How to talk to investors Online and/or in-person?

[Jason Bhatti]

I recently joined a custom builder company to work on digital strategy and found myself wanting to try and speak with real estate investors directly but am a bit unsure on how I would approach them with a single asset spec or completely custom home. Looking for advice on how to approach these types of people.  I heard somewhere that you can't talk about investments unless you're a broker/dealer but does that apply to real estate investments single or syndicate or even fractional based or it it limited to companies stock shares and such?  I'm pretty new to real estate so would love to hear some advice. I've been listening to BP podcast for a few months now it's amazing thank you!    

[Peter Giardini]

Jason,

I think possible restrictions you are referring to would be blue sky laws.  These are laws that dictate how "pools" of funds can be placed and managed for investment purposes.

At your level and in a one-on-one discussion with a single partner/investor and a single deal there shouldn't be any issues.

Regarding how to approach them... seek their advise!  Don't try to sell the deal to them.  They will just be turned off.  But asking them for their insight into the deal and perhaps at the end of the conversation asking them if they know anyone who would be interested in participating in the deal should move you along your path very well.

Best of luck!
Pete