Skip to content
×
Pro Members Get
Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
ANNUAL Save 16%
$32.50 /mo
$390 billed annualy
MONTHLY
$39 /mo
billed monthly
7 day free trial. Cancel anytime
×
Try Pro Features for Free
Start your 7 day free trial. Pick markets, find deals, analyze and manage properties.
All Forum Categories
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

All Forum Posts by: Joe Archbold

Joe Archbold has started 6 posts and replied 84 times.

Post: 1st Syndication- first hand advice needed

Joe ArchboldPosted
  • Investor
  • Batavia, IL
  • Posts 99
  • Votes 81

Doug,

Our Multifamily operators are focused on Class B assets in healthy markets where they already operate a footprint of assets. Having working assets in the market gives the operator real insights into market comps and rents. Their proforma numbers include their own experience in the market when defining their goals of the value-added strategy.  

We use a 3rd party financial analyst to review the operator's business plan and financials. Our group shared a dozen offerings last year both 506B and 506C.

Glad to discuss how we assist investors with access and evaluation of these offerings.

Regards,

Joe

Glad to discuss further

Joe 

Post: 1st Syndication- first hand advice needed

Joe ArchboldPosted
  • Investor
  • Batavia, IL
  • Posts 99
  • Votes 81

Doug,

I would be interested to hear more details about the type of asset, market, and returns that you have interest in. We work with a several operators that have strong performance track records. Offer debt positions as well as debt and equity. Single asset offerings as well as Funds.

let me know how I can help.

Joe

Post: Passive RE investment

Joe ArchboldPosted
  • Investor
  • Batavia, IL
  • Posts 99
  • Votes 81

Ana,

There are lots of ways to invest, but there are only a few ways you can invest and have ownership without dealing with the asset or the tenants. Want some impartial feedback?

Try this - Everyone has looked at ChatGPT- "The Shell Answerman"

Ask it 3 things

-What is a multifamily real estate syndication?

-What are the risks associated with a multifamily real estate syndication?

-What should investors look for to reduce risk in a multifamily real estate syndication?

and a last one-

-Compare a multifamily Real Estate Syndication with other passive investment strategies.

We connect Investors with Top Syndication Operators with real-time access to investments.

Glad to share any data or information I can on the space.

Post: Multi-family Syndicate Investing … is this madness?

Joe ArchboldPosted
  • Investor
  • Batavia, IL
  • Posts 99
  • Votes 81

There are always good times to invest. Are there arguably better times? yes. But those interest rates are gone. There are still economics that make investing a good idea. The Average home prices are through the roof while interest rates make them even more unaffordable. Certain markets have job growth and population growth that will create more demand. Experienced operators are using less leverage, buying discounted projects from failed operators, or at least underwriting conservative deals and financing is a key component.

If their strategy includes renovating 100% classic units in a 250 unit complex do they have the tools and resources to accomplish that? Do their target proforma numbers make sense?

As an investor, your investing out 24-60 months. The operator's experience from prior art as well as knowledge of their market sandbox will still put excellent projects together with investors and bring in strong returns.  If you sit on the sidelines with your powder dry, what will be the trigger to get back in or are you going elsewhere?

We share vetted syndication offerings with our investor community. Glad to share any data if interested.

Post: Syndicators - any recommendations?

Joe ArchboldPosted
  • Investor
  • Batavia, IL
  • Posts 99
  • Votes 81

There are alot of operators in the Syndication space. I like to think in terms of leveraging the expertise of a team and their ability to meet the goals outlined in their PPM and ultimately provide a strong return.

What are you investing for?

Cash flow/ High Equity Growth/ Capital Preservation/ Tax Advantages

And what matters most to you? 

The operator's experience and track record.

the location or market- 

type of asset- MF or industrial or Self Storage

Diversification  from a Fund approach with multiple assets vs Single asset

Some things to consider-

Are they vertically integrated or do they outsource property management and renovation/construction?

Does the operator have other assets in that market?

Does their strategy and timeline align with your goals? 

Whats the reason to acquire the asset? Off-market deal/ Bailing out failed operator

We Raise Capital for Top operators and give our investors access to their offerings.

Glad to share any information on our partners.

@Henry Vuong,

Our group has experience with Lone Star Capital.

Glad to chat and answer any questions you have.

Regards,

Joe

@Nathan Lacey,

Lane is absolutely right. 

The syndication is the opportunity for a pool of investors to leverage the expertise and experience of the operator/ real estate team to invest in their project.

A syndication is formed as a professional real estate team looks to acquire an asset (Apartment, mobile homes, self-storage), and builds a business plan around the asset and the strategy by which they will create value. That plan includes the specific strategy of how they will add value from renovation and reduce expenses to increase operating income, include extensive market detail, and timelines or how long they anticipate holding the asset, as well as target returns to investors. The guiding document is the PPM or Private Placement Memorandum which is supplied to the SEC for review.

The team will use funds from friends and family to acquire the asset, possibly institutional capital and retail or individual investor money. 

Today Accredited and Non-accredited investors can see the opportunity to invest as a limited partner, get the same tax advantages of ownership, and receive an excellent risk-adjusted return with no active involvement.

Glad to share details about past projects and a path to see future offerings from our partners.

Regards,

Joe

Sure you can do well as a DIY investor in your own deals.

But why not consider investing with experienced operators that can provide all the same tax advantages, in markets your are not in, with a value-add strategy that returns 1.5 to 2X your invested capital in 3-5 years while taking none of your time?

Leverage their operational expertise and generate wealth through the velocity of capital.

Post: Seeking advice on next investment move

Joe ArchboldPosted
  • Investor
  • Batavia, IL
  • Posts 99
  • Votes 81

@Tom Murphy I was in the same position. Over the last 15 years, I grew to 30 units as a self-managed owner/landlord. It was a full-time job.  I pivoted to Multifamily syndications 2 years ago and continue to look at projects.

I joined a group that raises capital for large apartment operators throughout the sunbelt, sharing investment opportunities with the individual investor community.

For those considering Syndications, we provide projects that are fully-vetted by an independent 3rd party financial analyst, perform physical site visit, and background check, before sharing with investors.

How can I help? glad to chat.

Joe

@Jeff Tumbarello

A few more-

What experience does the operator have? Any full-cycle deals? How many assets do they currently manage? Background check.

Do they have experience in the specific market? Any other assets there?

Self manage vs outsourced? 

In-house construction vs outsourced?

Did you get an extra set of eyes on the due diligence and business plan that walked the asset and met with the team? If you worked with us we did.