So just how do you go from just
starting out to a very, very

large fund? Or somebody who's a
multiple serial syndicator? How

do we set those goals in order
to achieve what we want to do?

In this blaster in the past,
we're gonna look at a video I

recorded about two or three
years ago, when I was coaching

syndicators, who are really at
the top of their game in their

fields. But we're brand new to
real estate syndication. So I

hope you find this video
helpful, I know you will. It's a

formal process to think about
how you do your goals, so that

ultimately you can be
successful. And take this

wherever you want to go.

And in this video, we are
talking about goals. Oh my god,

did he say goals? Yes, we're
going to talk about goals, goals

are important. I'm sure I don't
need to hammer that in. And so

this is actually going to be a
fairly short topic, because I

want to give you a different
paradigm for thinking about

goals. They all start with facts
of where you are today. You are

here. And this is also your
investment company. So let's

talk about it in that framework.
You've got so many assets under

management, you've got such an
such track record. And it

doesn't matter if this is a
trillion dollars under

management and a track record of
one have no properties at all.

But there are facts. So you have
so many team members. You've

identified a founders investment
theory and a niche. You've got

so and so interested investors.
Do you these are all facts that

you have in setting your goals?
Those are the facts. Now, where

are you want to go? So let's
pick a time horizon. So let's

say I don't know three years
out, doesn't particularly matter

where they go. But I'll show you
why it why it does. So let's say

actually, let's let's do one
year out, I think it'll be a

little bit clearer for this
example. So let's say but where

you want to be is way up here.
And you want you want a certain

AUM AUM stands for assets under
management, you want a certain

track record you want specific
team members

you'll still have your fine
founders investment theory. And

you'll have such and such
investors. And so the distance

between here and here creates
this large chiasm here. You've

got this big pit to get from
here to here. And somehow you

have to get from there to there.
So the first question we ask

ourselves to get to this goal is
who do I have to become? And

none of this is new. None of
what I'm talking about here is

my ideas. It's just ideas I've
picked out that I have I've

found particularly useful and
hopefully you do as well. So how

are you going to get from where
you are in your present facts in

order to the goals? Well, you've
got some some you've got some

ground to cover, don't you? I
mean, you've got to answer the

question of Who do I have to
become, you're gonna have to

become better than you are today
in order to reach those higher

goals. If you keep doing exactly
what you're doing today, there

is no way you're going to get
there. I would posit to you that

there. The way to get there is
actually through this is through

this gap. And we do that by
breaking up the gap into

quarters

q1, q2, q3 q4 And now becomes
suddenly much more manageable to

get to q1. You just have to do
the q1 things to get to q2, you

just have to do q2 things. That
leap is much shorter. Now, yes,

the time period is much less.
But once you've identified Okay,

well, that's where I want to go.
Now, what has to be true for me

to be here? Yeah, well, what are
the facts that need to be true?

What's the Aum? What's the track
record, et cetera. And you don't

pay it, you don't worry about
q2, and you don't worry about q3

And you don't worry about q4
until you get to q1. Because

that's your, that's your next
stage. That's what you're

working on. That's your entire
focus. And so you take this q1

goal, and then you simply

come up with your smart goals.
And you've probably heard of

SMART goals before. So they need
to be specific. They need to be

measurable. They need to be
achievable. They need to be

relevant. And they need to be
timely. Timely is already

covered. It's got to be done in
q1 specific we'll get to

achievable is Yes, it definitely
needs to be something that you

can do. It needs to be a
stretch, but it can't be

impossible. Same thing with your
year out. If you're starting

with no assets under management
and a track record of zero

properties, it's definitely a an
achievable goal, to have two

syndications done and funded and
up and running and happy. But

it's not achievable to do assets
under management of $10

trillion, or $10 billion, or
even $100 million is going to be

a little bit tight for for the
first time invest for the first

time cindicator within a year's
time. So it needs to be

something achievable, like it
should be something beyond your

wildest dreams. But it should be
really achievable. It shouldn't,

it should make you kind of freak
out a little bit, but it

shouldn't make you go well. No
way that's just completely

impossible. So it does need to
be achievable. So make it

achievable. And then what is
that q1 And what is it what is

achievable? There? I mean, maybe
it's finding your starting your

first indication. So I would say
your q1 would probably look like

form company.

q2, I mean, sorry. Still in q1.
q1, you're building your grow

list. And I'm in this is just an
example for a smaller, newer

syndicator. Grow list. To say 50
names of people you've talked to

q1 Identify fishermen. We've
talked before about fishermen or

if we haven't seen it yet.
Fishermen are people who will

help bring you deals and Wales.
Wales are being big investors.

And q1 will also be you've
identified one good property All

right, is that achievable? Heck,
yeah. It's achievable. There's

no reason you shouldn't be able
to do that in a quarter. Can you

form your company that takes a
few hours? Can you grow your

list of 50 names? Absolutely.
You can grow into 50 names and

have conversations with 50
investors. I mean, over a course

of a quarter, you've got 90
days. You definitely can talk to

more than more than even one
person a day. So you definitely

can grow that. Can you identify
fishermen? Absolutely. Can you

find one good property?
Absolutely. If you just do the

work and talk to brokers and
look for deals every day, you're

absolutely will find a good
Would property to invest in. So

then at the end of q1, then
you'd be setting out q2. Now

what's a good idea of what q2
would look like? It would be put

together for syndication.

How long is an escrow normally?
Well, funnily enough, they go up

to, most of them are 60 to 90
days. Can that all be done in a

quarter, you bet it can. So put
together first syndication has a

perfect q2 goal. q3 might be
grow more, add another find

another property, all the
meanwhile you're growing your

list growing other investors. So
all of these things can get you

from where you are today into
where you want to go. So it may

not be that you know the path to
get here. But as long as you can

see the path to get here, that's
what's critical. So you should

be excited. This is how you get
there. So you're breaking down

what's impossible into multiple,
achievable things. And so each

step along the way, step one,
step two, step three, step four,

you know, in their various
quarters, it's just going up,

and they're just, they're just
different goals that go up and

up the ladder. I know you found
this video helpful in thinking

about how do you go from where
you're at today, to where you

want to go? How do you make
those smart goals? How do you do

all the work so that you
ultimately can go from basically

where you're at now, to having
the business of your dreams,

whether that's in a real estate
syndication, or real estate

fund, being a serial syndicator,
whatever that is. Now, if I can

help be a part of your journey,
I'm happy to do that. I would

love to help you on your path.
My name is Tilden Moschetti. I

am a syndication attorney with
the Moschetti Syndication Law

Group. Part of our practice is
the legal documents. What do you

think of a syndication attorney
does putting together the the

private placement, memorandum,
the operating agreement all of

those things that are necessary
to be compliant, and while we do

an excellent job, and we're top
of our field for doing that,

what sets us apart truly is that
background that I have in

coaching, that background that I
have and taking the expertise

from having done many, many
deals for myself, and

translating it into actionable
steps with my clients, to help

them go from where they're at
today to go, where they want to

go, whether you're just starting
out, or whether you're looking

to ultimately put a wreath
together, we can help you along

that process. All you have to do
is simply get on the phone, get

a meeting, and let's have a
conversation about what it is

that ultimately you want to do
and where you want to go. And

then we can talk about how we'll
get started with your very first

project or that your 50th
project wherever it is that

you're at, so that we can plot
out that trajectory. Make sure

that that happens. And we go
from there. It all starts with

an engagement for a single
project or for a fund or

something like that. So if
you're ready for that, feel free

to give us a call set up a time
to be with me, and we'll go

through that