In this episode, Kim Lisa Taylor is joined by Niko Ludwig, the founder of BetterPitch, to delve into the vital role of effective communication within real estate syndication and private equity. Together, they explore the power of well-crafted pitch decks, investor reporting decks, and investment sale decks tailored explicitly for the real estate industry.
The episode at a glance:

• Discussion about the challenges of creating financial models and pitch decks
• Explanation of real estate private equity and syndication
• Importance of investor reporting and updates
• Benefits of professional investor reporting decks
• Explanation of buyer decks and their role in property sales
• The need for professional disposition decks

In this episode, we explore the evolving landscape of capital raising in the commercial real estate industry. Is traditional syndication still a viable method, or are investors gravitating toward new strategies? Join our expert panel as they discuss emerging trends, innovative funding approaches, and the role of technology in reshaping how deals are structured. Whether you're a seasoned investor or just curious about the state of real estate financing, this episode offers valuable insights and actionable takeaways.

Summary

In this episode of the RAISE Capital Legally podcast, hosts Krisha Young and attorney Kim Lisa Taylor interviewed Adrian Fajardo from Cashflow Portal to discuss the evolving landscape of capital raising in commercial real estate. Adrian, a senior account executive at Cashflow Portal, shared insights about the changing methods of capital raising, particularly in relation to syndication. He noted that while syndication is not dead, it has become more competitive, leading investors to explore alternative methods such as blind pool funds and series LLCs.

Introduction to the Podcast and Guests (00:00:02)

Krisha Young introduced the Raise Capital Legally podcast, co-hosting with attorney Kim Lisa Taylor. They welcomed Adrian Fajardo from Cashflow Portal to discuss capital raising trends in commercial real estate.

Overview of Cashflow Portal and Adrian's Role (00:03:47)

Adrian Fajardo introduced himself as the senior account executive for Cashflow Portal, managing $10 billion of equity across multiple asset classes. He explained his role in sales, marketing, and client support, emphasizing the platform's evolution and commitment to continuous improvement.

Discussion on Syndication and Capital Raising Methods (00:06:42)

Adrian discussed the changing landscape of syndication, explaining that while the method is still used, competition has increased. He emphasized that syndication is just one tool among many, with emerging alternatives like blind pool funds and customizable series LLCs gaining popularity.

Technology's Role in Capital Raising (00:17:10)

Adrian explained how technology platforms like Cashflow Portal enhance the investment process, providing security and efficiency. He emphasized the importance of creating a secure, user-friendly experience for both investors and operators.

Emerging Trends in Asset Classes (00:21:44)

The discussion covered various asset classes gaining popularity, including development projects, flex-use buildings, assisted living, and alternative investments like oil and gas. Adrian noted significant growth in oil and gas investments, particularly at industry events.

Legal Considerations and Compliance (00:45:43)

Kim Lisa Taylor provided insights on securities law compliance, discussing 506B and 506C offerings. She emphasized the importance of establishing pre-existing relationships with investors and maintaining proper documentation.

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Please join our host, Attorney Mola Bosland, as she interviews Syndication Attorneys’ long-time clients Jake Stenziano and Gino Barbaro about their new educational course, "Passive Investing Pro”. They have created this course to help passive investors learn how to protect themselves and their hard-earned investment dollars when evaluating group real estate investment opportunities. Jake and Gino will share with the audience what their passive investing course entails and how it can help ensure an alignment of interests between passive and active investors in syndicated real estate projects.

Common mistakes made by passive investors (00:02:13)

One of the biggest mistakes discussed is investing solely based on the sponsor's perceived credibility or popularity, such as having a podcast or writing a book, without verifying their actual track record and performance history with previous investors. The importance of truly knowing, liking, and trusting the sponsor is emphasized, but it is also stressed that passive investors need to go beyond that and conduct thorough due diligence.

The three-step framework: Sponsor, Alignment of Interests, and the Deal (00:06:22)

Jake and Gino introduce their three-step framework for evaluating passive investment opportunities: 1) The Sponsor (the jockey), 2) Alignment of Interests (the saddle), and 3) The Deal (the horse). They emphasize the importance of thoroughly vetting the sponsor team's experience, track record, and business plan, as well as ensuring that the interests of passive and active investors are aligned.

Evaluating the Sponsor (00:13:31)

When evaluating the sponsor, Jake and Gino recommend looking beyond just their years of experience and instead focusing on their actual track record and performance history with previous investors. They suggest asking about deals where the sponsor may have lost money and how they handled those situations.

Alignment of Interests (00:19:01)

Jake and Gino stress the importance of ensuring that the interests of passive and active investors are aligned. This includes understanding the fee structure, verifying that the sponsor has their own capital invested in the deal (skin in the game), and ensuring that the distribution of returns and cashflows is structured in a way that incentivizes the sponsor to perform well on behalf of passive investors.

