Hello, this is Shuo.
So syndicators may provide you with a sample deal package from a previous closed offering. This is a great document to be utilized to familiarize yourself with the business plan, investment and return structure of the syndicator.
So when future deals of a similar type do come up, you’re not caught scrambling to understand the deal within a limited timeframe, as offerings do tend to fill up rather quickly.
In addition to the sample deal package, it will be good to also familiarize yourself with other documents, such as Private Placement Memorandum (PPM), subscription agreements, and operating agreements. And if you’re interested in receiving a sample deal package for documents and such, feel free to reach out to us. Thank you.
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Patrick Grimes is a design engineer and CEO and Founder of Invest on Main Street, LLC. His real estate holdings include general partner ownership of a multifamily and single-family real estate portfolio valued over $146M, including 1,950+ units across the southeastern United States and Texas.
He has been active in real estate investment since 2007, including purchasing land and distressed assets, renovating them, and stabilizing them for long-term cash flow. To scale his real estate portfolio, Patrick moved from single-family to multifamily investing and founded Invest on Main Street, a private equity firm specializing in multifamily value-add projects in emerging markets.