The Wealth Elevator

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1.1 Private Placements and Syndications

1.2 Investing Goals

1.3 SFH vs. Syndications

1.4 Syndication Structure

1.5 Legal Framework

1.6 Definitions and FAQ

2.1 Types of Syndications

2.2 Market Selection

2.3 Asset Classes

2.4 Yield and Value-Add

2.5 Occupancy

2.6 FAQ and More

3.1 The Vetting Process

3.2 My Experience

3.3 Due-Diligence Procedures

3.4 Operators and Syndicators

3.5 People Due-Diligence FAQ

4.1 High-Level Due-Diligence

4.2 IRR and Appreciation

4.3 Costs and Fees

4.4 Investor Returns

4.5 Preferred Return

4.6 Preferred Equity

4.7 Pref Equity Q&A

4.8 Cap Rates

4.9 Market Evaluation

4.10 “Rescue” Deals

4.11 Loan Terms

4.12 Analyzing Deals

4.13 Numbers Due-Diligence FAQ

5.1 Syndication Document Review

5.2 LP Due-Diligence

5.3 LP Checklist

6.1 Syndication PPMs

6.2 Regulations, Risks, and Qualifications

6.3 LP Role and Signing Guide

6.4 Syndication Document FAQ

7.1 Syndication Taxes

7.2 Tax Advantages

7.3 Securities and Due-Diligence

7.4 Taxes FAQ

7.5 Other Investments Part 1: LURA, Hotels, Triple Net

7.6 Other Investments Part 2: Life Settlements & Note Investing

7.7 Other Investments Part 3: Oil & Gas

7.8 Other Investments Part 4: Websites, PE, VC, & More

8.1 Investor Philosophy

8.2 Risk vs Return

8.3 Getting Started

8.4 1031s and Inflation

8.5 Building Your Network

8.6 GP / LP Strategies

8.7 Investing Ideals and FAQ

9.1 Moving into Venture Capital

9.2 Working Capital

9.3 Key Person Risk and Add-Backs

B1.1 Sponsors and Deal Structure

B1.2 Underwriting Tactics and Manipulation

B2.1 Secrets of Syndication I

B2.2 Secrets of Syndication II

B2.3 Secrets of Syndication III

B2.4 Secrets of Syndication IV

B2.5 Secrets of Syndication V

B2.6 Secrets of Syndication VI

B2.7 Secrets of Syndication VII

B2.8 Secrets of Syndication VIII

B2.9 Secrets of Syndication IX

B2.10 Secrets of Syndication X

B3.1 Value-Add vs. Ground-Up

B3.2 Fund Structures

B3.3 Horizontal vs. Vertical

B3.4 Advanced Concepts

B4.1 Property Tour Videos

R1.1 Syndication Due-Dilligence Scorecard & Checklist

The Wealth Elevator Syndication eCourse

Syndication Due-Diligence for (LPs) Passive Investors

Course Homepage  |  2) Understanding the Deal  |   2.3 Asset Classes

INVESTOR EDUCATION

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