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WS101: How to Vet a Sponsor and Choose a Deal That Aligns with Your Risk Profile with James Kandasamy

real estate syndication, real estate investing and real estate deal


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 should you focus on the skillset of a sponsor rather than getting swayed by fancy projections? Towards the end, you will discover how to mitigate risk by diversifying your real estate investments. This show has some great value – especially for those who are yet to break into the syndication business. Tune in now!

Our Gracious Sponsors:

Make sure to be at Joe Fairless’s Best Ever Conference, February 22-23, 2019. Use code: #WHITNEY for 10% OFF!!!

Time Stamped Show Notes:

  • 00:29 – Whitney introduces James to listeners
  • 01:54 – James explains the dynamics between passive investors and real estate sponsors in syndication
  • 03:04 – James espouses on the exuberance in the current real estate market
  • 03:46 – Dearth of good educational resources is a challenge that inexperienced syndicators need to overcome
  • 05:21 – Can going to meetups help you network with influential and experienced syndicators?
  • 07:00 – How to initiate a conversation with experienced syndicators and investors
  • 08:38 – How to vet a real estate sponsor
  • 09:58 – Passive investors are betting on the skill of a sponsor to generate a respectable ROI
  • 10:56 – How to choose the right deal that suits your risk profile
  • 11:42 – Comparing a more conservative, cash flow deal to a deep value add or value add deal; which is the right deal for you?
  • 12:57 – What deals should you be considering when you are younger and have a greater appetite for risk?
  • 14:52 – James urges listeners to work with sponsors whom you are in perfect alignment with
  • [spp-timestamp time=”15:33″] – Joe Fairless’s Best Ever Conference is coming up in Denver this February
  • 16:55 – What sort of investors does James prefer to work with?
  • 18:37 – Diversification across sponsors, markets and asset classes is necessary for risk mitigation in syndication
  • 21:35 – James advises listeners to give due importance to a sponsor skillset instead of getting swayed by fancy assumptions
  • 23:14 – What is the job of an operator in a syndicated deal?
  • 23:58 – Why an optimum financing arrangement is critical for the success of a syndication deal
  • 26:08 – What are some of the most exciting things that lay ahead for James and his company?
  • 28:35 – James share his contact information
  • 29:29 – Schedule a call with Whitney now!
  • [spp-timestamp time=”29:53″] – A Special Thanks to our sponsor, Life Bridge Capital

In this episode, you will learn

  1. Why skills and experience level of a sponsor are the most critical factor that determines the fate of you investment and money
  2. How to assess your risk profile and choose a deal that is in perfect alignment
  3. How to diversity across sponsors, markets and investment classes to mitigate risk in real estate syndication


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