All Forum Posts by: Nate Marshall

I don't see where being just a capital raiser is a bad thing if they're part of a team. The most effective team I know personally has 7 people. The CEO is the asset manager and investor relations. They have a social media/marketing/funnel hacker, a public figure guy who does all of the podcasts and hosts events, an acquisitions manager, a numbers guy and an administrator who handles flow. 

The team approach works and often can attract more capital because you have a wider range of experience and background.

Ryan Wright Founder and CEO of Do Hard Money.

The guy who runs do hard money. I forget his name now. I went through the process of becoming one of their investors just to see that process. This was over a year ago. He was frustrated by not being able to get people to loan him money or fund his deals. I believe that's why he started his company.

I'm seeing this almost daily in my business. People sending me multi family deals but they have no experience and no capital of their own. In the past weeks I've seen enough deals to cover about 1,200 doors. 

You can though makeup for no experience or capital by bringing other value to a team. Multi Family and syndication is a team sport. So if you're really good at say marketing or social media you can fill a role, if you're good at underwriting or with numbers you can fill a role. Some of the most effective Operators are team based. Where one lacks another makes up!

Participating on a lower level helps one build both reputational capital and money capital! Work your way up. if you participate you can build a track record.

I would recommend getting in touch with Adam Adams of Blue Spruce Holdings. He does the Raising Money Summit and Finding Deals Summit. He also has had over 8,000 attendees at his meetups over the past 3 years. Meetup brought him to their offices to help other organizers learn from him. 

The other people Id look at are Rod Khleif. He has a bootcamp in Denver in 2 weeks. David Toupin of Obsidian Capital, Steven Pesavento and others like them.

You should look at David Toupin's Deal Analysis software. He has a free version and one for $250.00 that is really good. Obsidian Capital

His ad is catchy though.. the one of him breaking through the wall like the kool aid guy saying "I want you to use my money!" 

First of all it's not even his money as he has investors himself. He's using OPM to fund other people's OPM! Read up him.

You need to leverage private money or look at doing a 506(C) capital raise. It's not as hard as it sounds and is quite inexpensive. Don't use your money. Use OPM! 

You have a lot of options but keep in mind you are selling a security if it's a capital raise and you have investors and not a loan. So you should look at Regulation D 506(C) as a vehicle to be compliant and attract Accredited Investors. 

Good Luck!

First you should have a business plan. If you have a previous relationship with them you're good. 

You should also have a good presentation. Be open to having to give them a bit more equity or interest in the properties. Keep in mind you are still selling a security. A partnership is a security. 

If you're looking to raise more capital look at doing an SEC compliant 506(C) with a Private Placement Memorandum and Form D as well as a full investor portal including flipbook for your presentation.

YES!

You should always be compliant with the SEC and Regulation D 506(C) or B though C is what I recommend as you have more marketing reach. 

A 506(C) doesn't really take that much. You're pretty much legal when you file Form D on EDGAR. You should have a full package of the PPM, Operating Agreement, Subscription Agreement, Investor Portal with a flipbook for your presentation to Accredited Investors. if you don't know any accredited investors you can always buy a list. You generally need to have a scrubbed list so they're doing real estate and not tech or something else and I recommend using funnels and landing pages to get their interest on social media but it also helps with your open rate. Open rate is how many people open the emails or take your phone calls. Then you need to get the presentation to them, hold an investor webinar and close the deals. 

Good luck!