How do returns with 4+ people partnering on a deal work?

How do returns with 4+ people partnering on a deal work?

Real Estate Agent · Tewksbury, MA · Member since 2020 · 494 posts · 284 votes

Goooooood morning BP!

I am in the very early stages of jumping into the small commercial space in the near future from being in the 2-4 unit residential space, and am learning as much as I can at the moment! Please bare with my limited knowledge in the space haha! 

So I have a quick question that has been pondering in my mind and I have not had a conversation with anyone about it yet.

Say you find a 6 unit (or more) property and have 4 partners that have equal splits (25%/piece) and put up the same amount of capital to purchase a deal. After analysis, you forecast a 12% (all hypothetical numbers) COC return post stabilization, how does that get divided across the four partners? I know there are different ways to structure deals with splits and etc. But very generally speaking, does each person get a 3% return a piece and then whatever equity % off the top of the deal that everyone decides if there is one?

Thank you so much!

Kyle

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Real Estate Consultant · Cleveland · Member since 2020 · 6k+ posts · 3k+ votes
4y
Quote from @Kyle Curtin:

Goooooood morning BP!

I am in the very early stages of jumping into the small commercial space in the near future from being in the 2-4 unit residential space, and am learning as much as I can at the moment! Please bare with my limited knowledge in the space haha! 

So I have a quick question that has been pondering in my mind and I have not had a conversation with anyone about it yet.

Say you find a 6 unit (or more) property and have 4 partners that have equal splits (25%/piece) and put up the same amount of capital to purchase a deal. After analysis, you forecast a 12% (all hypothetical numbers) COC return post stabilization, how does that get divided across the four partners? I know there are different ways to structure deals with splits and etc. But very generally speaking, does each person get a 3% return a piece and then whatever equity % off the top of the deal that everyone decides if there is one?

Thank you so much!

Kyle

 I am really not sure how to respond, except,  equal distribution . Why would it be more complicated ? 

Connect with someone doing deals, learn then apply what you learn, 

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  • Investor · Atlanta, GA · Member since 2017 · 174 posts · 104 votes
    4y

    When you are a partner in or buy an interest in the LLC that holds the asset, you get shares of the voting and distribution rights; the %s of these two rights can be different from the ownership or equity contribution %s. However, structing it on a pro rata basis of the equity contributions of each partner is the easiest way for a deal with 4 partners who are putting 25% equity each.  

  • Real Estate Agent · Tewksbury, MA · Member since 2020 · 494 posts · 284 votes
    4y
    Quote from @Daniel Dietz:
    Quote from @Kyle Curtin:
    Quote from @Daniel Dietz:
    Quote from @Clinton McGilvray:

    @Kyle Curtin if the overall deal is a 12% cash on cash return and you put up one fourth of the cash, your return is still 12%, not 3%. It's the same ratio or percentage whether you put up all of the cash or only part of the cash.


     ^^^^^^^^^

    THIS RIGHT HERE


     Thank you haha! I understand much more clearly from everyone on this thread, I just had a little bit of a hard time understanding!


     I am involved in 4 different Partnership/LLCs that hold real estate. I agree with whoever said that sometimes putting it on paper helps. I like to draw pie charts to hash things through.

    If there are ever any questions I might be able to help with feel free to hit me up directly. 


     Thank you so much! I love the pie chart idea, I like the visual! 

  • Real Estate Agent · Tewksbury, MA · Member since 2020 · 494 posts · 284 votes
    4y
    Quote from @Account Closed:

    When you are a partner in or buy an interest in the LLC that holds the asset, you get shares of the voting and distribution rights; the %s of these two rights can be different from the ownership or equity contribution %s. However, structing it on a pro rata basis of the equity contributions of each partner is the easiest way for a deal with 4 partners who are putting 25% equity each.  


     Hi Abhishesh! That is awesome, thank you so much!

  • Real Estate Agent · Tewksbury, MA · Member since 2020 · 494 posts · 284 votes
    4y
    Quote from @Scott Trench:

    To answer this more generally, the concept of "Two and Twenty" is really the framework that ends up being adopted by most businesses, management teams, private equity, venture capital, etc. 

    It works because it aligns interests between management and shareholders. 

    Here's how it might work: 

    Four individuals pool money to purchase a $1M property. Each contributes $250,000. Each owns 25% of the $1M property (let's assume no debt for this example). 

    One individual is named as the General Partner. This General Partner, in addition to their 25% equity stake, gets paid 2% of the assets under management per year ($20,000), and receives 20% of the PROFIT on the deal. 

    If $1M is invested, and $2M is returned, then the proceeds would look like this: 

    - The original $1M is returned to shareholders ($250,000 each)

    - 20% of the $1M in profit ($200,000) goes to the General Partner

    The remaining profit ($800,000) is distributed to shareholders ($200,000 each).

    The General Partner can also be a shareholder, and if it was one of the four individuals, in this case would earn $200,000 on their $250,000 invested capital, plus $20,000 per year for managing the investment, plus 20% of the profit as an incentive for managing the asset. 


    "Two and Twenty" does not literaly have to be the split, and there are many nuances/tweaks to this structure that are commonly applied (such as preferred returns). But, the essence of this structure is a powerful and very common way to incentivize management and align their interests with shareholders. If the concept of "Two and Twenty" is new to you, you'd be wise to dive down the rabbit hole of this concept and hire legal counsel before setting up a structure with this kind of setup in place.


     Hi Scott! This is incredible and makes a ton of sense! Thank you so so much for the detailed breakdown, it is so much more clear to me now! (Ps I absolutely admire your work and BP has completely changed my life! “Set For Life” was a game changer for me as well, definitely a favorite! Thank you! :)

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