https://youtube.com/watch?v=iwHTpVYvtww
How One Investor Turned $100K Minimums into $1MM Deal Access
In this video, Gene Trowbridge Esq. CCIM shares an inspiring success story about a client who solved a common problem in real estate investing: accessing high-minimum syndication deals.
The Challenge
An experienced syndicator was seeking investors who could commit a minimum of $1 million toward a real estate syndication. Many qualified investors simply didn’t have that level of capital available for a single deal.
The Creative Solution
Our client created an innovative fund of funds structure that allowed smaller investors to pool their resources and gain access to these exclusive $1MM+ opportunities.
Deal Structure Highlights:
Minimum Fund Raise: $1 million to break impounds
Maximum Fund Size: $10 million (successfully achieved!)
Unit Price: $10,000 per unit
Minimum Purchase: 10 units ($100,000 minimum investment)
Hold Period: 5-7 years
Target Investments: Funds requiring $1MM+ minimums
Fee Structure:
2% Acquisition Fee
2% Annual Asset Management Fee
1.5% Disposition Fee
The Result
This structure successfully democratized access to institutional-quality real estate deals, allowing investors with $100K to participate in opportunities typically reserved for those with $1MM+.
Key Takeaway: Creative structuring can unlock investment opportunities and create win-win scenarios for all parties involved.
What questions do you have about fund of funds structures? Drop them in the comments below!
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