Search our database for syndication resources

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Schedule Free Consult

Search our database for syndication resources

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).

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.

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!

Real Estate Brokerage/Creative Financing Solutions

I’m Sean Glickman. I lead the Florida Retail Capital Markets team at Cushman & Wakefield, and I may be able to structure solutions to sponsors navigating complex or distressed assets. I bring a full-stack approach that goes beyond traditional brokerage. I offer creative financing, bridge loans, and JV capital to shore things up before a sale is ever considered. My focus is to triage the asset's health and execute a strategy—be it a recapitalization or a disposition—only when it delivers the best outcome for the stakeholders. I'm glad to dig into your current project and offer a capital markets health check to see what options might make sense for you and your investors. Please click here to schedule a “health check” call.

Investor Management Platform

Don't waste another minute on manual investment management. InvestNext is the platform to raise and manage capital for real estate investment. Impress your investors and build lasting loyalty.

Cash Flow Portal is a comprehensive investment platform for syndicators and fund managers, streamlining investor communication and capital tracking.

Real Estate Trainers

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.

Investor Lead Generation and Nurturing

Capitallyst Pro is a powerful, all-in-one CRM designed to help multifamily syndicators streamline and automate their capital-raising processes. Built by capital raisers for capital raisers, it simplifies investor management, enhances efficiency, and accelerates fundraising success.

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.

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.

Fund Administrators

Opus Fund Services is a technology-driven fund administrator managing over $40bn in assets, providing full-service administration for real estate funds.

Self-Directed IRAs

At Inspira Financial our self-directed IRAs make it easy to choose your own investments and build a unique portfolio of traditional and alternative assets that align with your short-term and long-term goals. With secure, streamlined solutions, we help simplify the path to retirement investing.

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

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.

Cassia Watts

Cassia is our fractional marketing director. She is an expert website designer who craft stunning, high-converting websites and marketing campaigns. Elevate your online presence with a site and system that is designed to attract, engage, and convert your ideal investors.