After looking at different investment vehicles, many investors who hold high paying jobs or run successful businesses, choose to invest alongside a syndicator. If you are one of those investors, you probably had to find syndicators you can work with. There are many places where you can meet syndicators – some will allow you to meet them face-to-face and some will enable you to meet the syndicator virtually. While there are many options available as to how to find the best syndicators, I recommend that you focus on these 3 platforms:
Podcasts
There is so much you can learn about someone from listening to their podcast: from the way they conduct business to certain personality traits. I recommend you find real estate related podcasts and begin following them. Many of the podcast hosts are syndicators. By tuning into the podcast, you should be able to tell pretty quickly if you like them and how experienced they are in the field.
Real Estate Meetups and Conferences
If you are considering investing passively, start attending some local meetups, where you can network with syndicators. A few years back, I’ve started a meetup in my hometown of Santa Monica called “Santa Monica Passive Investing Club,” where passive investors had the opportunity to meet with me face to face, ask questions and vet me directly. You can find meetups in your area by going to Meetup.com. Another great thing to do is attend real estate conferences, and they are all over the U.S. When attending one or both of these, you can talk in person to the syndicator and determine how comfortable you feel talking with them.
Word of Mouth
Reach out to your network and tell them that you are looking to invest with a syndicator and ask for referrals, especially with someone they have been investing with. There is nothing better than having someone you know and trust vet a syndicator. Chances are, if a friend or peer trusts them, you will too. Additionally, you can ask them about their specific experience with their syndicator, in terms of transparency, past performance, etc.
Lastly, I’d highly recommend that you listen to your gut. If you found a syndicator through a podcast, was their personality appealing to you? Does it sound like they are experienced enough? If you met them in person, what was your impression of how they handle themselves? Did a syndicator come highly recommended from a friend? If so, do you trust your friend provided you with strong reasons to go with a syndicator? Listen to your instincts and decide if you can trust they syndicator with your passive investment.
Summary
Finding syndicators on podcasts to get a sense of who they are and whether you like them and their experience; attending real estate conferences and meetups to meet with syndicators in person; and reaching out to your network and asking for referrals are all excellent ways to find the best syndicator for your passive investments. The most important thing is to go with your gut – listen to your instincts to determine whether this is the right syndicator for you. By doing that you will set yourself on the right track to find the best syndicator for you.
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About Ellie Perlman
Ellie Perlman is the founder and CEO of Blue Lake Capital, a woman owned multifamily real estate investment firm focused on partnering with family offices and accredited investors to build and preserve generational wealth. Since its founding in 2017, Blue Lake has successfully acquired and operated multifamily assets across high-growth U.S. markets, completing $1B+ in transactions.
At Blue Lake Capital, Ellie and her team work exclusively with family offices and accredited investors, offering carefully curated investment opportunities that emphasize long-term wealth creation, stability, and risk-adjusted returns. A defining aspect of Blue Lake’s investment strategy is its integration of advanced AI-driven analytics and data science into the entire lifecycle of acquisitions and asset management. By leveraging cutting-edge technology, the firm executes data-driven forecasting on market trends, asset performance, and tenant behavior, ensuring strategic decision-making and optimized returns.
In addition to leading Blue Lake Capital, Ellie is the original founder and host of "REady2Scale - Real Estate Investing" podcast, which provides insights into multifamily real estate, alternative investments, and finance.
Ellie began her career as a commercial real estate attorney, structuring and negotiating complex transactions for one of Israel’s leading development firms. She later transitioned into property management, overseeing over $100M in assets for Israel’s largest energy company.
Ellie holds a Master’s in Law from Bar-Ilan University in Israel and an MBA from MIT Sloan School of Management.
You can learn more about Blue Lake Capital and Ellie Perlman at www.bluelake-capital.com.
*The content provided on this website, including all downloadable resources, is for informational purposes only and should not be interpreted as financial advice. Furthermore, this material does not constitute an offer to sell or a solicitation of an offer to buy any securities.
