Has anyone had a good experience investing in a syndicate with strong monthly returns

Syndications & Passive Real Estate Investing
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Has anyone had a good experience investing in a syndicate with strong monthly returns

Nina Sid
Member since 2023 · 7 posts · 0 votes

I just spoke to a few funds such as CRE Diversified Income Fund, Land Vest, Toro Real Estate Partners , Allied Land Investment, Phoenix Hospitality but I am trying to find people that have had good experiences investing in any of these or any other reputable passive investment fund with solid monthly returns.

Thank you!

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Chris SeveneyBusiness Member
Moderator
Investor · VA · Member since 2015 · 21k+ posts · 19k+ votes
2y
Quote from @Ameet Mehta:

Hey Nina Sid! I know a good commercial real estate syndication group, they go by the name of Elevate Commercial Investment Group. They recently orchestrated a remarkable syndication deal and bagged 110% AAR in just under 13 months, which I don’t need to tell you is massive. So you should definitely check them out, maybe get in a conversation to understand their monthly returns for long-term projects. They know what they are doing and I have worked with them previously so I can vouch for their genuinity.


 Is it this company?



Texas syndicator Elevate drives another Arbor foreclosure (therealdeal.com)

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  • Chris SeveneyBusiness Member
    Moderator
    Investor · VA · Member since 2015 · 21k+ posts · 19k+ votes
    2y
    Quote from @Nina Sid:

    I just spoke to a few funds such as CRE Diversified Income Fund, Land Vest, Toro Real Estate Partners , Allied Land Investment, Phoenix Hospitality but I am trying to find people that have had good experiences investing in any of these or any other reputable passive investment fund with solid monthly returns.

    Thank you!

    When you spoke with them, what questions did you ask them? How did you vet them? What due diligence did you do on them?

    Reason I ask is one of them is two years behind on submitting their financials to the SEC and other required reports. So the first question I would ask is why have these not been submitted?

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  • Nimra Siddiqi
    Orange, CA · Member since 2016 · 1 post · 0 votes
    2y

    Would you mind sharing which one is behind?  How do I check their sec submissions? Is this public info? 

    0Reply
  • Bryce Nerland
    Tallahassee, FL · Member since 2017 · 14 posts · 0 votes
    2y

    @Nina Sid I have not invested in syndications, but my father has. Despite good returns, he recently needed to exit from his positions. During this process, we discovered that there is an industry that resells positions in syndications on the secondary market.

    Maybe you ought to look into buying positions in investments that were entered at yesterday‘s interest rates and with an existing track record before looking at the new opportunities. There are some deals out there. Best wishes in your search.

    0Reply
  • Nina Sid
    OP
    Member since 2023 · 7 posts · 0 votes
    2y

    That is great advice. Any idea where I can find these opportunities? 

    0Reply
  • Chris SeveneyBusiness Member
    Moderator
    Investor · VA · Member since 2015 · 21k+ posts · 19k+ votes
    2y
    Quote from @Bryce Nerland:

    @Nina Sid I have not invested in syndications, but my father has. Despite good returns, he recently needed to exit from his positions. During this process, we discovered that there is an industry that resells positions in syndications on the secondary market.

    Maybe you ought to look into buying positions in investments that were entered at yesterday‘s interest rates and with an existing track record before looking at the new opportunities. There are some deals out there. Best wishes in your search.


     I would be curious to see where this exists, as it would have to be through a broker dealer channel in order for someone to get compensated for it, and most syndications require GP approval to transfer any position

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  • Chris SeveneyBusiness Member
    Moderator
    Investor · VA · Member since 2015 · 21k+ posts · 19k+ votes
    2y
    Quote from @Nimra Siddiqi:

    Would you mind sharing which one is behind?  How do I check their sec submissions? Is this public info? 

     sec edgar search. you will need to know the name of the actual entity - but also you need to understand the process, as the SEC does not tell you who is or is not current, you need to understand the filing requirements etc. 

    Before investing in a syndication people should understand the process, the sponsor, capital stack, fees etc. There is a lot to learn as its very different than just buying a stock. 

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  • Nina Sid
    OP
    Member since 2023 · 7 posts · 0 votes
    2y
    Quote from @Bryce Nerland:

    @Nina Sid I have not invested in syndications, but my father has. Despite good returns, he recently needed to exit from his positions. During this process, we discovered that there is an industry that resells positions in syndications on the secondary market.

    Maybe you ought to look into buying positions in investments that were entered at yesterday‘s interest rates and with an existing track record before looking at the new opportunities. There are some deals out there. Best wishes in your search.


     Would you mind naming some of the firms he has invested in? I can't seem to find a forum or resource with investors that can attest to a firm's credibility. I prefer to piggy back off investors with many years of experience in this space than starting from scratch. 

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  • Evan Polaski
    Cincinnati, OH · Member since 2020 · 4k+ posts · 3k+ votes
    2y

    @Bryce Nerland, I second the request to share this exchange of secondary syndication positions.  I have seen a few try to get started over there last several years, but none seem to have survived (or are really bad at SEO and marketing) since I was not able to find any the several times I have searched.

