Real Estate Syndication
Deal Cycle
Through a Company and Investor Lens
Phase 1
Acquisition / Capital Formation
PTAH A&H Actions: Market research, deal sourcing, underwriting, capital stack design, investor offering preparation, capital raise and closing.
Investor Actions: Review sponsor track record, analyze offering, perform investmet analysis, commit capital, receive confirmation.
Phase 2: Operation
Value Creation
PTAH A&H Actions: Asset management, financial oversight, investor relations, potential refinancing.
Investor Actions: Receive distributions, monitor performance, access reports, participate in refinancing events.
Phase 3:
Disposition / Exit
PTAH A&H Actions: Exit planning, marketing, sale negotiation, distribution, final reporting.
Investor Actions: Receive final proceeds, review performance, reinvest in future opportunities.
Summary
Phases → PTAH → Investor
Acquisition → Source deals, structure capital, close on asset → Evaluate sponsor, commit capital
Operation → Manage asset, distribute returns, communicate results → Receive updates and distributions
Disposition → Maximize sale value, close, report outcomes → Receive sale proceeds, assess ROI, reinvest