PRIVATE | Titan Impact Group

Good morning and welcome to the Deal Room Live, the daily real estate deal tank powered by Titan Impact Group, a global leader in AI driven real estate investing and funding. Where the real estate world meets speed, precision and profit. And bring us your deal so we can put it into our AI model that analyzes and structures real estate deals in minutes, generates all the docs you need to get the deal done, and gives you a verified, unbiased breakdown of due diligence reports. The investors get the advantage of getting fully vetted AI analyzed deals that cut their due diligence time down by 60%. So you're in the right place. Let's hope the Deal room now and get into today's opportunity. If you're just tuning in, here we are. Katherine is Richard.

And from the back. Yeah. That's awesome. Thanks.

Katherine's invited us to be a part of and sit in on her zoom call with a company called Avester. If you don't know about them, look them up. It's a bunch of private, you know, I think private equity people. I don't know. So we'll be. We listening in on that call. Not going to be doing any deals today.

I'm trying to fix my picture. What are you trying to f. Fix? Call me. Your screen. Yeah, I'm looking at a third.

Yeah.

32 inch. TNA. I don't know.

Something happened.

I was doing a webinar earlier and it got all messed up and now.

It'S like everybody looks like they're animated. So I'm trying to fix the.

Aren't you an audio visual guy?

Yeah, yeah, yeah.

They know how to fix it though, you know, like, why is this screen looks so. Give me two minutes and I'll speak to the board.

Good morning.

Where are you? Are you right now?

Yes, I am. How are you?

What'd you say?

Good to see you again. And we should connect up sometime.

You're facing the wrong way. And talking on my right side.

Later.

I thought we were going to stay.

In and watch it. I am. And I just want to know because if I can go back and watch recording of other things. Right. Like that's what I'm asking. So Kevin's one of my clients.

What? A client What?

Paid me 10,000. Do a Rosetta Stone. And then I have a few investors in here too.

They're on mute.

Yeah. Just because they're networking. Yeah.

With all the, you know, little uncertainty about the political environment and. But also the fact that the 401k plans are now being opened up to private investment. Are you seeing a little slowing down or where are we?

I mean, we've been seeing slowing down the last 18 months, but at least now bonus depreciation is back on the table. At least now interest rates are starting to come down a little bit. So, you know, there's hope that, you know, if interest rates keep going down that banks will start picking up and, and actually start going better. But I think everyone's kind of unsure about what to expect. So everything's taking longer. Right? So a little bit longer to get a capital raise done, a little bit longer to, to get JVs put together. So I think that's why you need, you know, every strategy possible to, to move faster than you would otherwise. Right, Excellent.

I think we have copa. Speaking of strategics, you go look at.

What they sent you.

That you organize.

Okay. If I may, like, I literally can you show me?

Well, I'm thinking of, you know, making sure that you get to see my new haircut.

He's from Oregon and we grew up pretty close neighborhoods actually. The fantastic black problem in his family office. It's a lot of hairs.

Thank you. So I started club 18 years ago called Family Office Club. So our website is family offices dot com. Okay. And over those 18 years, we've posted 300 investor club events, we've interviewed 47 billionaires. We've had 1,500 investors on stage at our events. And one way to think about it, essentially that we have over 10,000 registered investors in the club. There's about a thousand active at any one point in time. But the way to think about it is we're just an investor community and really focused on mostly serving, you know, DECA millionaires sent a millionaires. We have some billionaires here and there, but also just high net worth investors that are plastic surgeons or pro athletes or business owners. And so it's kind of a full spectrum of investors. It's just tilted towards the DECA millionaires sent a millionaire statement on some of our talks on stage and some of the people we serve. So that's a family office club. That's kind of the perspective I'm bringing to the table here today. What I'm going To share are 10 growth strategies from a recent investor summit we hosted where I gave this presentation and I thought might be helpful to share with everyone here on the webinar. If you've listened to me two or three times before, maybe 15% of this you'll have heard before be a good reminder. And then there's some new ideas in here as well. So if you want, Audrey, I can just share my PowerPoint and then jump right into the presentation. Unless you wanted to say something else before I get going. No, go for it. It's all yours.

Thank you.

All right, awesome share here. All right, hopefully you guys can see that fine. All right, so we're going to go through 10 strategies relatively quickly here. So first off, in physics, to figure out how to apply more pressure, you basically look at the amount of for divided by the area you're putting pressure on. And what I see is that a lot of people who are not making progress are taking whatever energy they have, the pressure they can create, and they're spreading that so broad in so many different areas that it doesn't really create, you know, much of an impact at the end of the day. And so what you have to ask yourself is, what is the most valuable thing we do? What's the most unique thing we do, what has the most momentum? And then shrink that surface area where your energy is focused and you'll make more progress per day and you'll stand out and just make a lot more investor connections each day. The other way to look at it is this, right? You can have the exact same pressure, and the knife will not cut through anything if it's really pointed on what people actually will lean forward and want to meet with you on, and people are drawn to, and you focus all your energy on that, then you'll cut through, you know, wood or paper, etc. And what I see over and over again. So we have thousands of people attending our investor club events each year. There's a lot of people just offering what a lot of other people are offering, right? Like, here's a multifamily deal, or we do multifamily across the US and we do value add this, etc. A lot of them just look like a lot of other people. And the more sophisticated the investor you approach, the busier they are, the less time they have. So you need to be unique, you need to be clear. We stress this all the time. We had a deal structure feedback panel at our last event, and one of the top five pieces of feedback was that your deal structure needs to be clear, simple. Doesn't feel too tricky, doesn't feel too complex.

For those of you just checking in or listening to the Avester podcast today, this guy talking, his name is Richard Wilson Avester, is a community of investors. So going to turn him back on and listen for a little bit. And then if anyone join else joins in, we'll let Them know. But keep listening to Richard, he's got good advice. I think we'll turn that back up.

