How Rich Jarvis II, a seasoned entrepreneur and the co-founder of Epic Capital Funds, has raised over $60 million from Registered Investment Advisors (RIAs) for real estate and business acquisitions.

Rich shares his incredible journey—from overcoming personal and professional challenges to building a thriving capital fund. He reveals key strategies for raising capital from RIAs, including the power of relationship-building and "unreasonable hospitality." Whether you're an investor or entrepreneur looking to scale your ventures, this episode offers invaluable insights into navigating the complexities of working with high-net-worth investors and RIAs. Tune in to learn how Rich has successfully structured deals, leveraged family offices, and embraced strategic partnerships to unlock major growth.

5 Key Takeaways to learn from this episode:

1. Relationship-building with RIAs: Rich emphasizes the importance of building strong relationships with Registered Investment Advisors (RIAs) through mutual trust and shared goals.
2. Unreasonable Hospitality: Discover how offering exceptional service and adding value to RIAs can make a significant difference in securing investments.
3. Core Teams for Success: Learn how Rich has developed a focus on building core teams that can navigate challenges and grow together, especially in uncertain market conditions.
4. Structuring Deals with RIAs: Rich explains how involving RIAs early in the deal-making process and structuring deals to meet their specific needs can be the key to successful collaborations.
5. Transitioning into Business Acquisitions: Beyond real estate, Rich discusses his pivot into business acquisitions, including leveraging tax benefits like Section 1202 for long-term capital gains.

About Tim Mai

Tim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.

He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.

He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares.

He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.

Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.

Connect with Tim
Website: Capital Raising Party
Facebook: Tim Mai | Capital Raising Nation
Instagram: @timmaicom
Twitter: @timmai
LinkedIn: Tim Mai
YouTube: Tim Mai