Alignment of Interests When Investing in Real Estate

There can be any number of parties to a deal – from simple transactions with a buyer and a seller, to moderately complex sales involving middlemen, all the way to complex deals that involve multiple parties getting compensated in different times, amounts, and forms.

The size of the co-investment a sponsor makes is possibly one of the greatest markers of alignment of interest. The more capital a sponsor invests in a deal, the higher risk they run, demonstrating their faith in the investment.

This fee is earned upon closing a property. They charge a small amount of 1-2% of the purchase price to acquire an asset, which helps offset their effort in between deals.

Acquisition Fee

This fee compensates a sponsor for financing such large investment opportunities, which can be time and labor-intensive. It’s usually 0.5-1% of the total loan amount.

Financing or Loan Fees

The broker charges this upfront to cover costs associated with obtaining investors, marketing, coordination, and other backend aspects, which is usually 2-3% of the capital invested.

Equity Placement Fees

This fee reimburses the sponsor for overseeing and managing the asset. Ensuring they’re in line with their projections and business plan.

Asset Management Fee

This fee is charged for deals that require value add or significant renovation as sponsors spend a good deal of time overseeing the construction projects.

Construction Management Fee

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