How Will A Recession Impact Capital Raising?
New data shows that the U.S. economy contracted at a 0.3% annual rate in Q1 2025, making a recession appear imminent. How should fund managers and syndicators prepare? Show notes & summary: https://fu...
1 Touko 202541min
Fund Legal Questions: Live Q&A
Starting your own private fund or real estate syndication can be daunting, in part because of all of the legal complexities. Securities attorney Andrew Doup joins Fund Playbook to answer common legal ...
24 Huhti 202552min
Legendary Philanthropist Jim Sorenson On Impact Investing
Jim Sorenson of the Sorenson Impact Foundation shares how he combines philanthropy with private capital to drive transformative community development. Plus, his favorite strategies for aligning financ...
3 Huhti 202542min
Inside An NBA Owner's Family Office
Sacramento Kings co-owner Alex Bhathal shares how he built Revitate into a leading family office-backed real estate investment firm. Plus, his best strategies for uncovering undervalued markets poised...
1 Huhti 202516min
Family Office To Multi-Billion Dollar Real Estate Firm
Origin Investments CEO Michael Episcope shares the story behind Origin's rise to becoming a top-decile investment manager with over $3 billion in assets under management. Plus, his data-driven strateg...
27 Maalis 202546min
When Real Estate Syndications Go Wrong
Real estate syndications are increasingly popular among passive investors, but what happens when they go wrong? Expert panelists Andrew Doup and Brett Siglin join Fund Playbook founder Jimmy Atkinson ...
20 Maalis 202546min
New SEC Rule Change Helps 506(c) Fundraising
New guidance from the SEC makes capital raising easier for 506(c) funds by loosening accredited investor verification rules. This March 2025 change to Reg D Rule 506(c) is a game changer for private f...
17 Maalis 202527min
Where Will Family Offices Invest In 2025?
A new report reveals that family offices plan to increase their real estate investments in 2025. But which sectors do they favor right now? Show notes & summary: https://fundplaybook.com/2025/03/fp-00...
13 Maalis 202541min
