At the forefront of our concerns when syndicating a deal, as should be the case with any Sponsor worthy of your money, is the capital preservation and downside protection of investor money. The great honor of having the opportunity to help an individual grow their money comes with the great responsibility of protecting that money …
Capital Preservation and Downside Protection: 5 Essential Elements Read More »
I am constantly building relationships with and educating individuals who have some degree of interest in investing in our deals. Over my many conversations, I have kept track of every question that these individuals have asked. Now, I’ve decided to narrow down my list of questions to the top 20 most asked, sorted by (1) …
Top 20 Questions by Investors Interested in Syndication Read More »
During a recent property tour I took in San Antonio, TX, I took with me a notepad on which I wrote the items you will see below, adding notes under each as we progressed through the property. I do this because, when considering either purchasing or investing in a property, the property tour is a …
I’d like to start with a disclaimer – I am not a CPA nor am I a tax strategist. The content that follows is simply my opinion based off of my experience and knowledge I’ve gained through extensive research. None of what follows is meant to server as advice to any who read it, and …
Powerful Tax Advantages of Commercial Multifamily Read More »
I am often asked questions about the filing status of my Sponsors and, more specifically, the offerings that they provide to investors. A few of the most common questions are: While most people understand that commercial real estate syndication offerings have to be registered with the United States Securities and Exchange Commission (SEC) in some …
Real estate investing (REI) can be a fun, exciting, rewarding, and welcoming challenge. It can be something that you do as a full time career and make a living from, but it can also be something you do in tandem with a full time job as a hobby or as a means to accrue additional/passive …
3 Tips for Balancing Real Estate Investing and a Full Time Job Read More »
In order to successfully undertake an investment in multi-family (MF) syndication, Paul Moore writes in his book The Perfect Investment to “invest in stabilized value add commercial multifamily properties… through a trustworthy operator/expert asset manager… contracting with a professional property management firm… in a large and growing market.” (p. 61). This article serves as a …
Recipe for Successfully Investing in Multi-family Syndication Read More »
Syndication is when a group of individuals or companies pool their resources (time, expertise, money, etc.) to achieve a common goal that would otherwise be impossible, or very difficult, to achieve alone. Apartment syndication, then, can be viewed as multiple parties coming together to acquire an apartment complex with the goal of making money for …
A high level overview, with 8 specific talking points, as to why apartment syndication is an appealing investment vehicle. Real estate has been a staple in many successful investment portfolio for decades, and for good reason. It is a limited commodity that has a proven track record of lucrative returns, the offer of diversification, and …
8 Reasons Why Apartment Syndication is an Appealing Investment Vehicle Read More »
A term by term guide to understanding the fundamentals of apartment syndication. The world of apartment syndication is one of much depth. With an extensive list of involved parties, including the general partner, limited partner(s), investors, property management group, broker, legal team, etc., and an even more extensive list of steps involved, the apartment syndication …
