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
- 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.
- 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.
- 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.
- 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.