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Category: Guides for syndicators

Canada vs. U.S. Real Estate Syndication: Key Differences

Posted by Zayd Shirzay | September 27, 2026 | Guides for syndicators

Real estate syndication works on the same basic idea in Canada and the United States: a sponsor (General partner) finds and manages a deal while outside investors (Limited Partners) contribute capital. But the legal framework behind that raise can look very different across these two countries. In the U.S., syndicators often look at Regulation D, […]

5 Real Estate Return Metrics for Multifamily Syndicators

Posted by Zayd Shirzay | September 18, 2026 | Guides for syndicators

A deal can have a strong projected IRR and still distribute little cash for years. Another deal can pay steady distributions but create limited profit at sale. Neither number tells the whole story. For multifamily syndicators, real estate return metrics help answer different questions: Is the purchase price reasonable? What cash can investors receive during […]

AI for Capital Raisers

Posted by Alex Field | July 8, 2026 | Guides for syndicators

Most capital raisers already use Claude or ChatGPT every day. They draft investor emails with it, prep calls with it, think through a raise with it. The problem: the AI can’t see the data those questions are about. Ask it who your top investors are and it will guess. Cash Flow Portal’s new MCP server […]

Best CRM for Capital Raisers

Posted by Alex Field | July 1, 2026 | Guides for syndicators

Most CRMs were not built for raising capital. They were built to sell software, book demos, or run online stores. It shows the moment a syndicator tries to track accreditation, chase a half-finished investment, or move investor data by hand. Here’s what a CRM built for capital raisers looks like in practice. ▶ Watch the […]

CRE underwriting. 10 practical tips

Posted by Alexandra Kazakova | June 24, 2024 | Guides for syndicators

Underwriting a commercial real estate deal is essential for weighing the upsides and downsides linked to property investment, from the purchase price and the down payment to monthly rent collections, expenses, and potential income. A thorough assessment can unlock the door to prosperous investment outcomes, whether you’re going for a multi-family unit or any other […]

Survey: How trust impacts investment decisions

Posted by Alexandra Kazakova | May 28, 2024 | Guides for syndicators

Investing in real estate syndications as a passive investor requires you to like, know, and trust your sponsor. We conducted a market research study for 11 days and the results are based on 26 of the investors’ responses. While the sample size is relatively small, it does reveal a few interesting facts that can be […]

The ultimate guide to real estate investment software

Posted by Alexandra Kazakova | September 29, 2023 | Guides for syndicators

Investing in real estate can be a great way to build wealth, but managing properties and tracking finances can quickly become overwhelming. Thankfully, real estate investment software and apps have revolutionized the industry, providing investors and property managers powerful tools to streamline operations. In this ultimate guide, we’ll explore the different types of real estate […]

Trevor Thompson: from learnings as a professional LP to taking the lead as a Co-GP in 141 units

Posted by Kristina Xie | September 28, 2022 | Guides for syndicators

Trevor Thomspon is an industry veteran of the syndication world. The Canadian native and Austin transplant, who for many years has been an active passive investor has recently made the pivot to the GP side. Trevor spent more than 20 years with iFLY Indoor Skydiving where he scouted for new locations. After losing his job […]

Ryan Tanel dives deep into syndications with a learner’s mindset

Posted by Kristina Xie | April 22, 2022 | Guides for syndicators

Ryan Tanel, a former residential mortgage broker, turned syndicator, recently closed on a 32-unit property in Texas. While some syndicators may shut an eye to deals with less than 60 units, Ryan dived headstrong with a learner’s mindset into his first syndication deal. Full interview: First syndication deal As one of the 3 general partners […]

Jumping right into syndications with New Jersey house flippers

Posted by Kristina Xie | April 8, 2022 | Guides for syndicators

You’ve heard it time and time again, real estate is a team sport. Meet Joey Chan and Johnathan Boyle of New Jersey, active real estate “newbies” that have delved into all real estate niches. From wholesaling to flipping houses to syndications, Chan and Boyle have bonded over deals and crazy stories of being landlords (e.g., […]