Rental Property Investor · RVA · Member since 2016 · 5k+ posts · 4k+ votes
5y
It totally depends on your avatar. Some folks are strictly passive investors, who look for different content from those who want to get into syndication and invest actively on their own. Passive investors look to learn how to find sponsors, evaluate them, how to evaluate deals, markets, tax strategies, other things like that. Just something to keep in mind, because there is a lot of content out there on this topic, and not all of it is right for everyone!
Rental Property Investor · RVA · Member since 2016 · 5k+ posts · 4k+ votes
5y
It totally depends on your avatar. Some folks are strictly passive investors, who look for different content from those who want to get into syndication and invest actively on their own. Passive investors look to learn how to find sponsors, evaluate them, how to evaluate deals, markets, tax strategies, other things like that. Just something to keep in mind, because there is a lot of content out there on this topic, and not all of it is right for everyone!
It totally depends on your avatar. Some folks are strictly passive investors, who look for different content from those who want to get into syndication and invest actively on their own. Passive investors look to learn how to find sponsors, evaluate them, how to evaluate deals, markets, tax strategies, other things like that. Just something to keep in mind, because there is a lot of content out there on this topic, and not all of it is right for everyone!
I agree! Great take- If you are targeting people who want to get into syndication one day themselves for instance, those emails and that information will look different than if you are targeting people who are looking to just place their capital into a deal and not have to worry about anything on the active side. It will vary based on who your audience is and what they expect.
Once you have the avatar in mind, the kind of information that you want to be sending should be more clear- you could always send out surveys, get on the phone with them, etc, to find out what they prefer.
Commercial Real Estate Fund Manager · Lynchburg, VA · Member since 2015 · 1k+ posts · 1k+ votes
5y
Hey @Bobby Shell. I would stress the importance of communicating regularly and clearly when things are going well. And even more so when they’re not. Stay in close communication to show investors that you care and you’re on top of things if there are problems.
What do you like to find out from syndicators as you wait for the right deal?
What information do you like to receive in emails and communications?
Is there any info that is must know, or are there any bits of information that is unnecessary or annoying? Would love to hear everyone's thoughts.
Hey Bobby! I know you are not new to syndications but here are a few things I like to do.
Evaluate the experience and track record of the sponsor and their team.
How many and what type of real estate deals has the team done in the past? How many years of experience does the GP team have in the syndication space? What makes their company unique? Ask for case studies of their prior investment opportunities.
Assess the professionalism of the sponsor and their team.
Does the sponsor provide timely, consistent, and transparent communication to their investors? (This is often done on a monthly or quarterly basis) Syndications are often 5-7 year commitments, so it is important to know going in that you will have access to the sponsor if you have any questions or concerns about your investment. This is one of the advantages of investing in a syndication you do not get vs. investing in a stock market or REIT.
Vet the integrity of the sponsor and their team.
What charitable organizations is the GP team involved in? How do you perceive their character? Do you see credible information about them online? Be sure to search sites like Google, Facebook, Biggerpockets, Linkedln, etc. Always ask for references from the sponsor.