A lot within our investor club because we showed this at one of our capital raising mastery workshops and it was the most popular slide the whole day out of about 80 different slides we showed. And it's a combination of making sure you have a unique position, a one line capital raising pitch, a one minute video from your founder or yourself explaining what you do so investors can look at 1 minute video from you and decide whether they want to work with you or not. A one page version of your pitch that's visual, it's not a typed up Word document. 10 to 15 pages of a pitch deck already gone. And then also a due diligence data room, meaning you have a Dropbox folder area or data room or investor portal software or something within Avester that I believe is set up already. You have everything the investor needs in one spot. And make sure you have a due diligence questionnaire which is what are the top 30 questions a sophisticated investor should be asking you? But probably people only ask five or 10 or 15 questions. Then they say, well, I didn't make my money in cell storage like you, James. Right. I make my money and whatever this niche is, you know, so what should I be asking? And like you know what you should be asking. And if you don't, you can have AI help you put something like that together. But what's super interesting when you look at this page is that if you don't listen to anything else I say and you just put these things in place, you're ahead of 99% of people who are capital because almost nobody has this in place. That's what I find. Everyone wants to have a long pitch deck that no one reads all of it. They don't spend the time with a one liner even though it costs no money. You don't need a graphic designer that most people can't say what they're doing in a compelling way in a single sentence. That sounds absolutely unique. I think without that and without the stuff, you're really slowing yourself down and kind of dead in the water. So play a unique game, figure out you can score how that's completely different than others around you. This is what we do with our investor club. We have 17.9 million social media group numbers and followers and the next largest investor club network has 2 million. We also host 25 events to 30 events a year. Next year we have 30 planned and out of 1300 investor clubs on planet Earth there's only 5 to 8, depending on how you count the number of events that.

Are you able to go through these events within an event that he's talking about?

Yes. A unique game and doing unique things and I would encourage you to do the same. Maybe you're more laser focused on a new sub niche within your industry. Maybe you're focused only on acquiring or investing in data centers in the state of Texas. Maybe it's something else. Peter Thiel says that extreme focus is a superpower. Big fan of that quote. I believe it's true. And also what you consume is what you put out. Who you hang out with turns into who you are, right? If you read certain media, then that media is going to change how you think. If you take in information from very high quality sources, that's going to change how you operate. One trick I've done is I follow about 50 different AI like super nerds on social media and they are posting constantly about what's happening in AI. It just keeps me on top of all the trends much faster than any journalist could type up and summarize what they're saying. Because it'll start with just a couple of them saying something and then many of them you can see the trend growling. You stay on top of the trends that way by changing what input you put in your brain. All of these people shown here talk about mental models. They talk about how you need to collect them, tweak them, adjust your mental models and improve them. So you have to ask yourself, where are your mental models coming from? Are you reading bestseller books on the New York Times list because somebody pumped millions of dollars of marketing into them or they went viral on social media, Right? Or are you reading the annual shareholder letters from Warren Buffett for the last 60 years, which are available for $12 on Amazon. Are you listening? Are you reading the 245 books authored by billionaires or are you reading books that are popular that everybody is reading? Right? Like one is higher quality than the other. I don't really care how good of a writer or marketer of somebody's book is. I really care who that person is and the quality of their mental models. So one thing that Munger said is that you just need to cut out negative toxins, anchors, bad employees, mediocre things in your business that will help you grow faster, more than taking on more and more ideas, just making more room for positive energy and just getting energy vampires out of your life. Dan Sullivan is famous for, you know, writing a book, co authored the book with someone Called who, not how became very popular. Now, partially, it's becoming AI not who, because sometimes there are AI tools that can do what you thought maybe you had to get a person to do. And so just thinking about instead of who, not how, it could be AI, not how, and just trying to figure out what are all the different ways you could turn a process and automate parts of it. So you still have a human supervising it and overseeing the results and making sure they look accurate, etc. But maybe 2 people plus AI can do the work of 3 people. Sometimes AI plus 1 person can do the work of 3, 5, 10 people, right? Yep. We talk about choke points a lot in our club because it made us a lot of money. I like talking about it because it just reminds me to keep an eye out for these. If you acquire strategic choke point, it just gives you massive leverage. And knowing the strategy itself, I think could be worth millions of dollars. So in the movie 300, there's an army of 300 that defends against 5,000 because there's a small canyon and they go through a little choke point that's only one or two soldiers wide. And they're able to defend that area because they control that choke point. In the Middle east, there's this area, Gulf of Ada, into the bottom of the Red Sea there, where every major country in the world has military bases. Because if you close off that strait, then 20% of the world's oil and gas is going to flow anymore, and nobody wants anyone else to control that completely. So that that's in the news fairly often the last couple of years. And the point is, how do you figure out?

We got Matt joined in here. Welcome in, Matt. We're listening to a podcast from Avestor. It's an investment mastermind that Catherine is part of. And so we're going to tune back in while they're talking about some interesting stuff about raising capital and getting money for deals. So we're gonna jump back into that. Thanks for coming in.

