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Category: Guides for syndicators

CRE underwriting

CRE underwriting. 10 practical tips

Posted by Alexandra Kazakova | June 24, 2024 | Guides for syndicators

Underwriting a commercial real estate deal is essential for weighing the upsides and downsides linked to property investment, from the purchase price and the down payment to monthly rent collections, expenses, and potential income. A thorough assessment can unlock the door to prosperous investment outcomes, whether you’re going for a multi-family unit or any other […]

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Why building trust and loyalty with passive investors is at the crux of real estate investing

Survey: How trust impacts investment decisions

Posted by Alexandra Kazakova | May 28, 2024 | Guides for syndicators

Investing in real estate syndications as a passive investor requires you to like, know, and trust your sponsor. We conducted a market research study for 11 days and the results are based on 26 of the investors’ responses. While the sample size is relatively small, it does reveal a few interesting facts that can be […]

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The ultimate guide to real estate investment software

The ultimate guide to real estate investment software

Posted by Alexandra Kazakova | September 29, 2023 | Guides for syndicators

Investing in real estate can be a great way to build wealth, but managing properties and tracking finances can quickly become overwhelming. Thankfully, real estate investment software and apps have revolutionized the industry, providing investors and property managers powerful tools to streamline operations. In this ultimate guide, we’ll explore the different types of real estate […]

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Trevor Thompson from learnings as a professional LP to taking the lead as a Co-GP in 141 units

Trevor Thompson: from learnings as a professional LP to taking the lead as a Co-GP in 141 units

Posted by Kristina Xie | September 28, 2022 | Guides for syndicators

Trevor Thomspon is an industry veteran of the syndication world. The Canadian native and Austin transplant, who for many years has been an active passive investor has recently made the pivot to the GP side. Trevor spent more than 20 years with iFLY Indoor Skydiving where he scouted for new locations. After losing his job […]

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Ryan Tanel dives deep into syndications with a learner’s mindset

Ryan Tanel dives deep into syndications with a learner’s mindset

Posted by Kristina Xie | April 22, 2022 | Guides for syndicators

Ryan Tanel, a former residential mortgage broker, turned syndicator, recently closed on a 32-unit property in Texas. While some syndicators may shut an eye to deals with less than 60 units, Ryan dived headstrong with a learner’s mindset into his first syndication deal. Full interview: First syndication deal As one of the 3 general partners […]

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Jumping right into syndications with New Jersey house flippers

Jumping right into syndications with New Jersey house flippers

Posted by Kristina Xie | April 8, 2022 | Guides for syndicators

You’ve heard it time and time again, real estate is a team sport. Meet Joey Chan and Johnathan Boyle of New Jersey, active real estate “newbies” that have delved into all real estate niches. From wholesaling to flipping houses to syndications, Chan and Boyle have bonded over deals and crazy stories of being landlords (e.g., […]

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Equity raising using Cash Flow Portal with Abbas Mohammed

Equity raising using Cash Flow Portal with Abbas Mohammed

Posted by Kristina Xie | February 19, 2022 | Guides for syndicators

Syndicator Overview: At just 24 years old, Abbas Mohammed is making waves in the real estate syndication space. After joining a mentorship group over a year ago, he was able to pivot from being a top realtor in California to syndicating multifamily deals. It’s hard to imagine that Abbas grew up with limited means – […]

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Equity raising using Cash Flow Portal with Shawn Griffith

Equity raising using Cash Flow Portal with Shawn Griffith

Posted by Kristina Xie | February 11, 2022 | Guides for syndicators

The Syndicator Overview: Shawn Griffith is a real estate syndicator and investor in northern Texas. He and his wife, Teri, began their journey in 2013 investing passively in more than a dozen deals. It soon became a fascination for the former consultant, business analyst, and veteran. Shawn took the plunge and syndicated his first deal, Northridge […]

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Case study Equity raising using Cash Flow Portal with Joel Fine

Equity raising using Cash Flow Portal with Joel Fine

Posted by Kristina Xie | January 17, 2022 | Guides for syndicators

Case Study: Joel Fine, Lakeline Properties Syndicator Overview: Joel Fine is a leading syndicator in Austin, Texas with more than 1,486 units! He has syndicated more than 7 properties as a General Partner and passively invested in more than a dozen deals. He also has 2 ground-up developments in Texas which include a 240-unit townhome […]

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Duo Team, Huyen Do & Donnie Trinh Tackle Ice Cream and Real Estate

Duo Team, Huyen Do & Donnie Trinh Tackle Ice Cream and Real Estate

Posted by Kristina Xie | January 10, 2022 | Guides for syndicators

From Vietnam to Texas When Huyen first immigrated to the United States at the age of 12, she recalls a mischievous classmate who stole her oatmeal cookies a handful of times. After being a victim of bullying, she spat on the cookie and loosely dropped the F-bomb in retaliation. Getting cookies stolen was a stark contrast to […]

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