Kim Lisa TaylorSecurities Attorney, Founder, Syndication Attorneys, PLLC · Corporate Securities Attorney, 2x Best-Selling Author, Nationwide Speaker | Private Placement

Why Investor Relationships Matter in Syndication

14 Sept 2024 · 1 min

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In this segment, the speaker emphasizes that successful real‑estate syndication hinges on cultivating strong relationships with investors. She argues that investors need to see the sponsor as likable, trustworthy, and competent, and that clearly explaining how syndication works builds confidence. She also stresses that quality deal opportunities are scarce and often only available to those who already have substantive relationships with the sponsor, making pre‑existing rapport a prerequisite before any deal can be presented.

Chapters

The whole point of this is to get to know investors and to convince them that you're likable, trustworthy, and competent. Okay? So if you can explain what you're doing in the syndication world, how it works in a manner that they feel confident that you know what you're doing, then they're gonna feel like, oh, I'm interested in doing that. You're also gonna explain to them that these opportunities aren't a dime a dozen. You know, some of them are only available to people that have relationships with people like me who are doing these deals. And, uh, you know, so we have to establish this preexisting relationship, substantive relationship, before I could even offer you a deal. And that's why I'm explaining to you how the process works so you can decide if it's gonna fit for you.