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Category: Guides for syndicators

From U.S. Air Force to Real Estate Syndication, Iven Vian Leverages the Best of Both Worlds

Posted by Kristina Xie | December 23, 2021 | Guides for syndicators

What do bomber planes, the Texas star, and 1,000 units have in common? If you guessed Iven Vian, then you are absolutely correct! After serving 20+ years in the U.S. Air Force as a Lieutenant Colonel, Vian recently retired from military duty. He holds the title of Co-Founder and Principal of Anthem Capital, a real […]

3 deals that walked away from us. Lessons learned

Posted by Kristina Xie | November 12, 2021 | Guides for syndicators

To make a decision, you need to define your terms. ‘Failure’ is the moment everything falls apart, and you face a moment of truth. If faced with such a situation and you decide to walk away, you’re not a failure. Instead, you’re choosing success by not getting involved in something that would be unproductive, at […]

Why broker relationships are important for real estate syndicators

Posted by Kristina Xie | November 11, 2021 | Guides for syndicators

Real estate brokers have a uniquely impactful profession. One that allows individuals the opportunity to form bonds and build relationships between buyers and sellers. However, when it comes to syndications, things get a bit more complex. In this article, we discuss broker relationships with real estate syndicators. While it is undoubtedly possible for brokers to […]

How multifamily deal co-sponsors can raise capital using Cash Flow Portal

What to do if your co-sponsors are using different syndication software

Posted by Kristina Xie | October 4, 2021 | Guides for syndicators

When syndicating a multifamily deal as a co-sponsor, you want to protect your passive investors’ identities and make their experience as smooth as possible. Your passive investors are an asset, so giving their information away, even partially, wouldn’t be wise. However, it can be challenging because of the various real estate investor portals that syndicators […]

Multifamily capital raise case study 2021. Raising $6.7M for Copper Creek II

Posted by Kristina Xie | September 30, 2021 | Guides for syndicators

This multifamily capital raise case study will show you how we successfully raised $6.7M for the Copper Creek deal using Cash Flow Portal in July-August 2021. First, let us outline the whole range of tools we used to raise money for this deal: Tools we used to raise equity for our multifamily deal The one-hour-long webinar for […]

Multifamily Due Diligence Checklist: 6 Essential Steps [Checklist]

Posted by Kristina Xie | September 24, 2021 | Guides for syndicators

If you’re syndicating in a multifamily deal, you want to be in a position to make an informed decision that will increase your chances of successfully raising capital and making money for your passive investors. Understanding the due diligence process is one of the most critical steps toward making that happen. The first two weeks […]

Lenders and CapEx Draws: What I Wish I Had Known

Lenders and CapEx draws in multifamily real estate: what I wish I had known about CapEX process

Posted by Edward Sittler | September 23, 2021 | Guides for syndicators

One topic that I rarely see discussed in multifamily real estate syndication circles is how different lenders handle CapEx draws, and how these differences can affect the operator’s ability to execute their CapEx plan and the entire CapEx process. I am by no means an expert on loans and debt — for that, you should […]

How to form your first multifamily sponsorship team

Posted by Edward Sittler | September 23, 2021 | Guides for syndicators

In this post, I will explain how I conceptualize the formation of a sponsorship team and how my partner and I applied these principles when forming the team for our first multifamily syndication. To start with, every multifamily deal sponsor team must address the following roles and criteria: Underwriting and acquisition Capital raising Prior multifamily […]

Should we buy real estate “now”? That may not be the question to ask

Posted by Kristina Xie | September 15, 2021 | Guides for syndicators

If you’re here, and if you’ve even thought about real estate investing – congrats! You’re not the only one. It might happen to be a good fit for you. By the end of this article, you will have acquired basic real estate investing skills to put yourself in a position to succeed. What’s more, our […]

How To Efficiently Execute Your CapEx Plan Part 1: The CapEx Budget

Posted by Brandon Martinez | August 13, 2021 | Guides for syndicators

Once you’ve assembled your team, scouted your deal, sent the LOI, negotiated the contract, closed your deal, and got your real estate investor portal running to start raising equity, it’s time to get your hands dirty and dive into the execution of your CapEx Plan. In this article, we will talk about the first step […]