Wealth Strategy Secrets of the Ultra Wealthy Podcast

The Top 3 Syndication Due Diligence Items as an LP Investor


Listen Later

Byron Elliott is a Founding Partner of 3 Pillars Law and the Chief Vision Officer of REI Keyholder Limited. He is an experienced attorney and business owner who has supported real estate syndicators through acquisition, due diligence, closing, entity formation and private equity offerings.

As Chief Vision Officer of REI Keyholder, he provides direction on the investment strategy for the organization, delineates roles and responsibilities of team members, creates strategic partnerships, and interacts with public officials.

The idea of syndication has been a hot topic in real estate for years. But what does it really mean? Byron dives deep into this subject and gives his insights on how syndication works! 

He explains how an investor must raise money for bigger projects if they want more exposure on the investment side of things - which will allow them to get involved early enough before prices go up even higher!

Byron stresses the importance of really understanding how taxes work and being mindful about all of your capital sources.

With tons of great questions, we wrapped our show with Byron! We're glad to have had him on the podcast as he provided us with in-depth information about real estate syndication strategies!

 

In this episode we discuss: 

  1. Details of syndication and its strategies. 
  2. Key points of due diligence as an LP investor. 
  3. Byron’s personal wealth strategy and the lessons learned. 
  4. Mr. Elliot’s piece of advice on how to accelerate your wealth. 

 

Connect with Byron Elliott:

https://www.3pillarslaw.com/ (Law Firm Link)

https://reikeyholder.com/ (Real Estate Investment Company)

https://www.facebook.com/TheLoftsatOrecchio/ (Current Historic Building Project)

https://www.facebook.com/WestcliffeOutpost/  (Multi-use Project)

 

Connect with Pantheon Investments: 

Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ 

Website: www.pantheoninvest.com 

Podcast: www.pantheoninvest.com/podcast 

Facebook: https://www.facebook.com/PantheonInvest 

Instagram: www.instagram.com/pantheoninvest 

LinkedIn: https://www.linkedin.com/company/pantheon-invest 

Twitter: https://twitter.com/Pantheon_Invest  

Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ 

Holistic Wealth Strategy Book:

https://a.co/d/8tzcBtk 

Email: [email protected]  

Get you FREE copy of the book here:

https://holisticwealthstrategy.com/ 

 

...more
View all episodesView all episodes
Download on the App Store

Wealth Strategy Secrets of the Ultra Wealthy PodcastBy Dave Wolcott

  • 5
  • 5
  • 5
  • 5
  • 5

5

93 ratings


More shows like Wealth Strategy Secrets of the Ultra Wealthy Podcast

View all
The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action by The Real Estate Guys

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

713 Listeners

Creating Wealth Real Estate Investing with Jason Hartman by Jason Hartman

Creating Wealth Real Estate Investing with Jason Hartman

541 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,787 Listeners

Wealth Formula by Buck Joffrey by Buck Joffrey

Wealth Formula by Buck Joffrey

406 Listeners

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,854 Listeners

Get Rich Education by Real Estate Investing with Keith Weinhold

Get Rich Education

610 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

591 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

414 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,060 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

514 Listeners

Directed IRA Podcast by Mat Sorensen and Mark Kohler

Directed IRA Podcast

165 Listeners

PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

PassivePockets: The Passive Real Estate Investing Show

138 Listeners

Action Academy | Millionaire Mentorship For Your Life & Business by Brian Luebben

Action Academy | Millionaire Mentorship For Your Life & Business

690 Listeners

On The Market by BiggerPockets

On The Market

897 Listeners

The BetterLife Podcast by Brandon Turner and Cam Cathcart

The BetterLife Podcast

836 Listeners