Investment Readiness Checklist
A 2-minute self-assessment for multifamily syndication investing. Check every box that is true today, then score yourself below. Be honest. This is for you, not a pitch.
Financial requirements
- ☐I have $25,000-$100,000+ available for investment (typical minimum for quality syndications).
- ☐I keep 6-12 months of expenses in emergency savings, separate from investment capital.
- ☐High-interest debt is paid off or manageable.
Accreditation status
- ☐Individual income above $200K (or joint above $300K) in each of the last 2 years, or
- ☐Net worth over $1 million excluding primary residence, or I qualify as a sophisticated investor.
- ☐Recent tax returns, bank statements, and net-worth documentation are available for verification.
Investment mindset & timeline
- ☐I am comfortable with 3-7 year hold periods and illiquid investments.
- ☐I am seeking passive income and long-term wealth, not quick returns.
- ☐I understand real estate carries risk and returns are not guaranteed.
Knowledge & due diligence
- ☐I understand how a syndication is structured (GP/LP, preferred return, splits).
- ☐I have done basic market research on the target property type and geography.
- ☐I have professional advisors (CPA, attorney) I can consult before wiring funds.
- ☐I know the questions to ask an operator before I invest.
Score yourself
Scored 7 or higher and want to see how we operate? Get to know the team and reach out.
Common questions
What does it mean to be an accredited investor?
In the US, an accredited investor is someone with individual income above $200,000 (or $300,000 jointly) in each of the last two years, or a net worth over $1 million excluding their primary residence. Some private offerings also accept sophisticated investors who have the knowledge to evaluate the investment.
How much do I need to invest in a multifamily syndication?
Minimums for quality multifamily syndications typically start between $25,000 and $100,000. You should also keep 6-12 months of living expenses in separate emergency savings before committing capital to an illiquid, multi-year hold.
How long is my money tied up in a syndication?
Most multifamily syndications run a 3-7 year hold. The investment is illiquid during that period, so it suits investors seeking passive income and long-term wealth rather than quick, liquid returns.
Informational only. Not an offer to sell or a solicitation to buy any security, and not investment, legal, or tax advice.