This.com us acquiring billionaires.com and us growing the number one family office, you know, podcast, number one YouTube channel in the family office industry. Those are choke points because the family office industry now manages more capital than all of private equity and venture capital combined. It's $14 trillion. And as that grows, then people want to learn more about the industry. They want to meet family offices. So for you, it could be very different than what I did or do, but for me, it's been books, podcasts, media channels, social media. It's been Exclusive relationships with like a marketing partner or a distribution partner. And it's been ways of getting deal flows. We get to see deals first and exclusively, hopefully at a better, better valuation as well. So if you want to learn more about this, you can read a book called Mastering the Rockefeller Habits by Vern Harnish. He's got a chapter on choke points and it's just pure gold. I think the more time you spend on this, the more money you'll make in your business, honestly, no matter what business you're in. And then also I have a 90 minute webinar on this. If you're already a member of family Office Club, then go to our webinar section within your member portal and you can watch the 90 minute webinar and stream from your phone and the mobile app and have 90 minutes of examples of choke points. I also love this idea so much we made an AI tool called Choke Point Machine. And if you want to skip studying what they are for 90 minutes, you can just use the AI tool, one of the 30 plus tools you get as a basic member and you can literally ask it, what's a choke point? Give me examples of choke points. Here's my business, here's my pitch deck. Come up with 10 choke point ideas for me. Oh, I like number two and six. Come up with 10 more like that and then you can talk with it and interact with Choke Point Machine to basically develop ideas of what choke points could be. And you can tell it. I want choke points that cost me nothing. I want choke points that help me raise capital choke points to get me better deal flow. It was helped Brainstorm that has been trained on about a million data points related to choke point best practices, articles, videos, webinars, etc. On that niche topic, one thing I learned from Tony Robbins is that a lot of people come to a webinar like this or go to a conference and besides wanting to network, they want to see what new strategies they should pick up. How do you raise capital? What's the strategy for getting in the family office space? And Tony said when I interviewed him for my billionaires.com website, one of the top three pieces of advice he gave was, was that you should probably work on not acquiring strategy number 801. But more importantly, as you're acquiring more and more strategies is to focus on your state of mind, not just your strategy collection. Right? So if you have a positive, abundant outlook on life, if you're high energy, if you're high velocity, if you get over challenges quickly, if you can control your mind to have extreme focus. If you can say no to things more and more every year and focus just on what is the best use of your time and energy, those are family office quality characteristics and that will attract business to you. If you do not do those things and you do everything else we're talking about here. And when you meet with somebody, you're stressed out, anxious, negative, not personable, don't have a sense of humor, not friendly, nobody's going to want to do any business with you and it does not matter what you have on your materials. They're just going to move on and they're not going to want to spend time with another human being that's had such a low level of mental operation. Whereas many, many times at our events we've heard that even if somebody's returns are lower and their track record is less, if they trust the other person, that matters way more and they'd much rather invest with someone who's promising the 12% return, who they really trust and think is a good person, rather than someone who's promising 22% that something feels a little bit off or they don't really like them for some reason or something subconsciously makes them want to just move on and not trust what's being said. So that's all super important for the family office space because at the end of the day, people are backing people and what is on the paper means almost nothing at all. It's really the people. And do you trust them and do the facts and due diligence line up to build trust and credibility? One thing that we stress quite a lot if You've seen our PowerPoints and presentations before, is just that deal structure changes everything. You have to be open to custom structuring deals for very large families sometimes and you have to be thoughtful about a structure so it doesn't confuse people, but makes them lean forward and want to work with you more. So keep that in mind. If you go with an average structure, then it's just going to sit there on the shelf. Might not hurt. You might. If you design a structure that makes people lean forward and say oh well, that's aligned, that's refreshing, that's great. We're looking for something like that. I don't know why everyone doesn't structure their deals like this. Then you can have an edge and your structure is sweaty. Attorneys want to give you something off their shelf. That's like simplet point click makes their life easier. Charge about the same, are very familiar with their legal template, but do they have your best interest in mind? Do they get paid more if you raise twice as much capital? Nope, they get paid the exact same, but they use their template or custom design something for you that is amazing, right? So just be really careful with how you set up and structure your deals and think about the incentives of the person who is helping you. Of course they want to listen to you and be valuable, but their job is 10 times easier if you use their template right? Next tip here is just to be High velocity speed is the ultimate weapon in business and getting things done quickly. Learning quickly, experimenting following up with people quickly. If an investor emails, you get back to them right away. One of our members was only raising 50 to $100,000 a month and he's always had this mindset of getting back to every investor who emails or calls him the same day, no matter what, before he goes to sleep, he gets back to everybody. If he can't answer them in full, he'll acknowledge their email and tell them he'll get back to the next one or two business days. He's now raising a million dollars a month and has done well over time and it's all through referrals and serving his investors. And obviously his investments gone decently well too. In physics they say that action is perception. So if you don't get out there and do things, you're not going to be learning. So the more actions you take, the more you're going to be learning versus just researching, using GPT and online and going to, you know, webinars only. You know, it's really getting out there and meeting with investors and taking action that's going to allow you to make progress and see things more clearly. The other point is that hopefully with the people you're working with and what you're doing, it's so interesting and exciting that some people might have a negative view and say, oh what? What would a workaholic like? Oh, they just work, work, work, always thinking about work. But for people that are really driven, it's more of an exciting adventure. And they don't see it as like a super painful artwork. They're seeing it as something that's exciting and let's see what's what they're capable of, what's possible. This is One of the 130 books written by billionaires that I've read and recommend you check it out as well. It's all built from scratch. It's from the founders of the Home Depot. Probably some of you have read it already, but Great book. All right, so this is a strategy that's, that's helped me grow our business many times over. It's a combination of Robert Cialdini's concept of reciprocation, which is basically if you help somebody or give them value, they're likely to want to help you back. Like this morning, I wrote up 34 insights from our investor club summit last week. We had 400 people there, 75 speakers on stage, and I had 34 notes on my pages of things that I got reminded of or heard on stage. So I shared all of those on LinkedIn a day or two ago Investor Club Edge newsletter, and I just sent it out in the email blast this morning. If people get value from that, they're more likely to lean forward and want to work with us. Right? And same with you when meeting with investors, especially based on what I said earlier, that investors want to invest based on trust in you, not you promising massive big numbers. They want something unique, compelling, high conviction that they can trust. They want to be around people they respect and like, that they know will do the right thing during a hard time, etc. And so brute force refers to like a brute force attack. Like in the hacking world, someone might try a million combinations to guess your password and if they get it, then bad things happen. In this case, it is trying lots and lots of combinations of actions, which are almost all adding value upfront to see what unlocks working with more investors. So the trick is to add value first inside of your equation. Whatever you're doing, whether it's doing podcast episodes, webinars, giving talks, putting together a standard due diligence questionnaire for anybody investing in industrial properties. So any investor that looks at you, you should say, These are the 30 questions you should ask before investing in any industrial real estate firm that's out there or any real estate fund to find you should ask them these 30 questions. And that not only equips them for any other investment they're doing in your niche, but it shows them that you're very thorough, transparent, disclosing many things and maybe some other people are not, et cetera. You should focus on one niche or sandbox and then iterate and do ABC testing in a rapid fire way. So try, try two or three versions of the experiment at once, see what works and then double down on that, keep what works and then add on new strategies after that. That's a big part about how I built family Office Club. We have 20 employees, we have over 50 transactions, closed $500 million of deals closed with investors and we've built up our investor