Executive summary

Investors today have unprecedented access to real estate opportunities—but with greater choice comes greater risk. Success in real estate syndications isn't just about selecting the right market or asset class. Rather, it's about partnering with sponsors who have the experience, alignment, and execution capability to deliver on their promises.

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This guide provides a systematic framework for evaluating real estate sponsors, distilled from AAA Storage's 30+ years of experience, 90+ successful exits, and $450+ million in realized value. These aren't theoretical questions—they're the same criteria we use internally to evaluate partnerships and the standards we hold ourselves to as sponsors.

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Key Benefits of Using This Framework:

• Quickly differentiate between experienced operators and marketing-heavy newcomers
• Identify potential red flags before committing capital
• Ensure sponsor interests align with your investment objectives
• Establish clear communication and reporting expectations
• Protect your downside while maximizing upside potential