Jeff Pate has been designing Commercial Real Estate investment opportunities for his investor clients for decades. This allows them to participate together, maximize their returns, and accomplish their investment goals through syndication. This makes it possible to a lot of people to own and participate in larger real estate investment opportunities and generate passive income.
We work with all types of investors in selling Commercial Real Estate (CRE). We have also developed Commercial Real Estate Investment Syndications for Accredited Investors and Sophisticated Investors.
Please Send Me More InformationThe Accredited Investor is defined as one with $200,000 annual income or $1,000,000 or more in assets excluding his or her residence. To be an Accredited Investor, a person must demonstrate an annual income of $200,000, or $300,000 for joint income, for the last two years with expectation of earning the same or higher income. An individual must have earned income above the thresholds either alone or with a spouse over the last three years. A person is also considered an Accredited Investor if he has a net worth exceeding $1 million, either individually or jointly with his spouse.
A Sophisticated Investor is a classification of investor indicating someone who has enough capital, experience and net worth to engage in more advanced types of investment opportunities. A Sophisticated Investor is a high-net-worth investor who is considered to have a depth of experience and market knowledge that makes them eligible for certain benefits and opportunities such as Regulation D private placement exempt securities.
Regulation D (Reg D) is a Securities and Exchange Commission (SEC) regulation governing private placement exemptions. Reg D allows usually smaller companies to raise capital through the sale of equity or debt securities without having to register their securities with the SEC.
Reg D offerings are advantageous to any private company or entrepreneur because they allow an entity to obtain funding faster and to avoid the costs associated with a public offering. Within the regulation are directives that, based on which rules are applied, may allow offerings to be openly solicited to prospective investors in their network.
Syndication allows multiple real estate investors to pool their funds together for purchasing a property that is more expensive than any of them could have afforded on their own. Jeff Pate serves as the Managing Partner putting the deal together and operating the asset with the investors as Limited Partners giving them limited risk and the ability to invest more as a passive investor.
Our Real Estate Syndications are an effective way to spread risk and compound returns. Since each investor can allocate a specific sum to each deal, they can effectively spread their risk across multiple property types, diversify by geographic region and compound returns by investing in multiple investment opportunities.
Syndications can be very diverse in their structure, with each uniquely designed to optimize the property and the investors’ goals including:
- Return of investor capital through periodic distributions
- Return on investor capital through periodic distributions
- Preferred Returns
- Equity Growth
- The ability to write-off operating expenses, interest expense and depreciation
- Possibilities for 1031 Tax Exchange for deferral of income tax generated by any gain.
If you are interested in learning more about our syndication investment opportunities, please update your information.
Please Send Me More InformationPortfolio of Previous Investor Offerings
5714 and 5716 Edmonson Pike – 5714 Edmonson Investors, LLC
Pinebrook Park – Pate Associates, G. P.
Crystal Industrial Park – Pate Associates, G. P.
Nolensville Market Square – Mill Creek, LLC
San Carlos 3ac Associates, LP
Colonial – Treeline Associates, LP
This is not an offer or solicitation for any investment and is provided as information only about the investment process.
