First time with a syndication deal

[Greg Moran]

Investment Info:

Large multi-family (5+ units) commercial investment investment in Augusta.

Purchase price: $68,000

Contributors:
Brian Briscoe, Heath Jones

(11/12/2020) First syndication opportunity! Attended a webinar hosted by H Squared Capital who is helping 4 Oaks Capital fund a syndicated deal for a large multi-family complex. Was accepted as a non-accredited investor, eligible to participate in this 506(b) opportunity.

What made you interested in investing in this type of deal?

Looking to expand my portfolio into larger (yet still passive) deals.

How did you find this deal and how did you negotiate it?

Networking on webinars, and zoom led to my connection with Heath and Hutch from H Squared Capital.

How did you finance this deal?

Self Directed ROTH IRA

How did you add value to the deal?

Just one of the syndicators who can provide captial

What was the outcome?

still right at the beginning!

Lessons learned? Challenges?

We'll see