174. Raising Money from INVESTORS - Set Expectations & Limit Risk w/ Caley Acevez
Self Storage Income
AJ Osborne
4.9 • 591 Ratings
🗓️ 27 September 2022
⏱️ 81 minutes
🧾️ Download transcript
Summary
Putting money into an investment deal can seem daunting - for both the investor and the sponsor. Funding a deal with private equity from investors can be extremely powerful, but it matters what happens to their money! It matters how contracts, problems, and returns are communicated and structured.
In this episode, we get to hear from Caley Acevez, who is the Director of Investor Relations here at Cedar Creek Capital. Caley's been with us since the beginning of AJ accepting investors to work with him. She has brought so much value in the form of overseeing capital raises, helping mitigate risk, administering contracts, and more.
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Transcript
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| 0:00.0 | We've tested pretty much every model out there. |
| 0:03.0 | Every deal that we did was different. |
| 0:04.0 | Yeah, that can be an advantage and a disadvantage. |
| 0:06.0 | The advantage is you get to test the market and you get to see what's going to fail or maybe go slower or something that's going to really grab the investors attention. |
| 0:14.0 | Like I tell everybody, they're like, well, I don't have a deal yet, so I'm not talking to investors. |
| 0:19.0 | Well, if you're not talking to investors, by the time you get a deal, you don't have a deal yet, so I'm not talking to investors. Well, if you're not talking to investors, by the time you get a deal, you don't have a deal. |
| 0:23.7 | Hey, what's up, everyone? Welcome back to the self-storage income podcast. My name is Yen. I'm the producer here on the podcast. Today, I'm coming at you straight from a Las Vegas hotel room because AJ and I just got back from the self-served income live event of 2022. |
| 0:39.3 | It was |
| 0:39.5 | such a great week, being able to network and learn from others in the industry and meet some of you |
| 0:44.7 | in person. However, the grind never stops and we are off to another conference. But don't worry, |
| 0:50.8 | we have an excellent episode of the podcast lined up for you today. |
| 0:54.6 | We are talking all things investor relations with our very own Kaylee Aceves, who is our very |
| 1:01.1 | own director of investor relations here at Cedar Creek Capital. |
| 1:05.8 | She helps us oversee the company's capital raises, investor communications, risk mitigation, contracts, |
| 1:13.2 | and many other things. So she's our special guest for this episode. A.J., Kaylee, and Connor |
| 1:18.5 | are going to be talking about different deal structures and how to make deals more appealing |
| 1:23.3 | to investors, but not only that, how to actually communicate in a way that doesn't put you at a |
| 1:29.0 | disadvantage, but yet still serves your investor well. And if you are an investor, this is literally |
| 1:35.0 | the behind-the-curtain look into the different thought processes and how we approach, not only |
| 1:40.5 | raising money for real estate deals, but also managing that money. |
| 1:44.9 | And just a quick note for our regular listeners, if you tuned in to last week's episode with Anna |
| 1:49.9 | Taylor, you may have noticed that in certain segments, there was a very distracting echo in the audio. |
... |
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