How to Vet a Real Estate Syndication Sponsor
Track record, alignment, operations, reporting and red flags: a due diligence framework for passive investors.
Read →Free checklist for investors
Score any sponsor on 20 due diligence checks
Tick what you've confirmed about a sponsor and their deal. Get a score, a verdict, and the gaps to ask about on your next call.
Track record
Alignment
Debt & plan
Reporting
Legal & references
Due diligence score
0 / 20
Tick what you've confirmed
By area
A high score doesn't make a deal safe; it means you've done the homework. Not investment advice.
How to use it
Four steps
- Work through each area during your diligence calls and document review.
- Tick only what you've actually confirmed, not what you were told.
- Use the gaps as your next set of questions.
- Compare scores across sponsors before deciding.
More in Due diligence
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Where to focus in the private placement memorandum, subscription agreement and operating agreement, and what to ask your attorney.
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25 Questions to Ask Before Investing in a Real Estate Syndication
About the sponsor, the deal, the debt, the fees and the exit, organized so you can use them on your next call.
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