Talk it through with us
When you have worked through the course and want to see how our community vets syndications and sponsors, join The Wealth Elevator investor community and book your onboarding call.
Join the club and book your onboarding callJoining is free.
What happens when you join
- Fill out the short form at theWealthElevator.com/club. Joining is free.
- Book your onboarding call. We talk about your goals and how the community works.
- Keep learning with member events, the podcast and member-only education, including The Syndication Vault.
The podcast behind this course
The Wealth Elevator Podcast
Lane's show for accredited investors on passive syndications, taxes and alternative investments. Many of the lessons in this course started as episodes.
Listen on Apple PodcastsWatch on YouTubeThis is educational content, not tax, legal or investment advice. We are not attorneys, CPAs or financial planners. Private investments are illiquid and carry risk, including loss of capital. Please let us know if you need a referral to a 💼 CPA, ⚖️ lawyer or other vendor here.
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📖 Course Navigation
1) Introduction
2) Understanding the Deal
3) Passive Investor Due-Diligence
Part 1: People
Part 1: People
4) Passive Investor Due-Diligence
Part 2: Numbers
Part 2: Numbers
5) Limited Partner Due-Diligence
6) Syndication Documents
7) Other Investment Options that are Syndicated
8) Formulating Your Investor Philosophy & Building a Network
9) Venture Capital & Angel Investing
[UNDER CONSTRUCTION]
[UNDER CONSTRUCTION]
BONUS 1 – Syndicator Lies from Real Deals
BONUS 2 – Secrets of Syndication Video Series
BONUS 3 – Understanding Development (Heavy Value-Add)
BONUS 4 – Property Tour Videos
RESOURCE – Syndication Due-Diligence Scorecard & Checklist
The Wealth Elevator Syndication eCourse
Syndication Due-Diligence for (LPs) Passive Investors
INVESTOR EDUCATION
Tips for this eCourse
This eCourse is designed to educate you in being the best LP passive investor in the quickest amount of time. Some more advanced (nitpicky) topics may not apply to you, or the deal you are looking at, but it is important that you are aware of these and start to speak the lingo.
There are 3 major methods to get to your goal. I suggest you make headway in all three at the same time, or whichever route resonates with you the best:
Where to start
New to syndications? Start with Section 1: Introduction and go in order. The early sections cover how deals are structured before you get into vetting.
Already in a few deals? Skip to Section 3: vetting the people and Section 4: vetting the numbers, then the bonus sections on syndicator red flags and development deals.
1. “Start with the answers in the answer key.”
The biggest leaps come when someone shows you — not just tells you — how to evaluate real opportunities. That’s why we’re no longer providing past webinar replays without context.
Schedule a full walkthrough of our past deal webinars with our CIO:
2. The traditional method.
Go through this eCourse sequentially.
Our club members have access to bonus content, the ability to save and track course progress, and a complimentary welcome call — join today for instant access!
3. Learn by doing — if you are an accredited investor, technically you don’t need to know anything to invest.
I have seen a lot of unsophisticated accredited investors invest this way. However, they do have a network of other sophisticated investors around them. Upon completing this course, you’ll be better equipped to build that strong, high-net-worth peer group — one that supports sustainable deal flow and collaborative due diligence.
Whatever you do, save Bonuses 1 through 3 for the very end as they introduce more advanced concepts and nuances.
Good luck! Many people never get off the beaten path to learn this material, but they are also the ones that never get to real financial freedom.
— Lane Kawaoka, PE
CEO, The Wealth Elevator
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