Ascent Equity Group

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Ascent Equity Group Syndication Investing Real Estate Investment Firm

If you’re considering real estate investments as a way to create more control over your life and finances while you advance in your medical career, real estate syndications could be a great fit for you.

Investing in real estate is a powerful way to diversify your portfolio and mitigate risk. If you decide to move forward with real estate syndications, Ascent Equity can help you learn more about the process and work with you to discover the right deals for your lifestyle and goals.

Discover this type of investing. Take the quiz in our bio link to find out if real estate syndication is right for you.

Every investment comes with risk. Just as unexpected things come up in life, unexpected things also happen in the stock market, and in real estate.

The key is not to look for risk-free investments (that doesn’t exist), but to understand the risks thoroughly, determine your threshold for risk, and ensure that you’re doing everything you can to mitigate risk.

We thoroughly discussed the risks between stocks and real estate syndication in our blog. Click the link on our bio for our blog to read the full article!

Would-be investors oftentimes think buying and managing multiple properties is the best way to secure their financial future. It seems easy enough. Purchase properties, find tenants, and collect monthly rent.

But the constant stress of overseeing multiple properties can quickly dominate your time, attention, and life. Most people would agree that the best investment is the one that fits in with your lifestyle, while reliably bringing in extra money.

We tried different avenues of real estate investing before eventually discovering we could invest passively in real estate syndications. As a passive investor, you never have to deal with the headaches of being a landlord. You get to avoid tenant troubles and maintenance issues!

If you’re currently investing actively in real estate or if you’re just getting started in as an investor, keep reading to learn how real estate syndications might work for you.

In this video, find out whether you should be an active or passive investor.

On the flip side of active investing, you have passive investing, which are the “set it and forget it” type of real estate investment. You invest your money, and someone else does all the heavy lifting.

The great part about passive investing is that it IS passive – you don’t get any calls from the property manager, you don’t have to screen any tenants, and you don’t have to file any insurance or eviction paperwork.

However, being a passive investor also means that you relinquish some of your control in the investment and trust someone else (i.e., the operator and sponsor team) to manage the property and execute the business plan on your behalf.

Are you interested in this type of investing? Let us know in the comments below!

WHAT INFORMATION SHOULD INVESTORS GATHER BEFORE DECIDING TO PARTICIPATE IN A SYNDICATION?
Investors should conduct thorough research before participating in a syndication opportunity. It includes gathering information on the property, market conditions, location, and growth potential.

HOW DO SYNDICATORS RAISE CAPITAL?
Syndicators are individuals or companies that gather a group of investors, known as a syndicate, to participate in financial transactions such as equity offerings or debt. Raising capital is one of the syndicator’s primary responsibilities, which involves preparing a PPM and identifying and evaluating investment opportunities.

DOES A SYNDICATOR HAVE TO REGISTER WITH THE SECURITIES AND EXCHANGE COMMISSION?
Often, syndicators offer and sell securities without registering with the SEC ( Securities and Exchange Commission) due to various exemptions that exist.

WHAT ARE ASSET MANAGEMENT FEES?
Asset management fees range from 1 to 5% of your gross monthly income on a property. You’ll manage syndication, update investors, oversee property management, and assist with tax prep to receive this fee.

Let us know if you have any other questions for us. We would be happy to answer them all!

When most people think of real estate investing, they think of rental property investing – buy a duplex, find a couple of renters, and collect monthly rent income. Sounds easy enough, but the reality can be quite different.

Even with a professional property management team on board, you as the landlord still have an active role in the investment.

The property managers may take care of the day-to-day issues, but you will still need to be involved in strategic decisions, including whether to evict tenants who aren’t paying, filing insurance claims when unexpected surprises happen, and sometimes having to put in additional funds to cover maintenance and repair costs. It’s a lot of work, but some people like being involved in the process.

As an investor, you should tailor investment decisions according to your goals and objectives.

Are you interested in this type of investing?

We’re working hard to make Westcreek a great place to live! Shout out to our incredible property managers who are making these reviews possible and to the residents for taking the time to share their experiences. Thank you so much! It is very much appreciated.

