The Real Estate Syndication Show
With over 2000 episodes and counting, The Real Estate Syndication Show - hosted by entrepreneur, philanthropist, and investor Whitney Sewell - is your comprehensive guide to all things real estate and beyond. Here you’ll find real, raw conversations full of expert insights and practical strategies, along with powerful and inspirational personal journeys.
From real estate tycoons like Scott Trench (CEO @ Bigger Pockets) and Spencer Rascoff (Zillow co-founder) to investing gurus like Joe Fairless (Best Ever CRE) and philanthropy leaders like Lloyd Reeb (Halftime Institute) – each conversation brings its own unique edge, inspiration, and actionable value.
Tune in every Thursday for a new episode and start your weekend educated, inspired, and refreshed.
The Real Estate Syndication Show
WS1287: Family Offices 101 | #Highlights
How can you develop a strong business relationship with family offices and high net worth investors? Today in this #Higlights episode, we feature our conversations again with Fletcher Clardy III and Spencer Gray. They talk about how forging relationships with family offices can help you land numerous deals over a long-term period.
Fletcher details steps that a syndicator should take to secure investor relations and he emphasizes the importance of finding your niche. Meanwhile, Spencer shares how he got started and how to approach and communicate with these sophisticated groups such as the family offices. Click the play button now and enjoy the show!
Key Points From This Episode:
- How to start identifying your investment criteria and form key relationships.
- Finding high net worth investors through research and networking events.
- Reaching out to investors before meeting with them at events.
- Protect your credibility by only approaching investors with valuable deals.
- A family office is a unique and broad category.
- It is much more institutionalized.
- It’s about forming a relationship and trust.
- There are individual single offices and multifamily offices.
Links Mentioned in Today’s Episode:
Fletcher Clardy III on LinkedIn
Fletcher Clardy III on BiggerPockets
WS694: Developing A Family Office Relationship with Fletcher Clardy
WS1101: Getting Started with Family Offices with Spencer Gray | #TechandTacticsTuesday
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