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

By Kristina Xie | 04/05/21 | Podcasts
Our CEO, Perry Zheng appeared on the Stars & Stripes Immobilien show, one of the top real estate investing podcasts, where he spoke about his experience as a real estate syndicator, his real estate syndication software, and the future of technology in real estate. Listen to the full podcast: Podcast highlights (edited for spelling and […]

By Kristina Xie | 03/31/21 | Guides for syndicators
In this case study, Nic Espanet from Thrive Multifamily LLC talks about his experience using our real estate syndication software, Cash Flow Portal. About Nic: Nic is the Principal at Thrive Multifamily LLC. He has been passively investing in multifamily assets since 2016. Moreover, Nic has been a multifamily Syndicator & Asset Manager since 2018. He […]

By Kristina Xie | 03/27/21 | Guides for syndicators
I have a confession. I used to hate reading blogs because I felt like they were a waste of time. After all, why should I spend time reading someone’s blog posts when I could be writing my own? Then came the day I realized how wrong I was. Today, I can safely say that thanks […]

By Kristina Xie | 03/22/21 | Guides for syndicators
In this case study, Eric Kogan from Ashland Capital talks about his experience using our real estate syndication software. About Eric: Eric is the director of acquisitions at Ashland Capital. He is involved in deal and capital sourcing and analytics of potential investment opportunities. Eric has over $100mm of transactional real estate experience. Before joining Ashland […]

By Perry Zheng | 03/13/21 | Guides for syndicators
We know how hard it can be to choose the right tool for your real-estate syndication business. We’ve been in your shoes, and we were also looking for the best way to help you grow your business. That’s why we decided to write this post and share with you our 11 tips for choosing real-estate […]

By Kristina Xie | 03/03/21 | Guides for syndicators
Have you ever wondered why some real-estate syndicators find so many deals and investors and others don’t? The answer lies mainly in networking. When you first start out, you have very little to no contacts or people who will help you grow your business. Networking allows us to find deals, mentors, investors, and lending partners. […]

By Kristina Xie | 03/01/21 | Software demos
As K1s filings season is at its peak, we decided to share this short guide with you to help you make this process faster and more efficient. With Cash Flow Portal, you can save 75% of the time you usually spend on K1s filings. One of our software’s best features is document management, which gives […]

By Kristina Xie | 02/11/21 | Software demos
In this demo, we will answer a question that many of you asked: “How to add equity classes?” Equity classes make up the deal entity, so before you add the classes, you need to add your deal and the deal entity to the portal. If you haven’t signed up yet, now you can try our […]

By Kristina Xie | 02/09/21 | Guides for syndicators
In 2019, Edison Research explained the popularity of podcasts because they allow for multitasking and, as a result, help listeners save time. Most of us have busy schedules with work taking up to 10 hours a day. With 14 hours left in a day, we still need to run some errands, cook, do sports, and take […]

By Kristina Xie | 02/05/21 | Software demos
Here is a quick guide on how to add your first multifamily deal to Cash Flow Portal: Now you can try our real estate syndication software completely free and without any commitment till you close your first deal. Step 1. Click “Add Deal” Once you login to the Portal Step 2. Select deal stage. You […]





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