How do you build a good relationship with your investors? In this #Highlights episode, real estate entrepreneurs Adam Carswell and Jason Yarusi talk about steps to having good investor relations.
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Adam talks about his role as an investor relations specialist. He provides insight into the many skills required for this position which starts with getting investors on the phone because, without this, you do not have much else to work with. Meantime, Jason gives details on how to hold the right types of conversations and the important information that should be communicated when talking with investors. He firmly believes that there is a patient game to be played and that rushing into things with investors will not suit anyone. Listen now and start having a good relationship with your investors!
Key Points From This Episode:
- How Adam’s background led him to his current career.
- What Adam does to bring investors into the first call.
- When approaching someone for the first time, anticipate a long-term relationship with them.
- Some of the best ways to connect with investors initially.
- What Adam’s approach to LinkedIn marketing has been and who he emulates.
- Which platforms get the best response from investors.
- A little bit about Jason and the evolution of his business.
- Laying the groundwork with investors in order to reach goals together.
- The initial questions to ask when having early conversations with investors.
- Important information to share with investors to prepare for deals down the line.
- Ongoing communication and connection to investors over time.
- Approaching the deal in the right way; prepared and not in need.
“In this world of business, in this world of life, really, in building relationships, you have to kind of take a look at the idea of what can this individual do for me now versus what can this individual do for me for life?” – Adam Carswell
“I have just found that when you meet someone for the first time, when you’re interacting with someone for the first time, if you have that idea of can I sit down and have dinner with this person for the next 10 to 20 years? Because a lot of the times, the deals that we’re going into in this industry, you know, sometimes they last that long.” – Adam Carswell
“One thing that I also like to share is, it doesn’t always have to be necessarily about business. People are gravitating more and more towards purchasing or doing business with someone who they can relate to their personality.” – Adam Carswell
“It’s just creating that environment where you, one, would be the first step, understand exactly what they’re looking for, because not every investment I have is going to be a good opportunity for them.” – Jason Yarusi
“So when we do have the right investment, we can bring it to them (investors), and it’s already a conversation we laid weeks, months, potential years before. Now it can be a very easy conversation, because remember the kind of opportunities we had we’ve been speaking about in the past.” – Jason Yarusi
Links Mentioned in Today’s Episode:
About Adam Carswell
Adam J. Carswell is a real estate entrepreneur with a hyper-focus in retail shopping centers and commercial syndications. He is also a podcast host, avid vlogger, new media marketing expert and investor relations specialist. Currently, he serves as a Director at Concordia Realty Corporation, and Business Development Manager at Asym Capital. Combined, both firms have syndicated, redeveloped, repositioned, and revitalized more than $425m worth of real estate across the country in California, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, Mississippi, Missouri, New Jersey, New York, New Mexico, North Carolina, Pennsylvania, South Carolina, Washington, and Wisconsin.
About Jason Yarusi
Jason Yarusi is a real estate entrepreneur, speaker, mentor and podcaster. Jason lives in New Jersey with his beautiful wife Pilialoha and have two lovely children Luke and Lily. While living in New York and Europe over the last 15 years Jason has started a number of successful businesses beyond real estate including a brewery. Jason is the Host of The REI Foundation podcast, a platform serving to help Real Estate Investors take massive action through learning from the steps and missteps many industry pros have taken along the way.
While not podcasting, Yarusi Holdings, a home solutions company, flips homes and operates beach side AirBNBs locally in New Jersey while the multifamily division, Oak Capital Partners, focuses on acquisitions of large multifamily assets in the midwest and Southeast currently controlling over 100 units. Beyond real estate Jason’s family business has elevated and moved homes and buildings for over 40 years. They have been a major factor in restoring the Jersey Shore after Hurricane Sandy. To date his company has lifted, remediated and made FEMA compliant over 1600 homes since the storm.
Jason strives on continually working to improve himself and to help others around him. Pili and Jason seek to help other couples achieve financial freedom through real estate, live the lifestyle of their choice, and provide a financial legacy for their family. Jason enjoys running and CrossFit and loves to wrestle with his two English Bulldogs, Jack and Jill, whom happen to be the image and name for the New York City microbrewery and a restaurant. Finally, their focus is to raise communities to new heights across multiple platforms. If we all focus on making ourselves better first we are certain what we project with resonate with those around us.
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