Q&A: Real Estate Syndication

Hey guys - this group was very helpful to me 10 years ago when it was 2008 and I graduated and was looking to be an analyst from a non-target school in Texas. I started as an an investment analyst for a REPE fund. Fast forward - I found my niche in real estate syndication and have now: 1. Successfully raised capital for 27 private real estate offerings (12 fund offerings and 15 single asset offerings), which 7 have since gone public. 3. Personally raised ~$600 million of investor capital for real estate investments over the last 8 years. 4. Instrumental in successfully issuing debt on the Tel Aviv Stock Exchange, raising roughly $180 million to realize equity investor's double digit annual returns on multiple commercial real estate developments. I am glad to give back and try to help my up and coming monkeys. So ask away - I'll answer just about anything, and will reply as time permits.

 
Most Helpful

Neat background. Seems you've had some great success.

For those of us looking to peel off and do our own thing for the first time, how to you recommend tackling the fundraising process for a single asset deal? What are some words of advice for one attempting to execute on their first deal with no personal track record but a strong execution track record at their firm? How do you structure the syndication with respect to promote, fees, etc... Overall approach/legal/admin considerations would be greatly appreciated.

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Lazard Freres No 98.8%
  • Goldman Sachs 18 98.3%
  • Harris Williams & Co. New 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (20) $385
  • Associates (91) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (68) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Betsy Massar's picture
Betsy Massar
99.0
5
CompBanker's picture
CompBanker
98.9
6
kanon's picture
kanon
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Jamoldo's picture
Jamoldo
98.8
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”