Investment Readiness Checklist
Multifamily Real Estate Syndications
Are You Ready to Invest? Take our 2-minute assessment to determine your readiness for multifamily syndication opportunities.
Take Assessment Learn More📊 Quick Assessment Instructions
Before investing in multifamily syndications, ensure you meet the key requirements and have the right investment mindset. Check each box that applies to your current situation.
Financial Requirements
Minimum Investment Capital Available
I have $25,000-$100,000+ available for investment (typical minimum for quality syndications)
Emergency Fund Intact
I maintain 6-12 months of expenses in emergency savings separate from investment capital
No High-Interest Debt
Credit card debt and other high-interest obligations are paid off or manageable
Accreditation Status
Income Requirement Met
Individual income >$200K or joint income >$300K in each of the last 2 years (for accredited status)
Net Worth Requirement
Net worth exceeds $1 million (excluding primary residence) OR qualify as sophisticated investor
Documentation Ready
Recent tax returns, bank statements, and net worth documentation available for verification
Investment Mindset & Timeline
Long-Term Commitment
Comfortable with 3-7 year hold periods and illiquid investments
Passive Income Goals
Seeking passive income and long-term wealth building rather than quick returns
Risk Tolerance
Understand that real estate investments carry risks and returns are not guaranteed
Knowledge & Due Diligence
Basic Syndication Knowledge
Understand how syndications work, sponsor roles, and typical investor responsibilities
Market Research Capability
Willing to research markets, sponsors, and individual deals before investing
Professional Network
Have access to CPA, attorney, and financial advisor familiar with real estate investments
10-12 Checkmarks
✅ Ready to Invest
You meet all requirements and are prepared for syndication investments
7-9 Checkmarks
⚠️ Nearly Ready
Address 1-2 areas before investing in syndications
4-6 Checkmarks
📚 Building Readiness
Focus on financial preparation and education first
1-3 Checkmarks
🌱 Early Stage
Continue building wealth and learning about real estate investing
🚀 Ready for the Next Step?
If you scored 8+ checkmarks, you're likely ready to explore multifamily syndication opportunities.
Contact us to access our exclusive investor portal and learn about upcoming deals.
Email: mike@miketaravella.com
Website: https://www.miketaravella.com/