❗ PROS AND CONS OF INVESTING IN REAL ESTATE ❗

PROS
A diversified portfolio can reduce risks by investing in multiple asset classes such as stocks, bonds, real estate funds, or REITs (Real Estate Investment Trusts). Real estate investors can also enjoy additional rental income and tax benefits, improving their earnings.
Real estate investing is less volatile than the stock market. Home prices don’t usually experience short-term fluctuations like the stock market. Holding onto properties for more extended periods can reduce short-term volatility.

CONS
Investing in real estate is expensive and complex. It requires a significant upfront investment, and liquidating the investment is more complicated than selling stocks.
Investing in real estate can be more demanding than investing in stocks, especially managing rental properties. Investing in stocks or mutual funds requires less personal effort than owning properties.

The key to investing successfully is to first determine your own personal goals. Once you’ve established what you’d like to accomplish through investing, you can better decide which type of investment best aligns with your lifestyle and your personal tolerance for risk. Then you’re better equipped to choose the path that will ultimately help you meet those goals.

Real estate syndications are group investments that work by having a group of passive investors put their money together to purchase an asset. That asset creates continued cash flow and appreciates over time. To make the most of a deal, the whole syndication team needs to work together cohesively.

In addition to the roles listed above, there are also inspectors, appraisers, cost segregation specialists, CPA, legal team, and insurance agents who are integral to getting the syndication off the ground. The real estate syndications must comply with state securities laws, which vary by state.

We are committed to finding a team that looks after your money as if it were their own. Our team will keep you in the loop regarding the safety of your investment, and will always make decisions with your best interest at the forefront of our minds.

Ready to see if Syndication Investing makes sense for you? Check our link in bio to try our quick test to find out now! The answer might surprise you.

Want to be prepared and ready to go when our next deal opens?! There are a couple of things you can do now to set yourself up for speedy success. Swipe to read through the list.

We’d also like to highlight the flexibility in investment structure. If an investor’s trust or entity isn’t fully set up yet, you can always make the investment as an individual and later transfer it to the entity or trust after the deal is closed.

Learned something from this post? Save this so that you can come back to it later.

It’s important to know the process of real estate syndications from start to finish. This way you can feel confident in your investment and know exactly how everything is going to work.

Swipe left to see the basic steps of investing in a real estate syndication.

Read the whole article of this topic through our blog. Click the link on our bio!

Real estate syndications offer the benefits of real estate investing without the hassle of being a landlord.

If you crave being in control of the ins-and-outs of your real estate investments and love the idea of working on real estate during your days/nights off, active investing just might be the perfect adventure for you. You must keep up with market trends and analyze the area’s demographics. Understanding the demand for rental properties and the purchasing habits of potential homeowners can help you as an active investor.

However, if you’re looking for less work and more income, passive investing is the path to take.

Ready to see if Syndication Investing makes sense for you? Click our link in bio to take the quiz!

State of the Market Update:
Value-add multifamily deals are becoming more plentiful, but most of them are mediocre at best. There are a few distressed properties coming on the market now, but not the full deluge we were anticipating, so it’s certainly a hunt for the diamond in the rough. However, like retail and entertainment, travel accommodations have rebounded since the pandemic closures.

Hotels and Airbnbs are booming. Travel is thriving in both leisure and business and is projected to continue to be on the upswing for quite some time. We are actively assessing deals in these asset classes as well as medical office buildings and top quality multifamily opportunities.

Deal Update:
We are currently running due-diligence on several potential deals. Our vetting process is thorough and takes several weeks, sometimes months before we say yes and present it to you. 

We’re in the final stages of two potentials: An excellent value-add multifamily property, and another exciting preferred equity opportunity. The value-add deal should be live in early-mid March. The deal is impressive because we will be getting it for under the current loan on the property!  If you are on the waitlist from Metropark, you’ll be the first to know when the next deal opens up but we’ll be keeping everyone apprised of progress as we go. 

