Online Webinar

9:00am PST

You may be aware of two ways to invest in real estate: you can invest via publicly-traded REITs, or you can invest directly by purchasing and renting out or flipping properties yourself. But sitting in the middle is the opportunity to invest in syndicated deals: private investments led by smaller management teams, typically requiring only (“only”) five-figure minimums. 

These opportunities can diversify your total portfolio and provide strong opportunities for either current income or long-term appreciation. However, these deals are inherently site-specific and idiosyncratic, and can tie up your capital for years before any opportunity for liquidity. 

Join financial advisors Caitlyn Driehorst and Chris Casale of RightWise Wealth, and real estate investor Sean Swift, to learn: 

• At what point in your wealth-building journey does it make sense to think about this type of real estate investments? 

• How can these private real estate opportunities fit into your broader wealth picture? How should you think about diversification across your investments and within the real estate opportunity?

• How can you get access to these opportunities? How can you find these managers in the first place? 

• What should you look for in a deal to know whether you can trust the management team? How can you evaluate an opportunity to understand if it is at

• How should you think about risks like low liquidity and potential loss of capital?

Disclaimer: This event is for educational purposes only. Speakers may discuss specific deals or investment opportunities to illustrate key points; however, any such discussion is not intended as an endorsement.