Mat Sorensen Preview: There is $30 Trillion in Retirement Accounts in the USA
11/15/23 • 1 min
$30 Trillion - that is what is on the table! Are you tapping into this money that has already been designated for investing in USA retirement accounts? Mat Sorensen dove into how to unlock this capital and what you need to say to get people to take it out of the stock market on the full show.
Some topics we covered on the full episode include:
- Assisting clients raise capital for their own deals
- Being an Attorney and a real estate investor
- Raising from IRA’s
- There is $30 Trillion in Retirement Accounts in the USA
- Retirement Money is already set aside for investing!
- TWO parts to the process
- 1. You must know enough to educate people about it.
- 2. You have to be able to execute on the strategy.
- You must be able to walk your investors through the process
- Mat targets Capital Raisers in his business to help them raise
- People are sick of the stock market roller coaster - use that pain point!
- There are 3 steps
- 1. Open a SDIRA
- 2. Move the Money
- 3. They Authorize the Investment
- When they don’t want to move money, ask them, "What did they make in the stock market last year?"
- Ask them how their 401K is doing? - Pain Point!
- Ask them, "What is the total return they made?"
- People are drawn to investing in RE because its more reliable than stocks
- The process to move the money takes about 2 weeks
- UBIT Tax - Unrelated Business Income Tax
- Unrelated Debt Financed Income Tax
- Ways to avoid UBIT Tax
- The different vehicles that are available
- Know your personality type and partner with people who can cover your weaknesses
Find mat at directedira.com or matsoresen.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 [email protected]
$30 Trillion - that is what is on the table! Are you tapping into this money that has already been designated for investing in USA retirement accounts? Mat Sorensen dove into how to unlock this capital and what you need to say to get people to take it out of the stock market on the full show.
Some topics we covered on the full episode include:
- Assisting clients raise capital for their own deals
- Being an Attorney and a real estate investor
- Raising from IRA’s
- There is $30 Trillion in Retirement Accounts in the USA
- Retirement Money is already set aside for investing!
- TWO parts to the process
- 1. You must know enough to educate people about it.
- 2. You have to be able to execute on the strategy.
- You must be able to walk your investors through the process
- Mat targets Capital Raisers in his business to help them raise
- People are sick of the stock market roller coaster - use that pain point!
- There are 3 steps
- 1. Open a SDIRA
- 2. Move the Money
- 3. They Authorize the Investment
- When they don’t want to move money, ask them, "What did they make in the stock market last year?"
- Ask them how their 401K is doing? - Pain Point!
- Ask them, "What is the total return they made?"
- People are drawn to investing in RE because its more reliable than stocks
- The process to move the money takes about 2 weeks
- UBIT Tax - Unrelated Business Income Tax
- Unrelated Debt Financed Income Tax
- Ways to avoid UBIT Tax
- The different vehicles that are available
- Know your personality type and partner with people who can cover your weaknesses
Find mat at directedira.com or matsoresen.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 [email protected]
Previous Episode
CRS289 Matt Ryan: Pairing Your Mission with Affordable By Design Profitable Real Estate
Matt was steadfast in this interview in explaining how you can have a service oriented business while also helping the world. Raising capital in this scenario requires determination and he walks us through the process of how he does it.
Some topics we covered include:
- Green Building from the get go
- Charity yet having a marketing leading return for investors
- Charity is Altruistic AND can be profitable
- Co-Living and MicroDevelopment
- It’s challenging to implement affordable housing for deals under $35M
- Beurachracy is hard work even with tax credit incentives
- There are markets showing upside in this niche post pandemic
- You have to prove your track record to scale and get debt
- Small Developers are Redefining the way business is done
- Some green methods employed including insulation
- Building Efficiency can be argued as not green
- Getting into development
- Having an interest in complexities
- Creating value via forced appreciation
- Can you do deals without outside capital?
Find Matt at http://re-viv.com/
Network with Capital Raisers at our Capital Raising Meetup Thursdays at 11 AM PST tinyurl.com/454zhv9r
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/ambassador/capitalraiser/
Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected]
Next Episode
Matt Ryan Preview: Getting Great Returns While Also Doing Good
It's hard to make money while doing good in the world. Matt Ryan tells us a little about the struggle!
Some topics we covered on the full episode include:
- Green Building from the get go
- Charity yet having a marketing leading return for investors
- Charity is Altruistic AND can be profitable
- Co-Living and MicroDevelopment
- It’s challenging to implement affordable housing for deals under $35M
- Beurachracy is hard work even with tax credit incentives
- There are markets showing upside in this niche post pandemic
- You have to prove your track record to scale and get debt
- Small Developers are Redefining the way business is done
- Some green methods employed including insulation
- Building Efficiency can be argued as not green
- Getting into development
- Having an interest in complexities
- Creating value via forced appreciation
- Can you do deals without outside capital?
Find Matt at http://re-viv.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 [email protected]
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