Building the Right Investor Relations Team: Insights and Strategies for Success

In this in-depth discussion, we explore the essential elements of building and scaling a successful Investor Relations (IR) team. From identifying the key qualities needed for high-performing teams to the best strategies for structuring and scaling capital raising efforts, we dive deep into what it takes to succeed in investor relations.

Building the Right Team

• Discover the critical attributes you should look for when assembling an investor relations team.
• Learn how to structure your capital raising team for optimal performance and results.
• Explore the ongoing debate: Should you prioritize hiring seasoned industry veterans or train talent in-house?
• Uncover the strategies to find the perfect Head of IR for your firm.

Scaling Investor Relations

• What are the best practices for scaling capital raising efforts efficiently and effectively?
• Learn how technology and automation can streamline operations for a growing IR team.
• Dive into the role data analytics plays in improving outreach and investor engagement.

Engaging and Retaining Investors

• Explore strategies for building long-term, meaningful relationships with investors.
• Understand the common pitfalls firms face in communicating with investors and how to avoid them.
• Learn how to tailor investor outreach to connect with different investor segments more effectively.

Fundraising Strategies & Market Trends

• Examine the changes in capital raising strategies over recent years.
• Understand how macroeconomic factors like interest rates and market cycles impact fundraising efforts.
• Get ahead of the curve by identifying trends shaping the future of investor relations in private equity and real estate.

Final Insights

• If starting an IR team from scratch, what steps should you take first?
• What advice do experts have for firms struggling to scale their capital raising operations?
• How can smaller firms compete with larger institutions in attracting and retaining investors?

This session is packed with actionable insights to help your IR team scale successfully, enhance investor engagement, and stay ahead in a competitive market.

In this powerhouse episode of Wealth Unfiltered, we’re cutting through the noise to bring you expert real estate insights that matter. Samantha and Chris Parrinello sit down with Spencer Levy, a top strategist at CBRE, to break down the latest economic trends shaping the real estate market in 2025.

🔹 Market Outlook & Economic Trends – How will inflation, interest rates, and global economic shifts impact real estate investments?
🔹 Winning Investment Strategies – Which asset classes thrive in uncertainty, and how can investors time the market effectively?
🔹 Multifamily Insights – Why is multifamily real estate considered recession-resistant, and which emerging markets hold the most potential?
🔹 Risk & Mitigation – What are the biggest threats investors face today, and how can they stay ahead of rising costs and supply chain disruptions?
🔹 Actionable Takeaways – The #1 mistake investors make during economic shifts—and how you can avoid it.

If you’re looking to make smarter investment decisions in a shifting market, this episode is packed with the insights you need. Don’t miss it!

🎧 Listen now on your favorite podcast platform.

In this episode, we’re joined by tax strategy expert Brandon Hall, who shares his invaluable insights into how high-income earners and investors can optimize their tax strategies for wealth building. Brandon discusses the most common tax mistakes investors make, along with actionable tips on how real estate investors can leverage tools like bonus depreciation and cost segregation to maximize their returns.

We dive deep into advanced tax strategies for accredited investors, covering everything from tax-saving techniques for business owners and high-net-worth individuals to navigating the complexities of UBIT (Unrelated Business Income Tax). Brandon also explores how successful investors transition from active to passive portfolios, maximizing tax arbitrage opportunities along the way.

Whether you’re a real estate investor, business owner, or simply looking to level up your financial strategy, this episode is packed with expert advice you won’t want to miss. Tune in for a masterclass on how to strategically reduce your tax liability and accelerate your wealth!