Interested in navigating the complex yet rewarding world of real estate syndication? Understanding your role, whether as an investor or syndicator, can significantly impact your financial future. Join us alongside our special guest, Philippe Schulligen, as we delve into the captivating field of real estate syndication. We illuminate the critical responsibilities of an operator, from identifying potential deals and conducting thorough due diligence to successfully closing the deal. From an investor’s perspective, we underline the importance of grasping the legal aspects of the investment, understanding your rights and responsibilities, and the value of a highly competent team to manage the syndication process.
Have you explored the diverse syndication structures available to passive investors? Ever considered how syndication agreements can be tailored to meet your specific needs? Together with Blake, we explore these areas, shedding light on expected returns, the distribution of profits between the sponsor and investor, and the intricacies of the Private Placement Memorandum (PPM). We emphasize the crucial task of thoroughly analyzing the PPM document and comprehending the distribution payout structure.
As our discussion unfolds, we jump into the exciting prospect of creating a bespoke private equity real estate fund. The benefits are numerous – a centralized hub for paperwork, a wide array of investment opportunities, and the opportunity to partner with experienced sponsors. Whether you’re a seasoned investor or a beginner keen to leave your mark in the real estate syndication sector, this episode is packed with invaluable insights. Embark on this enlightening journey with us!
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About Philippe Schulligen:
Philippe is co-founder of Boost Capital Group, a firm dedicated to helping busy professionals and parents who want to preserve and boost their capital through passive real estate investments.
Prior to that, Philippe founded Five Five Five Ventures where he gained first-hand experience in commercial multifamily real estate acquisitions, syndications, assets management, and dispositions. He has acquired 2,400+ units, a $140M+ portfolio and contributed to raising $29M from investors.
Philippe also shares his experience with new entrepreneurs as a mentor, and with investors and sponsors/operators as an advisor for analyzing deals.
Before being full-time in real estate, Philippe worked a corporate job in the business and military aircraft industry in project and team management positions for over 20 years. He holds a master’s degree in science – mechanical engineering.
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