Under contract on our first syndication deal

Under contract on our first syndication deal

Rental Property Investor · Frisco, TX · Member since 2016 · 22 posts · 12 votes

We are officially under contract and will be doing our first syndication deal.!.!  What one piece of advise would you give to an investor on their first syndication. 

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Rental Property Investor · 84058 · Member since 2018 · 14 posts · 9 votes
8y

The most important part is what you have already done: due diligence on the sponsor and the deal itself. But stay involved. Ask questions, learn everything you can. You have a responsibility to be an educated investor, make sure you take it as seriously as you do any income generating activity. 

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  • Rental Property Investor · 84058 · Member since 2018 · 14 posts · 9 votes
    8y

    The most important part is what you have already done: due diligence on the sponsor and the deal itself. But stay involved. Ask questions, learn everything you can. You have a responsibility to be an educated investor, make sure you take it as seriously as you do any income generating activity. 

  • Ivan BarrattBusiness Member
    Investor · Indianapolis, IN · Member since 2015 · 764 posts · 953 votes
    8y

    Congrats @Rebecca Stuelpnagel are you an LP or GP?

  • Rental Property Investor · Glen Rock, NJ · Member since 2015 · 3k+ posts · 2k+ votes
    8y

    @Rebecca Stuelpnagel as @Jeffrey Goddard stated do your due diligence. Speak with a syndicator, evaluate the deal, the market, the offer details, see if the timeline is in inline with your personal plans. In other words,  you're not planning to rely on these funds for the duration of investment. Get a full understanding on how syndication works, and how the asset you're investing in will function in a bad economy. In other words, you should be able to weight in all the pro's and con's of an investment and decide if it plays in your favor. 

    If you'd like additional feedback about my personal experience, feel free to PM me.

    Best!

  • Rental Property Investor · Frisco, TX · Member since 2016 · 22 posts · 12 votes
    8y

    Thanks, 

    @Ivan Barratt - I am a GP on the deal.

  • Rental Property Investor · Honolulu, HAWAII (HI) · Member since 2011 · 4k+ posts · 2k+ votes
    8y
    Rebecca Stuelpnagel congrats. Let me know if you have specific question I can help on.
  • Rental Property Investor · Fort Wayne, IN · Member since 2016 · 258 posts · 177 votes
    8y
    Rebecca Stuelpnagel if I have to say it in one sentence.Rigorous due diligence and conservative underwriting. Good luck!
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