club through this mindset. So I first stumbled on this through in high school, wanted to get a job in the computer website industry. It was like a new thing that was up and coming in the 90s and people actually used the yellow pages back then. So I cold called everybody in the yellow pages in the computer section and one guy called me back and he was an Indian fellow that lived in Portland, Oregon. He was making websites for local business owners who were from India originally. So he hired me and I got the interview just by cold reaching out. And I got paid $16 an hour, which in the 90s for you know, high schooler was like, was amazing. And he taught me how to build websites and notepad and then later on that helped me with frontpage and Dreamweaver and WordPress et cetera. And it really opened my eyes to what's possible. So when I graduated from Oregon State University, everyone told me, okay, yeah, well you know, go get a warehouse job and you know, make $35,000 a year. And I said, okay, that doesn't sound too exciting. So I cold called everybody in the Portland Oregon Chamber of Commerce. Three people gave me interviews. One of them said, oh yeah, we do risk control consulting for Sarbanes Oxley for publicly traded companies, but sorry, need to have your CPA and have seven years of big accounting experience to be able to work here. And I said, well, I'll just work for free and then just fire me in the first hour if I'm horrible. And I got the job and she felt too bad working me working for free. So she paid me $40 an hour and I made more money. I made $100,000 a year that first year out of school, which was more than my professors who told me, don't graduate early, slow down, enjoy your undergrad through creating. Good luck. So we've done this now with an investor side of things. With billionaires.com we reach out to all the billionaires to interview them. For billionaires.com we reach out to investors and use things like white papers, webinars, podcasts, our YouTube channel, writing books, putting together special reports, benchmark studies, all of that to attract investors and work with them in unique ways and add value to them. First, for example, we have a 14 episode miniseries on investor strategies that talk about ideas I don't think anyone else talks about on YouTube. And it's very helpful and practical for investors. We don't charge anything for it and we send investors there and we get cold emails and reach outs from DECA millionaires and sent a millionaires because of those types of strategies. So this is really, this strategy is one of the top five mental models that has made us all of our progress with investors. It may or may not fit like how you want to operate, but it's one of the most powerful things I think you can do. It's a combination of fast learning, fast actions, reciprocation, just telling the influence of persuasion strategy with having an open mindset to kind of experiment with a few strategies at once to figure out what learns or what works. And if you're, if you have extreme focus and you apply this, then you're going to make progress over time, right? So you're just going to get more traction over time. So this is a one pager I use. Jeff Hoffman here is a billionaire founder of Airport Check and Kiosk. He invented it. He's an early investor in Priceline. And so he said that one of the top five things that made him a billionaire was putting yellow sticky notes on his mirror. So every morning when he brushed his teeth he knew what he was trying to get done. There was no confusion in his brain of what he wanted to get done. So I use a one pager here and I read this every morning of my monthly, quarterly, annual goals and all my mental programming statements. And I've got a Word document template of that. If anyone wants it I can send it over to Baudry and Sunday after this they can share it with you. But I laminate that and I read it every morning when I'm shaving so that I know what I'm trying to get done for the day. I know where I'm going and I know how I'm going to get there through these mental strategies and ways of acting. Last couple of slides here. Just a quick update on a couple of our AI tools. We have 57 different ready to use artificial intelligence tools and we're going to go over just a couple of the most popular ones real quick because we've updated them in big ways. First of all, the data behind the tools is one of the most important things. So we have exclusive data to 1500 investors who have spoken on stage at our events the last 18 years. We also have learned so much about closing transactions during that time that we know what the steps are to get a deal done. We know what types of due diligence steps investors like to take. We know many times what blows up a deal or messes up a deal getting done. We know it should go into a pitch deck. We know it should go into a one liner and we've codified that into investor superintelligence, which is our attempt to constantly take the ever growing AI platforms that are out there like LLMs that by some accounts people say are improving 27x per year and bringing that to capital raisers and investors through the series of all these tools. So each tool as a multi step process that is backed by millions of data points typically in all these tools and then has structured output and suggested next steps to them. So they're like almost little mental models or processes or nuggets of value codified into AI tools. If you use GPT, it's fed by Wikipedia, podcasts, press releases, everything on Google. They overweight things that are credible, of course, they're not dumb about it, they're one of the smartest basically second brain like AI platforms in the world. But they take in all of this data. So your answers are coming from all types of investors. And if an investor has a popular podcast, they might not be a decimillionaire or sent. A millionaire might have a popular podcast. But maybe the LLM overweights what they're saying. Our tools weight the investors who have spoken on stage at our events. They are not allowed to search the web for answers. You're getting the answers from billionaires, from sentimillionaires, et cetera. We've also taken a thousand public talks from billionaires, transcribed all of those and that's fed into some of our data sets as well. So real quick here, I'm happy to open it for questions. Is one of our tools is hyper intelligent? So many times as a CEO or founder, you're selling things largely on your own. You ask an employee who's been with you for five years. You ask maybe your spouse or big investor or a best friend who also owns a business. But at the end of the day, you know your business better than everybody else and you really like Ray Dalio says. You know, you might ask the opinion of 20 people, but maybe one of them, their vote counts 10 times more than the rest because they know that area of your business very well and have credibility. So what we've done here is taken what I used to do, which was open up three to four of our AI tools, plus open up a GPT window, maybe a Groq heavy window. And I would go there and ask the same detailed prompt and put it into four different tools at once or five different windows at once. I would then get answers back. I have to Flip through the windows I have to look at the one I want to go deeper on and say, okay, this is the most credible voice. Let me go deeper at that voice and iterate based on all the answers from these five different AI tools. Well, with this tool, it loads and it looks just like this. And what it does is it uses 20 different perspectives to give you 20 different views of the Rubik's Cube. So you can consider all the different angles from deep data sets. For example, it'll give you feedback from the thousand public talks from billionaires. What would the collective intelligence of those billionaires tell you? What would they vote you do? Go left or go right. And it'll give you input. You then get perspective from myself, from all the books I've written, the workshops I've hosted, webinars like this that I've done. That's one of the 20 perspectives. Another one is the 1500 investors have spoken on stage at our events, et cetera, et cetera. It will also tell you what GPT would tell you if you open up another window and just ask GPT, what should you do? And that uses massive data points and intelligence. So this will give you 20 different perspectives at once. It'll vote on things. The most credible responses will have a logical kind of argument with each other within the results and then it will give you a nuanced answer and tell you which way you may want to go. Obviously this doesn't replace working with real people on your team, like real humans, to give feedback, but this can get you instant feedback on where you might want it to go next. And it will vote on which way you should probably go. Many times when I use this, it'll say 17 out of 20, 19 out of 20 will vote going a certain direction and super, super interesting and helpful to use. It's called hyper intelligent. It can replicate doing lots of meetings at once, iterate on ideas and you could say, you know what? For this answer only, reply back with data from my industry in real estate or tech or manufacturing. Or for this round of voting, I want to narrow it down to the six perspectives that are most relevant to the exact question I'm asking you. I don't care about all 20 votes. Narrow it down to the six that are most relevant based on the pitch deck I uploaded or the audio note I recorded for you to look at. The other one is Clara, your investor pitch architect. So this is a new tool for us since the last time that we shared anything about AI tools here at a Master and essentially what we've done. If you're familiar with our platform already, this will make a lot of sense. We looked at the usage of our 40 plus kind of core artificial intelligence tools that are all pre trained and pre set up for people in our industry. And we said, okay, what are the most popular things that people are using? And we saw that over a thousand times people were using our tool to take your pitch deck and PPM and instantly create seven versions of a one liner, pitching your deal in a really credible, high conviction way. And then you can say I like number two and five, show me seven more like that. You can say, oh, I like number six, show me seven more like that. You can really dial it in quickly. In just a couple minutes you can get an amazing one liner for your pitch.

