How it works

HOW IT WORKS

REAL ESTATE SYNDICATIONS

Real estate syndication (or property syndication) is a partnership between several investors. They combine their skills, intellectual resources, and capital to purchase and manage a property they otherwise could not afford or manage on their own. There are usually two roles in property syndication: Syndicator (Sponsor) and Investor. Syndicates are commonly structured as special purpose entities, such as limited partnerships (“LPs”) or limited liability companies (“LLCs”). Despite the legal form it takes, a special purpose entity is the method by which investors purchase the real estate, such as an apartment complex, office building, or even a portfolio or property fund. 

HOW TO GET STARTED

1.CONNECT

  • We understand your financial goals and risk profile.
  • We discuss our investment philosophy and track record
  • We establish a mutually trusted relationship with defined goals.

2. OPPORTUNITIES

  • We evaluate various investment opportunities that fit into our acquisition criteria and match your goals.
  • We present the investment opportunity to you and answer all your questions.

3. INVEST

  • Once you decide to invest, we will share the Private Placement Memorandum (PPM), Company Agreement, Subscription Agreement, Investor Questionnaire and all other related documentation on our Investor Portal.
  • Paperwork is carefully reviewed and completed by you.
  • Once the subscription documentation is accepted by us, you will wire the funds.
  • You will be a part owner of a single purpose entity created to own the investment property.
  • We close on the deal and execute the business plan.

4. ENJOY

  • We send out the monthly updates on the progress of the business plan and the financials.
  • We manage the property management company, evaluate the financial performance of the property and make monthly or quarterly distributions.
  • Tax statements (K-1s) are shared with you yearly.
  • Once the business plan is executed, we decide on the disposition of the asset and/or refinancing.
  • After the disposition of the asset, investor funds are returned and any remaining proceeds are split based on the company agreement.