Introduction
  • Introduction
  • What is a Private Placement?
  • What is an Accredited Investor?
  • What is a Syndication?
  • Goal Investing
  • Single Family Homes vs. Syndications
  • Pros of Investing in Syndications
  • Types of Syndication/ Private Placements
  • How are Syndications Structured?
  • Is There a Liability in Syndications?
  • Investing in a Project: Debt vs. Equity
  • Being a Passive LP Investor in Syndications
Understanding the Deal
  • Syndication Methods
  • Evaluating a Market
  • Understanding Asset Classes
  • Yield versus Value-Add Play
  • Typical Class-C Stabilized Value-Add Business Plan
  • TIMELINE: Business Plan For a Property
  • Physical vs. Economical Occupancy in Apartment Investing
  • What Happens if There's a Natural Disaster?
Passive Investor Due-Diligence Part 1: People
  • Why People First?
  • Get To Know The Sponsor
  • Red Flags in Syndication
  • How to Check a Company
  • PROCESS: Operational and Investment
  • Questions to Ask the Sponsor
  • Things to Watch Out For
Passive Investor Due-Diligence Part 2: Numbers
  • What is the Internal Rate of Return (IRR)?
  • What Is a Good IRR?
  • How Does A Syndicator Make Money?
  • What Type of Fees Paid to Syndicators?
  • How Are Investors Paid in Syndications?
  • Distributing Cash to Investors (Waterfalls Structure)
  • Waterfalls Structure
Frequently Asked Questions
  • What Syndication or Private Placements Exist?
  • Why Invest in Syndications Instead of REITs?
  • Are Returns Guarantee a Preferred Return?
  • Can You Pull Out Your Investment?
  • Capital Stack Explained
  • Is There a Common Holding Time for Syndications?
  • 506(b), Accredited Investor & SEC In Depth
  • Will SEC Relax Rules on Accredited Investor Status?
  • Difference Between GP and KP
  • Involvement of LP to Syndications
  • Time Frame of a Deal: From Operator to LP
  • How Do You Communicate Exit Strategy of a Deal?
  • Clawback & Liquidation Explained
  • How to Determine Operating Budget and Capex Budget?
  • Transfer on Death and Generational Wealth Set Up Revealed