So you think you want to invest in a syndication

So you’ve decided to invest with us, you like the cashflow , appreciation and tax benefits, and you trust the operator, so now what? There are a few questions you should be asking yourself:

• Do I have the minimum investment required? Most of the deals we do will require a $50,000-$100,000 minimum investment.

• Is my investment something I can invest and not think about for 3-5 years? We will always discourage you from putting in more than you can afford to invest, real estate is a commitment, you can’t pull your money out on a whim.

• Is this investment more than I can afford to lose? There are risks in any investment and commercial real estate is no exception, if your life will fall apart if you lose the money, consider investing a smaller amount or wait a little while. There will be more deals.

• How do I know the group I’m investing with is who I want to do business with long term? People are always the most important part of the equation, so if the partner(s) have values that are wildly different from yours, it may be a good idea to look elsewhere.

• How do I know my money wouldn’t be better used somewhere else? If you’re a business owner, it could very well be that your money is better off invested in your business, when I was building my business, it was hard to pull resources away from growth, but I was clear on my goals and set aside a chunk to buy real estate each year, and never regretted it .

• Okay got it, I’ve got the money, I want to invest, how often can I expect to see deals?

Buying the deal is the most important part , and our team places a ton of priority on making sure the deal is right, so we walk away from deals all the time. We only plan to do 1-3 a year!

• Once we have a deal under contract, you’ll get an email with the details, business plan, why we think it’s a great deal, and how the returns will look, and you’ll be invited to a webinar about the deal specifics.

• On the webinar, several members of our team will go over the deal, and you are encouraged to ask questions!

• After the webinar, we’ll send out a recording in case you missed it, and the slide deck with the business plan details and a link to review the investor documents

• If the investment fits your criteria, you will need to complete the forms in our investor portal, then wire your funds with the instructions provided.

Feel free to reach out with any questions and happy investing!