What's crazy is I already do all this stuff. Like he's like validating everything that I do on a regular basis.

Beautiful.

So it's like a little bit mind blowing to see sit here and be like this is, this guy's selling this stuff. I already came up with it.

Oh, our pitch deck rating tool have been used like 600 plus times to rate and analyze pitch decks in 25 different ways. So you can also do that within the same tool. You can also use our deal structure ninja tool, which is like a super attorney who is the ultimate nerd on deal structures, has trained on a thousand deal structures. You say, here's what I'm negotiating, trying to buy this plumbing company. 5 million in revenue, million in profits. Here's what they want, here's what I want. I want to use seller financing. They're afraid of this and that. I want to have an earn out built into there and it will pump out 10 deal structures for you to consider. You can say I like 2 and 6, show me 10 more like that over and over again until you get a deal structure you want to use. And then we'll ask you if you want it to write an email convincing the counterparty to use your deal structure, etc. And then the final thing it will do for you is help you by uploading your pitch deck and ppm. And then you can ask Clara to design what should go into your data room. Probably what would investors expect to see how to organize it, Any best practices related to data rooms. But also you can say, Claire, what are the 30 sophisticated questions that investors should be asking me based on my pitch deck and PPM so I can be ready for those questions. But most importantly, and this goes back to my very first slide, everybody should have this there's no reason not to. Now you can tell Clara, look at my PPM, look at my pitch deck. Come up with the 30 sophisticated questions, but also answer those based on my materials and get moderate length answers that are not too thin. And Claire will come up with the 30 questions and then write the answers to all 30 of them. And then you copy paste that into word. Review every answer, review every question, dial in five or seven of those that you need to. And now you have your 30 question due diligence questionnaire. So with this one tool, we've replaced our one line of creation AI tool, our one minute video script tool, our pitch deck rating tool, our deal structure ninja tool. You can create your data room, you can get your due diligence questionnaire, and if you need to name your.

So we like, we do this already. We, we created this with Deal Hunter. We created this with free estimates. We created this with sarcastic squat Squash buckler, The, the, the legal fighting machine. So like these guys have like the, what he said was their value is that they're using millionaire billionaire data that they have proprietary right to, whereas what we're getting is just like junk mail from, from Google and, and the interwebs. So I think it's pretty good information both ways. But I'm just, I'm still kind of.

