If you’re an active investor seeking support from passive investors, it’s paramount that you understand the best strategy for securing a private equity commitment from a passive investor from start to finish.

In this Syndication School series, we will discuss the process of securing financial commitments from your passive investors after putting a deal under contract.

Part 1: 5 Steps to Secure Commitments From Passive Investors

What you will learn:

  • Introduction to the 5 step process to secure commitments from passive investors
  • How to create an investment summary

Free Resource: 

Click here to listen to Part 1.

Part 2: How to Create an Investment Summary

What you will learn:

  • How to create an investment summary (continued from part 1)

Free Resource: 

  • Investor Summary Template

Click here to listen to Part 2.

Part 3: How to Create a “New Deal” Email

What you will learn:

  • How to create an email to send to your database of passive investors to notify them of your new deal

Free Resource: 

Click here to listen to Part 3.

Part 4: Process for a Successful New Investment Offering Call – Steps 1 to 5

What you will learn:

  • The first five steps to a successful new investment offering call

Click here to listen to Part 4.

Part 5: Process for a Successful New Investment Offering Call – Steps 6 and 7

What you will learn:

  • The next two steps (6 and 7) to a successful new investment offering call

Click here to listen to Part 5.

Part 6: Process for a Successful New Investment Offering Call – Step 8a

What you will learn:

  • The last step (8) to a successful new investment offering call

Click here to listen to Part 6.

Part 7: Process for a Successful New Investment Offering Call – Step 8b

What you will learn:

  • The last step (8) to a successful new investment offering call

Free Resource: 

Click here to listen to Part 7.

Part 8: Send Legal Documentation

What you will learn:

  • The five legal documents you need to prepare and send to investors to formalize their commitment

Click here to listen to Part 8.

Developing a strong plan for piquing the interest of passive investors and securing an investor commitment doesn’t have to be complicated. We can help you through this process so that obtaining a private equity commitment will be easier for you than ever before in the coming months. Get in touch with us to learn more about investing in apartments with the help of passive investors this year.

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Joe Fairless