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
   

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2. Subject
   
   
   Property
   

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3. 146u Assisted Living
   
   
   Sierra Vista, AZ
   

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5. •Syndication Structure
   

   •Acquisitions
   

   •Capital Raising
   

   •Asset Management
   

   •Next Steps
   
   
   Agenda
   

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6. Syndication
   Structure
   

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7. Syndication Defined
   Passengers
   
   
   Limited Partners (LPs)
   
   
   Invest Money
   Pilots
   
   
   General Partners (GPs)
   
   
   Fly the Plane Pilots + Passengers arrive together.
   ROIClear
   

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9. Acquisitions
   

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10. Off-Market vs
    On-Market
    
    
    +
    
    
    Relationships
    

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11. Reonomy
    

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12. Underwriting:
    
    
    How do I take this
    piece of real estate and
    turn it into a business
    that makes money?
    

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13. UW Combines…
    
    
    • Budgeting
    
    
    • Business Planning
    
    
    • Predicting the Future
    

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15. How long does
    UW take?
    

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16. 10 minutes to
    
    
    10 hours (or more)
    https://themichaelblank.com/videos/how-to-
    make-an-offer-on-a-multifamily-deal-in-10-
    minutes/
    

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17. Custom UW Model
    
    
    44-min Video
    
    
    rth@rayhightower.com
    

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19. Capital Raising
    

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20. Capital raising
    
    
    is driven by
    relationships + ROI.
    

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25. Asset
    Management
    

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26. Asset Management
    
    
    • Provide the Vision
    
    
    • Hire the Prop Mgmt Co
    
    
    • Conduct Weekly Asset Mgmt Calls
    
    
    • Manage the Business Plan
    

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27. Yardi
    
    
    Spreadsheets
    
    
    Basecamp
    

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30. Teams!
    

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32. Next Steps
    

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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…
    

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34. Thanks!
    

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