired interest in over 850 apartment units valued over $100 million. In his role as managing partner, Elijah is responsible for underwriting investment opportunities, due diligence, negotiating contracts, capital markets, and investor relations. In addition to real estate, Elijah currently serves as a Civil Affairs Officer in the United States Army Reserve and was previously a Military Intelligence Officer. Elijah has received numerous awards for his physical fitness, marksmanship, problem solving, and leadership during his time in the military. Outside of work, Elijah is a full-time van lifer, amateur bowler, and country music songwriter-comedian. Get in touch with Elijah: https://www.linkedin.com/in/elijahwbrown/ https://goldhawk.us If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/  

Making real estate investing simple is one of the missions of our guest today. In this episode, Chris Levarek discusses the Reg D offerings and goes into detail on the 506(b), 506(c), and 504. He even shares his insights into multifamily investing and short-term rentals, and also discusses his partnership strategy for each deal.With a mission to make real estate investing simple for busy people, he talks about how he created a platform that allows investors to customize their investments and select different deals through a two-page deal disclosure document. Tune in now as he also dives into the benefits of joining a mastermind group and offers advice on investing in short-term rentals! Don't miss it!Key Points from This Episode:Chris shares his background in the military and corporate IT and how he transitioned to real estate investing.How did Chris use other people's money for his capital?How did the process of starting a fund start?The different types of Reg D offerings, specifically 506(b), 506(c), and 504.What are the projects that are currently exciting Chris today and why?What's been Chris' company's success?Chris talks about how he found GoBundance and how he's enjoying it.The things one should know before investing in short-term rentals.Does Chris' strategies find other operational partners and his philosophy in managing and finding a deal?The kind of capital Chris brings each year.Chris and Josh talk about Unbound, a program that fights human trafficking.Links MentionedVacation Rental Masterclass WebsiteValkere Investment Group WebsiteUnbound WebsiteAbout Chris LevarekChristopher is the Operations Manager for Valkere Investment Group. He coordinates the company's management, technical infrastructure, and daily ongoing operations needed to support the business.Christopher is accountable for the development/management of the Valkere Team and for implementing company systems to improve business efficiency. He works in tandem with the Marketing and Sales Team to develop new/existing partner relationships and define/discover new investment opportunities.He lives in Phoenix, Arizona with his wife, Jamie, and two sons Christopher and Julien, where he enjoys playing the guitar, spending time with family, and reading in his spare time.

Matt Burk Ep #787 - Syndication vs. Pooled Investment Fund   Founder, CEO and Chairman of Fairway America and Verivest. Seasoned real estate executive, Chief Investment Officer, and fund manager who started and managed eleven (11) real estate asset based Reg D pooled investment funds over more than 22 years. Discretionary underwriter/approval authority of thousands of real estate asset based investments with total asset value in the billions, including pooled investment funds, real estate secured loans (newly originated and discounted acquisitions), syndications, participations, GP and LP equity interests, and more.   Here's some of the topics we covered:   Different Types of Syndications The Deals You Take Down Determine Your Deal Structure How To Influence an Investor Into Your Fund Passive Investing In Pooled Funds To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    Please Review and Subscribe  

Build to rent investments have gave gained more popularity since the start of the pandemic. More and more investors have realized that this investment strategy has a tremendous amount of long-term upside. In this episode, Ruben shares why he thinks build to rent investments create fantastic returns, and his strategies to raise capital for real estate today. Ruben is a real estate fund manager that specializes in Reg D 506(c) offerings, and partners with syndicators to invest in build to rent and multifamily deals. He is also the host of a popular podcast called the Capital Raiser Show - which includes topics about raising money for multifamily syndication In this episode, we discuss… How to position yourself to become a capital raising machine Why you should invest in build to rent investments How to create you own real estate fund Linkedin: https://www.linkedin.com/in/rubengreth Instagram: https://www.instagram.com/capitalraiser/?hl=en Website: www.capitalraisershow.com Interested in investing in commercial real estate opportunities? Join our investor group here Check out our FREE multifamily due diligence checklist to avoid costly mistakes. Click here to download the checklist. Check out our FREE Syndication Guide For Passive Investors to learn everything you know need to know BEFORE you passively invest in real estate. Click here to download the guide.

