Asset management is a funny thing. What does an asset manager do? It’s obvious what a property manager does, right? They manage the property. So

“Escrow closed! We own the property!… So, are we done?” Nope. There are things to do besides cashing those monthly fee checks. Your investors expect

Liftoff is almost complete, and you’re almost in orbit! Just a few things left to do. You’re collecting money from your investors right now, and

Now you have your syndication put together. You’ve got your PPM, your operating agreement, and the subscription escrows underway. You’ve marketed the investment and had

Congratulations, you’ve gotten all your forms together! Now let’s talk about marketing the investment opportunity that you have. How do you put it out there?

We syndicators operate underneath the regulatory framework from the SEC and state laws. But we also operate under another framework too. Fortunately, this one is

The private placement memorandum, also called the PPM, may be one of the most daunting hurdles for syndicators. They tend to be really long, dense,

You found the deal and it is in escrow… “Now what???” Now you need to put the investment itself together and get investors committed. You

The product for syndicators is the property. Pricing and engineering that product is the financial analysis. The best syndicators make their choices objectively and based

Let’s face it: we syndicate not just because it’s fun, but because we want to make money… and not just money for our investors, but