October 25, 2024

JF3704: This LP Rejects 98% of Deals. Here’s What He Sees Syndicators Doing Wrong ft. Marc Halpern

 

 

Matt Faircloth speaks with Mark Halpern, a seasoned passive investor in syndication deals. Mark emphasizes the need for syndicators to present clear, concise information to limited partners (LPs) through a one-pager, covering key details like the project name, asset class, equity split, and target returns. He stresses respecting LPs' time, focusing on transparency, and providing investor-centric communication. Mark also shares advice on networking effectively, prospecting at investor conferences, and conducting thorough due diligence, highlighting the importance of clarity, realistic projections, and efficient deal presentations.

Marc Halpern | Real Estate Background

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