A real estate syndication is a partnership structure where multiple investors pool capital to acquire and operate a real estate property that would typically be difficult to purchase individually. By combining resources, investors are able to access larger, professionally managed assets while sharing in the income, tax benefits, and long term appreciation of the property.

In a syndication, the operating team is responsible for sourcing the deal, executing the business plan, and managing the property, while investors participate as equity partners without being involved in day to day operations. This structure allows investors to gain exposure to real estate with experienced operators while remaining passive.

Each investment is structured as a standalone limited liability company created specifically for that property. This entity owns and operates a single asset, which helps isolate risk and simplify operations.

Investors participate as equity partners in the LLC, making them direct owners in the underlying property. This structure allows investors to benefit from ongoing cash flow, tax advantages passed through the entity, and participation in the long-term equity growth realized during the hold period and at exit.

Our team serves as the operating partner, responsible for sourcing the opportunity, executing the business plan, managing the asset, and overseeing all day-to-day operations. This alignment ensures our incentives are directly tied to the performance of the investment.

We focus primarily on value-add multifamily rental properties in select New England markets with historically low vacancy and strong long-term demand. Our portfolio consists of small to mid-sized apartment buildings typically ranging from 5 to 50 units where we can improve operations, increase efficiency, and unlock upside through strategic renovations and professional management.

We are intentionally market specific, with our team located directly in the markets where we invest. Having boots on the ground gives us a competitive advantage through deeper local knowledge, stronger relationships, and hands on oversight throughout the acquisition and execution process. New England offers a unique combination of limited housing supply, stable employment bases, and resilient rental demand. This allows us to prioritize durable cash flow today while positioning each asset for long term appreciation.

Rather than chasing scale for its own sake, we target properties where fundamentals drive the return. Our approach emphasizes conservative underwriting, downside protection, and multiple paths to value creation.

A limited partner is a passive investor who contributes capital to a real estate syndication but does not participate in the day to day management or decision making of the investment. Limited partners are not responsible for operating the property and their liability is generally limited to the amount of their investment.

The general partner is responsible for sourcing the opportunity, securing financing, executing the business plan, and managing all aspects of the investment throughout its lifecycle. This includes overseeing operations, renovations, and the eventual disposition of the asset. The general partner typically assumes the majority of the operational responsibility and risk.

For our partnership opportunities, investors participate as limited partners while our team serves as the general partner, aligning incentives by managing the investment on behalf of our partners from acquisition through exit.

We offer opportunities for both accredited and sophisticated investors, though eligibility is determined on a deal by deal basis.

To stay informed about current and future opportunities, join our Investor List. After joining, we will connect to learn more about your background, investing experience, and long term goals. Once we have aligned on fit, we will share relevant opportunities as they become available.

To qualify as an accredited investor, an individual must meet one of the following requirements:

1. Have an individual income of over $200,000 per year, or a joint income of $300,000 with a spouse, for each of the past two years, with a reasonable expectation to maintain the same income level in the future.

2. Possess a net worth exceeding $1,000,000, either individually or jointly with a spouse, excluding the equity in their primary residence.

A sophisticated investor is someone who may not meet the financial thresholds of an accredited investor but has sufficient financial knowledge and investing experience to evaluate the merits and risks of a real estate investment.

Minimums vary from deal to deal but generally are set at $50K with preference given to investors with more to invest.

While distributions vary from deal to deal, we most commonly make quarterly distributions. Funds are distributed via direct deposit.

As a limited partner, you will benefit from your portion of the investment’s deductions for property taxes, loan interest, depreciation, etc. At times, we will also use a cost segregation strategy to accelerate depreciation. The tax loss can then be used to offset other income depending upon your individual tax situation. At the time of sale, the partnership gains are treated as long-term capital gains. For a comprehensive understanding of how investing in a real estate syndication may affect your taxes and to ensure the most beneficial tax outcomes, we strongly advise consulting with a qualified tax professional tailored to your specific circumstances.

Yes, you can invest in a real estate syndication using a retirement account by utilizing a Self-Directed IRA (SDIRA). To do this, you’ll need to open an SDIRA with a custodian such as such as American IRA, Directed IRA, or Vantage IRA that allows real estate investments. Once your account is set up and funded – either through a rollover from an existing retirement account or through new contributions – you can select a real estate syndication to invest in. Your custodian will help facilitate the investment by ensuring that all transactions are completed in the name of your SDIRA.

We will provide monthly email updates on the project's progress including renovation status, pictures, rents received, and distribution amounts for the period. You will also receive a K-1 statement each year for your tax filing.

You can get started by joining our Investor List. From there we will schedule a call to discuss your investing goals and where you are currently at on your financial journey.