COMING SOON!
Successfully Scale Your Business in
Syndicated Commercial Real Estate
The Capital Raise Forum is where GP's gather to elevate their teams, make new connections, and build relationships. Unlocking the knowledge to successfully scale their business and raise more capital!
Dignitary Admission
$3,000
Regular Price: $3,500
Access to Keynotes and Panels
Networking Opportunities
Welcome Package
Interactive Q&A throughout the event
Private lunch access
Recordings of the main sessions
Early event access for networking and seat selection
Saturday VIP after-party
First priority for interactive Q&A
Featured attendee profile in the event playbook
Exclusive seating area with speakers
Limo/Black Car service to and from the event, dinners, and after-party
VIP dinners with select industry leaders
Personalized event highlight video
VIP Admission
$999
Regular Price: $1,199
Access to Keynotes and Panels
Networking Opportunities
Welcome Package
Interactive Q&A throughout the event
Private lunch access
Recordings of the main sessions
Early event access for networking and seat selection
Saturday VIP after-party
First priority for interactive Q&A
Featured attendee profile in the event playbook
Exclusive seating area with speakers
Limo/Black Car service to and from the event, dinners, and after-party
VIP dinners with select industry leaders
Personalized event highlight video
Premium Admission
$649
Regular Price: $749
Access to Keynotes and Panels
Networking Opportunities
Welcome Package
Interactive Q&A throughout the event
Private lunch access
Recordings of the main sessions
Early event access for networking and seat selection
Saturday VIP after-party
First priority for interactive Q&A
Featured attendee profile in the event playbook
Exclusive seating area with speakers
Limo/Black Car service to and from the event, dinners, and after-party
VIP dinners with select industry leaders
Personalized event highlight video
General Admission
$379
Regular Price: $499
Access to Keynotes and Panels
Networking Opportunities
Welcome Package
Interactive Q&A Throughout the Event
Private Lunch Access
Recordings of the Main Sessions
Early Event Access for Networking sand Seat Selection
Saturday VIP after Party
First Priority for Interactive Q&A
Featured Attendee Profile in the Event Playbook
Exclusive seating area with speakers
Limo/Black Car service to and from the event, dinners, and after-party
VIP dinners with select industry leaders
Personalized event highlight video
EARLY BIRDS GETS THE WORM!
Get all the access for the best price.
Who Is This Event For?
If you’re a doer, a dealmaker, or a syndicator aiming to sharpen your strategies, build impactful connections, and gain actionable insights to raise more capital and close larger deals, this is the room for you.
Immerse yourself in an experience that unites elite capital raisers and syndicators providing a space to share strategies, foster collaboration, and drive innovation.
Learn directly from industry visionaries, experts, and directors who have delivered billions of dollars in placed capital.
Engage in dynamic conversations with like-minded peers actively raising and deploying capital.
This is where relationships spark opportunities, and game-changing strategies take shape. Seats are limited—reserve yours today!
What is The Capital Raise Forum?
A place where top-performing capital allocators come to elevate their business.
Proven strategies for securing financing and maximizing your returns.
How to scale a successful commercial real estate investment portfolio.
Step-by-step guidance on strategies GP's can employ for capital raising that are working in today's marketplace.
Meet potential partners, co-GP's, and others who can help you raise more capital with less effort.
The Great Reasons
This Event is a No-Brainer!
Networking & Connections
Behind-The-Scenes Access
XP Boost
Still have questions?
Reach out to our team.
Our Keynote Speakers
After many lucrative business exits, Paul retired from his professional career in 2017. He has been the keynote speaker to royalty and at family office conferences on 6 continents. Paul Hutchinson is known and respected worldwide for his professional accomplishments and for the profound impact he is making in the lives of millions. In 2017, Paul founded the Child Liberation Foundation, and has led or held a critical role in over 70 undercover rescue missions in 15 countries. Paul is the primary investor and Executive Producer of the film “Sound of Freedom''. The film highlights one of the largest child rescue missions in history – with over 120 victims being liberated – in which Paul himself held a pivotal role.
VP for Engineered Tax Services, Inc. (ETS), an industry-leading provider, Kim possesses a powerful combination of real-world business management skills, with a fundamental understanding and practical application of tax codes as they relate to real estate, & energy efficiency incentives. This knowledge and experience has uniquely positioned her as a big-league tax expert for Fortune 500, high net worth individuals, ultra-high net worth individuals single & multiple family offices, architects, engineers, & CPAs nationwide. Kim is personally a real estate investor since the late 90's. This activity has earned her a seat on the tax committee for the Washington D.C. based Real Estate Roundtable group where she collaborates with top lawmakers & holds a variety of other board positions.
Dallon Schultz is the founder and president of REV Equity Group and the creator of Capitallyst Pro, a CRM platform designed specifically for capital raisers. With a background in nursing, he transitioned into real estate in 2018 and has since been involved in over $50 million worth of multifamily and self-storage investments. As an expert in investor relations and CRM systems, Dallon helps real estate professionals streamline their capital-raising efforts while building lasting relationships with investors. He also leads the REV Multifamily Meetup, one of Arizona’s largest investor communities, where he educates and connects professionals in the industry.
Michael Anderson is a highly accomplished syndicator, visionary, and CCIM professional with a proven track record of raising over $1.5 billion in equity to acquire more than $7 billion in real estate. As the founder of Real Source, he built a data-driven syndication firm that managed over $1 billion in assets before his successful exit. With decades of experience in capital raising, market analysis, and investor relations, Michael has helped investors achieve substantial returns through strategic acquisitions. Now, as the founder of PREIshare, he is revolutionizing how investors connect with accredited leads, making it easier to scale portfolios and access exclusive investment opportunities.
Tim Mai is a seasoned real estate investor and capital-raising expert, specializing in Fund of Funds structures that help investors raise at scale by leveraging the power of collaboration. With deep expertise in structuring deals, investor relations, and tax-efficient wealth strategies, he has helped countless individuals grow their portfolios by pooling capital and leveraging high-value opportunities. His ability to simplify complex financial concepts and connect investors with the right structures has made him a trusted mentor in the real estate and private equity space.
Tim Mai is a seasoned real estate investor and capital-raising expert, specializing in Fund of Funds structures that help investors raise at scale by leveraging the power of collaboration. With deep expertise in structuring deals, investor relations, and tax-efficient wealth strategies, he has helped countless individuals grow their portfolios by pooling capital and leveraging high-value opportunities. His ability to simplify complex financial concepts and connect investors with the right structures has made him a trusted mentor in the real estate and private equity space.
Gene Trowbridge is a seasoned securities attorney and former real estate syndicator with over 30 years of legal experience. As the founding partner of Trowbridge Law Group LLP, his practice focuses on the syndication of commercial and investment real estate, assisting over 550 clients in raising more than $8 billion in equity. Before practicing law, Gene sponsored sixteen investment groups over a decade, raising capital through registered representatives in the broker-dealer community. An accomplished educator, he has been a Senior Emeritus Instructor for the CCIM Institute and authored "It's a Whole New Business!", a comprehensive guide on real estate syndication. Gene's unique blend of practical syndication experience and legal expertise makes him a trusted authority in the field.
Detail-oriented, strategic thinker, and ethical leader, Scott proudly leads TriCore Investment Group as the CEO. He is directly responsible for communicating on behalf of the company with shareholders, government entities and the public. Through his leadership abilities and real estate acumen, Scott has earned a flawless and stellar reputation for exceptional results in transactions and investor satisfaction. He has worked a multitude of roles and assignments, getting his start in real estate with Keller Williams, emphasizing in residential and later in commercial, with a specialization of self-storage, RV/boat storage, and conversions. His most notable roles have been VP of Acquisitions at Home Star Storage, President and CEO of Libon Capital, and Principal and Sales Associate with Axcess Capital Solutions, LLC. He is a devoted father and loving husband, centering his life around his wife and children.
Ian Drewe is the CEO of Avoca Property, a firm he founded to acquire, renovate, and stabilize multifamily properties in the U.S. With over 25 years of experience as a lawyer and investment banker, he has facilitated hundreds of billions of dollars in capital raising and investments for major REITs and funds. Since 2002, Ian has been actively investing in real estate globally, focusing on multifamily, commercial, and single-family residential properties in the U.S. since 2008. He holds dual bachelor's degrees in Economics and Law from the University of Sydney and a Master’s in Finance from the London Business School. Recently, Ian used PREIshare's LP Leads Program to reach an oversubscribed $5.8+ million syndication, securing a 288-unit multifamily property. His expertise in structuring investments and raising capital has made him a trusted leader in the real estate investment space.
Brennen Durka is a versatile and results-driven online marketing professional with a proven track record in managing six-figure advertising budgets. His expertise in paid traffic strategies has led to the acquisition of thousands of accredited investors and the generation of millions in collected capital. Certified in Google Analytics, SEO, and Digital Marketing, Brennen’s comprehensive skill set allows him to effectively analyze and optimize campaigns for maximum ROI. His proficiency in these areas ensures that marketing efforts are both data-driven and strategically sound.
Christion is a seasoned real estate entrepreneur and co-founder of PREIshare, a platform specializing in bridging the gap between real estate syndicators and passive investors while also providing a liquidity platform for LPs to exit investments early if needed. With extensive experience in buying, selling, and managing projects across multiple asset classes, including single-family, multifamily, commercial, and land, he has helped investors and syndicators structure and scale successful real estate portfolios. Christion is a nationally recognized expert and speaker, with hundreds of television, radio, and podcast appearances, as well as speaking engagements that have collectively reached hundreds of thousands of people. He is also a television personality on ABC4's "Real Estate Essentials". Through PREIshare, he continues to revolutionize how syndicators connect with passive investors, creating more opportunities for long-term wealth-building and liquidity in the private real estate market.
Jordan has assembled a talented team for exclusive networking event series for family offices and high net worth investors, those events include Jets & Capital at private jet hangars, Formula 1 races, Trump International and Mar-a-Lago. I also advise and raise capital for various investment funds, charity causes, and political figures. Jordan's background is in family office management: The Hutchinson private family office group is one of the founding teams behind Bridge Investment Group Partners (Predecessor Entity to NYSE: BRDG) and the Executive Producers of the Sound of Freedom movie. Jordan is a former serial entrepreneur with multiple exits, and previously a competitive dancer performing on America’s Got Talent, Dancing with the Stars Tour, and Paula Abdul’s Live to Dance. I studied Business Strategy and Marketing at the University of Utah. I love reading, surfing, and politics
Event Agenda
April 24-25 - Day 1 & 2
9:00am Early Access
10:00am Sessions start
1:00pm Networking Lunch
5:30pm Sessions end
6:30pm Dignitary Dinner
April 26 - Day 3
10:00am Kick-off
5:30pm Event culmination
SPONSORED BY:
