Cascade Real Estate Group
Process
What is A real estate syndication?
At a high level, a real estate syndication is where a group of individuals or companies pool their money together to purchase a property and benefit from the rental income and potential appreciation that the property provides.
Real estate syndications are comprised of two groups:
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The syndicator(s)/operator(s)
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Passive investors
Cascade Equity is the syndicator/operator. We find, structure, underwrite, finance, and raise capital for the deal. We spearhead the transaction and perform the critical tasks to structure the deal for the benefit of the investors and the project's business plan.
Passive investors (like you) help by providing the capital needed to purchase the property and in return, they receive equity in the property. Typically, these investments can range from a minimum of $35,000 – $100,000 and up to several million dollars.
As an investor in the syndication, you will get many benefits:
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Passive income from the property in the form of quarterly distributions of profit
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Appreciation of the property
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Tax & write off benefits that come with investing in real estate
And more!
How a real estate
syndication works
As the sponsor of the deal, Cascade Equity finds investment opportunities and arranges the purchase and management of the property.
We specialize in two vantages of multifamily properties:
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Value-add multifamily properties
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Construction of new multifamily properties
Value-add multifamily property represents the highest-demand sector of rental properties. While there are no guarantees, these properties are considered “recession-proof” due to their price points and ability to weather financial storms while performing well in financial boom times.
By seeking out properties that are underperforming or undermanaged, we stand a better chance of appreciating the property and generating a return on the sale through targeted improvements and active management.
Cascade's first multifamily construction project is scheduled to break ground in Q3 2024 in Omaha's burgeoning Blackstone neighborhood. What started as an assemblage of attractive rental properties developed into a partnership among local operators to construct a first-in-class new 132 unit apartment building. This project was the first project to be permitted under the City of Omaha's new TOD (transit oriented development) zoning overlay and has provided an opportunity for the sponsors to push the design parameters to maximize efficiencies and future resident experience.
Upcoming projects include a mixed use project in South Dakota and additional market rate apartment projects in Midtown Omaha. We are looking for passive investors to join the sponsorship team on these upcoming projects so reach out directly if you have interest in learning more.
The best part is, as a passive investor you don’t have to do anything other than participate in the capital raise to purchase the property. This makes real estate syndications an extremely attractive investment as they provide the benefits of owning a property (tax benefits, passive income, appreciation) without the headaches that come with managing the property and tenants.
Real estate syndications are structured around a set timeframe for holding the property. These agreements can range from 3 to 5 years, after which the property is sold, benefiting the investors, who share in the profit in addition to receiving income during ownership.
who can invest?
Cascade Equity works on a variety of projects. Depending on the project there are sometimes restrictions on who can invest. Due to the SEC rules around real estate syndication as an investment, some projects require that investors are accredited while other projects don't have that restriction.
An accredited investor is a person (or entity) who can invest in private securities that are not regulated by the Security and Exchange Commission (SEC). As an accredited investor, you can participate in private investment opportunities, such as private placements and venture capital deals, that are typically unavailable to the general public.
Not just anyone can qualify as an accredited investor. There are a set of requirements that you need to meet. These requirements are broken out into a series of categories:
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Income: You need to have an annual income of at least $200,000, or $300,000 if combined with a spouse’s income. This needs to be sustained from year to year.
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Skills: If you work in investments professionally (as an advisor or broker-dealer for example) or hold a valid Series 7, 65, or 82 license you can qualify as an accredited investor.
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Net Worth. If you have a net worth of $1 million or more (individually or with a spouse) not including the value of a primary residence.
If you meet any one of these criteria, then you qualify!
how to invest?
Ready to get involved?
You can learn about how to invest in our current deal by contacting us through the website. Just head over to the "Get In Touch" page, or click Here. You will be prompted to fill out a short questionnaire, once finished just hit submit and someone from our team will reach out to discuss.