How to Structure a Syndication Deal for Your Fund
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- เผยแพร่เมื่อ 25 ก.ค. 2024
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ABOUT BRIDGER PENNINGTON
Bridger Pennington is the founder of 2 investment funds that have done over 217 deals in the last 4 years. Additionally, he currently manages an 8 figure hedge fund Ugly Unicorn and is a strategic advisor to 8 portfolio funds.
He has started helping others launch their own funds through Fund Launch, an online program with over 60,000 students designed to help them start investment funds without working on Wall Street or having an Ivy League degree. Last year they launched 130 student funds, and have 12 student funds over $100 million.
Bridger has spoken on stage to thousands of people across the United States and is determined to help entrepreneurs scale their businesses through launching their own funds.
DISCLAIMER: This is NOT financial or legal advice. Fund Launch’s experiences with using a fund strategy are unique to them. You should not consume this content with the expectation that you will have similar or the same results. All fund projects are subject to multiple variables and risks that make it impossible to predict success. Since we cannot predict success or provide you with information on what an average customer experience is by creating a fund, you should assume you will not have the same type of success or any success at all. We encourage you to seek out advice from other qualified professionals for advice on setting up your particular fund.
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You can have silent partners in a syndication if you set it up as a Reg D 506(b) private offering. In this type of offering, you can have unlimited accredited investors but only 35 non-accredited investors. However, you cannot use general solicitation or advertising to market securities.
Sounds like that may be on my SIE Exam next month✍🏽
I’m thankful for people like you dropping random l knowledge for me to discover 🤝
Do you have an LLC sample of this?
That's about right, I'm from India and it's kinda similar their too.
Edward, your response is not technically correct, but you are headed down the right path. A 506(b) allows the 35 non-accredited investors, but cannot be advertised. Any accredited investors in 506(b) self-certify. A 506(c) allows for advertisement to accredited investors. Only accredited investors that are verified may participate.
Wow, this just gave me so much clarity!
this is exactly what I am looking for!
I like your energy. Thank you
Nice info about different structures. One thing that's going to confuse people about this, even if it's your type 1 or 2 (GP/LP or an LLC fund with shares), people usually still call those "syndication deals". I'm not sure if they're using the terms correctly or not, but you'll definitely hear people refer to all three structures as syndicated real estate deals.
Great video man, thank you! 🙏
Great video your speaking just fine 🤙🏻
Amazing content!!!!
Thank you!!
Great video! I’d like to hear more about the exit (for investors). Can the GP end up with 100% of the asset after paying returns and exiting the investors?
Thanks Bridger, this was really helpful
No problem! Thanks for the support👊
@@bridger_pennington Thanks I'm 14 and looking to start a fund when I'm older so these videos really help
I'd include some form of a poison pill clause to deter investors from hostile actions. Stipulate that if litigation arises among the members, the LLC will immediately dissolve.
Bridger the llc class A & B works same as the fund structure? Being that the GP is a llc and the classes are like the lp's
Question as lp is it appropriate to know how much has been funded if the offering gets extended for lack of funding?
At option 2 ;( LLC fund ) are class B members of an LLC the same as GPs? ( in terms of function and or liability )
Hi Bridger the syndication model you spoke about would be (TIC) tenants in common correct?
Yes i hear that all the time when im trying to syndicate a deal is "how much money you gonna make" like im not the person who goes out and find the deal and brings it to the table
Hey Bridger, in the second syndication example could the sponsor take 51% ownership of the entity but distribute profits not pro-rata? Meaning, the capital partners do not have a majority stake in the LLC, but they get distributed a majority of the profits? Essentially they pay 70% of required equity, receive 70% of the proceeds, but only get a 49% stake in the LLC.
Did you ever find an answer to this? I'm trying to structure a deal similar to this.
Hey man, I’ve seen a couple of your videos recently and been interested in funds. I have 4 members with businesses that’s are currently structures as sole proprietor. If I help these business get converted to LLCs, can I make a separate company that can have these companies as investors or something of that nature?
Can't stress enough how "small world" the Syndication Community is - disclose and do right by your investors. If you treat investors as simple backs to step on during your journey to success people will figure it out sooner than later.
Great video, mate! Gonna research the Russian legislation to make something of this kind) thanks!
Quick Question, do investors in an RE syndication have to be accredited?
bridger question:
in the syndication portion, you separated 40% equity shareholders and investors in the pie?...why?...arent the investors per se' equity investors??....unless its structure where the equity investors are actual partners ( where they're liable like the syndicators ) and the other investors are silent investors like a LP???
Im setting up a syndication 25% x 4 all four invest 225k for a 900k. Down. Sub2 and take 25% split to 4 after net profits
Syndication loop is another word for hedge fund incubator?
