CRS310 Paul Montelongo: Getting A Taste of Blood and Scaling into Syndication

The Capital Raiser Show

Paul joined us and we got to dive into the scaling of his syndication business.

Some topics we covered include:

• The First Investment House gave him the taste of the Blood

• Moving into a Marina investment

• The Capital Raising A’Ha Moment

• Who is on the team?

• Getting into Self Storage Development

• Growing and Scaling the Team

• Organization and playing while Scaling

• Being The Visionary

• Delegating duties and eliminating duplication

• Diving deeper into the Marina (Hospitality and Entertainment)

• Learning the Capital Raising Game

• Educating and Demonstrating Credibility

• Building the Database - The conversations that took place

• Networking is Key

• Market Selection

• How to Navigate Investor Emotional Responses with Metrics

• Assessing the Personality and Communication Types of Investors

• Being Hands-on with your properties by keeping them close together

• Having Mentors

• Self-esteem and Confidence Through Action

• 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