Evaluating Passive Income Investments
Pascal Wagner talks with Dave Zook about what a syndicator does, the incentives behind a deal, and fitting investments to an investor’s situation.
In this interview
Dave Zook explains what a syndicator does and how an LP can use one to join deals that are hard to reach alone. He describes why he invests with operators who focus on a single asset class, and how he matches an investment to what each investor needs, whether that is income, growth or help with taxes. He walks through how a deal’s fees and profit split show whether the sponsor is paid before or after the investor. He closes with how to find and check syndicators: their history, their reputation, and conversations with people who have invested with them for years.
Chapters
- Meet Dave Zook
- How Dave Zook became a real estate investor
- Backing operators who do one thing
- Matching an investment to the investor
- What a syndicator does, and how it is paid
- Reaching deals an LP cannot join alone
- Finding and vetting syndicators
- How a fund manager chooses asset classes
The picture is YouTube’s poster for this episode. Published October 4, 2023 by Pascal Wagner, founder of DealStack. DealStack does not rate or recommend firms. The Real Asset Investor does not pay DealStack, so this page is not a paid placement.
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