Welcome to the Cash Flow Portal real estate investing blog!

All things asset management, investing tips, and practical advice for passive investors and real estate syndicators

What is real estate syndication for passive investors

By Kristina Xie | 10/20/21 | Passive investor guides

If you’ve been around real estate investing the past couple of years, you’ve probably heard the term “real estate syndication.” What does it mean for you as a passive investor? In this post, we will break down what real estate syndication is and how it works. So what is a real estate syndication? In simple […]

Podcast: Investing in Real Estate as a First-Generation Immigrant with Perry Zheng

By Kristina Xie | 10/19/21 | Podcasts

Our CEO, Perry Zheng, was on the Reed Goossens’ podcast a couple of weeks ago. Join Perry and Reed as they talk about Perry’s journey from being a first-generation immigrant to a successful real estate syndicator, as well as how Cash Flow Portal came to be so successful in such a short amount of time. […]

Cash Flow Portal is a Platinum Sponsor at MultifamilyCon 2021

We are platinum sponsors at the MultifamilyCon 2021

By Kristina Xie | 10/15/21 | Announcements

Our real estate syndication software, Cash Flow Portal, is a proud platinum sponsor at the MultifamulyCon 2021. This exciting 2-day event will take place in Orlando, FL, from 13th to 14th of November, 2021. Along with our Founder, Perry Zheng, you will get the opportunity to meet other 30+ speakers who share their best practices, […]

How to invest in a deal using Cash Flow Portal. Passive investor demo

By Kristina Xie | 10/06/21 | Software demos

Step 1: Follow the link sent by your GP or co-sponsor to view the deal offering: You should have received the link by email from your sponsor. Once you click on it, you will see the deal dashboard, and then you can click the “Invest now” button to begin. Log in or sign up to […]

How multifamily deal co-sponsors can raise capital using Cash Flow Portal

What to do if your co-sponsors are using different syndication software

By Kristina Xie | 10/04/21 | Guides for syndicators

When syndicating a multifamily deal as a co-sponsor, you want to protect your passive investors’ identities and make their experience as smooth as possible. Your passive investors are an asset, so giving their information away, even partially, wouldn’t be wise. However, it can be challenging because of the various real estate investor portals that syndicators […]

5 Reasons why real estate syndications are better than REITs

By Kristina Xie | 09/30/21 | Passive investor guides

Disclaimer: I do not provide personal investment advice and I am not a qualified licensed investment advisor. In 2020, approximately 144M Americans owned REIT stocks directly or indirectly. At the same time, roughly 120K investors participated in real estate syndications. It means that you are still early for the party and can start building generational […]

Multifamily capital raise case study 2021. Raising $6.7M for Copper Creek II

By Kristina Xie | 09/30/21 | Guides for syndicators

This multifamily capital raise case study will show you how we successfully raised $6.7M for the Copper Creek deal using Cash Flow Portal in July-August 2021. First, let us outline the whole range of tools we used to raise money for this deal: Tools we used to raise equity for our multifamily deal The one-hour-long webinar for […]

Multifamily Due Diligence Checklist: 6 Essential Steps [Checklist]

By Kristina Xie | 09/24/21 | Guides for syndicators

If you’re syndicating in a multifamily deal, you want to be in a position to make an informed decision that will increase your chances of successfully raising capital and making money for your passive investors. Understanding the due diligence process is one of the most critical steps toward making that happen. The first two weeks […]

Lenders and CapEx Draws: What I Wish I Had Known

Lenders and CapEx draws in multifamily real estate: what I wish I had known about CapEX process

By Edward Sittler | 09/23/21 | Guides for syndicators

One topic that I rarely see discussed in multifamily real estate syndication circles is how different lenders handle CapEx draws, and how these differences can affect the operator’s ability to execute their CapEx plan and the entire CapEx process. I am by no means an expert on loans and debt — for that, you should […]

How to form your first multifamily sponsorship team

By Edward Sittler | 09/23/21 | Guides for syndicators

In this post, I will explain how I conceptualize the formation of a sponsorship team and how my partner and I applied these principles when forming the team for our first multifamily syndication. To start with, every multifamily deal sponsor team must address the following roles and criteria: Underwriting and acquisition Capital raising Prior multifamily […]