Investors
Why Invest with Synercapital
When you partner with SynerCapital, we effectively pool your resources with others. This pooling expands the investment reach of each participant, allowing for more diversity and higher-quality opportunities with less risk and greater mutual gain.
SynerCapital’s syndication process includes our direct participation with the other investors. We take a leadership role, identify the property, complete all necessary due diligence and analysis, and identify opportunities for equity and income growth.
We know how to buy, where to buy and what to do when we buy. When you invest with SynerCapital, you don’t have to worry about riding the learning curve to success. Our investments are professionally selected and managed by our team of experts.
Let us take care of the management details. SynerCapital Asset Management is built on the conviction that knowledge gained from the experience of ownership and property management is invaluable to the creation and growth of equity investment. Our direct participation in the investment process as property managers forces us to address the needs and concerns of tenants directly, which aligns with our concurrent goal of creating wealth for our investors.
Your partnership with SynerCapital Asset Management assures you that your investment is being cared for with a long-term vision toward equity growth, from which all participants in the investment pool benefit.
How to Invest
We are longtime investors who have an ownership stake in the multi-family apartment market, and our firm is built on a foundation of practical experience and integrity. We know that the acquisition of wealth is a process to be navigated from your current financial position to your vision of your future. Successfully investing in real estate does not have to be complex – but doing so without a plan, is a plan to fail. Taking the time to understand your objectives and creating the plan to achieve them is a collaborative approach which we call the SynerCapital Navigation Plan.
Our approach is fluid and flexible; people are different, and circumstances change, however the planning method is consistent, and leads to a strategic action plan. The plan flows from the visualization of your long-term objectives and the identification of the intermittent goals necessary to achieve them. Here is how it works.
Step 1. Discovery
Investors come to us from differing backgrounds and at various stages in their lives. Our first meeting is very much a meet-and-greet session to develop our relationship. It is your opportunity to get to know us, and ours to meet and understand you. Our takeaway will be an appreciation of your motives, objectives and your financial health.
Step 2. Establish a vision and objectives
Working together we will formulate a vision describing your long-term objectives. We will look at various real estate investment options that may be used to achieve wealth. We assess each option in light of your current financial position and risk tolerance. Together we will examine the choices available and set short-term goals targeted to meet your long-term objectives.
Step 3. Create a strategic plan
Properly done, your strategic plan will include short-term goals and impose parameters that reflect your investment philosophy and financial reach. The parameters will identify the asset class and markets that you prefer to invest, and importantly your expectations regarding investment growth aligned with your risk tolerance. In brief your strategic plan should align your vision and long-term objectives and point toward shorter-term goals in support of both.
Step 4. Take Action
Once your goals have been identified and the parameters established, you will be focused and ready to act. You will be eager to view investments, place offers or join with others as part of a syndicate – and generally become involved as a player in the real estate market. It is critical at this stage that you stop and check that you are staying true to your plan. If necessary, you should re-assess before you close that first transaction.
Benefits of Syndication
Syndication is a real-estate investment option whereby you share the risks and rewards with other like-minded investors. The reasons for joining a syndicate investment group are varied:
- New and existing investors typically have limited capital available for investment purposes. Pooling their resources with others extends their reach within the market for higher-quality properties that offer greater returns.
- Others eager to enter the real estate market hesitate to do so because they see the property acquisition process as daunting and risk prohibitive.
- Large investors may choose the syndication process as it offers greater diversity among their holdings without the hassles of property acquisition and managing real estate.
In real estate, the syndication process refers to the pooling of capital from multiple investors to collectively invest in and acquire real estate properties. This method allows investors to participate in larger and more complex real estate transactions that they might not be able to undertake individually. The syndication process typically involves a sponsor or syndicator who identifies and manages the investment opportunity, while investors contribute funds to the venture.
The syndication process often follows these key steps:
- Deal Identification: The syndicator identifies a real estate investment opportunity, such as a property with potential for appreciation, rental income, or other financial gains.
- Due Diligence: Thorough research and analysis of the property, market conditions, and potential risks are conducted to assess the viability of the investment.
- Legal Structure: A legal structure is established for the syndication, typically in the form of a limited liability company (LLC) or a limited partnership (LP). This structure outlines the roles, responsibilities, and profit-sharing arrangements among the syndicator and investors.
- Offering Memorandum: The syndicator creates an offering memorandum, which provides detailed information about the investment opportunity, including the property details, financial projections, and terms of the syndication.
- Investor Recruitment: The syndicator markets the investment opportunity to potential investors, seeking commitments from those interested in participating.
- Capital Commitments: Investors commit capital to the syndication, contributing funds to the pooled investment vehicle.
- Property Acquisition: Once the required capital is raised, the syndicator acquires the identified property on behalf of the syndication.
- Asset Management: The syndicator manages the day-to-day operations of the property, including leasing, maintenance, and other responsibilities outlined in the legal structure.
- Profit Distribution: Any profits generated from the property, such as rental income or appreciation, are distributed to investors according to the terms of the syndication agreement.
Syndication allows investors to diversify their real estate portfolios, share the risks and rewards of property ownership, and leverage the expertise of the syndicator in managing the investment.
Helpful Links
To stay current with market trends and the rules and regulations associated with this business line, we consistently monitor specific websites and their blogs. Below are several of these resources that you may also find helpful.