Overview and Opening - Thoughts on the Real Estate Syndication Business: The real
estate syndication business has changed with our economy. Find out how to take advantage
of these changes and how the opportunities in this little understood business presents
tremendous growth and wealth building prospects for syndicators, promoters and equity
Securities Issues for Syndicators – the Basics: Few issues "trip up" potential syndicators
more than the securities concerns surrounding raising capital. The important elements
of raising capital and the elements related to avoiding securities pitfalls will
be discussed and evaluated.
Legal Considerations for Syndicators - the Basics: A wide variety of liabilities
and responsibilities exist for syndicators – created in part by taking stewardship
of other people's capital and managing valuable assets. The primary issues that syndicators
need to be aware of in order to avoid problems will be considered.
Tax Considerations for Syndicators – the Basics: The real estate tax issues are well
known by anyone who works in the real estate markets, but the issues that syndicators
face from a tax prospective are more complicated. Considering the alternatives and
opportunities provided by the wide variety of corporate structures available, it
is critical that we pay attention to the tax issues that syndicators and their investors
Guru Marketing -How to Position Yourself as a Real Estate Syndication Expert: If
you haven't been a syndicator in the past, but you're an expert in any of the many
aspects of real estate or finance, then you'll need to reposition yourself for success
in this business. You must revise the way that you describe your background so that
it is well suited to the type of syndications that you will do. Whether you are a
seasoned broker, professional investor or other sophisticated player, you must leverage
the ropes that you know and parlay that into a new approach to success.
Running the Business – Building an Iron-Clad Organization: Syndication is a business
and it needs to run as a business. In order to operate a successful and profitable
real estate syndication company, one must organize and control the many facets of
the business. It's more complex than a brokerage operation and different than a property
management firm. Understand and evaluate the many components of a real estate syndication
business so that yours, whether large or small, can be profitable and well run.
Building a Revenue Octopus™ -How to Make Sure the Syndicator Gets Paid: The beauty
of real estate syndication is that there are so many ways to be paid on a single
transaction. No single aspect necessarily generates a windfall for the syndicator,
but taking a combination of several of revenue streams based on the core business,
yields a tremendous amount of revenue for every successful syndicator. A Revenue
Octopus™ is a "must have" for every successful syndication operation because maximizing
revenue with multiple streams enables success in any market - especially in a difficult
economic environment like the one that we are in now.
Structuring the Deal – Making Sure that the Syndicator and Investors get Results:
The highlight of the program for many participants is learning how to put together
a deal that investors will say “yes” to. Nothing is more important than structuring
a deal that works for the investors and concurrently preserves profit for the syndicator.
Building in control and participation are the keys to long term success for the syndicator
but it has to feel good to prospective investors, because if you can't get them to
say “yes”, the deal will never get done and profit will never be generated. This
part of the program shows you exactly how to get this done.
Stewardship of Capital – Managing and Mitigating Conflicts and Problems: Managing
other people's money comes with headaches and issues that people who are not in the
business have hard time imagining. The conflicts of interest inherent in this business
will be uncovered and discussed. In this section, we'll also discuss some of the
other big issues so that you can avoid trouble and turn potential difficulties into
opportunities for raising even more money.
Analyzing Properties – The Fine Points of Picking Deals that Work: Syndicators must
look at deals in a different way than traditional buyers because the syndicator adds
an element of overhead that a traditional piece of real estate does not have. Therefore,
based on the way that you structure your deal, the inputs must be properly characterized
so that you don't make an error in your projections right from the start. The analysis
becomes the basis for the financial projections that are used for raising capital.
Attendees will see expertly crafted projections and they will understand the critical
components that investors need to move forward.
Where is the Money - Debt? - There are many ways to finance real estate, especially
in a troubled economy with tight credit markets. In this section, we will evaluate
opportunities for raising capital from institutions, hedge funds, private lenders
and others that are non-traditional, but realistic sources of financing.
Where is the Money - Equity? - Finding capital from private accredited investors
is a great place to start, but there are many other places to go for capital, including
the broker / dealer community, private equity sponsors, and hedge funds. Understand
what you need to do in order to qualify for each category and what you have to do
to prepare yourself so that you can secure these types of funds in the future. Once
you turn these sources on, the opportunities can be unlimited.
Networking to the Money -Getting to private equity investors, getting to hedge funds
and getting to the big players is never easy, so start building your Rolodex now.
That way, when you're ready to go, you'll be able to walk into the offices of the
people who can write you checks. Networking is the best and fastest way to make that
happen and this section shows you some of the “tricks of the trade”.
Selling Your Deal to Prospects – Special Techniques for Creating Investors: Raising
capital and promoting a syndication is different from selling most any product or
service because it is intangible. Selling an intangible requires a unique set of
skills – skills that most sellers never develop. We will share the best ways to promote
and sell the deal so that you can close with confidence. And when you're successful
at getting investors to buy into your projects, you'll be one step closer to creating
investors for life.
Allow me to explain. My name is Joel Block, I've been practicing, as well as coaching
and teaching business and real estate professionals real estate syndication for
many years. As you know, there are two sides to succeeding in real estate investing.
First, you must have intimate knowledge of the real estate market.
Second, you must have access to the money to capitalize on your real estate knowledge.
If you have either one without the other, you simply won’t maximize your earning
But what if you could have both?
Join with Me and "Maximize" Your Real Estate Investment Revenue at:
The Syndication and Hedge Fund Symposium #20
April 22 to 25, 2018 New Jersey (exact location TBD)
What if someone could show you how to leverage your real estate knowledge and get
others to happily put up the money to build your real estate empire?
That's exactly what I'll be doing at our next live event. This symposium is designed
to teach professionals just like yourself advanced hands-on strategies and specific
techniques -- in order to leverage your knowledge and other people's money to maximize
your revenue through real estate syndication.
Secure your seat now for $2097 or Save more when you purchase a seat for a colleague!
This is a limited time price structure. We reserve the right to increase this price
at anytime before the symposium. Click on the link below to reserve your set today.
Don't Wait... The seats are filling up quickly and some bonuses are already gone!!
Joel began his career as a CPA with the prestigious firm of Price Waterhouse. During
his time with the company’s Entrepreneurial Services Group, Joel immersed himself
in the real estate syndication business. After reviewing hundreds of partnership
agreements and preparing as many tax returns, he left Price Waterhouse in 1986 to
start his own syndication firm, raising several million dollars in three short years.
By 1990, Joel had built a property management firm of more than 40 employees with
a portfolio exceeding $100 million. Joel continues to syndicate real estate and other
assets, as well as counseling other promoters on successful syndication strategies.
He is also involved in film financing and invests in early stage companies and other
Read On, and I Will Give You a Rare opportunity to "Deepen", "Broaden" and "Cement"
Your Real Estate Deals!
If you found this web site and have not yet received my exclusive 10 part report
regarding: Syndicating Distressed Real Estate Properties, please click here now,
register, and I'll send it to you immediately!
Are you someone who comes across great real estate deals all day long, but you don't
know how to gather enough Capital to profit from them all?
Then this may be the most important material you'll read all year...