Posted in Business Coaching

Student Saturdays: How Do I Start a Real Estate Syndication?


Real estate syndication is a popular way for investors to pool their resources and invest in larger real estate deals. It is a great way for small investors to participate in real estate investments that would otherwise be out of their reach.

Starting a real estate syndication can be a daunting task, but with careful planning and execution, it can be a successful venture.

In this video, we will discuss the 7 steps to start a real estate syndication.

Step 1: Determine the Type of Syndication

The first step in starting a real estate syndication is to determine the type of syndication you want to form. There are two types of syndications: Regulation D (Reg D) and Regulation A (Reg A). Reg D syndications are limited to accredited investors, while Reg A syndications are open to all investors.

Step 2: Form an Entity

The next step is to form a legal entity for the syndication. This can be a Limited Liability Company (LLC) or a Limited Partnership (LP). The entity should be formed in the state where the property is located.

Step 3: Create a Private Placement Memorandum

A Private Placement Memorandum (PPM) is a legal document that outlines the details of the investment opportunity. It should include information about the property, the investment structure, the risks involved, and the terms of the investment. It is important to consult with an attorney to ensure the PPM complies with all securities laws.

Step 4: Raise Capital

Once the PPM is complete, the next step is to raise capital from investors. This can be done through networking, advertising, or working with a broker-dealer. It is important to comply with all securities laws when raising capital.

Step 5: Find a Property

After the capital has been raised, the next step is to find a suitable property. This can be done through a real estate broker or by networking with other real estate investors. It is important to conduct due diligence on the property to ensure it is a good investment.

Step 6: Close the Deal

Once a suitable property has been found, the next step is to close the deal. This involves negotiating the purchase price, signing a purchase agreement, and completing due diligence on the property. It is important to work with a real estate attorney to ensure the closing process is done correctly.

Step 7: Manage the Property

After the property has been purchased, the next step is to manage the property. This involves hiring a property manager, collecting rent, and maintaining the property. It is important to have a clear plan for managing the property to ensure it is a successful investment.


In conclusion, starting a real estate syndication can be a lucrative way to invest in real estate. It is important to follow these 7 steps to ensure the syndication is done legally and effectively. With careful planning and execution, a real estate syndication can be a successful venture for both investors and sponsors.

Source: ChatGPT Mar 23 Version. Free Research Preview. ChatGPT may produce inaccurate information about people, places, or facts

Presented by

John W. Tanner, J.D.|M.S.

Lic. Real Estate Broker-Owner

Coleman Tanner Realty

Office: (904) 698-2014




John holds four degrees (law, hotel management, literature & computer science, and theater), two decades of technical education, and has 30 years of extensive work experience in the fields of real estate property valuation, mortgage finance, home sales, teaching, and military service. John is the founder and Broker-Owner of Coleman Tanner Realty 🏡 in Florida. As a writer, John has been self-publishing books since 2012. His latest nonfiction book, The Entrefluential Broker, is a DIY guide to launching your own real estate brokerage business. John’s forthcoming book, STR Conversions, will inform real estate investors of how to quadruple their rental income via his new “hotel hacking” strategy. He plans on taking his lessons to online and offline speaking stages to share his tactics with investors in the second half of 2022. To discuss speaking engagements and workshops, interested parties can send inquiries to In addition to writing, John has a love for filmmaking that began while studying theater at Miami-Dade College in 1994. John plans on overseeing the shooting of an in-house “reality tv” show for his real estate practice, Coleman Tanner Realty. 🎬 John also aspires to executive produce independent films that will be a hybrid of the film noir + murder mystery genre and something new, futuristic, and aesthetically appealing to modern day film enthusiasts (think, anime in real life meets Sherlock Holmes). He also enjoys romantic comedies and Hallmark dramas; he wrote a romantic novella, Faithfully, available on Amazon (under the pen name of Jack Morgan) - so stay tuned for romance films as well. When he’s not 🖥 online studying film production, AirBnB, real estate, online marketing, or watching movies and his favorite TV shows on Netflix or the tube 📺 for inspiration. 🎼 John also enjoys playing the guitar 🎸 and piano 🎹 in his free time.