Forge Five: Short, Smart, Simple

Hi All!

It’s safe to assume that you signed up for this newsletter because you want to change your life and kickstart your journey investing in CRE, right?

And if you’re just starting out and looking to learn the next steps you need to take to actually get started, it can seem very overwhelming, especially with all of the great information out there.

If you are ready to take next steps and want to learn about opportunities, get on my calendar so we can talk. HERE

Get ready to dive into the next 5 newsletters, where we'll unveil the 5 mind-blowing levels of success in real estate that you've never even imagined! This series is your golden ticket to discovering the incredible opportunities waiting for you and your loved ones. If you missed this on LinkedIn, I'm thrilled to emphasize it here because it's truly that eye-opening!

PART 4:

Want to create massive wealth in real estate? The kind that rhymes with "billions?"  Get to Level 4...

You've learned how to raise capital and operate at a high level with institutional partners.

Or, you've learned how to raise capital and FIND top-tier operators to do the work for you...and you've progressed through the first three levels.

1. One Man Band - Residential, small commercial
2. Syndicator - Raise capital
3. Institutional Grade Operator - lead projects w/big equity partners

What's next?

𝗟𝗲𝘃𝗲𝗹 𝟰: 𝗠𝗶𝗱𝘀𝗶𝘇𝗲 𝗮𝗻𝗱 𝗟𝗮𝗿𝗴𝗲 𝗙𝘂𝗻𝗱 𝗠𝗮𝗻𝗮𝗴𝗲𝗿

Think of larger pools of investment capital of $150M to $1B+ in equity.

If you’re thinking, “how do you raise that much capital?”

You’re asking the wrong question.

“Who do you raise that much capital from?” is the correct question.

The answer:
• Foundations
• Family Offices
• Institutions
• Insurance Agencies
• Pension Funds
• Qualified Purchasers
• Ultra high net worth individuals
• Other large funds if you are an operator with a fund

Level 2. Syndicators raise capital from non-accredited and accredited investors. Some even level up to qualified clients and qualified purchasers with small $25-50M funds.

For syndicators, a $250k investment from a single investor is incredible.  Anything more is rare.

But at Level 4, average investments will be north of $10-20M.

Level 4 fund managers can either invest in their own deals as a top-tier operator,

Or, they can invest in other funds (super low overhead)

Or, they can invest directly with Level 3. Institutional Operators (again, low overhead and less work).

See how these connect?

But here's a key point ☝️

These investment groups typically won’t do more than 10-15% of the total fund size.

So if their minimum ticket is $20M, they won’t invest in your $25M fund or $50M fund. Your fund has to be larger than $200M before they'll even take a look.

There are groups, like large pension funds, that won't even look at funds that are less than $500M or $1B.

This is a whole new world of investors, structures, and wealth. Massive wealth.

And no one teaches this anywhere.

You can't ever get there if you don’t know it exists.

You'll never arrive at the destination if you don’t know the path.

Let me know what you know of this level at either my Facebook or LinkedIn.

Next week, level 5, where "B's" turn into "T's"...

If you are ready to take next steps and want to learn about opportunities, get on my calendar so we can talk. HERE

To your success,
Ryan

NOTE: This 5-part series is from Sam Sells of SyndicationLaunch.com.