506C, 506B, Reg A, Reg D – what do all these terms mean?  Why can I invest in some syndications but not others?  Why can some advertise on every social media platform out there but others are FORBIDDEN to advertise?Our guest today is Mauricio Rauld, founder and CEO of Premier Law Group and one of the nation's leading real estate syndication attorneys.  Whether you have questions on raising money, starting a fund or want to know what questions to ASK a syndicator, Mauricio is one of the few lawyers that actually speaks English!

Hogyan kell a munkát ábrázolni? Mit jelent az, hogy a híradás manipuláció? Mi a Partizán videók vizuális stílusa? Milyen lehetősége van egy független szervezetnek szakmai fórummá válni a mai magyar filmes közegben? – ezekre keressük a választ vendégeinkkel. Harun Farocki filmjei megmutatják, hogy híradásokról, alkalmazott mozgóképről épp olyan komolyan kell gondolkodni, képnyelvüket épp olyan figyelmesen kell szemlélni, mint a moziforgalmazásba kerülő filmek esetében. Ezért gondoltunk arra, hogy a filmhét egyik szakmai programjában összeültetjük a Partizán két videóalkotóját, Herr Martin szerkesztőt és Rózsahegyi Regő vágót, két magyar dokumentumfilmessel, Dér Asiával és Pálos Györggyel, hogy eszmét és tapasztalot cserélhessenek.Támogasd te is a Partizán munkáját!https://csapat.partizanmedia.hu/fundraising/partizan/Iratkozz fel a Partizán hírlevelére:https://csapat.partizanmedia.hu/forms/partizan-feliratkozasHol találsz meg minket?Youtube-on: https://www.youtube.com/c/Partiz%C3%A1nm%C3%A9diaFacebookon: https://facebook.com/partizanpolitika/Facebook-csoportunkban: https://www.facebook.com/groups/partizantarsalgoInstagramon: https://www.instagram.com/partizanpolitika/Vágatlan videók, extra tartalmak:Legyél a patronálónk, hogy hozzáférj a vágatlan adásokhoz és extra tartalmainkhoz: https://www.patreon.com/partizanpolitikaPayPal-on keresztül is várjuk az adományodat, e-mail címünk: partizanalapitvany@gmail.comEgyszeri vagy rendszeres banki átutalással is segíthetsz! Ehhez a legfontosabb adatok:Név: Partizán AlapítványSzámlaszám: 16200106-11669030-00000000Közlemény: TámogatásHa külföldről utalnál, nemzetközi számlaszámunk/IBAN (International Bank Account Number): HU68 1620 0106 1166 9030 0000 0000BIC/SWIFT-kód: HBWEHUHB

Mauricio is the founder and CEO of Premier Law Group, a boutique securities law firm.  As a nationally recognized expert on private placements, Mauricio works with elite entrepreneurs who seek to increase and protect their wealth through syndications. Mauricio specializes in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws.CONNECT WITH OUR GUEST:mauriciorauld.com/linkedin mauriciorauld.com/fbgroupSHOW HIGHLIGHTS:The basics of how real estate syndications are structured.Who can invest in real estate syndications?Red flags investors should look out for in real estate syndicationsUnder what circumstances can an investor recover their investment losses?How are damages calculated in a real estate syndication?Words of caution for Lead Sponsors with raising capital.CONNECT WITH US! Visit our Website: https://www.canovocapital.com/podcastConnect with us on Facebook: https://www.facebook.com/theleadsponsorFollow us on YouTube: https://www.youtube.com/c/TheLeadSponsorFollow us on Instagram: https://www.instagram.com/theleadsponsor/Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-lead-sponsor-podcast-real-estate-investing/id1464256464LOVE THE SHOW? PLEASE SUBSCRIBE, RATE, REVIEW & SHARE!

