This Real Estate Syndication vs Real Estate Fund course will walk you through what you need to know about setting up your firm. First, the lessons will discuss how each of these types of syndications work and why choosing the right path for you matters. Secondly, we discuss how you earn your fees, operational expenses to consider, how much work is involved, ultimately how you scale your business.
Bonus Section
Check out the The Fund Forecaster Calculator (Fund of Funds) walk through we did; which will give you a great understanding of the deal flow.
John Fortes
Founded Fortes Brands because of his passion for working with investors. Partnering with working professionals, John has helped families invest in over $70 million in acquired multifamily apartments. Helping families secure financial security through real estate passive opportunities in multifamily syndications has been a passion that compelled John to start the company.
Through his consulting practice, he’s also helped strategize start up & established real estate investment firms with compliance standards, operational procedures and help harvest career capital. This is how John Fortes became known as The Passive Investor Consultant.
Course Curriculum
- How do I build a track record?
- Doing your first deal
- How do I get pre-approved for a loan, and get a guarantor?
- What do I need to consider in partnerships?
- What's the benefit for an investor to provide capital for a fund?
- As a Private Equity Fund, can I sit as a General Partner on the Sponsors Syndication?
- How much money do I earn as a GP in an Active Syndication vs Private Equity Fund? (3:23)
- What kind of expenses should I look out for? (1:52)
- Do you normally pay for this as an OP or does this get reimbursed by the investor group? (2:22)
- Recap: The Differences between an active vs fund-to-fund syndicator (2:12)
- What's an example of a standard vs experienced syndicator? (3:08)
- What are your goals? (1:32)
- So how many funds do you normally do in 5-10 years? (1:43)
- Why finding good operators matter (3:10)
- Can I become part of the General Partners (GP)? (1:35)
- Whats your main focus, and how to keep your investors with you rather than handing them off (1:02)
- Why a Syndication Calculator Matters (1:51)
- Future Streams of Income
Coach John Fortes
Expert Guidance:
Coaching with an experienced professional like John Fortes can provide you with insights and strategies based on their expertise in commercial multifamily syndications. You can benefit from their real-world experience and industry knowledge.
Accelerated Learning Curve:
The learning curve in commercial multifamily syndications can be steep. A coach can help you navigate this complex landscape more efficiently, avoiding common pitfalls and mistakes that could hinder your progress.
Customized Strategies:
A coach can work with you to develop personalized strategies tailored to your specific goals and circumstances. This customization can increase the likelihood of success in the competitive world of multifamily real estate.
Networking Opportunities:
Many successful coaches have extensive networks in the industry. Through coaching, you may gain access to valuable networking opportunities, potentially opening doors to partnerships, deals, and industry connections.
Risk Mitigation:
Commercial real estate, including multifamily syndications, involves financial risks. A coach can help you identify and mitigate these risks, providing guidance on risk management strategies to protect your investments.
Deal Analysis and Due Diligence:
Coaches often assist in analyzing potential deals and conducting thorough due diligence. Learning how to evaluate properties, assess market conditions, and identify profitable opportunities is crucial in multifamily syndications, and a coach can guide you through these processes.
Confidence Building:
Building confidence is vital in real estate investing. A coach can provide support and encouragement, helping you overcome challenges and uncertainties. This confidence can empower you to make informed decisions and take calculated risks.
Accountability and Goal Setting:
A coach can help you set realistic and achievable goals. Through regular check-ins and accountability measures, you're more likely to stay on track and make steady progress toward your objectives.
Continuous Learning:
The real estate landscape is dynamic, and regulations and market conditions can change. Coaching provides an avenue for continuous learning, ensuring you stay informed about industry trends and best practices.
Long-Term Success:
The ultimate goal of coaching in commercial multifamily syndications is to contribute to your long-term success as an investor. Whether you're a beginner or an experienced professional, ongoing coaching can be a valuable asset in your real estate journey.
Keep in mind that the specific benefits may vary based on the coach's approach, your individual needs, and the current state of the real estate market. Always conduct thorough research and consider testimonials and reviews when selecting a coach in commercial multifamily syndications.
