Fund Playbook
Learn how to launch your own private fund or real estate syndication with Fund Playbook. In each episode, Jimmy Atkinson shares insights on syndicating deals, raising capital, and entrepreneurship.

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Episoder(23)

How Will A Recession Impact Capital Raising?

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 Mai 202541min

Fund Legal Questions: Live Q&A

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 Apr 202552min

Legendary Philanthropist Jim Sorenson On Impact Investing

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 Apr 202542min

Inside An NBA Owner's Family Office

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 Apr 202516min

Family Office To Multi-Billion Dollar Real Estate Firm

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 Mar 202546min

When Real Estate Syndications Go Wrong

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 Mar 202546min

New SEC Rule Change Helps 506(c) Fundraising

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 Mar 202527min

Where Will Family Offices Invest In 2025?

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 Mar 202541min

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