The preferred equity deal is in the preliminary stages of due diligence and doesn’t have an opening date yet.

Want to get updated on our latest deals? Click the link in bio to join our newsletter, and you’ll be on the list to get notified!

Swipe to know what happens after you invest with us!

You will receive distributions and updates monthly or quarterly about the property for the next few years until it sells! It’s a fairly straightforward process, and we’re here to help you through every step of the way.

A few years ago we were presented with a deal that looked amazing on paper. We got pretty excited about it, but as we dove into the details, we discovered that around 200 of the 250 units would need to be evicted if we proceeded with this plan.

We’re not in the business of kicking people out of their homes.

It simply didn’t align with our ethics, so we passed. With our renovations, we strive to make it a community where people want to live. We want them to enjoy being there.

We want happy renters. Not only because it matches our ethos but because it increases renewals, higher occupancy rates, and better property reviews online.

So it’s not only the right thing to do, it’s the profitable thing to do.

It’s also vital that we’re careful, thoughtful, and intentional stewards of our investors and our money.

We have never done an investor capital call.

We are adequately prepared and plan a significant buffer so that we hope to never have one. We mitigate this risk by focusing on deals that have cash flow from day one, so not only are we able to cover all of our expenses, but we also will have money to send out to our investors. That way, if something goes wrong, we can hold distributions if needed and tap into that reserve rather than approach our investors to add more money.

Some of our properties have needed to tap into that buffer reserve, which we have funded ourselves rather than going back to our investors to ask them to put more money into the deal. We can’t guarantee we’ll never need one, but we fight hard to avoid it.

Our objective is to get impressive returns while protecting our investors from risk.

Investing in real estate could be your gateway to time freedom with family, however, it can be a scary step toward the passive income lifestyle. There are a lot of unknowns, and often, even after taking a real estate investment course or speaking to someone within the real estate industry, the investor still wants to invest IN someone or WITH someone they trust. Over the years, real estate has taught us valuable lessons about relationships, tax benefits, leverage, passive income, and the power of community.

People are fairly familiar with rental properties and the process of becoming a landlord. They choose the market and neighborhood, determine how many bedrooms and bathrooms they’re looking for, get together with a lender and a broker, tour potential properties, and then make an offer.

But, the moment you mention real estate syndication (group investment), real estate investing typically becomes a foreign concept. The real estate syndication process is not well known to most people, especially if you’re new to the world of investing in real estate.

It’s important to know the process of real estate syndications from start to finish. This way you can feel confident in your investment and know exactly how everything is going to work.

Ready to see if Syndication Investing with Ascent makes sense for you? Try our quick quiz to find out now! Comment below 'quiz' to get access.

Growing your wealth doesn't have to involve unnecessary risk or spending countless hours analyzing complex financial data. At Ascent Equity, we specialize in low-risk, high-growth real estate investments in robust markets across the United States.

We provide what's called “Multifamily Syndication Real Estate Investing,” which allows us to leverage the collective power of our network to earn cash flow, equity, and tax benefits for our Investors. So you get to experience the upside of real estate stability and success, without the immense stress of managing rental properties.

Don’t rush to invest. Take your time with due diligence. Discover the people behind the investments, their values, and how the company operates. Click our link in bio to join our newsletter for ongoing education and to see our behind-the-scenes process as you get to know us.

⭐ HERE'S AN EXAMPLE OF WHAT INVESTING WITH US LOOKS LIKE ⭐

If you invested $50,000 and earned 8% annually, the projected cash flow would be about $4,000 annually. That’s $20,000 over the five-year hold.

But that's just the beginning.

And now for the exciting part!

The projected profit upon sale.

We aim for 40-60% in profit at the sale in year 5.

In five years’ time, the units have been updated, tenants are strong, and rent accurately reflects market rates. Since commercial property values are based on the amount of income generated, these improvements, along with market appreciation, typically lead to a substantial increase in the asset's overall value, thus leading to sizable profits upon the sale.

