How to Syndicate a Real Estate Deal

Led by real estate veteran Jonathan Twombly, this course is a comprehensive guide to navigating the complexities of real estate syndication. It covers crucial aspects such as obtaining debt financing, building a network of investors, and structuring syndications to raise equity for real estate deals.

^{^{💰 $499 ⌛ 10 hrs 🖥️ Async 🏷️ Marketing & Branding, Finance, Operations}}

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Course Outline

4 modules, 26 lessons, 10 hours

How to Obtain Debt Financing

Lesson 1: Introduction to Mortgage Finance

Lesson 2: The Commercial Mortgage Landscape

Lesson 3: Qualifying for a Commercial Mortgage

Lesson 4: Surviving Lender Due Diligence

Lesson 5: Why You Need a Mortgage Broker

Lesson 6: Finding a Balance Sheet Partner

Lesson 7: Using Seller Financing

How to Build a List of Investors

Lesson 8: Overview: Building Your Investor List

Lesson 9: Where You Find Affluent Investors

Lesson 10: Building Your Investor Funnel

Lesson 11: Overcoming Impostor Syndrome

Lesson 12: How to Build an Investor List Fast

How to Syndicate the Equity Down-Payment

Lesson 13: Introduction to the Syndication Module

Lesson 14: What You Need to Fund a Deal

Lesson 15: When Must I Syndicate the Deal?

Lesson 16: SEC Rules Governing Syndications

Lesson 17: How to Structure Your Syndication

Lesson 18: Raising Funds for Your Syndication

Lesson 19: Joint Venturing to Raise Money

Lesson 20: Managing the Syndication

Lesson 21: Syndication Tax Issues

Bonus Materials: Raise More, Ask Less

Lesson 22: Setting Yourself Up to Syndicate Successfully

Lesson 23: Building a List of Investors

Lesson 24: Getting Investors into Your Deal

Lesson 25: Recorded Q&A Session on Syndication

Lesson 26: Course Conclusion

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Walk away with

The knowledge to secure debt financing and understand its role in the syndication process
The skills to build and manage an investor list, including overcoming common challenges like imposter syndrome
A deep understanding of SEC regulations and how to legally structure and raise funds for a syndication
The ability to manage a syndication from start to finish, including handling joint ventures and addressing tax issues

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Meet Jonathan

Jonathan Twombly is a real estate investor and mentor with a background in law, shifting to real estate in 2011. He founded Two Bridges Asset Management LLC, building a 400+ unit multifamily portfolio, and later co-GP’d $250 million in multifamily properties. More recently, he has focused on hotel repositions, including the transformation of properties in New York and Vermont. Frustrated by the typical real estate mentoring programs, he launched the Apartment Investors Club, offering a professional approach to real estate investing. Jonathan is a Harvard College and Columbia Law School graduate, fluent in Japanese, and resides in Brooklyn, NY, with his family.