Our guest for this week's show is securities & private placement expert, Mauricio Rauld. Mauricio is the founder and CEO of Premier Law Group, a premier boutique securities law firm.  As a nationally recognized expert on private placements, Mauricio specializes in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws.    Quote:  If you want world-class answers, you better ask world-class questions.    Highlights:   07:35: Recent changes in the securities world 09:45: What the fund-to-fund model is and what role it plays in fundraising 14:00: Bringing value to your busy investors 16:15: The biggest mistakes fund-to-fund investors make 20:45: Changes to who qualifies as a qualified investor and upcoming changes 26:20: When you have to go public with your fund 27:15: Navigating the changing financial markets 33:15: What separates a great securities attorney from a mediocre one   Guest Website: https://www.premierlawgroup.net/   Recommended Resources:   Check out our company and our investment opportunity by visiting www.SunriseCapitalInvestors.com  Self Directed IRA Investment Opportunity – Click Here To Learn More About How You Can Invest With Us Through Your SDIRA  Accredited Investors Click Here to learn more about partnering with me and my team on Mobile Home Park deals!  Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them MobileHomeParkAcademy.com  Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2   

Today's Unlimited Partner is Jake Hoffberg the Publisher for Equifund, which helps "retail investors diversify their portfolio, increase passive income, and grow their net worth using private market investments. Companies can use Equifund's technology to raise money under multiple US exemptions: Reg D, Reg A+, Reg CF and Reg S." After learning that The Jobs Act of 2012 would ease methods of capital raising, Jake dove in headfirst and learned the ins and outs of the new laws. He saw first hand how to navigate, what to do, what not to do. Eventually he joined Equifund where he has become the Publisher, helping to provide private funding rounds for investors into vehicles they also take part in. This better aligns the interests of all parties involved. Equifund also helps prepare companies to go public, helping them get used to the new reporting they will be required to submit. Topics include: Attending Indiana University as a jazz musician and figuring out he wanted a different experience Learning about promotions and events while at college Getting into publishing and selling in the world of children's books Investing in his self by buying copyrighting courses Getting hired at Agora Equifund (started by Jordan Gillissie) and how crowdfunding became legal due to The Jobs Act of 2012 Lowe v. SEC, 472 U.S. 181 (1985) and here's the link for the SCOTUS audio which I love to listen to sometimes Trying to protect investors by vetting incoming deals, avoiding snake oil salesmen Helping companies go public the right way Company curation in a crowdfunding world, having skin in the game Jake's song is Yoko Kanno (Cowboy Bebop) - Got To Knock a Little Harder Sponsors: Tegus Research My Marketplace Builder Links: Thomas McGannon LinkedIn Follow us on social media: Like and subscribe and all that stuff...stay in touch as we will have exciting updates and content soon... @uppodpod Twitter @uppodpod Instagram UP YouTube Channel up-pod.com Email us: show@up-pod.com,

