Larger properties
Participate in assets such as multifamily communities or commercial property that can require more capital than an individual purchase.
Wealth Creation & Legacy · Real EstateOwn a piece.
Own a piece.
Share the upside.
Skip the headaches.
Explore larger real estate investments alongside experienced operators, without taking on the day-to-day work of a landlord. You bring capital; the sponsor manages the property.
How syndications work
Pool capital. Access bigger deals.
A syndication combines an operator, also called a sponsor or general partner, with passive investors. The sponsor sources and manages the property. Investors contribute capital and participate in potential income and appreciation according to the offering documents.
Passive ownership
The operator handles property management, tenants and contractors. You still review the deal and monitor its progress.
Potential distributions
Rental cash flow may support distributions. Their amount, frequency and availability depend on the property and offering.
Possible tax benefits
Depreciation and other pass-through items may affect taxes. Ask your tax professional how an investment would apply to you.
Another asset class
Real estate can add a different source of portfolio exposure. Diversification does not eliminate market or property risk.
Review the incentives
Understand the sponsor’s fees, investment and profit-sharing structure before you decide whether interests are aligned.
Understand the terms
Know how the deal could pay and when.
Returns can come from rental cash flow and from a sale or refinancing. The offering documents explain who gets paid, in what order, and which fees apply.
Preferred return
Some offerings prioritize investor distributions before sponsor profit-sharing. A preferred return is not a guarantee.
Equity split
Any remaining profits are shared according to the partnership’s terms. Splits and fees vary by deal.
Holding period
These are usually long-term, illiquid investments. A projected exit date can change and early withdrawal may be unavailable.
Be comfortable with the risks: income and appreciation are uncertain, distributions can stop, and you can lose some or all of your capital. Review financing, reserves, sponsor experience, fees and the exit plan.
The process
Four steps to an informed decision.
1
Review
Study the sponsor, asset, risks and offering documents. Ask questions before committing.
2
Invest
If the opportunity suits you and you qualify, follow the provider’s process. Minimums vary.
3
Follow progress
Review reporting and any distributions. Payment timing depends on the offering and results.
4
Exit
A sale or refinancing may return capital and profits. Timing and proceeds are not guaranteed.
Who can participate?
Eligibility depends on the offering.
Some offerings are limited to accredited investors. Common individual criteria include net worth above $1 million excluding your primary residence, or income above $200,000 individually or $300,000 with a spouse or partner in each of the prior two years, with a reasonable expectation of the same level this year. Other qualifications can apply.
Some offerings may accept certain non-accredited investors. The provider determines eligibility under that offering’s rules. An inquiry on this page does not establish eligibility or commit you to invest.
Start a conversation
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Tell us what you’d like to understand about real estate syndications. We’ll help you explore the next step.
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Explore Our ServicesOceana provides education and connects people with third-party services. This page is general information, not individualized investment, tax or legal advice, and does not describe a specific offering. Real estate investments can be illiquid and can lose principal. Terms, eligibility, fees, distributions and results vary. Review offering documents and consult your own advisers before investing. Nothing here is an offer or solicitation where unlawful.