Feb. 15, 2023

112. Real Estate Investing Part 2: Real Estate Syndications

112. Real Estate Investing Part 2: Real Estate Syndications

On the last episode of CFO at Home we discussed a number of different ways to invest in Real Estate, both active and passive. In this episode, Vince and Whitney Elkins-Hutten, Director of Investor Education at Passiveinvesting.com discuss a popular...

On the last episode of CFO at Home we discussed a number of different ways to invest in Real Estate, both active and passive. In this episode, Vince and Whitney Elkins-Hutten, Director of Investor Education at Passiveinvesting.com discuss a popular form of passive Real Estate investing, Real Estate Syndications, which provide an opportunity to invest in large real estate projects that would otherwise be out of reach for most individual investors.

Key Takeaways 

  • Real Estate Syndication
    • Passive investment that creates time freedom for the investor
    • Groups of investors coming together to purchase an asset
    • Syndication roles  
      • General Partner (ex: PassiveInvesting.com)
        • Acquires deals
        • Performs Due Diligence on the deal 
        • Secures lending if needed
        • Operates the deal
        • Takes the deal to Capital Events, delivering investor capital back  
        • Brings other key members to the table (brokers, Property Managers, lenders, Legal, Accounting, etc)  
      • Limited Partner (Investor)
        • Underwrites the Operator 
        • Brings Capital to the table 
        • Reads monthly communication, quarterly financial and recording
        • Responds to General Partner requests

Ways to connect/follow

Contact the Host - vince@thecfoathome.com