3 Important Things to Know About a Sponsor Before Investing

If you’re thinking about investing in a passive real estate deal, whether it’s a syndication or a real estate fund, it’s important to learn how to vet the opportunity properly. That way, you know exactly what you’re investing in.

In reality, it takes study, time, and experience to learn how to vet a deal properly. I’ve looked at hundreds of deals over the last few years, and I know it can feel very intimidating at first.

Now I know much better than to do that, and I’ve found that learning how to choose deals effectively helps you invest in deals that will help you get closer to your goals. It will also help you avoid deals that might take you farther from those goals.

3 Important Things to Know About a Sponsor Before Investing

Arrow

The first thing to ask yourself about a potential sponsor is simple. How have they done in the past? Have they done a good number of deals? Have they ridden through some hard times and learned what to do?

The Sponsor’s Track Record

Because when it comes down to it, the sponsors are the ones who will be piloting the plane. Sure, they know where they want to land, but if stormy weather comes and there’s turbulence will they be able to expertly navigate through it?

Again, in great economic times, most every sponsor ends up looking great. But the truly great ones will do a better job managing the downside when the economy is poor or when things go unexpectedly.

How They Mitigate Risk

So it’s important to understand how the sponsor is mitigating risk. How are they preparing in the case of an economic downturn (as everyone is predicting)?

The third thing you should understand is the incentives of the sponsor, and how well they align with your interest as an investor.

What’s In It For Them?

Once you dig into the fee structure of a deal and figure out how some sponsors are getting paid, you might find that they’re more incentivized to take on as many deals as possible rather than making sure that each deal provides the best returns for investors.

SWIPE UP NOW TO READ MORE