Cash Flow Portal logo
Cash Flow Portal logo
Products
Solutions
Resources
About

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

Top 7 blogs for real-estate syndicators in 2021

Top 7 blogs for real-estate syndicators in 2022

By Kristina Xie | 03/27/21 | Guides for syndicators

I have a confession. I used to hate reading blogs because I felt like they were a waste of time. After all, why should I spend time reading someone’s blog posts when I could be writing my own? Then came the day I realized how wrong I was. Today, I can safely say that thanks […]

Case study | How Cash Flow Portal helps Eric Kogan streamline investor communication

Case study | How Cash Flow Portal helps Eric Kogan streamline investor communication

By Kristina Xie | 03/22/21 | Guides for syndicators

In this case study, Eric Kogan from Ashland Capital talks about his experience using our real estate syndication software. About Eric: Eric is the director of acquisitions at Ashland Capital. He is involved in deal and capital sourcing and analytics of potential investment opportunities. Eric has over $100mm of transactional real estate experience. Before joining Ashland […]

11 Tips for choosing real-estate syndication software in 2021

11 Tips for choosing real-estate syndication software in 2021

By Perry Zheng | 03/13/21 | Guides for syndicators

We know how hard it can be to choose the right tool for your real-estate syndication business. We’ve been in your shoes, and we were also looking for the best way to help you grow your business. That’s why we decided to write this post and share with you our 11 tips for choosing real-estate […]

8 Facebook groups for real-estate syndicators 2021 that we recommend

8 Facebook groups for real-estate syndicators 2021 that we recommend

By Kristina Xie | 03/03/21 | Guides for syndicators

Have you ever wondered why some real-estate syndicators find so many deals and investors and others don’t? The answer lies mainly in networking. When you first start out, you have very little to no contacts or people who will help you grow your business. Networking allows us to find deals, mentors, investors, and lending partners. […]

How to speed up K1 filings using Cash Flow Portal

How to speed up K1 filings using Cash Flow Portal

By Kristina Xie | 03/01/21 | Software demos

As K1s filings season is at its peak, we decided to share this short guide with you to help you make this process faster and more efficient. With Cash Flow Portal, you can save 75% of the time you usually spend on K1s filings. One of our software’s best features is document management, which gives […]

How to add deal classes to Cash Flow Portal. Quick Guide

How to add equity classes to Cash Flow Portal. Quick Guide

By Kristina Xie | 02/11/21 | Software demos

In this demo, we will answer a question that many of you asked: “How to add equity classes?” Equity classes make up the deal entity, so before you add the classes, you need to add your deal and the deal entity to the portal. If you haven’t signed up yet, now you can try our […]

7 best real estate investing podcasts in 2021

8 best real estate investing podcasts in 2021

By Kristina Xie | 02/09/21 | Guides for syndicators

In 2019, Edison Research explained the popularity of podcasts because they allow for multitasking and, as a result, help listeners save time. Most of us have busy schedules with work taking up to 10 hours a day. With 14 hours left in a day, we still need to run some errands, cook, do sports, and take […]

How to add your first deal to Cash Flow Portal. Quick Guide

Getting started: How to add a deal on Cash Flow Portal. Quick guide.

By Kristina Xie | 02/05/21 | Software demos

Here is a quick guide on how to add your first multifamily deal to Cash Flow Portal: Now you can try our real estate syndication software completely free and without any commitment till you close your first deal. Step 1. Click “Add Deal” Once you login to the Portal Step 2. Select deal stage. You […]

Asset Management is Key to Successful Multifamily Project

Asset Management is Key to Successful Multifamily Project

By Alain Villegas | 09/07/20 | Guides for syndicators

Every new syndicator and apartment buyer wants to become a good asset manager. I am excited to share how to be on top of the property management company running your apartment. This is key for you to keep properties performing well. I am Alain Villegas, a full-time real estate investor based in Dallas, Texas. I […]

The 5 biggest Lessons I Learned in My First 6 Months as an Asset Manager

The 5 biggest Lessons I Learned in My First 6 Months as an Asset Manager

By Edward Sittler | 06/15/20 | Guides for syndicators

Asset management is a sophisticated and complex topic. It demands a lot of expertise to get a clear view of the forest amidst all the trees. If you are new to multifamily real estate, asset management might seem quite straightforward at first. However, there are many hidden pitfalls that you must be aware of. In […]