Welcome to the Cash Flow Portal real estate investing blog!

All things asset management, investing tips, and practical advice for passive investors and real estate syndicators

What is a real estate sponsor promote?

By Kristina Xie | 01/20/22 | Passive investor guides

Real estate promote is usually shown as an equity waterfall, one of the most daunting real estate syndication concepts. When you are just starting out in the world of real estate private equity, one of the most confusing aspects is usually understanding equity waterfalls. Many people scour the net for days trying to get their […]

Equity raising using Cash Flow Portal with Joel Fine

By Kristina Xie | 01/17/22 | 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 […]

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

By Kristina Xie | 01/10/22 | 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 […]

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

By Kristina Xie | 12/23/21 | 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 […]

Demo: Investing in a deal as a joint tenancy using Cash Flow Portal

By Kristina Xie | 12/10/21 | Software demos

When syndicating a deal using Cash Flow Portal, it is common to encounter couples investing as a joint tenancy. In this guide, we will walk you through the process of creating e-sign templates and allowing your LPs to invest as a joint tenancy. #1 Create a deal The first step is to create a deal […]

How to create an offering with Cash Flow Portal

By Kristina Xie | 12/02/21 | Software demos

Introduction An offering refers to when a company issues or sells a security. In multifamily syndications, potential investors must receive a professional offering package. It contains documents prepared by an SEC attorney that investors must read and sign in order to invest. Therefore, in simple terms, an offering is a security. Now, let’s look at […]

Podcast: SaaS Growth Strategies, Trends and Building a Profitable Real Estate Portfolio

By Kristina Xie | 11/18/21 | Podcasts

How to juggle three jobs and still have time to grow a SaaS startup? No more excuses to not have enough time to be a founder. If you want to productively manage your time, organically grow your SaaS, or learn what it takes to be a Real Estate Investor, then you are in the right […]

3 deals that walked away from us. Lessons learned

By Kristina Xie | 11/12/21 | 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

By Kristina Xie | 11/11/21 | 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 […]

Pros and cons of real estate syndication

By Kristina Xie | 10/28/21 | Passive investor guides

The decision to invest in a real estate syndication as a passive investor is usually based on promises of juicy returns. Although these investments are tempting, it is vital that you evaluate the entire setup critically before you decide to invest your money. This article will discuss the pros and cons of real estate syndication […]