AJ Shepard + Chris Shepard & Noah Rosenfarb , Westside Investors Network

76. Raising capital through funds with Noah Rosenfarb

14 Dec 2022 • 40 min • EN
40 min
00:00
40:36
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ABOUT NOAH ROSENFARB Noah Rosenfarb is a 3rd generation CPA that built Freedom Family Office to help entrepreneurs produce predictable income, create their ideal life and build their legacy. He has written four books, took a company he founded public, sold eight companies, and completed over 45 real estate investments.  Noah lives in Parkland, Florida with his wife, Amanda, and their two kids. He’s passionate about travel and is fortunate to have visited 70 countries on 5 continents.  As a lifelong learner, Noah is an active member of EO South Florida, YPO Global One, Strategic Coach, and Long Angle.      THIS TOPIC IN A NUTSHELL: Noah’s career background and business  Private equity fund Business built and he had taken into public  How he got into real estate  Progression to growing into larger deals  What is a Family Office?  Noah’s definition of success  Low-hanging fruit to achieve financial freedom  The process and timeline for dealing with clients  Funds vs. Single Syndication Pros and Cons of investing in a Fund vs Syndications His experience in raising capital through funds Online platform used for project What are 506B and 506C deals? Time spent looking at deals and Creating content Roll Over Business Startup  Tax invention and structure used in Puerto Rico  Key components needed to take advantage of tax income Fund management Target deals they are looking into and deal size Advice to his 25-year-old self First Entrepreneurial Endeavor Formal and Informal training that shaped his journey Biggest mistake and what he learned from it Connect with Noah        KEY QUOTE:   “The reason why investors prefer the fund is because raising capital is time-consuming. So, if you have committed capital, you don't need to worry about raising capital when you find a deal, you have a certainty of execution, and you know that money is gonna come in. You don't have to go back every single time you find something to buy.” SUMMARY OF BUSINESS: Freedom Family Office - Our boutique Registered Investment Advisory (RIA) firm operates as a multi-family office. We advise your family as if it were our family. Our ideal client has built a successful company, accumulated an eight-figure net worth, and wanted to run their money like they run their business - with a clear sense of direction and strong control over performance.   ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.               #realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #entrepreneurs #RaisingCapital #SyndicationFunds #TaxStrategy #TaxInvention #506B #506C #rolloverbusinessstartup #syndicators #singlesyndication #401k #fundmanager #highnetworth #familyoffice #RichBeyondMoney #entrepreneurs #CPA #thirdgenerationCPA #valueadd  #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork             CONNECT WITH NOAH ROSENFARB:   Website: https://freedomfamilyoffice.com/ LinkedIn: https://www.linkedin.com/in/noahrosenfarb/ Facebook: https://www.facebook.com/freedomfamilyoffice FREE RESOURCES: www.FreedomTaxStrategy.com – 23 over-looked tax strategies for entrepreneurs  www.DecidedToSell.com – A short guide for entrepreneurs that are ready to sell their company  www.TalkAboutRE.com – How My Family Generates Infinite Returns in Real Estate  www.RichBeyondMoney.com – Exercises to help entrepreneurs focus on their definition of success          CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/             For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com   ·    Youtube | @UptownProperties         Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/   ·    Twitter | https://twitter.com/WIN_pdx   ·    Instagram | @westsideinvestorsnetwork   ·    LinkedIn | https://www.linkedin.com/groups/13949165/   ·    Facebook | @WestsideInvestorsNetwork   ·    Youtube | @WestsideInv...

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