Accredited Investors, Lawyers, CPA

Investor · NJ | NY · Member since 2019 · 22 posts · 1 vote

Hello all,

Do any financial firms/advisors, Real Estate agents, Wholesalers, Lawyers, CPAs, investment companies, wealth management firms, private equity firms, property management companies, etc. have any suggestions for finding accredited investors?

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Ronald RohdePro Member

Attorney · Dallas, TX · Member since 2016 · 5k+ posts · 2k+ votes

Build your own list. There is no other way. Happy investors talk.

Host webinars, sponsor events, charity golf, happy hours, etc.

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Chris SeveneyBusiness Member
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Investor · VA · Member since 2015 · 21k+ posts · 19k+ votes
3y
@Kareem R.
They typically will not give away client names. It’s more about marketing and using marketing firms. Also network at high net worth event areas such as country clubs, art galleries, high end car auctions… also depends on how much you plan to raise and for what
If you can get a 10x most marketing firms would say that is a win - meaning spend $100k in marketing to get $1M raise if you are just starting out with no track record
7e investments53 Reviews
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Ronald RohdePro Member
Attorney · Dallas, TX · Member since 2016 · 5k+ posts · 2k+ votes
3y
Build your own list. There is no other way. Happy investors talk.
Host webinars, sponsor events, charity golf, happy hours, etc.
2 Reply
Alex Roter
Financial Advisor · Los Angeles, CA · Member since 2021 · 141 posts · 58 votes
3y
Robert Kiyosaki made a blog post on raising investor capital, check it out here -->
Raising Capital: The Entrepreneur’s Ultimate Guide (richdad.com)

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Mohammed Rahman
Real Estate Broker · New York, NY · Member since 2020 · 2k+ posts · 1k+ votes
3y
Hey @Account Closed - you could try hitting up brokers in your area and soliciting them for projects. Most brokerages will have individual agents that have a varying degree of client lists. It's a matter of building a relationship with them... as you could probably already tell, it takes time.
Alternatively, I've found that if I go to a real estate specific networking event (there are a few local ones around NYC/LI) with an explicit project in hand, people are more open to helping. Not sure what it is, but I think it's the in-person aspect.
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Account Closed
OP
Investor · NJ | NY · Member since 2019 · 22 posts · 1 vote
3y
Quote from @Alex Roter:

Robert Kiyosaki made a blog post on raising investor capital, check it out here -->
Raising Capital: The Entrepreneur’s Ultimate Guide (richdad.com)

Alex, this is great thanks for the insight!
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Account Closed
OP
Investor · NJ | NY · Member since 2019 · 22 posts · 1 vote
3y
Quote from @Mohammed Rahman:

Hey @Account Closed - you could try hitting up brokers in your area and soliciting them for projects. Most brokerages will have individual agents that have a varying degree of client lists. It's a matter of building a relationship with them... as you could probably already tell, it takes time.
Alternatively, I've found that if I go to a real estate specific networking event (there are a few local ones around NYC/LI) with an explicit project in hand, people are more open to helping. Not sure what it is, but I think it's the in-person aspect.

Certainly, I prefer the face-to-face interaction as I've always found it's been more effective when building trust & developing relationships.
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Ronald RohdePro Member
Attorney · Dallas, TX · Member since 2016 · 5k+ posts · 2k+ votes
3y
Quote from @Account Closed:

Quote from @Ronald Rohde:

Build your own list. There is no other way. Happy investors talk.
Host webinars, sponsor events, charity golf, happy hours, etc.

Thanks for the insight Ronald! Would you happen to know of any accredited investors that would be interested in real estate development yourself?

Sure, I know lots of investors, accredited and not all interested in real estate development. They are my thousands of clients...
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Account Closed
OP
Investor · NJ | NY · Member since 2019 · 22 posts · 1 vote
3y
Quote from @Ronald Rohde:

Quote from @Account Closed:

Quote from @Ronald Rohde:

Build your own list. There is no other way. Happy investors talk.
Host webinars, sponsor events, charity golf, happy hours, etc.

Thanks for the insight Ronald! Would you happen to know of any accredited investors that would be interested in real estate development yourself?

Sure, I know lots of investors, accredited and not all interested in real estate development. They are my thousands of clients...

That's great news... let's connect & discuss, I've shot you a private message.
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