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Launching Real Estate Syndications – Introduction – Welcome to Launching Real Estate Syndications

Launching Real Estate Syndications – Introduction – Welcome to Launching Real Estate Syndications

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Launching Real Estate Syndications – Introduction – Welcome to Launching Real Estate Syndications

Table of Contents

Introduction to Launching Real Estate Syndications

Welcome to Launching Real Estate Syndications (You Are Here)

The Real Estate Syndication Launchpad

Syndication Founder’s Investment Theory

Structuring Syndication Entities to Protect Yourself

Finding Investors for Your Real Estate Syndication

Finding Properties to Syndicate

Making Money With Fees & Equity in Real Estate Syndications

Is It a Good Deal to Syndicate?

Liftoff of Your Real Estate Syndication

Making Sense of the SEC Alphabet Soup

The Private Placement Memorandum (PPM)

Operating & Subscription Agreements for Syndications

Marketing the Investment to Investors

Getting Investors to Commit to Your Syndication

Finishing the Acquisition

Your Real Estate Syndication is in Orbit

Investor Communications

Asset Management

Property Management

Distributions of Returns to Your Investors

Reentry of your Real Estate Syndication

When Is It Time To Sell the Property?

Voting On Major Decisions

Final Distributions of Returns to Your Investors

Winding Up the Real Estate Syndication

Doing Your Own Real Estate Syndication

Putting it Together

Getting it Done

Welcome to Launching Real Estate Syndications

Welcome to Launching Syndications. In this book, we’re going to take you step by step on how to put a syndication together and give you all the tools that you need to launch your own syndication so you can do it time and time again. You’ll start making money, you’ll get good at working with investors, and people will start seeing you as one of the players and not somebody who’s just servicing the real estate community by doing brokerage. 

So let’s go ahead and get started. This introduction is to give you a “forest through the trees” view so you know how this all fits together. We’re going to show you the entire roadmap, the “forest” view, and then we’ll point out each individual tree. 

The Investor-Property Funnel for Real Estate Syndications

At the end of the day our goal is to find a syndication, put it together, and then bring investors to close it, operate it, sell it at some point, and pay everyone off. To do this, we know that we need investors, the people who we’re going to be bringing to the deal. And we know that we need properties

These are the two things that we know we’re going to have to have. So what we do in this system is put them into a funnel. You’ll want to put in as many investors as possible into this funnel. And you’ll want to be looking at lots of properties, and deciding what might be a good fit. 

Step 1

The first layer that we sort everything through is our Founder’s Investment Theory. This is how we sort out what’s important to our investors and if the property fits at all. The next layer is the financial analysis. Because it’s critical that the numbers work in order for the deal to make sense to the investor. 

Step 2

If the deal meets the Founder’s Investment Theory first, then it passes the financial analysis, we can start putting a deal together. If it doesn’t meet these initial layers, kick it out right away. 

Step 3

When we find a deal that works, first we go through “the alphabet soup” to understand what SEC exception we’re going to be relying on. It can direct us in our marketing and in terms of how the deal can be structured. 

Step 4

Then we have to write a private placement memorandum, an operating agreement, and a subscription agreement. And those form the basis on how we’re able to do all the next steps in the process. 

Step 5

Once the deal is in escrow and the clock is ticking, we need to market the property. And that can look different depending on the decisions that we made during the alphabet soup time. But whatever marketing the property looks like, we need to take those investors and latch them on to the deal. 

Step 6

Finally, we need to fund and close the deal. At this point, we’re finally in orbit. We’ve done a lot of the hard work. It’s time to celebrate that that part is done! 

But your work as a syndicator is not over. Because we’ve got an annual process that takes place every year. This process includes investor communications, asset management, property management, and making distributions. 

At some point, there will come a time when you’re thinking about selling the property. And when it’s time to sell that property, there are certain things that have to be done. First, you have to decide that it’s time to sell, then you may need to vote and get formal approval from your investors that it’s time to sell. You’ve got final distributions to take care of before closing the investment completely. 

Around all of these processes, we’ve got a frame, which is the structure of the investment itself. This structure constitutes the entire system. While each individual process is a tree, the syndication structure is the forest.
Now that you see how everything fits together, let’s dive in to help you launch your own syndication and be tremendously successful.

Next: Syndication Founder’s Investment Theory

Tilden Moschetti, Esq.

Tilden Moschetti, Esq.

Tilden is a Regulation D syndication attorney specializing in 506b and 506c private placement memorandums and offerings. He is a syndicator himself and General Counsel to 2 private equity firms.

Make informed decisions about your syndication.

Contact our syndication and private placement memorandum law firm today!

MOSCHETTI LAW GROUP, P.C.

SYNDICATION LAW FIRM

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At Moschetti Law Group, our practice serves the needs of Founders by providing syndication attorney services to Founders. Whether you are the Founder of a real estate empire or building a business and need assistance with forming your syndication, understanding crowdfunding, private placement memorandums, and operating agreements.

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