Real Estate Syndication for Beginners

Name: Real Estate Syndication for Beginners
Rating: 4.4 (47 reviews)

Learn how to purchase apartment communities, shopping centers, and office buildings without any experience.

Created byDion Huey

Last updated 6/2022

English

What you'll learn

Learn how you can invest in commercial real estate like the pros
Develop working knowledge of the various roles of the general partnership team
Discover the various ways syndicators make money
Attain working knowledge of fundamental market variables you will need to use to identify the right markets to invest
Learn the basics about SEC Regulation D capital raising rules
Develop a high-level understanding of the syndication process from start to finish

Course content

9 sections • 41 lectures • 1h 43m total length

Course Introduction0:35
Welcome to my real estate syndication course for beginners. If you are new and looking to learn the basics of real estate syndication, this course is for you. If you have been investing in real estate professionally, then this course may not be for you.

This course is divided into the following modules:
Module 1: Syndication Basics
Module 2: Building a Team
Module 3: Market Selection
Module 4: Raising Capital
Module 5: Deal Sourcing
Module 6: Underwriting
Module 7: Purchase Offer and Negotiation Process
Module 8: Due Diligence and Closing
You are free to jump between modules and focus on the areas you would like to learn more about. There is no need to study the course in the sequence in which it was designed; however, if you are completely new to real estate syndication, it may be beneficial to study sequentially.
Lecture 2: Meet the Instructor1:33

Roles in a Syndication5:23
How Syndicators Make Money1:37
Getting Started with Real Estate Syndication with no Experience3:37
Single Class Syndication Structure4:55
Explore the single class syndication equity structure within the capital stack, detailing senior and junior debt, Class A limited partners, Class B general partners, and the preferred return distribution.
Dual Class Syndication Structure1:43

Real Estate Market Cycles5:48
Unpack real estate market cycles and macro factors—economy, interest rates, policies, and demographics—to guide holding periods, exits, and returns. Examine the four phases and submarket analysis for informed investments.
Emerging Markets4:40
Overview of Seven Critical Market Metrics0:58
Unemployment11:57
Explore how to interpret unemployment data for real estate markets, using labor force participation insights and census data to assess true job growth and market health.
Population Growth2:54
Job Diversity4:56
Vacancy Rates1:42
Median Rents2:39
Median Income3:14
Explore how to analyze median household income in submarkets like the Columbus MSA, using year-over-year growth and inflation-adjusted dollars to assess buying power and rent sustainability.
New Building Permits4:23

Offering Memorandum2:01
T121:30
Acid Test2:20
Normalizing Historical Results0:59
Establishing Forward Operating Assumptions3:09
Estimate Property Value2:15
Estimate property value using sales comparables or the income approach, applying a cap rate to net operating income; tailor the method to property class, submarket, and deal size.
Evaluate Return Metrics1:59
Compare cash on cash return and internal rate of return to evaluate real estate deals, and avoid relying on a single metric by using multiple metrics for a holistic view.

Requirements

There are no requirements for this course. This course is for beginners.

Description

When many people think of real estate investing, the first thing that comes to mind are house flipping TV shows. Other people may recall the horror stories their friends and family told them of land lording, including the calls in the middle of the night, running to the property for lawn care, or attempting to chase down a tenant for past due rent. Investing in real estate does not have to be that demanding on an individual, especially if you select the right assets to invest. If you would like to learn about a better way to invest in real estate then you are in the right place.

Have you ever driven by an apartment community, shopping mall, or office tower and thought "I would love to own one of those?" Many people think they may need millions of dollars in the bank if they want to purchase commercial real estate assets, but that is far from the truth. Most commercial real estate assets are purchased through a syndication model, which is what this course is about.

In this course, you will be introduced to the syndication process, participants, and develop an understanding of what would need to be done for average working professionals like us to be able to acquire multi-million dollar real estate assets.

Who this course is for:

Beginner real estate investors looking to learn how to acquire large commercial multifamily properties, retail, or mixed-use real estate.

Real Estate Syndication for Beginners

What you'll learn

Explore related topics

Course content

Introduction2 lectures • 2min

Module 1: Syndication Basics5 lectures • 17min

Module 2: Building a Team2 lectures • 3min

Module 3: Market Selection10 lectures • 43min

Module 4: Raising Capital3 lectures • 8min

Module 5: Deal Sourcing5 lectures • 8min

Module 6: Underwriting7 lectures • 14min

Module 7: Purchase Offer and Negotiation Process3 lectures • 5min

Module 8: Due Diligence and Closing4 lectures • 4min

Requirements

Description

Who this course is for: