Paul joined us and we got to dive into the scaling of his syndication business.

Some topics we covered include:

• The First Investment House gave him the taste of the Blood

• Moving into a Marina investment

• The Capital Raising A’Ha Moment

• Who is on the team?

• Getting into Self Storage Development

• Growing and Scaling the Team

• Organization and playing while Scaling

• Being The Visionary

• Delegating duties and eliminating duplication

• Diving deeper into the Marina (Hospitality and Entertainment)

• Learning the Capital Raising Game

• Educating and Demonstrating Credibility

• Building the Database - The conversations that took place

• Networking is Key

• Market Selection

• How to Navigate Investor Emotional Responses with Metrics

• Assessing the Personality and Communication Types of Investors

• Being Hands-on with your properties by keeping them close together

• Having Mentors

• Self-esteem and Confidence Through Action

• Getting Comfortable Being Uncomfortable

Find Paul Montelongo at montelongocapital.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 familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com

Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Lastly, Visit our friend Dallon Shultz to find out about the incredible capital raising tools he has available with capitallystpro.com

Some topics we covered include:

• Uncommon background with Ripley’s and iFly

• Getting off the hamster wheel

• The choice to become Active rather than Passive

• Why the goal to help people become financially free?

• The don’t teach Syndication in college so how do you learn?

• Taking passive investors through your own passive journey

• What to discuss with Passive investors when raising capital.

• How to get inventors scheduled for calls.

• The Gurus are lying if they tell you its easy.

• Losing $75K on first deal.

• Getting involved with Massive Capital

• Negotiatinig Partnership with Massive Capital

• Roles and Resonsibilities

• What attracted K Trevor to Capital Raising

• The evolution and transition of Capital Raising over time

• Strategies for Raising Capital

• Doing conferences and meetups

• K Trevor’s Exit Strategy

• Make Genuine Connections with People

Find K Trevor at massive.capital

Buy a video replay of the Strategic Capital Raise Summit at strategiccapitalraise.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 familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!

Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Lastly, Visit our friend Dallon Shultz to find out about the incredible capital raising tools he has available with capitallystpro.com

Over 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club.

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Discount Code : capitalraiser

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!

Dr. Adebayo Fasanya is one of the rare dudes who works incredibly hard and smart. Check out this episode to hear his journey from Nigeria to USA Medical practitioner and multiple asset syndicator. His work ethic is extraordinary.

On the show we cover:

• Exploring investments until finding syndications

• Starting with reassignment homes

• Blogging during medical residency to develop a following

• The first 8 Unit multifamily

• Joint ventures with friends

• Multiple asset classes during the original phases of investments

• Physician communities

• In the original days he used a spreadsheet to manage properties

• Taking down solo deals for legacy while separately syndicating

• Planting financial seeds in his kids so they keep the wealth

• Many doctors need assistance with their investments and finances

• The journey to Arkansas

• Diversification as a starting strategy while scaling

• Oil and Gas has some great tax benefits

• Future asset class selection by looking at macro economics

• Syndicating businesses as well

• Dr. Breathe Easy Pulmanary Medical Practice

• Operating businesses while also running the medical practice

• Hiring help and outsourcing duties

• Raising money in Whatsapp groups

Find Dr. Bayo at drbreatheeasy.com

Buy a video replay of the Strategic Capital Raise Summit at strategiccapitalraise.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 familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!

Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Lastly, Visit our friend Dallon Shultz to find out about the incredible capital raising tools he has available with capitallystpro.com

Craig and I dove into the life of a scaling syndicator and the evolution of capital raising and authority platforms.

Some topics we covered include:

• Real Estate as a side hustle

• Syndications are great for scaling

• Quitting his day job to capital raise

• Background in growing insurance companies

• Coaching for Capital Raisers

• Authority buidling for scaling capital raisers

• Social Proof and Forbes Counsil members

• Choosing the initial passive investments

• From passive to active investing

• Cashflow vs larger equity plays

• Selecting secondary markets

• Partnering with syndicators

• What is the end goal?

• Successful capital raising strategies and evolutions

Find Craig at groundbreakingre.com

Buy a video replay of the Strategic Capital Raise Summit at strategiccapitalraise.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 familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!

Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Lastly, Visit our friend Dallon Shultz to find out about the incredible capital raising tools he has available with capitallystpro.com

Dallon shares about some strategies for raising capital.

get your free summit tickets at strategiccapitalraise.com

Get Free Tickets at https://strategiccapitalraise.com

• People are looking to go Big
• Limiting beliefs may be holding you back
• Billionaire Mindsets
• Capital Raising is one of the hardest professions on the planet
• Community and Network is key
• Successful people never stop learning
• A 2 Millimeter shift can be all you need to go next level
• Free Raffle tickets for VIP ticket holders to win $10K in Family Office Club Events
• There will be no Sales Pitch

Marcin tells us what people are going to experience at the Summit

get your tickets now at strategiccapitalraise.com