Episode•September 14, 2023•18 min

How to Get Higher Returns with Real Estate Syndication | Ep. 263

Are you looking to get more from your investments? Real estate syndication may be the way! Tiffany Grant and Stephanie Walter discuss the ins and outs of this lucrative investing opportunity. Learn how the JOBS Act of 2012 changed syndication in a big way, plus discover what qualifications you need to be an accredited investor. Plus get insider tips from Stephanie on researching a location before investing, and learn all about her new book "Shattering Money Myths". Discover why real estate syndication can provide higher returns than REITs - listen now! To enter the book giveaway visit: https://moneytalkwitht.com/giveaways/ About Our Guest Stephanie Walter is a legacy cash flow specialist, capital raiser, syndicator, real estate investor and the CEO of ERBE Wealth. Prior to founding her investment group, Stephanie followed her dream of being an entrepreneur and started her own insurance agency. It was one of the largest, most highly awarded agencies in Colorado. She recently retired and sold her insurance agency of 16 years by following the key principles she now teaches professionals to use. Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them -- sometimes at several places at the same time! Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed onto the next generation. My goal is to connect my select group of investors with investment opportunities that I’ve found and vetted to be extremely desirable. And at the end of the day, I’m really looking to help my investors reach their financial goals. Connect With Stephanie Visit her website: https://erbewealth.com Facebook: ERBE Wealth Connect With Tiffany Visit our website: https://moneytalkwitht.com Facebook: Money Talk With Tiff Twitter (X): @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant YouTube: Money Talk With Tiff This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

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Key Takeaways

Real estate syndication allows investors to pool resources for larger properties with professional management and higher returns (15-20% annually) than REITs.

Investors act as limited partners with no management responsibilities

Professional teams handle due diligence, underwriting, and operations

Monthly reporting and distributions are provided to investors

The JOBS Act of 2012 dramatically changed syndication by enabling crowdfunding and opening deals to the general public.

Pre-2012: Only available through prior relationships (friends/family)

Post-2012: Syndicators can market to accredited investors broadly

This democratized access previously limited to wealthy networks

Accredited investor status (typically $1M net worth or $200K/$300K income) is required for most 506C syndications.

506B offerings may allow non-accredited investors

506B deals can still offer similar 15-20% returns

Due diligence is essential regardless of structure

Location research is critical: evaluate demographics, industry diversity, population growth, and infrastructure plans before investing.

Contact city Economic Development Departments for upcoming developments

Use Wikipedia and public data for demographics and growth projections

Avoid markets dependent on a single industry

Wealthy individuals treat money as an active employee focused on utilization rather than passive accumulation.

Focus on tangible assets like real estate and businesses

Minimize fees (e.g., in 401(k)s) to potentially save years of work

Maintain control over investments rather than relying on market swings

Intro

Tiffany Grant explores real estate syndication as an alternative investment strategy with Stephanie Walter, who shares how the JOBS Act transformed access and why syndication can outperform traditional options.

Stephanie Walter is CEO of ERBE Wealth, a legacy cash flow specialist, capital raiser, and syndicator. She previously built and sold a successful insurance agency in Colorado by applying the wealth principles she now teaches.

How to Get Higher Returns with Real Estate Syndication | Ep. 263

Key Takeaways

Intro

– What Is Real Estate Syndication?

– How the JOBS Act Changed Everything

– Accredited Investor Requirements

– Risks and Market Considerations

– How to Research Markets

– Shattering Money Myths

Books Mentioned

Resources

Topics