Intro to Syndication: Passive Real Estate Investing

Name: Intro to Syndication: Passive Real Estate Investing
Rating: 4.7 (12 reviews)

Glimpse on How Real Estate Syndication Works

Created byLane Kawaoka

Last updated 11/2021

English

What you'll learn

To gain knowledge about achieving real passive investing in real estate
How to be the best LP (Limited Partner) passive investor
Learn about real estate syndication deals and lingo
Build a nest egg and income stream for retirement
Establish legacy wealth for your family
Other way to save for your children's education, save for a down payment for a home, pay for a wedding, have a special vacation or be able to leave a day job

Course content

5 sections • 49 lectures • 2h 38m total length

Introduction2:58
Tips for this e-Course
This e-Course is designed to educate you in being the best LP passive investor in the quickest amount of time. Some more advanced (nitpicky) topics may not apply to you or the deal you are looking at but it is important that you are aware and start to speak the lingo.
There are 3 major methods to get to your goal, I suggest you make headway in all three at the same time or which route resonates with you the best:
1) "Start with the answers in the answer key" - Check out the past deal webinars and get used to seeing live deals. This is how I got my self through college by looking at the answer key and backwards engineering the solution/method.
2) The traditional method - Go thought this e-Course sequentially
3) If you are an Accredited Investor, technically you don't need to know any thing to invest. I have seen a lot of unsophisticated Accredited investors invest this way however they do have the network of other sophisticated investors around them. At some point when you complete this course you are going to build a good high net worth peer group to get sustainable deal flow and to collaborate on due-diligence.
Whatever you do, save the Bonus 1 through 3 for the very end at it introduces more advanced concepts and nuances.
Good luck, many people never get off the beaten path to learn this material, but they are also the ones that never get to real financial freedom.
What is a Private Placement?0:58
What is an Accredited Investor?0:14
What is a Syndication?0:48
Goal Investing0:44
Single Family Homes vs. Syndications1:24
Pros of Investing in Syndications1:30
Types of Syndication/ Private Placements2:21
How are Syndications Structured?5:14
Is There a Liability in Syndications?1:34
Investing in a Project: Debt vs. Equity2:28
Being a Passive LP Investor in Syndications35:08
Learn how a passive LP investor analyzes real estate syndications, weighs equity versus debt deals, and uses underwriting, cap rates, and cost segregation to build a scalable multifamily portfolio.

What is the Internal Rate of Return (IRR)?6:38
IRR is the most used calculation in private equity real estate investments, but what exactly is IRR?
The IRR (internal rate of return) is a time-weighted return metric that is common in both financial accounting and real estate investing, where the time value of money and liquidity risk are major factors in investment decisions. IRR represents how long it will take for your money to be returned over time and it shows how hard your money is working.
What Is a Good IRR?1:36
How Does A Syndicator Make Money?0:40
What Type of Fees Paid to Syndicators?1:52
How Are Investors Paid in Syndications?1:05
Distributing Cash to Investors (Waterfalls Structure)0:52
Waterfalls Structure2:42

What Syndication or Private Placements Exist?3:53
Distressed property
New development
Stabilized/Value add
Yield deals
Why Invest in Syndications Instead of REITs?5:45
REITs are retail products, marketable securities
GP and LP are aligned in the syndication
Investing in syndication must go above mom and pop investor
Large institutions want to buy in, to put into the REITs/ big portfolios for retirement, retail buyers
Are Returns Guarantee a Preferred Return?3:37
Returns are not guaranteed
Reason why you invest in stabilized assets
Don't worry about the pref, worry about the deal
Can You Pull Out Your Investment?3:41
Reasons why inventors can't pull out their investment except if a family member is in need of help
Capital Stack Explained3:34
Bank as the biggest partner while general partners are at the bottom where they get to be paid last
Is There a Common Holding Time for Syndications?5:39
Reason of having common hold time, time shared period for our type of syndications
Baseline is if we can get out before 3 or 4 years with a 20% plus returns
506(b), Accredited Investor & SEC In Depth8:44
Explanation of 506B and 506 C
Sophisticated investor etiquettes
Will SEC Relax Rules on Accredited Investor Status?3:16
Prone to become victims of syndication deals in case SEC will relax the rules
Why best deals are open to accredited investors
Difference Between GP and KP4:47
When getting a loan for a deal, the general partner signs up the loan loan, and is guarantor of that deb
Debt doesn't go in any of the passive investors
Having a straight split: you get paid and we get paid, if the deal does not do well then we don't do well
Involvement of LP to Syndications1:47
LPs are not encouraged to be involved rather than providing investment
Sponsors prefer passive investors who bring in their money routinely and then doesn't say a thing
Time Frame of a Deal: From Operator to LP4:08
Deals getting from broker
Depending on the situation of the property possible a month or two
Better to join the family office group to get insider information
How Do You Communicate Exit Strategy of a Deal?2:32
Briefing investors that we're testing the market before selling
Same thing like multifamily, we can put it out in the market, test the market
Clawback & Liquidation Explained1:40
Relevance of being an LP partner in having very little to no liability
NO need to worry about preservation of capital
How to Determine Operating Budget and Capex Budget?4:28
Having existing profit and loss statement
Having run rates for the last two years and checking what it is
Realizing that we're not the best at everything
Hiring third party professionals
Transfer on Death and Generational Wealth Set Up Revealed1:12
Need to consult a lawyer
Set up a trust rather than a will

Requirements

Open mindedness.
Searching for the next best route towards financial freedom.

Description

Avidly looking for investment but haven't heard of Real Estate Syndication yet?

This Intro to Syndication e-Course is designed by Lane Kawaoka to educate you in starting as an LP (Limited Partner) passive investor in the quickest amount of time.

More advanced (nitpicky) topics are included in the in the Complete Syndication e-Course.

Advanced topics may not apply to you or the deal you are looking at but you must be aware and start to speak the lingo.

There are 3 major methods to get to your goal and I suggest you make headway in all three at the same time or which route resonates with you the best:

1) Check out past deal webinars and get used to seeing LIVE deals. Note: This is how I got myself through college by looking at the answer key and backwards engineering the solution/method.

2) The traditional method: Go through this e-Course sequentially.

3) If you are an Accredited Investor, technically you don't need to know anything to invest.

I have seen a lot of unsophisticated Accredited Investors invest this way however they do have the network of other sophisticated investors around them.

When you complete this course, you are going to build a good high net worth peer group to get sustainable deal flow and to collaborate on due-diligence.

Remember: Many people never get off the beaten path to learn this material, but they are also the ones that never get to real financial freedom.

Keep on yearning and learning.

Who this course is for:

Hard working professionals
People already planning for their retirement
People who are already starting real estate investing (turnkey rentals, flipping, BRRRR method, REITs, etc.)
People looking to diversifying their investment portfolio
People practicing F.I.R.E. concept

Intro to Syndication: Passive Real Estate Investing

What you'll learn

Explore related topics

Course content

Introduction12 lectures • 55min

Understanding the Deal8 lectures • 19min

Passive Investor Due-Diligence Part 1: People7 lectures • 11min

Passive Investor Due-Diligence Part 2: Numbers7 lectures • 15min

Frequently Asked Questions15 lectures • 59min

Requirements

Description

Who this course is for: