How to Stand Out at an Investor Networking Event

Networking events like The Real Estate Investors Summit, which is coming up on March 26 & 27, offer a great opportunity to get face-to-face with buyers, funders and investors in a more informal environment. However, with limited time and lots of competition for attention, how can you be sure that you stand out?

Prepare an Elevator Pitch

An elevator pitch is the hook with which you can reel in a little more interest from a prospective investor. Attention spans are short, and if it takes you more than 20 seconds to convey your concept, the attention of an investor is likely to drift.

A strong elevator pitch is scalable. That means you get the idea across in your first sentence. Then, if you have the time and/or are invited to expand further, you have a second and third sentence ready.

An example of a scalable, 20-second elevator pitch could be: “We’re the mecca of investor events and conferences. Attending our events, investors can learn from industry experts and vendors can build their networks. Our summits are where opportunity meets capital.”

Open with a question

To persuade an investor that your business is a good fit, you need to know what his or her interest is. So, ask questions first to discover whether there is likely to be genuine mutual interest.

If there is a good fit, use what you have learned to tailor what you talk about. Focus on the areas of interest to that investor and show how YOUR business will help THEM fulfill their investment mandate. This changes the dynamic of your conversation, as your approach is now about helping the investor, rather than selling to them.

Convey Your Key Message with Stories

Stories can be your secret weapon. Dry facts and data connect with the logical and judgmental part of our brains, while stories connect with the emotional decision-making center. Because we buy into them emotionally, stories are more memorable, persuasive, and interesting.

So, use stories to weave in the key messages you want to convey. Instead of explaining your business, tell the story of the impact your product has had on a customer. Use a story to explain how your product found a niche in the market. Or introduce an underserved segment of the market using a story about a person in that segment.

Build Rapport with Warmth and Competence

People commonly assume that investors will judge them primarily on competence. However, research has shown that warmth is equally important as competence when it comes to investment decisions.

Warmth is not enough to impress investors on its own. But if investors find you too cold – if they do not like you – they will not invest. There are simple habits you can practice to evoke warmth. For example, open your body language by avoiding having your arms crossed or holding objects in front of you. Smile more, ask more questions, and maintain eye contact for longer.

Next Steps Then Recap

One of the most important parts of your interaction with an investor is your finish. Psychologists have noted a ‘recency effect’, which means that our memory of an interaction is weighted towards the last piece of information we receive.

If your conversation with the investor has gone well then you will probably have gone into some details in response to his or her questions. Before parting, agree on next steps so both of you are clear on how you will follow up with one another.

Then, highlight your key message again so it is the last thing that is left in the investor’s mind. This repetition also helps cement it into their memory.

Practice Makes Better Pitches

Now that you have worked out the flow to your pitch, practice it! Come participate at Investor Events “The Real Estate Investors Summit” on March 26 & 27, 2021!

Meet our Sponsors: TruePoint Capital

TruePoint Capital

Our mission is to create and preserve investor wealth through exclusive alternative investments that offer consistent returns with stability and protection from the volatility of Wall Street.

TruePoint Capital offers closed-end, private equity funds with attractive, risk-adjusted returns for qualified investors in the private real estate market through diversified investment options. 

With a track record of efficient management, operations, and asset selection process, TruePoint Capital is poised to capitalize on this unprecedented confluence of market demand and growth in commercial real estate.

Check out TruePointCap.com for testimonials and podcasts, or check us out on social media – YouTube, Facebook, Twitter and LinkedIn.

Meet our Sponsors: Ignite Funding

Ignite Funding

Ignite Funding offers real estate investments backed by collateral – you are the bank, earning monthly income for the use of your investment dollars. More specifically we provide an alternative investment option that matches quality real estate Borrowers with Investors seeking capital preservation in collateralized turn-key real estate investments, while earning a 10% to 12% annualized return. Since 2011, Ignite Funding has funded over $900 million in loans with Investor capital.

Check out IgniteFunding.com for testimonials and podcasts, or check them out on social media –

Meet our Sponsors: Preferred Trust Company

Preferred Trust Company

Preferred Trust facilitates both custodial and administrator roles as a licensed trust company. Our top priority is providing outstanding service to our clients nationwide. For us, customer service starts with educating individuals and small businesses on the available investment options to maximize their IRA. Formed in 2007, our mission remains the same:  Provide individuals the opportunity to break down the barriers of traditional investing in an IRA. We endeavor to educate account owners about their ability to invest in alternative assets through their IRA to provide tax-advantage retirement growth. This wealth-building education enables clients to expand their knowledge and complete transactions with ease.

