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

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

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

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