Month: February 2023

Posted on

Finding Sponsors by Looking at SEC Filings – a Tutorial to Find Syndicators

Now it is time to put on your detective hat to find syndicators. All syndicators in the United States are compelled to file their offerings with the Securities and Exchange Commission (SEC). This filing is a Notice of Sale of Unregistered Securities. Looking for these types of filings gives you a starting point for finding syndicators who have experience syndicating at least one project.

Continue reading “Finding Sponsors by Looking at SEC Filings – a Tutorial to Find Syndicators”
Posted on

Secret Shopping – The Key to Watching Over Your Investments

Here’s a tricky situation…

You have invested in an apartment syndication that was supposed to make money hand over fist. The operators promised you an 8% preferred return quarterly on your $100,000 investment. Things were going well for the first few quarters, but then you noticed that your quarterly distribution became dismal… Nothing like what was “promised” to you in the shiny brochure.

Continue reading “Secret Shopping – The Key to Watching Over Your Investments”