Check out PreferredTrustCompany.com for testimonials and podcasts, or check us out on social media – YouTube, Facebook, Twitter and LinkedIn.

Meet our Sponsors: Hood & Associates CPAs, PC

Hood and Associates CPAs

From the meager beginnings of a one-man CPA firm in 1992, we have grown our firm to a 7-million-dollar firm (2020) with seven locations in two states by going the extra mile for our clients, large or small. Any CPA firm can take data and put it on a financial statement or tax return. We pride ourselves on being PROACTIVE in guiding and inspiring our clients toward financial success. We help our clients establish goals, design a plan to help them reach them, create a measuring system to determine success, then help modify their plans to accelerate their results. Accounting, tax, and financial strategies are the basis of what we do, not just doing tax returns and creating financial statements. We have a great team of positive, forward-thinking people who specialize in helping our clients KEEP MORE, SAVE MORE and PROTECT MORE of what they work so hard to create.

Check out HOODCPAS.COM for testimonials and podcasts, or check us out on social media – YouTube, Facebook, Twitter and LinkedIn.

Meet Our Expert Presenters: Tommy San Miguel

SGR Energy, Tommy San Miguel

Tommy San Miguel, president and CEO of SGR Energy, is a proven leader and executive in the Fuel Oil (FO) industry with almost 30 years of experience in senior petroleum management, marketing, and field operations. He has been involved in the early stages of two fuel oil companies, is responsible for founding SGR Energy, and for growing the company to $265MM in revenue and $20MM in EBITDA in 8 years. Tommy is the 2020 recipient of EY’s Entrepreneur of The Year award.

Register for The Real Estate Investors Summit to view Tommy’s presentation “SGR Energy’s Opportunity to Diversify”, online or in-person.

Meet Our Expert Presenters: Craig Hicks

Craig Hicks, SGR Energy

Craig Hicks, Sr. VP Investor Relations of SGR Energy will be The Real Estate Investors Summit emcee! Craig is a native Houstonian who brings his lifelong experience within the oil and gas industry, with over 20 years of experience across business development, marketing, operations management, and investor relations.

Craig began in the oil and gas industry as a recruiter, specializing in high-end engineering, project management, and geoscience professionals. Craig was able to learn a tremendous amount about the industry from deep-water upstream to coking units, and distillation towers downstream. 

Utilizing talent management as a platform, he has been able to advance through his career and is now recognized as a well-known trainer, motivator, and thought leader. Craig is excited to be Master of Ceremonies for Investor Events, and looks forward to being the flame that ignites endless opportunities for everyone attending!

Think Big. Win the World.

Craig Hicks, SGR Energy

Register for The Real Estate Investors Summit to view Craig emcee and entertain, online or in-person.

The Real Estate Investors Summit 2021

The Real Estate Investors Summit

The Real Estate Investors Summit is kicking off in The Woodlands Texas on Mar 26th & 27th. With a beautiful venue to enjoy loads of networking, presentations, delicious meals, investment strategies & more, you do not miss this opportunity!

Registration is free for all qualified investors.

This is a laid back, exclusive, educational environment for investors to get up close with industry experts. Affluent ­­subject matter experts to present, such as Paul Hood, Carrie Cook, Howard Robbins, Kyle Jones, Teri Walter, Monty Galland, Jack Glaw, Rochelle Carroll, David Randolph, and Randy Hughes!

Investor Events will be sponsoring The Kids Unlimited Foundation at The Real Estate Investors Summit.

Couples That Invest Together, Retire Together.

Couples that invest together, retire together

Investing is a necessary part of marriage. As important to a couple deciding to get hitched in the first place, setting and obtaining financial goals is vital to building a long, happy, healthy, and financially secure life together.

Investing can feel like an emotional roller coaster, leaving the investor with extreme highs, some lows, and every now an again, things can be flipped upside-down. It can be the best of times, and it can be the worst of times…

So, how can couples invest together without letting their emotions from their marriage or the stress of investing affect their relationship?