Like one of the top risks. It gives you confidence ratings, it does a risk matrix, a whole bunch of stuff, couple dozen things. But we've also combined that with our instant partner insights tool so you can do a credibility assessment of somebody you're meeting or partnering with. We combined it with our forensic accounting analysis tool so you can take past three years, financials and year to date, analyze them, look at ratios, trends, things, missing things that should be in there. And then again in here. We have a, create a due diligence questionnaire prompt for investors or people raising capital that want to create those top 30 questions that an investor should be asking. Two more slides and we'll stop for questions about the AI tools or anything I've mentioned. But Robert Cialdini is kind of the godfather of influence and persuasion. And before there was AI, he showed through many studies that you're on average 16 times as likely to close a deal with somebody you meet in person. The investor trusts it more. You know, walking the property in person, getting to know who they are. You know, body language says more than the words. They say all those types of things. That's why you need to have a video of you pitching what you're doing. A one minute video because looking at the PowerPoint, the video is going to be way more productive and meeting in person is way more productive. That's why we host the 25 or 30 events a year. So you can learn in person, meet with people in person, you pay better attention to 75 speakers. Be hard to watch 75 speakers over a two day webinar. None of us have the patience for that. As a founder, we're fast moving people. We want to get a lot done per day, not stare at a screen all day. But if you're in person, you get to network and learn and it's a great dynamic environment. So that's what Family Office Club is all about. That's what we do. I see it as a perpetual learning machine. I've gone to all 300 of our live events hosted the last 18 years and that's essentially how I built my business is just from learning from the ultra wealthy and applying it to our, our own business. So my email here is on the screen. It's just richardamily offices.com so feel free to shoot me an email if you have a private question and then otherwise I'm happy to stay on here and to see what questions maybe some of you have about some of the strategies I mentioned.

Great job, Richard.

I mean, you're new. Thank you, Richard.

Thanks.

So I had a general question because I see people responding. Some of these tools are really good. Thank you. Corey, you indicated that you use a lot of these tools. I'll ask a very basic question. So I know these tools are included as part of your membership, but go ahead. And instead, don't you have some kind of a membership option where you can get these tools, just the tools, without attending the event? So if you can briefly talk about that and then we can let the open it up for questions.

So yeah, sure. Actually, this webinar is like amazing timing because we just offered and started offering a new option yesterday at lunchtime because we've had a lot of requests for getting just the tools. Some people don't have time to come to the events. They don't, they don't feel like they're ready maybe to come to live events or you know, etc. So what we have that see on our, our website is basically a membership option that you'll see here. The first one it says capital raising certification. Whether you get the capital raising certification or not, it's totally your choice. There's like an exam you take, you go through educational materials, but importantly, you get access to our 30 core artificial intelligence tools. So it's basically every tool I just mentioned you get full access to. The only tools that you do not get access to that we've built are the investor pipeline, like investor data driven ones that are databases of family offices to get contact details for family offices near you. You get all the tools we just talked about and many, many more that we don't have time to go over. And that's the 499 option on there. And since you are a member here of Avester, if you wanted to get started, the coupon code should be set up already. If you put in the number 50, you can get 50% off that 499. And that starts just to 249. Basically, our. Our belief, the reason we added that, we've never offered that before. Our belief is that when you use the AI tools, it doesn't just give you an answer. It tells you what you should consider with that answer, what the next steps would be, how to iterate with it, what other tools of ours you might want to use. And I think that what we've learned, if it hasn't come out well on this webinar, will come out in those tools. And you're going to be like, I got to go to these events and hear it directly from these family offices and hear it directly from these people. So that's why we set up that level of membership, that program. And it's just $49 a month to maintain it. And that's for people that just want AI tools or just want capital raising, training and access to the portal and not access to the live events at all or the investor spreadsheets or data, et cetera.

Thank you, Richard. And I do appreciate the discount. And Jojo, if you could include the coupon code and then you post.

He's doing everything you're wanting to do, too.

So everyone else, I think. Let's get some questions, guys.

It's real. Awesome. I think one thing I want to clear up is that I usually try to start with is a lot of people look at an investor club and it came in with the mindset of, like, all right, when they come to this event, hope I meet an investor at this event. And, you know, we hope you do too. You know, we get really great speakers on stage. We can't really control exactly what they say or who shows up in the room completely. But learning how to fish is more important than getting one fish. So the idea is that you meet a couple of leagues, but you also get much better at fishing and you're learning directly from master fishermen because family offices are basically super founders that figured out how to make 7, 8, 9 figures a year sold their business, you know, now the 50% is only going to work on the capital raising certification. If you want a discount on the other items on there, try typing in the number 33 or the number 25 or the number 20 and one of those discounts will work with just about all the programs you see there. Pitch optimization program. We do the materials for you, we do your video for you, your one pager for you, help you redo, your one liner, your logo if you want with that 1:15 coupon code will get you 15% off. With SMX we offer off on the, the pitch optimization program. But if you try those other numbers on the other programs, they should get you a, a good discount. Any questions about the, the content though, the AI tools or questions about how to raise capital from family offices or how to pitch investors or anything like that? Catherine, I just answered but with Bethany who generally are your speakers. Essentially we have like at our last event like we had 75 speakers on stage. Of those 75, 62 of them were investors. So that could be the head of another investor club besides our own. It could also be private investors, angel investors, deca millionaires sent a millionaires like I did a fireside chat with a dentist who built and sold his dental practice. I also did a fireside chat with somebody who came to our club, raised $30 million, had never raised capital before and then he sold his business for over $100 million and he's now invested in 28 businesses. So I did a fireside chat with him and then we have a lot of family office types and wealth advisors and then maybe 20% or 25% of the speakers on stage are sponsors. So someone who does a five minute deal, flow talk or sponsors a discussion panel and then they get the word out about what they're doing. Those are the other speakers that sit on stage. James, do you have any questions for me today? You've heard at least half the stuff that come to like 20 of our events before. I know. Yeah.

No, it's, it's always good to continue to learn from you and I think the in person events are huge. You had talked about 16x.

