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Syndication Action Group: Funding and Managing the Project

with... Steve Matley

Syndications are a powerful tool in building a real estate portfolio. Understand what syndications are and how they are used in funding real estate projects.

Saturday, December 14, 2024 9:00 AM - 1:00 PM
Marina Village Conference Center, Room G7
1936 Quivira Way San Diego, CA 92109
Steve Matley has over 30 years of experience in real estate investing, land development and
construction management involving commercial, institutional, residential and public works projects.

Real estate syndication has emerged as an interesting opportunity for investors who want to capitalize on
the high return potential of real estate but don’t necessarily want to directly become property owners.
Join this group of active investors and take a closer look at real estate syndication, its pros and cons,
and what investors should know before deciding if it is right for them.


Topics to be Covered This Month:
Funding the syndication

Play by the (Reg D) Rule for your project
Identifying & vetting possible investors & Building a referral network
Helping investors identify money they have but do not know they have
Helping potential investors to vet you and the project

Being the Project Manger
The task list & sequencing
Contracting with consultants & contractors
Progress tracking & Task completion
Payment & Schedule control
Know your local agencies
Keeping up on records, filings and bookkeeping
Investor communications and relations

 

BRING YOUR LAPTOP!
SEATING IS LIMITED

Subgroup meetings are specific, strategy-based smaller group meetings.
Subgroup meetings are where you network, exchange information, discuss current trends, and help each other solve problems.

*SDCIA does not pre-qualify, evaluate, endorse, guarantee or warranty any particular deal, service, company, or person.
We recommend you to perform your own due diligence and seek appropriate legal, accounting, or other professional advice before making any investment.


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  • Members, Login to Register with the Member's Price
Members:
$20.00
Non-Members:
$30.00

Members w/Guest:
Non-Members w/Guest:
$50.00

Date:  Saturday, December 14, 2024
Time:  9:00 AM - 1:00 PM

Location:
Marina Village Conference Center, Room G7
1936 Quivira Way
San Diego, CA 92109

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San Diego Creative Investors Association
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  • San Diego, CA 92110

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