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What Is Passively Investing in Apartments

Writer's picture: Michael WebberleyMichael Webberley

Updated: Jul 11, 2023

Passive investing in apartment syndications is a type of real estate investment where an individual invests in a group of investors pooling their resources together to acquire an apartment complex. The investor contributes money to the syndicate and receives a percentage of the profits.


Passive investing in apartment syndications is a great tool for individuals who want to invest in real estate but don't have the time, experience, or capital to manage a property themselves.


Benefits of passively investing:

  • Gain access to larger properties

  • Receive regular income from rental profits

  • Tax advantages from property expenses

  • Appreciation of the property value over time



Who can passively invest in apartment syndications?

To invest, an individual typically needs to be an accredited investor. This means they have a net worth of at least $1 million, excluding their primary residence, or an annual income of at least $200,000 (or $300,000 for married couples) for the last two years with the expectation of earning at least the same income in the current year. The exception is if the syndicator is providing a 506 (B) opportunity and you have a previous relationship with them.


Conduct due diligence

When investing in an apartment syndicate, conducting thorough due diligence on the syndicator and the property is essential.

This includes reviewing:

  • Syndicators track record

  • Property Financials

  • Business plan for the property

  • Property's location, condition, and potential for growth

It's also important to understand the terms of the investment, including the expected return on investment, the length of the investment, and any fees associated with the syndicate.

Overall, passive investing in apartment syndications can be a tool for individuals looking to diversify their investment or retirement portfolio and potentially earn passive income from real estate. However, it's essential to research and carefully evaluate the opportunity before investing.


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