Syndication Case Study

What is a commercial real estate syndication? This presentation uses a real deal (146 units in Arizona) to explain the syndication process.

ROIClear.com
RayHightower.com

Transcript

1. Syndication Case Study RayHightower.com BridgetownPartners.com ROIClear.com
2. Subject Property
3. 146u Assisted Living Sierra Vista, AZ
5. •Syndication Structure 
 •Acquisitions 
 •Capital Raising 
 •Asset Management 
 •Next Steps Agenda
6. Syndication Structure
7. Syndication Defined Passengers Limited Partners (LPs) Invest Money Pilots General Partners (GPs) Fly the Plane Pilots + Passengers arrive together. ROIClear
9. Acquisitions
10. Off-Market vs On-Market + Relationships
11. Reonomy
12. Underwriting: How do I take this piece of real estate and turn it into a business that makes money?
13. UW Combines… • Budgeting • Business Planning • Predicting the Future
15. How long does UW take?
16. 10 minutes to 10 hours (or more) https://themichaelblank.com/videos/how-to- make-an-offer-on-a-multifamily-deal-in-10- minutes/
17. Custom UW Model 44-min Video rth@rayhightower.com
19. Capital Raising
20. Capital raising is driven by relationships + ROI.
25. Asset Management
26. Asset Management • Provide the Vision • Hire the Prop Mgmt Co • Conduct Weekly Asset Mgmt Calls • Manage the Business Plan
27. Yardi Spreadsheets Basecamp
30. Teams!
32. Next Steps
33. 1. Go Here https://ROIClear.com 2. Click Here Orange Button takes you to the Investor Portal. 3. Create Your Account Be the first to learn about future deals. Pulling it All Together…
34. Thanks!