Accredited Investors in Wisconsin (or beyond)

Accredited Investors in Wisconsin (or beyond)

Real Estate Investor · Milwaukee, WI · Member since 2017 · 17 posts · 2 votes

We're looking to a variety of multi-rate projects/developments (anywhere between 30-250 units) in the next coming months and years. One thing I've been trying to locate is great places to prospect accredited investors. Any advice for the greater Milwaukee area (or honestly, quite anywhere) that you've found to look at? We have a vast portfolio, proven national track record since 2004, and are easy to work with. I'm not worried about being able to get some things going once we find accredited investors, it's just a complex step. We just began this process and have done all of the regulars (joined REIA and a lot of other networking functions) Preferably we're looking for private equity financing but flexible to talk about whatever.

Anyone have any suggestions of places to network? Or if this sounds like something you or someone you know perhaps could be interested in, please contact me privately.

Thanks

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Developer · Philadelphia, PA · Member since 2015 · 2k+ posts · 904 votes
9y
Benjamin Holt , raising capitals from investors is a complex process which involves securities law. There are seminars offered on the topic which I recommend. You may also want to look up public soliciting, which is not allowed by the SEC as what are are offering is considered a security.
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  • Developer · Philadelphia, PA · Member since 2015 · 2k+ posts · 904 votes
    9y
    Benjamin Holt , raising capitals from investors is a complex process which involves securities law. There are seminars offered on the topic which I recommend. You may also want to look up public soliciting, which is not allowed by the SEC as what are are offering is considered a security.
  • Real Estate Investor · Milwaukee, WI · Member since 2017 · 17 posts · 2 votes
    9y

    @Percy N.

    Do you have any links or recommendations to those seminars?

    We have lawyers on the team that are delving into these specific issues but they have definitely briefed me on what to do (and more importantly not do haha)


    Thanks

  • Developer · Philadelphia, PA · Member since 2015 · 2k+ posts · 904 votes
    9y

    @Benjamin Holt you can google Syndication seminars. 

    Google Real Estate guys (not necessarily an endorsement, just on top of my mind).

  • Investor · Austin, TX · Member since 2013 · 933 posts · 1k+ votes
    9y

    Hi Ben,

    Good advice from Percy.  If you have not engaged in capital funding I also have a few interview podcasts on my BP website you can start with.  I share my experiences and have an eBook on what I learned through raising + $1m in 3 deals on my website.  There are some good things to think about in preparing that you might find helpful.  

    Regarding finding accredited investors, there is no magic bullet. Start w/your own natural paths on who you know that might fit this category and start screening them for interest at a high level.  If you have some closed older deals you've done that's a good start.  You can go to local meetups, you could learn from a coach who's doing deals and has experience to see if you can raise money helping him.  Ensure you are part of the GP vested ownership and helping them in a variety of ways to learn more about the business to stay w/n the guidelines. Very hard to gain access to lenders and investors $ if you are starting out w/o a track record.  Leverage someone else's track record, grow your investor base off their deals and then you can gradually steer them to your deals once you're experienced yourself.

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