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

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 […]

What is real estate syndication for passive investors

By Kristina Xie | 10/20/21 | Passive investor guides

If you’ve been around real estate investing the past couple of years, you’ve probably heard the term “real estate syndication.” What does it mean for you as a passive investor? In this post, we will break down what real estate syndication is and how it works. So what is a real estate syndication? In simple […]

Podcast: Investing in Real Estate as a First-Generation Immigrant with Perry Zheng

By Kristina Xie | 10/19/21 | Podcasts

Our CEO, Perry Zheng, was on the Reed Goossens’ podcast a couple of weeks ago. Join Perry and Reed as they talk about Perry’s journey from being a first-generation immigrant to a successful real estate syndicator, as well as how Cash Flow Portal came to be so successful in such a short amount of time. […]

Cash Flow Portal is a Platinum Sponsor at MultifamilyCon 2021

We are platinum sponsors at the MultifamilyCon 2021

By Kristina Xie | 10/15/21 | Announcements

Our real estate syndication software, Cash Flow Portal, is a proud platinum sponsor at the MultifamulyCon 2021. This exciting 2-day event will take place in Orlando, FL, from 13th to 14th of November, 2021. Along with our Founder, Perry Zheng, you will get the opportunity to meet other 30+ speakers who share their best practices, […]