Wayne Courreges IIIManaging Principal, CREI Partners, CREI Partners, CREI Partners, LLC · Disciplined Passive Real Estate. Transparent Leadership.

PPM in Real Estate Syndication Investing, Part 5 Syndicators Should Disclose Underwriting

Name: PPM in Real Estate Syndication Investing, Part 5 Syndicators Should Disclose Underwriting
Uploaded: 2023-07-31T00:00:53+00:00
Duration: 37 s
Channel: Wayne Courreges III
Description: YouTube talk (by Wayne Courreges III, CPM®) advising prospective real estate investors to request syndicators' underwriting and assumptions before…

31 Jul 2023 · 1 min

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YouTube talk (by Wayne Courreges III, CPM®) advising prospective real estate investors to request syndicators' underwriting and assumptions before investing. The speaker recommends insisting on receiving underwriting information and walking away if an issuer refuses to provide it, framing this as part of investor due diligence and respecting individual risk tolerance.

Chapters

But one thing I'd say to you guys as investors is that you're giving them their your money. And if you want to see the underwriting, or if you're not sure about their assumptions, ask about that. And if they say, yeah, you know, we don't share our underwriting, say, look, I'm interested in this deal, but I need to see your underwriting in order for me to invest in it, if that's what your risk tolerance says. So just because an issuer might say, we don't do this or we don't do that, if they want you to invest and you still want to invest, make sure that you get the information that you want, whatever it might be. And if their answer is, no, we don't give that information, then this might not be the investment for you.