Considering a Real Estate Investment as a Limited Partner (LP)?
Investing in real estate syndications (such as those through marketplaces such as Crowdstreet, Cadre, Yieldstreet, or Realty Mogul) can be a great way to achieve tax-advantaged returns without having the responsibility and stress of managing assets, but it’s important to know what to watch out for and invest alongside the right sponsors.
Our team has broad exposure to most major sponsors in the market and brings in-depth real estate and finance expertise to understand the risks and opportunities within a deal. We can help you understand things such as:
All sponsor offering materials including Investment Overviews, Offering Memorandums, Subscription Agreements, and Operating Agreements.
Key assumptions made when the sponsor underwrote the deal, and ensure all numbers are market-supported and justified.
In-depth market research and broader economic trends that could affect the performance of the asset you’re investing in.
Regulatory risks that may be present in the local jurisdiction where the property is located.
Sponsor fee and promote structure analysis relative to what’s normal in the market.
Ready to get started?
Acquisitions • Dispositions • Investor Advisory • Asset Management
