What Syndication Investors Can Learn From Institutional Investors

Attorney Trevor Crow was featured on the Passive Wealth Strategy Show Podcast where he dives into what institutional investors look for when investing as a limited partner in a syndication deal and how Main Street investors can apply those lessons and strategies to their investments.

From understanding the typical size of deals that Trevor works on, ranging from one-off syndicated deals to packages of 16 hotels at a time, to the negotiation process between individual investors and larger capital providers, this conversation offers valuable insight into the potential risks and protections that passive investors need to be aware of.

Listen in as he discusses key factors such as fees and decision rights, removal of the manager for gross negligence or fraud, arbitration agreements, and bankruptcy of the manager – all so you can make sure you’re protected when investing in a syndication deal.

 

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