Profiting from Syndication Deals: Navigating Exits for Wealth Creation in Real Estate
- E148
- 24:46
- September 19th 2023
Welcome to another episode of The Cashflow Project Podcast! In this episode, host Steve Fierros is joined by his partner Duc Ong to discuss syndication deal exits. As the co-host of the show for many episodes, Duc is no stranger to the listeners. Together, they delve into the world of investment exit strategies, specifically focusing on real estate syndications. They provide an overview of what syndications are and how they work, emphasizing that it allows everyday investors to participate in high-quality commercial assets that would otherwise be out of reach. Steve and Duc also share the current state of their company, Tri City Equity Group, highlighting their successful track record, impressive returns, and the launch of their property management company, Black Sand Property Management. Throughout the episode, they emphasize the need for better alternatives to traditional investment options and the potential for significant returns in syndications. Join us as we dive into the world of syndication exits and uncover the strategies for maximizing profits. Let's get started!
[00:01:28] Risk syndication: pooling capital to invest in larger assets. Tri City Equity Group: owns 7 assets valued at $55 million. Average annual return of 41%. Launching property management company.
[00:03:56] Understanding returns and investment options; profitable exits.
[00:07:15] Possible high returns, networking, not investment advice.
[00:13:17] Leverage existing assets, put debt on it. Powerful strategies for wealth. Refinance, create value, boost NOI. Options for capital after refinance?
[00:14:46] Consult with a CPA for tax advice. Reserve funds for tax liabilities. Use high yield savings accounts for profits. Maintain liquidity for future investment opportunities. Consider investing in multifamily syndication deals. Offset active income with passive losses. Be cautious of tax brackets. Explore cash value life insurance policies. Act as your own bank.
[00:19:23] Summaries: 1. Explore previous episodes for more information. 2. Real estate investing offers infinite returns. 3. Real estate investing is a passive income source. 4. Real estate investing offers tax advantages.
[00:22:43] Long-term play, real estate investment continues smartly.
Connect with Duc Ong:
Connect with Tri-City Equity!
The Cashflow Project
This is for busy professionals who are looking for financial freedom through passive income, with a focus on cashflow assets in Multifamily Real Estate. We will be covering a variety of topics such as buying, managing, and selling real estate assets, specifically apartments.
To learn more about us, visit tricityequity.com