What is a Syndication?
An apartment syndication, in its simplest form, is creating a partnership between an experienced team of operators (the General Partners) and investors capital (the Limited Partners), which is then used to acquire real estate assets, implement the business plan, and share in the proceeds upon refinancing and/or asset disposition.
Equity Investments /
Apartment Syndications
1
Acquisition
With careful market analysis, conservative underwriting and thorough due diligence, we source the deals, negotiate the purchase and financing and we acquire the asset/property.
2
Investment Capital
We present the opportunity to investors (the Limited Partners) for investment consideration and we pool the capital from our investors as passive partners through an apartment syndication for that asset/property.
3
Business Plan Implementation / Reposition
We (the General Partners) implement the business plan by repositioning the asset and improving the Net Operating Income (NOI) through our value-add (renovations and upgrades) strategy, increasing rents to market rates and creating operating expense efficiencies.
4
You Cash Flow
With increased rents and reduced operating expenses, we (the General Partners) distribute monthly or quarterly cash flow proceeds to our investors (the Limited Partners).
5
Refinance or Disposition
Our goal is to refinance the loan on the asset/property to provide the maximum return of capital back to our investors within 2-3 years, while investors maintain their equity in the asset with ongoing cash flow, asset appreciation, tax benefits and principle recapture (loan paydown).
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While our strategy is to be long-term owners of cash flowing assets, at certain market cycles it is in the best interest of our investors to dispose (sell) the asset/property for the optimal return of our investors.
6
Partners Reinvest
Our partners continue to build wealth by reinvesting proceeds in additional apartment syndications to achieve their financial goals.
How it works.
What is a Private Lending?
We understand real estate is expensive and challenging to acquire all on your own. Or you may have the knowledge and experience but lack the current financial resources for your next purchase. If you have goals to scale your investments, this is where private money can help you with your next investment.
Private Lending
How it works.
We lend our own money and borrow other people's money on projects to keep money working and growing as a means to create additional streams of passive income.
If you're interested in learning more about private money lending for your own projects or have funds you're looking to put to work, let's schedule a call.
Feeling overwhelmed, unsure where to start, or what to do next? Tired of the volatility with traditional stock or mutual fund investments?
Receiving guidance and advice from a seasoned business leader and fellow investor who helps guide you on your journey to success is a proven method to achieve your goals.
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With an extensive background in leadership, business development, problem solving, investing and coaching, we can work with you to help you achieve your goals.