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Month

January 2019
Summary: Anthony Chara, Managing Member, Apartment Mentors, LLC and founder of Success Classes LLC shares some little-known facts that will help syndicators in the acquisition, capital raising and structuring of a value add deal. In this show, Anthony shares how persistence and ingenuity can help you discover deals with significant upside.  You will learn how...
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Summary: James Kandassamy, Principal, Achieve Investment Group reveals some expert tips that will help investors vet and zero in on suitable sponsors who are a perfect match for their risk profile. How can investors get in touch with capable and experienced real estate sponsors? How do you initiate a conversation with reputed syndicators? And, why...
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Summary: Andrew Cushman, Principal/Manager, Vantage Point Acquisitions, LLC shares some expert strategies for finding and repositioning value add properties recession proof properties in syndication. Andrew explains how he got started in the syndication business. You will learn how you can build credibility with your brokers even if you have no track record. How do you...
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Summary: Ian Formigle, VP of Investments at CrowdStreet shares the benefits of online syndication and provides us a “peek” into their investment model which has helped conduct 275 offerings totaling a market value of $10 Billion. Ian explains how online syndication allows solicitation of investors for your syndication projects. Which deals are apt for online...
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Summary: Annie Dickerson, Co-founder and Managing Partner, Goodegg Investments shares some expert business strategies and little known facts that has allowed her to syndicate 3500 multifamily units and 1500 self-storage units in less than a year. How has Annie managed to progress so quickly in such a short period of time? What challenges did Annie...
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Summary: Kira Golden, CEO, Direct Source Wealth helps others generate passive income and create a diversified portfolio through their transparent co-investment model with deals focusing primarily on commercial real estate. Kira shares her criteria for partnering with people. She shares how co-investing can create an alignment of interest and create value for everyone involved. Is...
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Summary: Lindsay Lewis, Director of Business Intelligence, Spartan Investment Group, LLC. develops and implements strategies for leveraging data, technology, and research to identify lucrative investment opportunities. Lindsay shares some great tools and resources that she is using at Spartan to make data-driven and value-added decisions. How do you procure and analyze data to scout out...
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Summary: In this episode, Whitney interviews Thomas Casteli, Tax strategist, The Real Estate CPA. Thomas shares some expert and innovative tips for raising capital and saving tax dollars in real estate syndication. Can you use a crowdfunding platform for financing a syndication deal? If yes, are there any drawbacks in doing so? Can a rental...
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Summary: Brian Hennessey, a real estate investor and broker with more than 30 years of experience REVEALS some nuanced insights which will enable syndicators to better conduct due diligence of large real estate properties. What are some common mistakes that syndicators make while conducting their due diligence? How do you accurately track conversations with stakeholders...
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Summary: In this episode, Whitney interviews Gene Trowbridge, Managing Partner, Attorney and Real Estate Broker, Trowbridge Sidoti LLP. Gene has some expert tips for syndicators who wish to get in touch with potential investors on social media without flouting any laws. You will learn about the important Do’s and Don’ts that you need to follow...
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