335: The Mistakes Investors Need to Avoid When Raising Capital with Jeff Lerman
The most successful real estate investors portfolio all tend to have one thing in common–they’re great at raising capital. But if you’re not careful, mistakes you make at that critical stage can turn into deal killers.
With that in mind, today’s episode is all about the mistakes investors make when raising capital and how to avoid them. And my guest is Jeff Lerman.
Jeff is recognized nationwide as “The Real Estate Investor’s Lawyer”®. He’s an attorney who uses his real estate and law licenses to both serve as general counsel to investment firms and do real estate fundraising and investments of his own. His law firm helps investors across the country with their transactions such as entity formations, syndications, joint ventures, purchase and sale agreements and more.
In our conversation, we dig into those deal-killer mistakes that investors often make, the pros and cons of different fundraising options, and why Jeff is such a big fan of joint ventures.
You’ll also get access to two special reports–7 Steps for a Successful JV and 12 Warning Signs You’re Headed for a Lawsuit with Your Partner–that could save you a ton of time and money as you learn to put deals together.
The Forever Passive Income Live Virtual Event
The FPI Live Virtual Event is coming up on January 24-26, 2023 where I’ll be sharing the step-by-step blueprint on how we raised tens of millions in capital and acquired over 4,300 units. Buy your FPI tickets today by visiting ForeverPassiveIncome.com
Key Takeaways with Jeff Lerman
- Why Jeff finds his best deals in bad economic times.
- The key differences between joint ventures and syndications and how you can do both in the same deal
- The characteristics of a great limited partner or passive investor.
- How to use the restrictions of SEC Reg D Rule 506(b) to build trust and protect yourself (and your investors) before fundraising for a syndication.
- Why Jeff believes that JVs are the cheapest, easiest, fastest, and safest way to raise money.
- How to connect with Jeff and get FREE access to his two special reports.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit https://acceleratedinvestorpodcast.com/335
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