How to navigate a syndicator’s profile?

  • By Kristina Xie
  • 02/15/22
  • Passive investor guidesSoftware demos
How to navigate a syndicator’s profile? On Cash Flow Portal Marketplace

The Marketplace offers access to a network of syndicators. As an investor, you may have different criteria of who you want to invest with (e.g. most units owned or largest portfolio value), so we encourage you to connect with as many syndicators as possible.

Let’s look at an example:

Joel Fine’s scorecard:

Joel Fine is a creditable syndicator with more than 1,400 units and a portfolio valued at $134 million. His skill set includes leading syndication deals and managing assets. If his scorecard caught your attention, click on ‘View profile’ for more information.

Basic terminology:

  • Lead Sponsor is given to the individual nominated by the team to have the most experience and/or raised the most equity. This person would be the quarterback or the point guard.
  • Asset Manager is the liaison between the property management, syndication team, and investors. Think of them as project managers who ensure that everyone completes their tasks on time and within budget.
  • Boots on the ground is the person close in proximity to the property to check-in and confirm that all is going as planned. They have local knowledge of the markets/submarkets.

The ‘About’ section provides a high-level overview of the syndicator’s credentials and deal experience.

The ‘Sponsored deals’ section includes all of the deals the syndicator participated in. Consequently, you will see basic information such as property name, location, number of units, class type, and purchase date.

Syndicators can invest passively in deals that will be included in the ‘Passive deals’ portion. It will include the same type of information as ‘Sponsored deals.

If you are impressed with their profile after viewing all of their deals, simply click on ‘Establish a relationship.’ A popup window will appear where you can choose the connection level and send them a personalized note.  

Once you click on ‘Establish a relationship,’ it triggers an automatic email. Next, the syndicator will follow up and schedule a discovery call. During this time, you can inquire about their portfolio and learn more about their syndication experience.

Once you’ve formed a ‘substantive relationship’, syndicators will add you to their emailing list/investor database to access future 506(b) and 506(c) deals.  

Stay tuned for our next article on what to ask syndicators.  


About The Author

Kristina Xie

Kristina Xie is a real estate syndication enthusiast. She invests in properties in NYC, however became interested in large scale multifamily units after attending her first real estate conference in November 2021. When she is not actively interviewing people or writing articles, she enjoys the outdoors and traveling around the world!

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