Tools, guides, and publications from the Foliage team to help investors make more informed decisions.
New from Foliage
Investors Syndication Playbook
How smart investors participate in institutional real estate deals
By Larry Lemer and Mark Goldstein
Real estate syndications offer accredited investors access to institutional-quality deals — but only if you know how to evaluate what you're being shown. This practical guide walks you through how to analyze a General Partner, review underwriting assumptions, identify red flags, and ask better questions before committing capital.
Written for both new and experienced investors, it replaces reliance on marketing materials with a structured, repeatable framework you can apply to any deal you review.
What you'll learn
- How to evaluate a General Partner's experience, alignment, and track record
- How to read syndication structures, waterfalls, fees, and preferred returns
- How to review underwriting assumptions and spot aggressive projections
- How to analyze market conditions, debt terms, business plans, and exit strategies
- How to identify red flags before committing capital
Paperback · 69 pages · April 2026
