What’s the process for investing in a real estate syndication?

[Justin Goodin]

So maybe you’re accredited, or maybe you’re not, but you’re really wondering HOW someone invests in these elusive real estate syndication deals you’re reading so much about.

Here are the basic steps for investing in a real estate syndication:

1. The sponsor announces that the deal is open for funding, usually via email.
2. You review the investment summary deck and decide to invest.
3. You submit your soft reserve, telling the sponsor how much you’d like to invest.*
4. The sponsor holds an investor webinar, where you can get more information and ask questions.
5. The sponsor confirms your spot in the deal and sends you the PPM (private placement memorandum).
6. After signing the PPM, you wire in your funds or send in a check.
7. The sponsor confirms that your funds have been received.
8. The sponsor notifies you once the deal closes and lets you know what to expect next.