Byron Bennett and Joe Lynch discuss the Zergratran story. Byron is the Founder and CEO of Zergratran, an innovative and sustainable high-capacity transportation company that is building the world's first tunnel to expedite shipping goods between the North Atlantic and the North Pacific. In doing so it will offer faster, smarter, safer and cheaper solutions to existing alternatives. About Byron Bennett Byron Bennett is the Founder and CEO of Zergratran. Byron is a graduate of The Wharton School with a background in entrepreneurship, finance, capital raising and strategic planning and, most recently, a founder of multiple fintech companies. He built a network of early stage investors and six thousand LinkedIn followers through successful capital raising efforts and popular businesses like The Chocolate Library and Discovery Wines, both in the East Village of New York City. Prior to Zergratran, Byron was the CEO of Liquidity 10X (L10X)r, a fintech company that helped startups raise capital through Reg D and Reg A filings. Prior to L10X, Byron was the CEO of Collective Wisdom Technologies (CWT), a crowd-driven platform for funding seed stage companies (filed Reg A+ offering). Prior to CWT, Byron was CEO of Springtime Solutions, a lead generation platform for banks and marketplace lending companies; accepted into the INV Fintech accelerator run by Bank Innovation and Fiserv. Byron is passionate about entrepreneurship and teaches entrepreneurship classes on www.outschool.com. He regularly mentors entrepreneurs and maintains a 30+ year strong relationship with NFTE - Network For Teaching Entrepreneurship https://www.nfte.com/. Byron holds a BS in Economics from The Wharton School of the University of Pennsylvania. About Zergratran Zergratran is an innovative and sustainable high-capacity transportation company that is building the world's first tunnel to expedite shipping goods between the North Atlantic and the North Pacific. In doing so it will offer faster, smarter, safer and cheaper solutions to existing alternatives. Led by a visionary team of engineers and Wharton and Harvard scholars, Zergratran is an impact-driven company that uses emerging technologies to revolutionize the future of logistics as well as leverage its global economic and environmental impact. Our goal is to create a better, smarter, healthier and more efficient world, to build a legacy and a better future for humanity. Zergratran develop and manage ESG and technology focused infrastructure projects  that will boost the efficiency of the global shipping and transportation system. It will start with Puerto Internacional Las Americas (PILA) in northern Colombia, a project which will use Maglev technology to  transfer shipping containers between ports on the Atlantic and Pacific Oceans through an underground tunnel. Key Takeaways: The Zergratran Story Byron Bennett is the Founder and CEO of Zergratran, which develops and manages ESG and technology-focused infrastructure projects around the world that boost the efficiency of the global shipping and transportation system. In the podcast interview, Joe and Byron discuss Zergratran's first project, a cheaper, faster, and cleaner alternative to the Panama Canal. Zergratran's first project is Puerto Internacional Las Americas (PILA) in northern Colombia. The project will develop new ports on the Atlantic and Pacific oceans and transfer shipping containers through an underground tunnel system. The Panama Canal is critically important to world trade and unfortunately container ships are currently waiting 12 days to cross the canal. The Panama Canal bottleneck is causing supply chain disruptions worldwide and constraining global trade. The Zergratran Vision for eliminating the Panama Canal bottleneck is below: “Imagine a 13,000+ TEU container ship that can't pass through the Panama Canal unloads at our North Pacific port. We transfer the containers across to our North Atlantic port in 15 minutes using an underground tunnel. Waiting regional ships distribute the containers onward to the US, Gulf and Eastern ports and Europe. More containers would be better dispersed and distributed and reach their final destinations faster. And the 60% of ships that now return west to Asia mostly empty, can be filled with fresh loads from South America. This coordination creates higher profitability with long term sustainability.” Puerto Internacional Las Americas (PILA) aims to add a new container shipping route across the Central America region. This will be the focal point of a system wide efficiency upgrade driven by automation, containerization, digitization, technology and connections to neighboring port facilities. Learn More About The Zergratran Story Byron's LinkedIn Zergratran LinkedIn Zergratran ESG World Summit & GRIT Awards Winner Max Boegl floats 40ft container on maglev track The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

The Legalization of Equity Crowd Funding was the catalyst for the great Economic Democratization of the Capital Markets.  Although crowdfunding started with reward based, the advent of the JOBS Act in 2012 introduced 4 ways to raise equity capital from the crowd.  The expanded pool of additional investors are not your typical angel investors.  These 4 methods remove the invisible wall between entrepreneurs and their potential investors.  There is still great confusion on how to best use equity crowdfunding to raise capital, and even more so, how traditional retail stock investors can get involved in a low risk way and start investing in the entrepreneurs with 'unicorn potential' or the small business owners that are well established and are seeking an amount of growth capital that is not available from their bank and they don't fit a Venture Capitalist or Private Equity Fund criteria. They can be as solid of an investment as a retail stock, but with much greater upside potential.  The 4 methods to solicit from the general public, to crowd fund, are not created equal.  Each has it's unique benefits to entrepreneurs and investors.  Watch and Listen as Karen explains the difference in the 4 equity Crowd Funding, Direct Public Offering methods:  Intrastate Exemption (Reg D 504), Reg D 506c, Reg CF and Reg A+.  YOUTUBE: https://youtu.be/O_M27XJDIbY Then take the next step and join Karen Rands' Compassionate Capital Community:  Sign up for the Video Tips on Best Practices for Creating Wealth with Successful Entrepreneurs:  http://bit.ly/CCCB-signup Get the ebook - 12 Secrets to Creating Wealth Investing In Entrepreneurs: http://bit.ly/Get12SecretsEbook Get the #1 Primer on Learning to Invest in Entrepreneurs:  http://InsideSecretstoAngelInvesting.com