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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