Executive summary

Real estate syndications offer individual investors access to institutional-quality investments that would otherwise require millions in capital and years of expertise to execute independently. However, the passive nature of these investments means your success depends entirely on selecting the right sponsors and opportunities.

This comprehensive checklist guides you through every aspect of evaluating real estate syndication investments, from understanding basic structures to conducting thorough due diligence. Whether you're a high-net-worth individual looking to diversify beyond stocks and bonds or a sophisticated investor new to real estate partnerships, this framework will help you make informed decisions and avoid common pitfalls.

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What You'll Learn:

• How real estate syndications work and why they're attractive
• Key terms and structures you need to understand
• Step-by-step evaluation process for any opportunity
• Red flags that indicate you should walk away
• Questions to ask sponsors and what answers to expect
• How to structure your real estate investment portfolio

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