I was going to bring it up.

Organically if you didn't say it, but you've already said it. I am part of your pitch program and I have five of the six complete so far and it's made a complete difference with my business because speed is helpful. When you have those elements completed, you can send it off to your investors and, and when you're meeting with others at the family office, you're more direct, you know your pitch and we all live busy lives, so getting right to the point is huge. And in person you're able to build that trust. I've been part of your group for a year and a half now and it takes time. It takes time to build trust and meet people. But at least I'm at the events and the AI tools are huge because now I can spend more time in person because they're making much things much quicker for us as a team.

And I've even let part of my.

Other team use those tools as well because now there's more power in their hands. So it's not just equipping me, but also my team. So I'm super thrilled.

That's awesome. Yeah, I know. At the last event, $140 million family came to me. They've put, you know, five, seven figure checks into things within our community and they said, you know what, we've got this triple net property leases in three years, maybe we should redevelop this into storage or something. And I knew James was going to be coming to the event the next day. I was in a two and a half hour meeting for this family office because I work as their outsourced chief investment officer. And I was like, hey, you know James, be like, it seemed like really solid person is focused on that next man. Why don't you meet with James? He's gonna be at the event tomorrow. And then we made the intro to James and you know, he met with them and the family said the meeting went well and it was helpful. And that's an example of things that would never happen if you just show up at webinars and you never actually show up in person. Right. And I would not have trusted James enough to, to do that. Right. And those are the types I want my best, most wealthy, wealthy clients to show up at our events. That's how I get to show off my team and what we can do and that the community is real. So I use my own events with the wealthiest of investors and you guys get to network with them as well. Right. So Corey, are you going to say something?

Yeah, just as I'm going to ideate quite a bit with your AI tools, but they've been great. I use multiple on a daily basis and then other people ask for opinions on their pitch deck and I pump it through and give Them a quick opinion and I said actually it's actually a huge way of offering value to other operators and stuff and we share resources so. And so a lot of excited to build a lot of these like lead magnets right now. So one of the main things my last deal which I talked about your live event was we were kind of in this in between place between like you know I'm still building my brand and trust and didn't have direct access to family offices but I did hire an agency that had you know prequen family office a lot of different scrub lists. They did TL Dr. Format like you know email campaigns that had it curated and had a good track record. And the family offices we were getting were all basically wanting to write like craft equity checks up to like 80 LTC which was just a non starter and so I mean we did like 10 cap deals on cost. We thought we had you know a great thesis, very differentiated so. So I think it's also exposure but what we ended up doing is we're in between the place of like okay, well I'm still starting as my being a fund manager should raise some accredited investors and people I know and structuring a deal that also should appeal to family offices. And I think we got caught in the in between and just blended timeline. So first off like besides like I'm starting a podcast and start interviewing my partner, getting him his voice out there, more building LinkedIn. Is there anything else that I can.

Do that would make sense for you all in the next 90 days? Right, right. Yeah, I do think there are some things. One is I would use our investor club Navigator tool to see what other investor clubs are right in your backyard or might be next specific to your area. So that might be something just to keep in mind and consider. I think that giving investors the gift of hey, when you're looking at any real estate deal you should probably be asking them these 30 questions and make an infographic out of that or literally give them the document they should be sending other people before investing in them or trusting with them and that'll be a tool that they probably would appreciate. I would also think about how do you build like your quiver of ways to add big value to families like deal structure suggestions that help them. It could be something related to introducing them to clients etc. And what city are you based in? Tampa Bay.

All of our dealers are in like west like Sarasota, Venice area.

Okay. Yeah, so there's a ton of wealth in that area obviously. So that's a huge Advantage like you probably raise all the capital you need just in the state of Florida or just in your area around Tampa. So one thing I try to do is kind of map out who could partner with me and help me. CPAs can be a good referral source of investors at times with one of our members at MEDCPA and he had 41 referrals from a single CPA because he had a bonus depreciation on his real estate deals. So a CPA was like a massive funnel of investors for him. So that's one thing to consider. And then obviously you always want to look at what somebody does more than what they say. And like what I have done is host events to attract investors, right? So like could you organize a breakfast for investors? Could you organize something that's related to one of your passions, whether it's golf or like I took a group of 12 people to Machu Picchu. We also did a Sentimillionaire Strategies event in Vienna, Austria for four days. But we also host just investor masterminds and investor summits. So that's one thing I'd consider. But typically the people who will invest the fastest are those who have met you in person or they're local to the deal, or they're local to you, or you can get them on site and walk a couple of your properties, right? And then if they see it in person, they might see what you see. But yeah, I would just try to emphasize the adding value first meeting in person and then the last thing I'd say is that so many emails get sent out per second now compared to just a year ago, because all these AI agents are sending out 10 to 30,000 emails per day for companies that the way I try to think about it now is out of everything, coming at somebody in a day, a reminder to jump on this webinar, their calendar, Slack Messages, text messages, WhatsApp emails coming in, voicemails come in. Out of all of that, how do you offer something that's so valuable that it's in their best interest to reply? Because it is night and day more valuable than everyone else who's just pitching them, asking them to get on the phone and you have no idea why they want to get on the phone, you know, etc. And so figuring out how do you do that? You know, our attempt today was here's 34 notes from our 400 person investor summit last week. And that was like basically the subject line of the email we just sent out. That was our attempt to add more value than anyone else was in somebody's inbox today. So I think that developing that toolbox of ways to get investors to meet with you is super critical. Focusing on local leads or leads you've met with in person already. Those are, those are some of the most important things I would think.

Yeah, I'm always trying to solve people get in front of my partner because it's been like a 90th percentile close rate because they take, we take them on a two hour tour just educating how he looks at markets and he's. Everyone that meets him like, like this guy knows what he's talking about. So I'm always trying to solve for that. But he has no voice online.

