Syndication and Investment

Building Wealth Through Real Estate

While stocks are a great investment vehicle, they require a more hands off approach where the investor is somewhat at the mercy of the market. The owner of a real estate asset can make decisions that have a more immediate impact during challenging economic times.

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Apartment building with balconies

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Modern apartment buildings
Top view apartments complex building urban lifestyle district landscape with small american town

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Syndication Process

Identify Opportunity

Identify the investment opportunity that’s right for you.

Syndication Process

Due Diligence

Conduct due diligence to determine if the potential investment property meets our stringent standards. We evaluate the property’s needs, estimate expenses, income projections, area demographic, and economic indicators. From this, a detailed Pro Forma is created for potential investors.

Syndication Process

Create LLC

Each investment starts with TRĀ  Wealth creating an LLC to buy the property, putting down the required deposit, and getting the property under contract.

Syndication Process

Invite Investors

We will review details about the prospective investment, ensuring new investors in particular are supported through every step of the investment process.

Syndication Process

Relax

Once you review and sign the documents, and transfer the investment funds. TR Wealth executes the business plan to meet or exceed our financial projections. You can sit back and relax until its time to reinvest your funds and do it again!

Syndication Process

Reinvest Profits

Reinvest your profits into future investment opportunities and build a legacy of generational wealth.

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