Investing in Real Estate Syndications & REITs

Real Cash Flow Podcast – Episode #8

Host: Andrew Michael Arroyo
Guest: Richard Hall

In the latest episode of Real Cash Flow, host Andrew Michael Arroyo sits down with Richard Hall, a seasoned commercial real estate broker from Texas, to explore the transformative power of real estate syndication for agents and brokers.

Richard Hall, who has been a limited partner in a successful hotel syndication in Silicon Valley, shares his journey and the insights he’s gained along the way. He highlights the unique opportunities syndication offers, particularly through AARE, which allows real estate agents to become investment managers. Unlike traditional brokerages, AARE empowers agents to invest in the assets they sell, generating passive income.

Andrew underscores AARE’s commitment to educating and mentoring agents in managing investment syndications. This not only enhances agents’ financial well-being but also gives them greater control over their investments. Richard agrees, noting that syndication is a powerful tool for creating legacy income and offers significant tax benefits.

The discussion also covers practical aspects of syndication, including legal and regulatory considerations. Richard talks about his experience with different syndication offerings, such as Reg D and crowdfunding platforms like Crowdstreet. Andrew emphasizes the importance of having a strong management team, with each member playing a crucial role in the syndication process, from administration to fundraising.

One of the most intriguing topics in the episode is the potential of self-directed IRA funds in real estate syndication. Both Andrew and Richard discuss how these funds, often left idle, can be utilized to generate risk-adjusted returns in real estate investments.

The episode also highlights the benefits of having a local presence and collaborating with other managers. Andrew shares his vision for AARE’s syndication model, which involves a team of managing members, each contributing unique skills to ensure every aspect of the syndication is efficiently managed, from underwriting transactions to investor relations.

Tune in to Real Cash Flow to learn how to leverage real estate syndication to achieve your financial goals and unlock the potential of this powerful investment strategy.

Building and Preserving Wealth with Purpose and Principle

At AARE Investment Management LLC, we are dedicated to providing client-centric, fee-based financial advisory services. Our approach is designed to align with your personal and financial goals, helping you build and preserve wealth through strategic planning and personalized investment solutions.

Ready to take control of your financial future? Contact AARE today to schedule a consultation and discover how we can help you achieve your wealth-building goals with purpose and principle.

Andrew Arroyo is a registered investment advisor and holds a Series 65 license (CRD #5748201) with Andrew Arroyo Investments, LLC (CRD# 152691) in the State of California.

Disclaimer:

The information provided in this podcast (“Real Cash Flow”) is for general informational purposes only and should not be considered financial advice. The content shared on this podcast, including any links or resources, is based on personal opinions and experiences and should not be relied upon as professional financial, tax, or legal advice. Before making any investment decisions, we strongly recommend that you consult with your own financial advisor, tax professional, or legal counsel. Every individual’s financial situation is unique, and you should seek advice tailored to your specific circumstances. The hosts, guests, and creators of this podcast are not responsible for any investment decisions made based on the information provided.

Legal Disclaimer for AARE Investment Trust and Syndications

An investment in Andrew Arroyo Real Estate, Inc., a Delaware corporation (“AARE”) involves risk. You should not invest any funds in this offering unless you can afford to lose your entire investment. In making an investment decision, investors must rely on their own examination of AARE and the terms of the offering, including the merits and risks involved. These securities have not been recommended or approved by any federal or state securities commission or regulatory authority. AARE is subject to the same risks that all companies in its business, and all companies in the economy, are exposed to. These include risks relating to economic downturn, political and economic events and technological developments (such as hacking and the ability to prevent hacking). Additionally, early-stage companies are inherently more risky than developed companies. You should consider general risks as well as specific risks when deciding to invest. An investment in any of the real estate funds or syndications managed by AARE Investment Management, LLC, a Delaware LLC, and/or Andrew Arroyo Investments, LLC, a Registered Investment Advisor, and/or Andrew Arroyo Real Estate, Inc., a Delaware corporation, (collectively, “AARE”) involves risk. When offering Regulation D offerings, the offer and issuance of the Securities to the Subscriber is being made pursuant to the exemption from the registration provisions of the 1933 Act afforded by Section 4(2) or Section 4(6) of the 1933 Act and/or Rule 506 of Regulation D promulgated thereunder. When offering Regulation A offerings, AARE is “testing the waters” under the Securities Act of 1933, to gauge market demand from potential investors for an Offering under Tier II of Regulation A. This process allows companies to determine whether there may be interest in an eventual offering of its securities. AARE is not under any obligation to make an offering under Regulation A. No money or other consideration is being solicited, and if sent in response, it will not be accepted. No sales of securities will be made or commitment to purchase accepted until qualification of the offering statement by the Securities and Exchange Commission (the “Commission”) and approval of any other required government or regulatory agency. An indication of interest made by a prospective investor is non-binding and involves no obligation or commitment of any kind. No offer to buy securities can be accepted and no part of the purchase price can be received without an Offering Statement that has been qualified by the Commission. “Share” or “Stock” refers to common stock of AARE. This communication does not constitute a solicitation to purchase or an offer to sell securities. The information herein may contain forward-looking statements and information relating to, among other things, AARE’s business plan and strategy, and its industry. These forward-looking statements are based on the beliefs of, assumptions made by, and information currently available to AARE’s management. The words “estimate,” “project,” “believe,” “anticipate,” “intend,” “expect,” and similar expressions are intended to identify forward-looking statements. These statements reflect management’s current views with respect to future events and are subject to risks and uncertainties that could cause the company’s actual results to differ materially from those contained in the forward-looking statements. Investors are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date on which they are made. AARE does not undertake any obligation to revise or update these forward-looking statements to reflect events or circumstances after such date or to reflect the occurrence of unanticipated events.

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