Trusted Vendors
We’ve curated a list of trusted vendors to help streamline your syndication or fund management journey. Where possible, we’ve secured discounts, cross-referrals, or referral compensation agreements (at no cost to you).
Mortgage Brokerage
Get access to the largest commercial lender database in America with Janover Pro. Easily create relationships with 10% of all U.S. banks, 35% of the top 100 credit unions, and more than 1,000 additional lenders including Fannie, Freddie, HUD, CMBS, debt funds, life companies, and beyond!
Investor Management Software
Cash Flow Portal is a comprehensive investment platform for syndicators and fund managers, streamlining investor communication and capital tracking.
Avestor offers customizable evergreen funds for real estate entrepreneurs and syndicators, providing an end-to-end solution including fund formation, legal filings, investor accreditation checks, and accounting support.
Real Estate Trainers
We offer cutting-edge wealth-building real estate investing educational products along with comprehensive personalized coaching. Through creative insight and proven experience and expertise in all of the components of real estate investing, RE Mentor™ has coached some of our most successful multifamily syndication clients.
Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company that controls over $100M in assets under management. They have created the Jake & Gino community to teach others their three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs.
Vinney’s diversity of experience in multifamily arena makes him unique . He has successfully completed 26 multifamily syndications and has built a portfolio of over $300M in real estate. He has his own Property Management company with 60+ personnel and has over 3100 units under management.
Providing an opportunity to create lucrative, recession-resistant income through high-quality senior care in a home-like setting, RAL offers education and resources for entering the industry.
Master Passive Income helps individuals build wealth through real estate investing with a proven step-by-step coaching system for generating passive income.
Bill Ham, an experienced real estate investor, offers education and coaching on creative multifamily investing through RealEstateRaw.com.
Vinki Loomba, CEO of Loomba Investment Group, specializes in passive real estate investing, helping investors diversify their portfolios with stable, tax-advantaged opportunities. Vinki also hosts The Real Estate Vibe!—a show where she shares insights on investing, mindset, and personal growth, all driven by her mission to positively impact one million lives in a meaningful way.
Investor Lead Generation and Nurturing
HiveOne is your all-in-one business platform, combining website building, appointment scheduling, and email automation in a seamless, easy-to-use system. Whether you're a coach, consultant, or service provider, HiveOne helps you create a stunning website, manage bookings effortlessly, and nurture client relationships—all in one place. Simplify your workflow and grow your business with HiveOne.
Do you want to grow your network of high net-worth investors so you can raise a lot more capital? Investor Attraction Academy provides cutting-edge systems and strategies RE syndicators can use to find more investors and scale their capital raising. Use the button below to find out more and access their free training titled “How to Raise More Capital And Find High Net-Worth Investors On Auto-Pilot.”
Asset Protection
Anderson Advisors takes a unique approach to asset protection. Unlike traditional groups, they avoid hourly fees and instead work on a lump-sum basis. As you grow your syndication business and accumulate wealth, you will want a way to protect all that you have acquired. There's no one better to do it than someone who understands your business.
Tax Advisors
Tax Strategy 365 helps real estate investors develop tax-saving strategies, having saved clients over $20M in taxes over the last three years.
Ray DeWitt, JR. AAMS, CRPC, is the Managing Director/Registered Representative at 1031 DST Group. He focuses on helping people invest in real estate through private or direct placement. Maybe you want to find tax strategies for your investing or 1031 exchange programs for accredited real estate investors. Ray will work with you on your terms by offering a broad range of financial products, including brokerage services and financial planning.
CSSI specializes in providing engineering-based cost segregation studies to support CPAs or tax advisors, aiming for maximum savings and increased cash flow.
Insurance
Ahern Insurance Brokerage offers Officers and Directors Insurance or Cyber Liability Insurance for real estate syndicators. Mike Davidson is the Executive Vice President With over 30 years of experience in the commercial insurance industry. Mike has access to experts through his partner network who can assist in securing the most competitive pricing from carriers that provide broad coverage and outstanding claims handling services.
Deal Underwriting
Commercial Underwriter™ is Internet-based software designed for investors, brokers, lenders, equity partners, syndicators, real estate agents, asset managers and real estate professionals. Commercial Underwriter™ can evaluate apartments, mobile home parks, office buildings, retail & many other types of properties.
Despard Analytics has been a trusted partner to Commercial Real Estate professionals since 2014, delivering expert analysis with peer reviews across all commercial segments.
Fraud Prevention / Private Investigators
Ipsen Due Diligence specializes in financial misconduct investigations, including embezzlement, fraud, and misappropriation of funds related to real estate and construction.
Fund Administrators
Opus Fund Services is a technology-driven fund administrator managing over $40bn in assets, providing full-service administration for real estate funds.
Industry Associations
AAOA is the leading landlord association, offering tenant screening, rental forms, financing options, and a network of over 120,000 local contractors.
Registered Agents
Cogency Global offers registered agent services at a discounted rate for clients, ensuring compliance and cost-effectiveness in business registrations.
Marketing Companies
Marketing Hatchery is a full-service digital marketing agency providing web design, SEO, PPC, social media, and email marketing for real estate, legal, and financial service businesses.
Jen & Cass are expert website designers who craft stunning, high-converting websites tailored to entrepreneurs, coaches, and service-based businesses. With a seamless blend of strategy, aesthetics, and functionality, they create websites that not only look great but also drive results. Elevate your online presence with a site designed to attract, engage, and convert your ideal clients.