Discover how Perry Zheng transformed his entrepreneurial journey from managing seven single-family properties to leading syndications that generated over 30% annualized returns for investors, while building a groundbreaking software platform that's revolutionizing how general partners and limited partners connect.
With candid insights into the current challenges of capital raising, Perry reveals his strategic approach to attracting investors, leveraging technology through Cashflow Portal and Palace Investing, and navigating the complex landscape of fund management offering listeners a master class in building scalable, investor-centric real estate investment businesses.
Key Takeaways to listen for:
Invest in Technology for Streamlined Operations: Perry highlights the importance of using technology like Cashflow Portal for syndications. This software centralizes crucial aspects of capital raising, investor relations, and compliance, reducing the manual load and providing a seamless experience for investors.
Understand Fund Structures Before Scaling: Perry discusses the difference between SPV and customizable funds, advising new fund managers to start with an SPV for cost efficiency. For long-term growth, a customizable fund offers scalability, though it requires more setup and regulatory management.
Investor Experience is Key to Retention: From transparent communication during the syndication process to timely K1s and user-friendly portals, Perry emphasizes that a professional, well-supported investor experience is vital for trust and retention.
Leverage Fund Admin Software to Cut Costs and Save Time: Fund administration can be resource-intensive, but selecting the right admin platform helps manage complex tasks, such as compliance and reporting, with less friction, especially as assets under management grow.
Marketing in a Competitive Landscape Requires Strategic Ad Spending: Perry notes that, although raising capital has become more challenging, targeted advertising, combined with brand awareness efforts, can help build investor lists effectively even with modest budgets.
About Tim Mai
Tim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.
He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.
He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares.
He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.
Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.
Connect with Tim
- Website: Capital Raising Party
- Facebook: Tim Mai | Capital Raising Nation
- Instagram: @timmaicom
- Twitter: @timmai
- LinkedIn: Tim Mai
- YouTube: Tim Mai