Syndication Deal Analyzer

Evaluate syndication opportunities as a limited partner (LP) investor

Investment Range: $25K - $500K
Hold Period: 3-7 Years
Target IRR: 12-20%

Parameters

$
$
0% 8% 12%
4% 6.5% 10%
%

Investment Analysis

Total Return

$85,000

Equity Multiple

1.85x

Average Annual

17%

IRR

15.2%

Cash Flow & Return Projection

Distribution Schedule

Year Quarterly Distribution Annual Total Cumulative % of Investment

Risk Assessment

Key Risks
  • Exit cap rate expansion could reduce returns
  • Illiquid investment for 5+ years
  • Sponsor execution risk
  • Market conditions may affect exit timing
Mitigation Factors
  • Preferred return provides downside protection
  • Professional management reduces operational risk
  • Diversification across multiple properties
  • Tax benefits through depreciation

Investment Comparison

This Syndication 15.2% IRR
S&P 500 (10-year avg) 12.4% annual
REITs (10-year avg) 9.5% annual
10-Year Treasury 4.5% annual

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