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

Your Track Record: From Personal to Syndication!

25 Sept 2024 · 0 min

Watch on YouTube

0:23

In this segment, the speaker explains that a track record is a marketing tool that showcases an investor’s past performance. Initially, a real‑estate professional’s track record is built solely on personal asset ownership and the outcomes of their own deals. However, once the investor begins operating as a syndicator—using other people’s capital—the definition of the track record shifts. It must now reflect how the investor has managed and generated returns with external funds. The speaker highlights this transition as a key consideration for anyone moving from personal investing to syndication.

And basically it's a way to market yourself. This is your track record. These are the things that will— and a lot of you in the beginning, your track record is only based on what you've done with real estate yourself, right? Or whatever asset class that you're doing. So it's a little different than when you are starting to grow as a syndicator. Now your track record has to do with what you're doing with other people's money.