馃搶 4 Parts to Every Real Estate Syndication

馃搶 4 Parts to Every Real Estate Syndication

Investor 路 Indianapolis, IN 路 Member since 2018 路 1k+ posts 路 756 votes

There are 4 parts to every real estate syndication (group investment).

1锔忊儯 The Deal

2锔忊儯 Financing

3锔忊儯 Capital

4锔忊儯 Management

The LPs (limited partners) are passive investors and want to put their money to work by investing in safe, cash flowing assets like apartments, but may not have the time, expertise, or desire to go buy an apartment community by themselves.

The GPs (general partners) are the active investors. Their job is to do all of the heavy lifting by souring opportunities, performing due diligence, lining up financing & investors, and executing the business plan from start to finish.

The LPs have the capital but may not have a deal, financing, or the management.

However, the GPs have the deals, management connections, and the ability to get financing.

At a really high level, this is how the GPs and LPs work together to perform a real estate syndication!

What did I miss or what would you add to that list of 4 things?

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Investor 路 Durham, NC 路 Member since 2020 路 1k+ posts 路 691 votes
5y
Originally posted by @Justin Goodin:

There are 4 parts to every real estate syndication (group investment).

1锔忊儯 The Deal

2锔忊儯 Financing

3锔忊儯 Capital

4锔忊儯 Management

The LPs (limited partners) are passive investors and want to put their money to work by investing in safe, cash flowing assets like apartments, but may not have the time, expertise, or desire to go buy an apartment community by themselves.

The GPs (general partners) are the active investors. Their job is to do all of the heavy lifting by souring opportunities, performing due diligence, lining up financing & investors, and executing the business plan from start to finish.

The LPs have the capital but may not have a deal, financing, or the management.

However, the GPs have the deals, management connections, and the ability to get financing.

At a really high level, this is how the GPs and LPs work together to perform a real estate syndication!

What did I miss or what would you add to that list of 4 things?

 All very important! Another thing that I think it is important to clarify is the importance of picking the right market, and creating a good team of attorneys + brokers. 

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  • Investor 路 Durham, NC 路 Member since 2020 路 1k+ posts 路 691 votes
    5y
    Originally posted by @Justin Goodin:

    There are 4 parts to every real estate syndication (group investment).

    1锔忊儯 The Deal

    2锔忊儯 Financing

    3锔忊儯 Capital

    4锔忊儯 Management

    The LPs (limited partners) are passive investors and want to put their money to work by investing in safe, cash flowing assets like apartments, but may not have the time, expertise, or desire to go buy an apartment community by themselves.

    The GPs (general partners) are the active investors. Their job is to do all of the heavy lifting by souring opportunities, performing due diligence, lining up financing & investors, and executing the business plan from start to finish.

    The LPs have the capital but may not have a deal, financing, or the management.

    However, the GPs have the deals, management connections, and the ability to get financing.

    At a really high level, this is how the GPs and LPs work together to perform a real estate syndication!

    What did I miss or what would you add to that list of 4 things?

     All very important! Another thing that I think it is important to clarify is the importance of picking the right market, and creating a good team of attorneys + brokers. 

  • Rental Property Investor 路 Killeen, TX 路 Member since 2017 路 337 posts 路 100 votes
    5y

    @Justin Goodin Awesome bird's eye view explanation to the world of Apartment syndication! I'm sure there are pertinent components as well but these 4 are definitely present and along with what @Jeffrey Donis mentioned. It's how all the components come together. Now that's the real challenge. Thank you, gentlemen! 

  • Rental Property Investor 路 Coral Gables, FL 路 Member since 2016 路 199 posts 路 266 votes
    5y

    Very good explanation, @Justin G. and all.

    I would add part of the evaluation of the GPs is what kind of financing did they get for the Deal.  A loan is not just a loan.  Some financing is better for longer term holds and some for shorter.  Prepayment penalities are a significant part of that decision and can impact the decision to sell.

  • Investor 路 Durham, NC 路 Member since 2020 路 1k+ posts 路 691 votes
    5y
    Originally posted by @Adrian Fajardo:

    @Justin Goodin Awesome bird's eye view explanation to the world of Apartment syndication! I'm sure there are pertinent components as well but these 4 are definitely present and along with what @Jeffrey Donis mentioned. It's how all the components come together. Now that's the real challenge. Thank you, gentlemen! 

    Exactly! 

  • Investor 路 Indianapolis, IN 路 Member since 2018 路 1k+ posts 路 756 votes
    5y

    @Jeffrey Donis Great points! Always important.

  • Investor 路 Indianapolis, IN 路 Member since 2018 路 1k+ posts 路 756 votes
    5y

    @Adrian Fajardo Thanks for reading! I really appreciate it. 

  • Investor 路 Indianapolis, IN 路 Member since 2018 路 1k+ posts 路 756 votes
    5y

    @E. C. "Stony" Stonebraker For sure! The different financing products can make or break the deal. Definitely important. Always good to work with experienced partners that have done this a few times :)

  • Investor 路 Durham, NC 路 Member since 2020 路 1k+ posts 路 691 votes
    5y
    Originally posted by @Justin Goodin:

    @Jeffrey Donis Great points! Always important.

     Likewise!

  • Investor 路 Indianapolis, IN 路 Member since 2018 路 1k+ posts 路 756 votes
    4y

    I will add that it seems finding the deal is the most difficult part right now as I write this in October 2021. There are many deals out there but finding the right one at the right price is challenging. Financing is really favorable for buyers right now and there is a ton of capital waiting to invest in multifamily. I do not see multifamily slowing down any time soon, at least drastically. 

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