So we'll try to get on a bunch of podcasts. I think that definitely helps. We can be on 100 different podcasts. We've done several hundred of those and found it very helpful. But also. Okay, someone's unmuted. If you look at hundreds of like hundreds of events being hosted In Tampa, what 10 or 20 events in Tampa are so relevant that you should get an exhibit table there. You should speak on stage. That might be worthwhile as well. Just to meet those local investors, you know, or sponsor a local investor club meeting or real estate club meeting, I mean, or something.

Definitely look at those. There's like three events a week here in this area.

But thank you. Appreciate it. Sure, no problem. I saw Bethany was asking about how we've got sponsors on stage. So essentially we look at what they're going to speak about and like we had one that came in for our event last week that was, that was like gonna offend some people. It was like a documentary that basically called people murderers if you have an abortion. And I was like, it doesn't really matter what my opinion is. Like Michael Jordan was like, hey, people who are Democrat and Republican buy Air Jordans. So I can all donate money in my private time, but I'm not going to like alienate half of the world. And so we will turn down people that we think for some reason would make a very divisive talk and like upset people in the room. And we will turn down people that we've had a bad experience with before. Like we remove one or two people every quarter from our events that are just way over promising. And they're either a fraud or they're just massively over promising. But we don't have to do that too often. But we just like to have a really healthy community because we're different than an investment conference series. We're really building an investor community where people can get to know each other, build relationships, et cetera. Catherine, I saw your question about mock deal discussions. Yeah, thanks padre for putting the website on there. So yes, if you want to use our AI tools, you can upload your PPM and pitch deck, pitch it to like Hyper Intelligent for example and get 20 pieces of feedback back on what to consider. You can also role play and go into voice mode and talk to it and it will talk back and question you like an investor would. But we also at our investor summits have people pitch their deal and then they get rated 1 through 10 on how compelling and unique that deal is or how compelling and unique your deal structure is. So we do a lot of those types of things, but AI is the fastest way. You don't have to wait for the event and wait for that feedback. Any other questions? No. Well, I appreciate you having me on here, Sandra and Audrey. I'll be back home again in Oregon for Christmas time, so maybe we can get a. We should definitely connect. Yeah, go to Long Bottoms or somewhere closer to where, where you guys are based again and get a, get a coffee and maybe we'll see you at one of our events coming up in November. We have our family office formula events and those are held in Los Angeles, Dallas, New York City and Fort Lauderdale. They're just one day, 10am to 4pm we go over a 50 point checklist of how family offices build their balance sheets, invest, scale their business, close deals, negotiate, structure things. We have three to four guest speakers at each of those events in those four cities. And then we have our thousand person investor Super Summit in Fort Lauderdale December 9th to 11th and that's 125 speakers on stage. And there's more family offices on stage there than any other event globally in the family office industry. So very proud of that. It's very fast moving so you won't get bored. Be a fire hose of information and hopefully we'll see some of you there. Cool. Awesome.

Thank you Richard.

Thank you again.

So Leah, let's connect up for Richard. There are other potential ways we can work together and encourage people to check out this AI tools. And it's really about, from the time I think we talked, that seems to become a core part of your offering, which is great.

Yeah, yeah, for sure. I mean the last thing I'd say in that is that if you get GPT for free, it's 105 IQ. If you pay 20amonth, your second brain GPT has 125 IQ. Top 5% if you pay for the 200amonth, it's probably top 1%, 135 IQ. And what we're doing is jumping your domain IQ within the niche of due diligence from wherever it is now to top 1%, your domain IQ and pitch decks, top 1% domain IQ and one liners deal structures. And we're just boosting your IQ in very specific little sub niches. So I think that's a super cool part. If you don't use a second brain of AI, it's like other people driving cars and you're walking 20 miles to get water, you know. So just something to keep in mind but appreciate you having me on here. Take care, everybody. Bye.

So I guess we'll. We are going to do breakout rules. Any announcements? So sergeant, the conference is coming up next week.

Yeah, conference is next week. So looking forward to seeing all the.

Folks that are flying in.

It should be a lot of fun.

Well, deal Hunter is gonna take a pause for today. We'll be back definitely tomorrow, do some, do some talking. We have to jump off here now because I guess we got another meeting. So. But yeah, come in tomorrow. We'll have a lot of. To talk about. Tommy, hey, definitely go go check this thing out. We're, we're thinking we might join it. So if we get, if we get a group of people together that want to join this thing for like the land shark fund and stuff like that, we can, we can do this as a team. So definitely you guys go definitely check out that familyoffices.com is the name of it. I'll put it in the chat real quick. Family offices dot com. It had a lot of good information. The guy sounds like he's got a pretty good, a pretty good glitch on the market. I've, I've heard of a lot of different family office organizations, so this one's not surprising to me. It's, it's. It looks a lot like all the rest, but with the AI factor in there, it was pretty neat. I didn't see that on any of the other ones. So, yeah, pretty cool.

Yeah. So real quick, Tommy, before we get off, Matt is a new member of our team over at Black Canyon Property Solutions. He's going to be lead generation and, and move his way into our acquisition manager position. So.

Nice.

Nice.

He's, he's learning and, and he's here.

So.

Let'S plug in tomorrow. Matt, come back tomorrow. We'll actually do some deal hunting. Today was a special invitation to that call because we are looking to work with family offices on a couple of our real estate deals. So we needed that information. We needed that. That seminar we got today. Hopefully you guys were able to hear it. Good. So check back in with us tomorrow, and I hope everybody else has a great day. I'm gonna wrap this up right now. Get over to that link, check it out, and we'll talk to you guys later.

Yeah, Tommy, you guys have a great day.

All right, guys. Bye.

All right.