I'm gonna cut to the chase today. It's a RED OCEAN and the sharks are circling.

Are you tired of syndicators blowing smoke?

How many times are you going to sit through another 45-minute sales pitch?

How many times are you going to listen to another promise of returns?

Let's face it, there is a lot of noise out there that we have to cut through in order to find the really juicy deals.

​​Let's look at a couple of things to get clear.

MOST SYNDICATORS ARE NOT CPA'S
To be fair there may be a few, but that's rare. The ones who are CPAs are probably not sending out spam messages and blasting content all over social media. One of the first rules is that we as syndicators should not be discussing your tax savings with you as an investor.

We're not licensed and we're not experts in that area. Sure, we may understand the overall concept of a Cost Segregation Study and the Bonus depreciation rules, but that doesn't qualify us to discuss how much you will save on your taxes.

MOST SYNDICATORS ARE NOT LAWYERS
There is a reason that syndicators are regulated by the SEC. There are very specific rules that have to be followed and adhered to in order to remain compliant. In fact, in several of the deals we've done, we had more than one attorney involved, each of who specialized in different areas of the law.

As a rule, don't take your legal advice from your syndicator, hire an attorney as a best practice.

​MOST SYNDICATORS ARE NOT TAX ATTORNEYS.
Ok, that's interesting. How many times do legal questions come up regarding your taxes? Your CPA won't answer those questions and your SEC attorney won't answer those questions. Don't let your syndicator answer those questions for you. Tax attorneys specialize in tax law.
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​Here's the crux of the matter gang. If you are an accredited investor as defined by the SEC, then you've worked hard to get to this point. Congratulations. The first rule of investing is don't lose money. The second rule is to refer back to rule number 1.

It can be exciting to see all the pitch decks and the smooth-talking syndicators out there who are providing opportunities for you to invest in their deals.

Here's the reality, we want to partner with savvy people who get it and who want a relationship with great operators. We want people to trust us when they invest with us. We're not here for the one-and-done because we were shady and our investors see through it.

Trust is the cornerstone of a long relationship. We're working to identify and qualify people who want to invest with our group. We don't accept everyone into our deals. You need to like us and we need to like you. It's really simple. A lot like marriage.

As of 2020, there were estimated just over 13,000,000 accredited investors in the US. Roughly 10% of American households qualify as accredited.

The deals that we put together are typically only for accredited investors. Identifying limited partners for the deals we structure is one of the harder aspects of what we do, and our goal is to identify 100-200 solid partners who want to invest with us. That's it. Out of 13,000,000, we're only looking for a couple of hundred folks who know us, like us, and trust us.

We will not be a good fit for many that we talk with. We're ok with that. We only want to partner with long-term-minded individuals who are interested in building long-term wealth and long-term relationships with their asset management team.

In any relationship, when one partner "knows more" than the other partner or when one partner doesn't trust the other partner, it's a bad relationship.

Let's cut through the noise and start on the right foot. You don't know us and we don't know you. It's like dating. Let's figure it out and build a long-lasting bond. If we're going to be in business together, it is a good idea that we like each other, wouldn't you agree?

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