Deciphering Syndication Investment Terminology

Deciphering Syndication Investment Terminology So, you are at the point where you finally received your first Executive Summary (also known as Offering Memorandum) from a syndicator. As you glance through the summary, you will immediately notice that it contains quite a bit of terminology that you...

Is Your Portfolio at Risk if the Market Crashes?

Is Your Portfolio at Risk if the Market Crashes? If the title of this article grabbed your attention, you’re likely not new to the world of investing. You are likely very familiar with the word “diversification”, and you may have even read my article,

Care For Your Investors Like Mom Cares For You

Care For Your Investors Like Mom Cares For You Who do you know that gives you unconditional love and attention? You guessed correctly – your mom! Remember those good old days when you were a little kid and you relied on your mom to take care...

Five reasons why I like investing in apartment complexes

Five reasons why I like investing in apartment complexes There is no safer way to build your real estate investment portfolio than by adding multifamily housing (MFH) investments. I am not talking about high-rises with a door man, a full gym and an in-house movie theatre;...

Questions to ask a syndicator

Questions to ask a syndicator The list of questions to ask a syndicator can become exponentially long and one cannot possibly cover all possible questions. My goal here is to give you guidance and a general idea about the type of questions to ask when you...

If I were a rich man…

If I were a rich man... If you had all the money in the world, would you invest it in real estate? Why? Who came up with such a radical idea?! I'll tell you why! Because all rich people invest in real estate in one form...

Securities offering documentation

Securities offering documentation When it comes to investing in an apartment building syndication, you will have to review a number of documents including but not limited to executive summary, private placement memorandum, subscription agreement, operating agreement, and several others. Let’s cover each of them separately: 1. An Executive...