WS153: How to Vet a Deal Sponsor, Real Estate Market and Offering with Alina Trigub

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Summary:

Alina Trigub, Managing Partner, SAMO Financial reveals the three crucial aspects that passive investors should consider before investing in syndication.

The first crucial consideration for passive investors is to partner with a suitable deal sponsor. But, how do you correctly vet a deal sponsor? Should you avoid working with sponsors who do not have a track record? Secondly, Alina reveals how you can analyze and choose the right real estate market. You will learn how the state of infrastructure and the type of employers can affect your returns.

Finally, you will learn the ART of analyzing a real estate offering. What are some qualitative and quantitative factors to consider when making a real estate offering? Tune in to find out!

Our Gracious Sponsor:

See The Real Estate CPA’s Special Virtual Workshop for the listeners of The Real Estate Syndication Show on How to Answer Tax Related Questions from Your Investors! http://bit.ly/TheRealEstateCPA-Syndication

Time Stamped Show Notes:

  • 00:29 – Whitney introduces Alina to listeners
  • 01:28 – Which asset classes is Alina focusing on?
  • 03:34 – Three important aspects that passive investors should consider before investing in a syndication
  • 04:20 – How to vet a deal sponsor in a real estate syndication
  • 05:54 – Should a passive investor partner with a brand-new syndicator without a track record?
  • 09:13 – Understanding the difference between primary, secondary and tertiary markets
  • 09:56 – Is it worthwhile investing in tertiary and second markets?
  • 12:00 – Importance of investing in a real estate market with adequate infrastructure
  • 14:10 – Are stable and long-term employers crucial for generating good returns on your real estate investment?
  • 15:30 – Is it necessary to make an in-person visit to a new market?
  • 17:22 – Resources for evaluating a new real estate market
  • 18:45 – Get your tax queries answered by the Real Estate CPA
  • 20:00 – Qualitative and Quantitative factors to consider when vetting a real estate offering
  • 23:51 – How to analyze loan structure for making a real estate investment
  • 26:06 – Educational resources for inexperienced investors
  • 27:44 – Real Estate is the domain of long-term investors
  • 29:05 – Can you save your tax dollars by investing in real estate?
  • 30:12 – Alina reveals that the opportunity to generate passive income is one of the biggest benefits of real estate investing
  • 31:04 – How is Alina giving back to society?
  • 32:01 – Alina shares her contact information
  • 32:40 – Join our Facebook group to connect with like-minded individuals and real estate experts like Alina
  • 32:58 – Special thanks to our sponsor, LifeBridge Capital

In this episode, you will learn:

  1. How to vet and choose a suitable real estate sponsor
  2. The ART of evaluating a new real estate market
  3. Quantitative and Qualitative factors to consider when vetting a real estate offering

Resources

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