Investing as A Couple

As couples build and diversify their investment portfolios, they can keep their cool and alleviate emotional tension during investment volatility by communicating proactively and being transparent with each other.

Steps for couples to consider when investing together.

One spouse may be risk seeking and one spouse may be risk averse… Couples that invest together should have individual and joint investment accounts. Without the compound growth of investments, couples may not reach their financial goals.

Communicate

As with most relationship decisions, communication is essential to successfully investing together. In fact, “open and honest communication (about money) may be the key to happiness,” says Jason Thacker, head of U.S. deposits and consumer payments at TD Bank. According to TD’s 2018 Love and Money survey, 80 percent of couples who characterized their relationships as “extremely” or “very happy” talk about money at least weekly, he says. [1]

Define Success

Next step is for the investing couple to outline and define what success looks like for them individually, then to compare, combine, and prioritize their goals. Housing, providing for children’s education, quality of lifestyle, retirement plans, level of income (active and passive), life insurance, should all have a fixed dollar amount. “When investing conversations become challenging, use your agreed-upon goals as guideposts”, says Mark Astrinos, CPA financial planner member of the American Institute of CPAs’ PFS Credential Committee. “Revisit your life goals and values to remember why you’re embarking on this financial journey to begin with.”

Build A Strategy

Goal setting is often the fun and more easy part of financial planning. But when investing couples back their goals with a strategic plan to reach those goal, the roller coaster can start to get a little bumpy!

No two investors are alike… So, chances are, that couples that invest together have different ideas about how to invest together. However, when couples can agree, upfront, how to invest together, their more likely to stick to their big-picture investment plan. They are also more likely to avoid marital spats over investment returns.

Consider first, paying off high-interest debt. While it is essential to invest as early as possible, if investors are considering investing to gain 7% interest and they are paying credit card debt at 14%, they may be going backwards in terms of finances. Couples that invest together should plan to eliminate credit card debt, so they can free up the payment amount, and amount they spend in interest can go to investing in their future financial goals. [2]

Use A Mediator

Choosing the right financial advisor might seem daunting for our investing couples, but the value is worth the inconvenience. It is important investors do their own due diligence and makes sure that all third parties involved in their finances are properly vetted. Having a natural mediator saves investing couples from turmoil and provides peace of mind.

Value in Money & Relationships

“Investing should be a joint venture with both spouses feeling like they have an equal say,” says Michael Landsberg, member of the American Institute of CPAs’ Personal Financial Planning Executive Committee. “There are synergies to be had when combining forces so take advantage of those potential benefits.”

When couples work side by side with their spouse towards a common goal, there’s almost no limit to what they can do— including building an outrageous wealth that’ll change their families lives!

May all of your investments bring you happy returns!

Credits:

1 – “How to Invest Together and Stay Happily Married” Coryanne Hicks, U.S.News, February 26, 2019

2- “10 Tips for Couples Who Are Investing Together for the Firs Time” David Wealth Management, LLC, September 30, 2018

What is a Self-Directed IRA?

A self-directed individual retirement account (SDIRA) is a type of individual retirement account (IRA) that can hold a variety of alternative investments not normally offered through traditional IRAs. Although the account is administered by a custodian or trustee, it is directly managed by the account holder—the reason it is called “self-directed.”

Available as either a traditional IRA (to which you make tax-deductible contributions) or a Roth IRA (from which you take tax-free distributions), self-directed IRAs are best suited for savvy investors who already understand the alternative investments and who want to diversify in a tax-advantaged account.6

Brokerage firms act as custodians for many types of IRAs, but most household-name brokers do not offer self-directed IRAs.

Custodians of self-directed IRAs are often companies that specialize in them, including some banks and trust companies. They can differ from each other in the types of investments they will agree to handle, so investors should shop around.

A self-directed IRA is a type of traditional or Roth IRA, which means it allows investors to save for retirement on a tax-advantaged basis and has the same IRA contribution limits.2 The viewpoint of Self-Directed IRA accounts, and custodians, are often inundated with a lot of confusion and misinformation. Investors can be steered away from what could be a beneficial wealth building resource to bolster their investment opportunities because of this perception. Download this white paper to debunk common misconceptions, as we dive into the facts and theories of SDIRA’s.