Dec 6, 2024
Paul joined us and we got to dive into the scaling of his syndication business.
Some topics we covered include:
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The First Investment House gave him the taste of the Blood
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Moving into a Marina investment
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The Capital Raising A’Ha Moment
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Who is on the team?
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Getting into Self Storage Development
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Growing and Scaling the Team
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Organization and playing while Scaling
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Being The Visionary
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Delegating duties and eliminating duplication
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Diving deeper into the Marina (Hospitality and Entertainment)
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Learning the Capital Raising Game
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Educating and Demonstrating Credibility
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Building the Database - The conversations that took place
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Networking is Key
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Market Selection
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How to Navigate Investor Emotional Responses with Metrics
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Assessing the Personality and Communication Types of Investors
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Being Hands-on with your properties by keeping them close together
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Having Mentors
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Self-esteem and Confidence Through Action
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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