Evaluating the Deal (00:21:10)

When evaluating the deal itself, Jake and Gino recommend focusing on factors like the property's vintage and condition, median income of the area, current rents versus market rents and the sponsor's assumptions for rent growth, the quality of the property management company, and the financing terms (e.g., agency debt versus bridge loans). They also suggest requesting the sponsor's underwriting assumptions, rent rolls, and other documentation to verify the deal's viability.

Current market conditions and opportunities (00:51:05)

Towards the end of the discussion, Gino expresses his belief that the current market conditions present an opportune time for investing in real estate, likening it to the 2010-2011 period following the previous recession. He encourages viewers to tune out the noise and negative sentiment, as he sees opportunities arising over the next 12-24 months for those willing to take a long-term perspective.

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In this episode, we sit down with Blake Janover, founder of Janover.co, to explore how artificial intelligence is transforming the world of deal funding. Blake walks us through the suite of services his company offers, from streamlining financing options including loan sourcing, crowdfunding, and investor management tools, while leveraging AI for faster, smarter decisions. If you're looking to fund your next deal more efficiently, this conversation will provide actionable insights and cutting-edge tools to help you succeed. Tune in to discover the future of financing in the AI-driven world!

Introduction and Overview of Janover Co (00:03:05)

Blake Janover introduced his company's vision of connecting the commercial real estate industry across multiple sectors including multifamily, office, industrial, retail, and storage. He explained how they connect GPs, LPs, family offices, and various types of investors.

Janover's Core Services and AI Integration (00:04:11)

Blake detailed their debt vertical (Janover Pro), which includes partnerships with 10% of US banks and 35% of top credit unions. He explained their Connect platform for investor management and their GP-LP marketplace with 40,000 LPs in their database.

Platform Access and Pricing Discussion (00:08:41)

Blake discussed how clients can access their platform through direct contact, offering competitive pricing with subscriptions starting at approximately $399 monthly, providing significant cost savings compared to traditional broker fees.

AI Implementation and Future Developments (00:30:53)

The discussion covered how AI has enhanced their operations, with Blake noting improved sales and productivity despite reducing staff. Kim Lisa Taylor shared insights about using AI for document improvement and business operations.

📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/

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Join host Krisha Young as she interviews Isabelle Guarino of the Residential Assisted Living National Convention (RAL NAT CON). In this insightful episode, Isabelle shares her expertise on the growing field of assisted living real estate, offering a deep dive into what makes it different from traditional nursing homes and “big box” facilities.
Whether you're interested in the financial potential of owning RAL homes or wondering if now is the right time to get involved given economic uncertainties, this episode offers practical advice and strategic insights and is a must-listen for anyone considering expanding into the assisted living real estate sector.
Introduction to Residential Assisted Living (00:02:03)
Isabel Guarino explains that residential assisted living homes are single-family homes housing 6 to 16 seniors, providing the same level of care as larger facilities but with better staff-to-resident ratios of 4 or 5 to 1, compared to 30 to 1 in big box facilities. This ensures seniors receive quality care and attention.
Isabel's Personal Connection to the Industry (00:03:43)
Isabel shares her family's journey into the assisted living industry, which began when her grandmother needed 24/7 care. Her father, a real estate investor, realized he could own and operate an assisted living business and provide free care for her grandmother while generating cash flow. Although her grandmother passed before moving in, her father fell in love with the industry, and the family continued expanding their assisted living business.
Financial Potential of Assisted Living Homes (00:15:16)
Isabel provides insights into the financial potential of owning an assisted living home. With an average monthly cost of $5,500 per resident and an average of 10 residents, a home can generate $55,000 in gross monthly revenue. After expenses like mortgages ($10,000 per month) and operational costs ($35,000 per month), the owner can potentially cash flow $10,000 to $40,000 per month from a single home.
Staffing Challenges and Solutions (00:26:51)
Isabel acknowledges that staffing is one of the biggest challenges in the industry, with a national shortage of caregivers. She suggests that residential assisted living homes offer better working conditions with lower staff-to-resident ratios, making them more attractive to caregivers. She also discusses the potential of hiring immigrants with medical backgrounds from their home countries.
The Role of Technology in Assisted Living (00:31:18)
Isabel highlights the increasing role of technology in the assisted living industry, including electronic medical record systems, menu planning apps, and wearable technology that can track residents' movements, vital signs, and alert caregivers in case of emergencies.
Location Considerations for Assisted Living Homes (00:25:02)
When choosing a location for an assisted living home, Isabel recommends targeting areas with a high concentration of upper-middle-class residents aged 50 to 70, as they are often the decision-makers for placing loved ones in care.
The Residential Assisted Living National Convention (RAL NatCon) (00:39:04)
Isabel promotes the upcoming RAL NatCon conference in October 2023 in Phoenix, Arizona. The conference offers networking opportunities, educational sessions on various aspects of the assisted living industry, and insights from speakers like Kim Kiyosaki and Ed Mylett. A discount code "cashflow" is provided for listeners.
📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/
🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation