DON’T INVEST IN SYNDICATIONS

Don’t Invest In Syndications: Without Knowing These 3 Things First

If you’re approaching retirement—or already there—you may be rethinking how your money is working for you.

Maybe most of your savings are in mutual funds, because that’s what you’ve always known.

But now you’re hearing more about real estate investing—specifically, real estate syndications—and wondering if it’s right for your next chapter.

It might be.

Mike and Harland have personally chosen to invest in apartment syndications as a way to beat inflation, generate cash flow, and build wealth over time—without becoming landlords. We have experience as operators of an 128 unit complex in Tallahassee, from purchase to sale.  We enjoy being limited partners these days.

Syndications are partnerships regulated by the SEC where limited partners (like us) invest alongside experienced operators who handle the day-to-day management. You’re investing in a real asset—one that doesn’t disappear overnight and often produces both monthly income and long-term appreciation.

But before you invest in any syndication, we encourage you to understand three essential keys:

1. Know What You’re Investing In

You’re not just investing in real estate—you’re investing in a business that provides housing and generates income. Syndications typically target apartment complexes with a value-add plan, where strategic upgrades lead to higher rents, increased value, and better returns. With cost segregation and depreciation strategies, there can also be meaningful tax benefits—sometimes allowing you to shelter much of the income from taxes.

2. Know Who You’re Investing With

The operator makes or breaks the deal. Ask about their track record, how their past projects performed, and how they handled tough seasons. We only invest with the best of the best—those with proven experience, integrity, and systems that consistently deliver for their investors. Don’t hand your retirement to someone you don’t fully vet.

3. Know Why You’re Investing—And How It Fits Your Retirement Goals

What do you need your money to do in retirement? Do you want steady cash flow to support your lifestyle? Long-term growth to pass on to heirs? Many syndications offer 6–8% annual returns during the hold period (typically 5–7 years), with another 6–8% or more upon exit. It’s not a fit for everyone—but for those who want peace of mind and higher potential returns, it may be just the tool.

We’re here to help you invest with confidence.

Our Website is www.attuneinvestments.com

OUR CALENDLY APP will allow you to schedule a time to talk with one of us, a time that works for you. Click and connect.

— Harland & Mike