Syndication loop is another word for hedge fund incubator??
If you founded a syndicate LLC and launched an IPO for it and used the investors money to purchase the IPO would that be legal? Secondly would that be beneficial?
Sorry you lm confused on the llc class a &B
You look so much like Charlie from Charisma on Command. Some of your enunciation and speech patterns are similar too.
How does this work in the world of VC? A bunch of firms have "Syndicates" and "Cohorts".
s/o from South Africa
I don't have money of any significance as I'm getting started. But I will be in the management of the Syndication or Fund. Is it possible to get started into this with no funds of my own, is this feasible. Any help would be appreciated.
Let's say I don't have Capital but have a deal, and bring in investors and each of us will have equal share of the property. What else do I charge the investors? Syndication fees?
Awesome
This is very informative. Looking forward to more such content!
Keep this up man! Would love to have you on our podcast working capital the real estate podcast. I’ll try to find your contact info cheers
Hey Jesse! You can send me an email at support@bridgerpennington.com - thanks!👊
@@bridger_pennington is the syndication model you talk about the same as the syndication model where there are 2 classes of shares , A for investors B for sponsors/managers/syndicators ?
please can you share the link to where I can learn how to setup a fund model. In Nigeria the setup is quite different but I believe I can find a system that works for me from what you would show me. Thanks
Hey! I put together a 1-hour free training that goes through exactly how to start your own investment fund. Check it out here -> www.investmentfundsecrets.com/opm-class?sl=yt
So i've been thinking about going big and starting on 500+ units for my first syndication. . . is this advisable? Pro's/cons?
Shoot for the moon. Yes. Your challenge will be ancillary expenses required to secure the deal. As long as your company requires all investors to sign a non-compete on all transactions pertaining to subject property and your contract includes language that makes all ancillary expenses the collective responsibility of the investors, with a quality attorney backing you and your interest, then you can succeed.
@@boogiewoogie6946 thanks. Any guidance on how to initiate discussions for the first deal without having confirmation from investors. I mean I am exploring a 120 unit however haven’t pitched to any investors as yet .. so how do I structure this deal. Any guidance will be helpful. Thanks
Do All investors have to be accredited when doing a syndication deal?
Hey LeNoir here's a video that I think you'll find helpful about investors and what to do with them.
instagram.com/p/B6tzlbql9rL/?
What happens if you are leverage the deal with debt? Does that leverages everyone or can the debt be considered the GP's equity??
It depends, typically the GP or LLC is responsible. But if the fund fails due to the inability to pay back the debt, the creditors can lose on that deal.
Is that what grant cardone does?
Grant will do syndication and funds! Similar to our other videos on Real Estate funds
@@bridger_pennington ahh got it. He said he put his earnings from his training programs into real estate. Now has a holding of up to a billion dollars in real estate. It takes a certain person to do that. Not the average Joe 😒
Lawyers with zero scruples exist everywhere. When you are outlawyered, you are done.
What’s his name ?
Where can I find full interview
In our Fund Academy program! app.fundlaunch.com/
I appreciate the info but what’s the point of this video if you’re talking 100mph?? How is the student suppose to learn if the teacher just SPEEDSSS through the lesson??
I call bulshit on investors making money by getting that only 49% pie.
Lets assume you buy property for 100k and flip it for 200k (fantastic returns that rarely happens)
So you put all 100k, but got only 49% equity. That means you put all 100k and get back only 98 k (49% of 200k). You stll lose money on such a fantastic flip (100k > 200k).
Literally no way you make money on these terms.
Unless you would get 49% of the PROFIT (as in the profit on the deal was 100k so you get 49k). But you said you get 49% of EQUITY.
Well if you were to frame it as “give all the capital and you get 49% of equity” no investor would ever logically agree to that. So yes the split will result from profit. Equity won’t imply the split of property value but rather the split of all profits so if the investor gives 100K and you give 0 to buy the deal, the 100K profit will split 49/51 meaning the investor receives 149K and you receive 51K, of course assuming no additional costs.
@@jyoung5256 yes, makes sense for sure
Class A shares are better lol. Your explanation was weird. No voting rights with class b bub.
That's not the case in an LLC construct fund. Yes for public companies you're 100% right, we're talking about private placements on this video
@@bridger_pennington You should say that in ur vid. If you did, I don't remember hearing that. But good channel, good advice. 👍
Talk slower
Why would someone want to invest with someone who has just tried to rip them off get real. 51% lol
You’re talking too fast. Are you in a hurry when you’re doing videos? Relax.
Sorry, my default speech setting is on 2x speed🤷♂️
@@bridger_pennington I appreciate the fast presentation