    That being said, I know Cadre has launched a secondaries market for their own investment offerings, but that is limited in scope to Cadre positions, and is currently closed anyways and will be "re-opening soon". 

    While buying someone else's position at a potential discount is great, I would rank this endeavor as a magnitude of difference harder than making an initial investment.  In my eyes, all of the same diligence is needed in regard to sponsor and deal(s), but add to that prior operations by that sponsor, current financial analysis, current valuations in today's market with very limited trades happening as comps, what the effect of waterfall and fees will have on that position once you take over, etc.

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  • Brock Mogensen
    Real Estate Syndicator · Milwaukee, WI · Member since 2018 · 1k+ posts · 907 votes
    2y

    Certain deals/funds will have stronger cashflow vs others are stronger upside. If cashflow is your main priority, I suggest looking for a fund that offers a high preferred return (10%+). However, you do want to make sure the deal has legs to stand on to actually hit the pref.

    0Reply
  • Bryce Nerland
    Tallahassee, FL · Member since 2017 · 14 posts · 0 votes
    2y
    0Reply
  • Ameet Mehta
    Rental Property Investor · Member since 2019 · 52 posts · 15 votes
    2y

    Hey Nina Sid! I know a good commercial real estate syndication group, they go by the name of Elevate Commercial Investment Group. They recently orchestrated a remarkable syndication deal and bagged 110% AAR in just under 13 months, which I don’t need to tell you is massive. So you should definitely check them out, maybe get in a conversation to understand their monthly returns for long-term projects. They know what they are doing and I have worked with them previously so I can vouch for their genuinity.

    1Reply
  • Chris SeveneyBusiness Member
    Moderator
    Investor · VA · Member since 2015 · 21k+ posts · 19k+ votes
    2y
    Quote from @Ameet Mehta:

    Hey Nina Sid! I know a good commercial real estate syndication group, they go by the name of Elevate Commercial Investment Group. They recently orchestrated a remarkable syndication deal and bagged 110% AAR in just under 13 months, which I don’t need to tell you is massive. So you should definitely check them out, maybe get in a conversation to understand their monthly returns for long-term projects. They know what they are doing and I have worked with them previously so I can vouch for their genuinity.


     Is it this company?



    Texas syndicator Elevate drives another Arbor foreclosure (therealdeal.com)

    7e investments53 Reviews
    WebsiteView Page
    5Reply
  • Paul Azad
    Member since 2024 · 162 posts · 232 votes
    2y
    Quote from @Chris Seveney:
    Quote from @Ameet Mehta:

    Hey Nina Sid! I know a good commercial real estate syndication group, they go by the name of Elevate Commercial Investment Group. They recently orchestrated a remarkable syndication deal and bagged 110% AAR in just under 13 months, which I don’t need to tell you is massive. So you should definitely check them out, maybe get in a conversation to understand their monthly returns for long-term projects. They know what they are doing and I have worked with them previously so I can vouch for their genuinity.


     Is it this company?



    Texas syndicator Elevate drives another Arbor foreclosure (therealdeal.com)


     Chris, you are a scholar and a ninja assassin. You do the most damage with the least exertion, beautiful, ....yeah Elevate owns some of the worst properties in the worst parts of town here in Houston. Their "Selena" which is foreclosed by Arbor is in east houston near ship channel and definitely in "theHood", their "Sophia" is in Greenspoint aka "Guns-point" and you can't get food delivered there without a police escort. The company has properties all over the place from South Dakota to Florida to Oklahoma, so good luck to any investors. 

    3Reply
  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    2y
    Quote from @Chris Seveney:
    Quote from @Ameet Mehta:

    Hey Nina Sid! I know a good commercial real estate syndication group, they go by the name of Elevate Commercial Investment Group. They recently orchestrated a remarkable syndication deal and bagged 110% AAR in just under 13 months, which I don’t need to tell you is massive. So you should definitely check them out, maybe get in a conversation to understand their monthly returns for long-term projects. They know what they are doing and I have worked with them previously so I can vouch for their genuinity.


     Is it this company?



    Texas syndicator Elevate drives another Arbor foreclosure (therealdeal.com)

    This was bad-***
    [email protected]917-280-8544
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  • Collin Campbell
    Member since 2024 · 3 posts · 1 vote
    2y

    Hey Nina - I would encourage you to do due diligence on your investment before going in. Here is a great presentation on how to evaluate a syndication: 

    0Reply
  • Andrew Einsmann
    Member since 2019 · 81 posts · 25 votes
    8mo

    I have invested in a few syndicates some have been very good and I was very happy others have been struggling and need to be better with communication.  It is hard because they will present a good presentation and then lack the ability to achieve the prospectus or the goal stick changes over time and as a passive limited partner you are along for the ride.   If you have money that you can let sit for a long time then invest but if you need to be liquid that is not the way to go...

    0Reply
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