While speaking to investors can be a daunting task, the key to making them comfortable with a deal is to provide them with information that is appropriate for their level of knowledge and experience. Today on the show, we have Alan Lewis joining us to share his expertise in the matter, particularly about asking the right questions that will help you to engage your investor in the most productive way.
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Your communications with investors are extremely important, form the story around the property to the information you share on social media and other channels. When you are in the real estate syndication business, it is important to not only recruit investors but to also educate them and provide that as an additional service, which ultimately helps to build the investment community. Allan and his team are committed to making real estate investment accessible and understandable to more people, and as such they aim to simplify complex ideas and communicate with investors on a more personalized level. This episode has loads of practical advice that you can implement today, so be sure to tune in!
Key Points From This Episode:
- Realizing during his college years the role of real estate in building wealth.
- Their focus at DiversyFund and how their goal is to make investing more accessible.
- Advice for making both new and seasoned investors more comfortable with a deal.
- How to determine where the investor is at and what experience they have.
- Considerations for developing an appropriate story around the investment property.
- Other means of educating investors and being able to simplify complex ideas.
- Using data applications to tailor content to match the different personas of investors.
- The advantages and disadvantages of investing in a fund rather than with a specific operator.
- Problem-solving as a challenging yet attractive aspect of the industry.
- Being disciplined in creating systems and processes that make things more streamlined.
- Advice for caring for investors and improving your practice.
- And much more!
[bctt tweet=”If you want to know where an investor’s at, you just have to ask. It’s that simple.” — Alan @DiversyFund” username=”Whitney_Sewell”]
Links Mentioned in Today’s Episode:
About Alan Lewis
Alan Lewis is the Chief Investment Office and Co-Founder of DiversyFund, a financial tech startup dedicated to providing everyday Americans with the same investment opportunities as the wealthy. Before joining DiversyFund, Alan earned his law degree from Columbia and spent nearly a decade working as a corporate lawyer and investment banker on Wall Street. He then transitioned to real estate development when he joined JF Capital in Salt Lake City in 2014, focusing on multi-family and master-planned residential developments. In 2016 he co-founded DiversyFund with his partner, Craig Cecilio, to pursue his goal of democratizing wealth-building through making alternative investments accessible to everyone. Over his career, Alan has worked on transactions totaling, in aggregate, over $41 billion.
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