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April 4, 2024 31 mins

Having a specific SMART goal around your multifamily business is highly underrated. For Will, that number is $1B of AUM. Let's find out how he plans to get there!

 

Some topics we covered today include:

  • From brokerage to syndicating 14 deals and $100M AUM

  • A plan to acquire $1B in assets

  • South East as a market for great returns

  • Don’t overcomplicate it

  • Any competitive advantage is the goal

  • High Investor Retention

  • Incremental increases in deal size

  • The Internal scaling of a syndication company

  • Identifying organizational bottlenecks

  • Why be the Lead GP?

  • Financing in today’s market

  • Importance of flexibility in financing

  • Today’s market is not ideal for selling

  • Philosophy of generational wealth for legacy

  • Reverse engineering the process to acquire $1B in assets

  • Focus on smaller deals in the early going

  • Build credibility slowly

  • Growing a database via referrals 

 

Find Will at mathcap.com



Book a call with Ruben at calendly.com/rubengreth

Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com. 

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

Get The Family Office Club 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

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