Welcome to Kind Equity Partners!
As syndicators, our goal is to increase net worth in a shorter amount of time possible.
“Syndicators are individuals or a group of individuals who essentially find potential investment opportunities, put together a deal to offer to investors, raise money to close the deal, and upon closing, syndicators make sure the deal is run effectively and profitably for all investors involved.
A syndicator must extensively underwrite a deal to determine if the asset should be acquired for the multifamily syndication.
Once an asset is acquired it is the responsibility of the syndicator to effectively communicate with the assets’ passive investors to keep them updated on the investment project through monthly or quarterly reports.” – www.disruptequity.com
Aside from all these, Syndicators will also be handling all the back-office operations related to the deals they are putting together or until an asset’s disposition.
What is a Syndicator’s Role within a Multifamily Syndication?
The role of a syndicator within a real estate syndication is to find good investment opportunities, usually property for sale through private owners or pocket listings. Once under contract, bring these investment opportunities to private investors so they can invest in a high demand market or unique project.
Create a Deal Pitch
Create an Investors List
Build the Investor Database
AT KIND EQUITY PARTNERS, OUR VIRTUAL PROFESSIONALS TAKE CARE OF THE NITTY-GRITTY SO WE CAN FOCUS ON HANDLING INVESTOR RELATIONS, ALLOWING US TO DELIVER STRONGER RETURNS TO OUR PASSIVE INVESTORS.
what OUR virtual professionalS do DURING THE syndication PROCESS
during the Discovery phase:
- Connect with your target market on different platforms
- Conduct Market Research and Competitor Analysis
DURING THE EVALUATION PHASE:
- Assist in an underwriting analysis
DURING THE OFFERING PHASE:
- Assist in preliminary due diligence
- Maintain and document communication with investors
- Maintain templates of important letters and agreements
DURING THE DUE DILIGENCE PHASE:
- Create survey forms
- Organize reports, statements, plans and documentations
- Keep track of collections, fees and expenses
DURING THE CLOSING PHASE:
- Post and share updates with investors
SOCIAL MEDIA MARKETING
- Create social media strategies
- Plan campaigns
- Set up business pages on different platforms
- Write articles and creating videos and social media content
- Schedule social media posts and upload blogs
- Create lead magnets to attract potential investors
- Manage inboxes, comment sections,
hashtags, shares and inquiries.
- Design presentation slides
- Put together important information in pitch decks
- Arrange meetings, dinners, speaking gigs
- Save contact information of potential investors
- Create newsletter wireframes
- Draft emails and create email templates
- Create automations for different investor types
- Create investor update emails
- Create ad hoc, monthly, quarterly, annual and investor reports
- Update information in the IMS portal
- Create unique landing pages and webpages for events and deals
- Integrate necessary website plugins
- Handle incoming and outgoing calls to follow up on deals and investors.
Which level is your investing business at?
An investor without a regular team, systems, free time, or a clear direction. Works all day at their day job, and ends up doing every bit of paperwork, investor calls, underwriting, managing investments, and bookkeeping. Burns the candle at both ends.
An investor with some outsourced piecemeal help, some processes but no real systems in place. Makes the final decision on everything. Without the investor or his feedback, no real progress is made.
An investor with a few team members, some automation, decent processes but no documented systems. Needs to capture and document processes the team uses. When a team member isn’t available, that part of the business stops.
An investor with a team who understands the vision where the company is going in 3-5 years and has clear, documented processes and systems. Confident in the execution pipeline, and cashflow gives the ability to diversify portfolio.