Typically, in the deals we do, we are looking for the following criteria to get the most profit out of your investment:
1. 5-year hold
2. 4-8% annual cash-on-cash returns
3. 40-60% profits upon sale

To continue with our previous example, you’ve invested $50,000, hold for 5 years, collect $4,000 per year in cash flow distributions paid out monthly or quarterly (a total of $20,000 over 5 years), AND earn an additional $20,000 - $30,000 in profit at the sale.

This results in ~$95,000 return at the end of 5 years.

100% [$50,000] of your initial investment returned plus $40,000 - $50,000 in total profits.
So if you have big life events, like moving, travel, renovations, college tuition, weddings, etc., in your future, you’ll be able to enjoy your money working extra hard for you.

Isn't that great! It’s as though you’re getting all the benefits of being a landlord of a HUGE property without any of the stress and hassles. It’s passive real estate done right.

Have you invested in passive income streams like these? What was your experience? Share your story to us in the comments.

1. We pride ourselves on TRANSPARENCY. Investing with us means getting monthly or quarterly progress and financial updates.

2. We focus on capital preservation first and foremost. This means we make sure the deal has multiple plans, which will help protect investor capital loss. That’s our number one priority throughout the lifecycle of every deal.

3. We do not take deals that would cause a mass wave of undue evictions, and we work diligently to have our properties be someplace people enjoy living.

4. Our multifamily real estate syndications are carefully cherry-picked.

Our team will keep you in the loop regarding the safety of your investment, and will always make decisions with your best interest at the forefront of our minds.

At Ascent, we pride ourselves on being wise stewards of our and our investors’ money. We are highly involved in every single aspect of our deals, from finding and vetting the best deals to keeping a close eye on them throughout the hold period.

We work hard to ensure everything goes to plan and have several contingencies to mitigate the risks.

We do this because we are passionate about not only our own financial goals, but it means the world to us to help you achieve yours. We want you to get a great return and know that your money is in good hands.

Does this sound like the type of equity firm you are looking for? If not, let us know in the comments what quality you seek in an investor.

There are 3 main criteria you should look into when evaluating projected returns on a potential real estate syndication deal:

1. Projected hold time
Projected hold time, perhaps the easiest concept, is the number of years we would hold the asset before selling it. What this means for you is that this is the amount of time that your capital would be invested in the deal.

2. Projected cash-on-cash returns
Cash-on-cash returns are what remain after vacancy costs, mortgage, and expenses. Investors receive a portion of rental income after sponsor fees, acquisition fees, and other management fees are deducted, typically quarterly or monthly.

3. Projected profits at the sale
Our main goal is to increase the value of our real estate assets. Therefore, we always use conservative underwriting as part of our overall investment strategy when creating projected returns for any real estate syndication offering. We also include multiple options for a predetermined exit strategy for each unique real estate syndication, and we never rely solely on market appreciation.

Let us know what you think about our methods of projecting returns. Is this the same type of investment you are looking for? Find out further by taking our quiz. Comment ‘quiz’ below the comments to find out.

Your feedback means the world to us, whether you're renting with us or investing. We're all about constant improvement, and your insights help us make it happen.

📣 Metropark is now officially fully funded and closed.

It over-subscribed in just three days! That’s the fastest of any of our raises.

Thank you to everyone who took part in this deal. We’re glad to have you as part of the Ascent Investor Network and already have a new, exciting opportunity coming your way soon!

Make sure you're on our email list to be notified about the next one.

HOW DOES PREFERRED EQUITY WORK?

The payment priority in the capital stack is positioned ahead of common equity, which means it gets paid out after the Senior Debt, which is usually the bank, and before the Common Equity. This becomes a crucial safety net during uncertain times. This structure results in lower downside risk exposure compared to common equity.

For instance, if an asset value drops by 25%, the common equity could get wiped out, while the preferred equity and senior debt would be protected.

Pictured here is the exact capital stack from our most recent deal the Metropark. We were thrilled with these terms and the built-in downside risk protection.

Did you find this insightful? Get to know more of what Ascent offers. Follow our page for more updates!