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Syndication Action Group: Due Diligence

with... Steve Matley

Syndications are a powerful tool in building a real estate portfolio. Understand what syndications are and how they are used in funding real estate projects.

Saturday, September 21, 2024 9:00 AM - 1:00 PM
Barrett Financial - La Mesa Office
9320 Fuerte Drive #100 La Mesa, CA 91941
Steve Matley has over 30 years of experience in real estate investing, land development and
construction management involving commercial, institutional, residential and public works projects.

Real estate syndication has emerged as an interesting opportunity for investors who want to capitalize on
the high return potential of real estate but don’t necessarily want to directly become property owners.
Join this group of active investors and take a closer look at real estate syndication, its pros and cons,
and what investors should know before deciding if it is right for them.


Topics to be Covered This Month:

- Running the numbers
- Acquisition costs
- Project costs
- Overhead & management costs
- Disposition costs
- Proceeds from sale or tenancy
- Cash flow projection
- Making and checking your assumptions
- How to prepare a pro forma
- Identify Necessary Consultants
- Project Consultants


SEATING IS LIMITED
Location: Barrett Financial Group - 9320 Fuerte Drive #100, La Mesa

Subgroup meetings are specific, strategy-based smaller group meetings.
Subgroup meetings are where you network, exchange information, discuss current trends, and help each other solve problems.

*SDCIA does not pre-qualify, evaluate, endorse, guarantee or warranty any particular deal, service, company, or person.
We recommend you to perform your own due diligence and seek appropriate legal, accounting, or other professional advice before making any investment.


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  • Members, Login to Register with the Member's Price
Members:
$20.00
Non-Members:
$30.00

Members w/Guest:
Non-Members w/Guest:
$50.00

Date:  Saturday, September 21, 2024
Time:  9:00 AM - 1:00 PM

Location:
Barrett Financial - La Mesa Office
9320 Fuerte Drive #100
La Mesa, CA 91941

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  • San Diego, CA 92110

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