Creating Multiple Syndications in a Year: Key Strategies for Success

Learn how to set ambitious goals, break them into manageable steps, and build the right team to achieve multiple syndications in a single year. Discover the importance of a clear investment strategy, consistent action, and maintaining a strong investor network. To get started with your syndication or fund visit https://www.moschettilaw.com

Creating multiple syndications in a year may seem daunting, but with the right strategies and a focused approach, it’s entirely achievable. The process begins with setting clear and ambitious goals and breaking them down into actionable steps. Using a compressed time-frame approach, such as the 12-week year system, allows for structured progress and timely execution.

Establishing a solid investment theory is crucial. It provides clarity on the niche and value proposition, ensuring a consistent message to potential investors. A strong team is also vital, with roles like deal sourcing, capital raising, legal compliance, and operational support playing key parts in the process.

Consistent action is another critical component. This includes continuously growing an investor network, sourcing deals, and maintaining momentum in deal flow. By following a launch-close-repeat cycle, syndicators can execute multiple deals within a year efficiently. With the proper foundation and a clear plan, syndicators can achieve their ambitious goals and thrive in the competitive real estate market.

Read more about creating a winning private placement memorandum: https://www.moschettilaw.com/what-is-a-ppm/

Read more about effective Regulation D offerings: https://www.moschettilaw.com/reg-d-offerings/

Moschetti Syndication Law Group is a boutique syndication law firm, serving small and growth-bound syndicators, as well as private equity firms. Our attorney, Tilden Moschetti, is determined to keep the firm’s ‘boutique’ size so we can tailor the services to each client’s unique needs without turning the firm into a faceless factory churning out private placement memorandums or passing unnecessary overhead expenses onto our clients. (As our client, you’ll only pay a fixed fee, so no surprises.) As for the client experience, we give real-time answers with Tilden Moschetti without making you book an official appointment or get passed along to associates or paralegals. We’ll work with your ambitions and overall vision to help you close the current deal and fill in that ‘missing’ piece – whatever you need – to keep adding more syndications to your portfolio. We keep syndicators syndicating (TM).

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Episode Transcript

Tilden Moschetti (00:00):
So this is going to be your year. You want

(00:02):
to start creating not just onesyndication this year, but
multiple syndications. I have aclient that does three a month,
and you can do that too. We'regoing to go through in this
video the steps in order tocreate multiple syndications in
a year. You

(00:29):
The first and most importantthing that you need to do in
order to do multiplesyndications in a year is
recognize you're going forsomething ambitious. You're
setting forward a big goal. Soyou should need to begin by
writing it down, making itmanageable so that you can
achieve this. What is it goingto take to get you from here all
the way to here where you can domultiple deals? So start by

(00:52):
writing it down, and then webreak it into chunks. I like to
use the 12 week year system, orbasically, instead of looking at
as one year, and I've got toI've got 52 weeks in order to do
it, what if I had just 12 weeksto make a whole year? So you're
shrinking that, compressing thattime down from 52 down to 12.

(01:16):
This conveniently adds up toapproximately 52 weeks in a year
too. So you've got nice quartersthat you can work with so that
you can drive this success toyou. So by breaking it down into
that 12 week system, that canreally set you up. So if you do
that now, you could possibly dofour syndications, if you do one

(01:37):
in every 12 week block. Sothat's where I would start write
it down, Break it down. Anotherkey thing in order to do
multiple syndications in a yearis to establish your founder
investment theory. Make sure youunderstand what your niche is,
what you bring to the table thatmake it realistic. That's going
to be a big difference for you,if you're doing things that are

(01:59):
wildly apart, that don't make alot of sense. Together, you're
going to have a lot ofdifficulty, mostly because
investors aren't going to knowwho you are, and they won't be
really ready to invest in youwhen they see you doing well.
We're doing a multi family dealhere, and now we're going to be
funding this business, and thenwe're going to be doing ground

(02:20):
up development of an industrialbuilding. It's going to confuse
investors. Another key thing inorder to get multiple properties
or multiple syndications done ina single year is to assemble
your team. You're going to needpeople to help you if you're
going to do more than one so thekind of roles that we're looking
for is, who are those peoplethat are going to do the deal

(02:41):
sourcing, who are going to findthe deals out there for you to
pursue? Another key position wehave is capital raising. Who's
going to help you findinvestors, talk to investors and
get that done? It might be juston the marketing side. It might
be in actually, like boots onthe ground, working with your
investors to to bring them tothe table in that manner, also

(03:05):
legal and compliance, yoursyndication attorney, such as my
firm, is a critical aspect toyour success as well making sure
you're compliant, so that youcan get it done and not get
caught up in legal andcompliance issues that could
have that could seriously derailyou. And third is or in fourth
is operational support. Who aregoing to be those brokers,

(03:27):
property managers, things likethat, that you're going to use
once you've decided on all thesethings and you want to get those
multiple syndications done in asingle year. The most important
thing, I know, I said thisbefore, but the most this really
is the most important thing istake action and build your
investor base. You need toalways be looking for deals. You

(03:47):
need to always be looking forinvestors. You need to be
growing your internal network,even if you're doing a 506 C
offering, finding multipleinvestors, finding everybody,
bringing them in house, makingsure deal flow happens every
day. Consistent action is goingto lead to your success. If you
take it weeks off, you can doit, but you got to be aware that

(04:10):
while you're not taking weeksoff, you're not growing, you're
not getting yourself closer toyour goal. Lastly, when you're
putting those multiplesyndication deals together. It's
got to be launch, close repeat,launch, close repeat. You've got
to, if you break it into this 12week system, a 12 week year
system, you've got four launch,close repeats. You've got to

(04:33):
launch in those initial two,three weeks, maybe four weeks at
the most, and then workingtowards close, working towards
close, working towards close forthe next eight weeks, and soon
as that one's done, you've gotyour next one. You just keep
going like that. That is how youbuild a successful string of
multiple syn indications in asingle year. My name is Tilden

(04:56):
Moschetti. I am a syndicationattorney with the Moschetti
syndication. Law Group, we helpsyndicators and fund managers
put together syndications andinvestment funds, whether it's
in real estate or businesses orreally anything that needs
investor money in order tobasically generate a return to
pay them back for forcontributing the money and then

(05:18):
pay you. In the meantime, we'dbe happy to speak with you in a
consultation. Just give us acall and we can go from there.
You.