Fifth Stop: Real Estate Roadmap

Raising Capital

Selling the Sizzle: How to Raise Capital Successfully (and Legally)

Key Objectives:

  • The "Sizzle" of real estate

    The "Sizzle" of your part of the real estate world

    The "Sizzle" of having you manage investor money

    The "Sizzle" of your deal

Behind the Curtain of a Private Equity Fund

Key Objectives:

  • What is a fund structure

  • Why the Lehigh Valley Private Equity fund chose a multi-asset fund versus a 1-asset syndication model

  • Strategy of acquisition schedule / deployment of capital

  • Challenges of starting a private equity fund

Consistently Raising Capital

Key Objectives:

  • "Show up to give" - a game changing mindset

  • A key aspect that is missing from the "Know, Like and Trust" triangle

  • Consistency is key

  • Attracting and bringing in talent to help scale your business

  • How is Whitney's team prepares and underwrites the risk of interest rate increase and impact on the RE market?

Fund Administrator

Key Objectives:

  • What exactly is a Fund Administrator?

  • What type of operators are most likely to use a Fund Administrator?

  • Complexity of fund valuations when evaluating a multi-asset fund

  • Looking at predictions in the commercial real estate market