This week’s episode features Paul Shannon, a diversified investor with both passive and active investments in his portfolio. Today, Paul describes deal metrics that he both likes and dislikes when he is vetting a deal, as well as asset classes that he likes to invest in. Paul hails from the Indianapolis area and is […]
You have evaluated the deal metrics of a prospective commercial real estate syndication and you like the deal. What’s next? Ask the sponsor for the offering documents. The “offering documents” are the instruments that create a legally enforceable contract among the sponsor, the investors, and the business entity (the issuer) that is issuing a passive ownership stake […]