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Strategies for Capital raising & NOI Growth

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Presentation on theme: "Strategies for Capital raising & NOI Growth"— Presentation transcript:

1 Strategies for Capital raising & NOI Growth
Sponsored by the Family Office Club & Multifamily Lending Partners

2 For 10 years running, the Family Office Club is the premier community for more than 1,500 registered family offices managing  $1 trillion+ in assets Current Clients: $450M EU Family Office $150M Midwest Family Office $550M real estate Family Office $1.3B Food Industry Family Office $3B+ Multi-Family Office (Executive Search) $200M Senior Living & Apartment Buildings Family Office $250M Diversified Real Estate Single Family Office $50M Hospitality Industry Family Office (Formation & Origination) $2.3B Florida Single Family Office (Formation) In total our clients under contract with us currently manage well over $20B in assets, have over 25,000 doors of multifamily properties and all came to us via the Family Office Club and the strategies suggested in our 5 Step System to Raising Capital.

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4 As CAP Rates Rise So Does Leverage of Raising NOI
Source: JLL U.S. Multifamily Investment Outlook | Q4 2016

5 Traditional NOI Boosting Strategies
Market Adjustment Rent Raises Lipstick $5k-$10k/door rehab and rent raise process Buying orphaned packages of office park or multifamily assets from REITS or large asset managers and breaking them apart to sell the performers while improvers the laggards.

6 Three NOI Boosting & Deal Flow Origination Strategies Being Used Right Now
Developing a platform of leasing, brokerage, investments, property management, etc. Extremely Tight Geographical Focus (.5 miles around Times Square, Office Space Only Acquisitions) Efficiencies of property management, first bid on new opportunities, local reputation for being the buyer to approach first. Energy Enhancement - Cost Reduction Water heaters, LED lighting, windows, insulation, solar, smart thermostats, & tax incentives.

7 Deal Flow Strategies Developing a platform of leasing, brokerage, investments, property management, etc. Extremely Tight Geographical Focus (.5 miles around Times Square, Office Space Only Acquisitions) Efficiencies of property management, first bid on new opportunities, local reputation for being the buyer to approach first. Energy Enhancement Cost Reduction Water heaters, LED lighting, windows, insulation, solar, smart thermostats, & tax incentives.

8 Top Real Estate Capital Raising Suggestions
Focus 80% of energy on positioning, value creation, deal origination Local > Alien Run towards the fire (Kennedy) Face-to-Face trumps all JV, Club Sponsor, Co-GP & Structure Performance Only Fees Tap FOC on LI, local angel clubs, accredited investor organizations, known barrels of “fish.” Leads maximum in 3-5 cities maximum Work the 5 Step System for Raising Capital (Free) Attend a Capital Raising Bootcamp (next one is in Houston on May 19th)

9 Multifamily & Senior Living Investment Resources
Investor Relations & Deal Origination program for multifamily and senior living investors. No cost program to provide support for road shows, investor research, competitor research, deal origination, etc. Current Example Firms & Transactions Supported Now: Pending $35M+ multifamily deal for an investment firm Single family office in Florida refinancing a senior living facility Sponsor purchase of a $20M apartment building in the Midwest

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17 Changes Coming to the Family Office Club
More Investors Per event (2 new sources) Events Every Month of the Year Focusing on NYC, Miami, Houston & San Francisco Higher quality recordings of events Most guest interviews on podcasts and webinars Capital Raising Certification Program Investor Relations & Road Show Support Services at no Cost for Multifamily & Senior Living Charter Members opted into our MFLP Program

18 Visit Our Offices Richard C. Wilson Founder - Wilson Holding Company
Direct Line: (305) 328 Crandon Blvd. #223 Key Biscayne, FL 33149 Key Biscayne, FL Theodore O’Brien Managing Partner – Multifamily Lending Partners Direct Line: (305) 328 Crandon Blvd. #223 Key Biscayne, FL 33149 Our Offices

19 Disclaimer This document does not represent an offer to sell or a solicitation of an offer to buy any security. Any such offer must be made pursuant to a private placement memorandum or other definitive legal documentation prepared by the company offering the securities (the “Offering Documents”), and the securities are only available in states in which the offering of the securities is registered or is exempt from registration and only by a broker/dealer authorized to do so. This document contains excerpts from the Offering Documents, and should be read in conjunction with the Offering Documents prior to making any investment decision. The securities offered in the Offering Documents (“Securities”) are offered through Rainmaker Securities, LLC – a registered broker dealer, Member FINRA/SIPC, 2045 S. BARRINGTON AVE SUITE A, LOS ANGELES, CA (“RMS”). These Securities involve a high degree of risk, are speculative and involve a high degree of risk. The Securities have not been approved or disapproved by either the SEC or any state agency, nor has either the SEC or any state securities commission endorsed the accuracy or adequacy of the referenced Offering Documents. Any representation to the contrary is a criminal offense. An investment in these Securities should not be made by any person or entity that is not in a position to lose the entire amount of such investment, or one who needs liquidity of the investment. Only individuals and entities qualifying as “accredited investors” or “qualified institutional buyers”, as defined by the Securities Exchange Commission (“SEC”) are allowed to invest in these Securities. Potential investors in the company should carefully consider the risk factors contained in the Offering Documents to evaluate the company and its prospects before purchasing the Securities. This document and the referenced Offering Documents both contain forward-looking statements that are not historical facts, and are based on the company’s attempt to describe the outcome if it executes well on its business plan. They are not guarantees of future performance and are subject to risks and uncertainties beyond the company’s control or ability to predict. Potential investors are cautioned not to place undue reliance on these forward-looking statements, which reflect the company’s management’s view only, as of the date of this document and the referenced Offering Documents.


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