experience in syndication fund investment/pro and cons

experience in syndication fund investment/pro and cons

Investor · Camarillo, CA · Member since 2017 · 12 posts · 8 votes

As part of portfolio diversification we are considering investment in syndication fund invested in multifamily and apartment. We would love to hear from fellow investors about their experience in this area. Specifically has anyone invested or considering investment in Grant Cardone's new fund (6% preferred return and 65% equity precipitation)? Thanks. Jeff

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Real Estate Investor/Broker · Irving, TX · Member since 2015 · 520 posts · 263 votes
9y
65% equity precipitation... sounds like a rainy day!
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  • Investor · Great Neck, NY · Member since 2016 · 679 posts · 467 votes
    9y

    @Jeff Chen

    As someone who invests in out of state apartment complexes, I can tell you that there are great opportunities.  You just need to speak to someone who has succeeded in this type of investing. 

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  • Real Estate Investor/Broker · Irving, TX · Member since 2015 · 520 posts · 263 votes
    9y
    65% equity precipitation... sounds like a rainy day!
  • Real Estate Investor/Broker · Irving, TX · Member since 2015 · 520 posts · 263 votes
    9y
    Jeff Chen Grant has a solid track record; however, I think there are better syndication returns out in the market. Happy to connect you with syndicators who are doing 3+ deals a year.
  • Investor · Dallas, TX · Member since 2016 · 168 posts · 195 votes
    9y

    @Jeff Chen  Syndication investing is a great way to go for sure.  We have invested passively in apartment syndications , as well as syndicated our own apartment investments.  The returns we have seen are based on B & C class assets - and average more around 10%+ Cash on Cash return and from 70% - 80% Precipitation. 

  • Investor · Camarillo, CA · Member since 2017 · 12 posts · 8 votes
    9y

    Jonathan, Thanks for your comments. This is exactly my worry that the apartment market is over heated right now with low CAP rate and extra supply coming online in hot markets. I am just starting to use BP how do I to PM another member?

  • Ivan BarrattBusiness Member
    Investor · Indianapolis, IN · Member since 2015 · 764 posts · 953 votes
    9y

    @Jeff Chen there are opportunities in any market however one must be more disciplined right now more than ever.  Reading a couple of books on multifamily investing first might help give you a better of understanding of what a good deal is vs a mediocre one.


    Happy Hunting!

  • Islip, NY · Member since 2013 · 95 posts · 27 votes
    9y

    Jeff

    You also need to understand that whatever the preferred rate is, it is not guaranteed.  It is not uncommon for syndicators to make up the prefererred in year 2 or 3 or even 4.  A lot depends on the cash flow of the apartment community, but also it is at the discretion of the sponsor.  I am investing for cash flow so it bothers me when my 8% preferred is actually a 4% preferred in year 1 and year 2.

    JJ

  • Ned CareyPro Member
    Moderator
    Investor · Baltimore, MD · Member since 2008 · 17k+ posts · 13k+ votes
    9y

    my personal view is now is a very risky time to buy multi family. Cap rates are very compressed by historical standards. When those cap rates return to historical norms, prices will drop. NOI will have to grow substantially just to hold prices even.

  • Investor · Austin, TX · Member since 2013 · 933 posts · 1k+ votes
    9y

    Hi Jeff,

    Couple blogs on vetting a deal sponsor and why I like investing in large value add apartments.  I think its smart especially if you are trying to diversify geographically out of state where oversight would be more difficult for your active side.  I would also not limit yourself to apartments.  We also like mobile home parks and self storage plays with experienced operators.  In some cases you can find pooled investments that combine these two attractive assets classes and get the best of both worlds including investing in several properties across the country.  Reach out if you'd like to share ideas.

    https://www.biggerpockets.com/blogs/9145/53959-vet...

    https://www.biggerpockets.com/blogs/9145/53820-why...

  • Investor · Camarillo, CA · Member since 2017 · 12 posts · 8 votes
    9y

    Thanks all for your sound advice. I wish I found BP earlier. It is priceless.

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