Episode #276: Finding Opportunities in Real Estate with Jeff Greenberg

Jan 9, 2023

Our guest today on the podcast is Jeff Greenberg, the CEO of Synergetic Investment Group, SIG. Through his SIG wealth fund, a diversified and customized equity fund, SIG provides the opportunity for high-net-worth individuals to passively invest in commercial real estate with best-in-class commercial deals and syndicators. As listeners join in, they’ll hear from Jeff about how he got into real estate and why he went into creating a fund. He shares with us the different opportunities associated with his fund, then talks about how to identify and find new sponsors. We touch on the impending recession and how it is affecting investor needs. For all this and more, tune in to the Passive Income Through Multifamily Real Estate podcast now!  

Key Points From This Episode:

  • We hear Jeff’s high-level story about getting into real estate.
  • Why and how he got into creating a fund.
  • Why flexibility is a key tool to have in your toolbox.
  • Jeff talks about the SIG Wealth Fund; what it is and how it’s structured.
  • Why a customizable fund created excitement in Jeff. 
  • Tax associated with leaving distributions in the fund.
  • Jeff talks about an SPV; a fund-to-fund model. 
  • We talk through a hypothetical example of a Hard Money Loan.
  • The different opportunities one might see in Jeff’s fund.
  • How to identify and find new sponsors.
  • Ingredients or elements that he has found are present in his most successful partnerships with sponsors.
  • The “Avatar Investor” and other common attributes to look for in investors. 
  • How the recession is affecting investor needs, according to Jeff.
  • Advice for aspiring sponsors; for those who want to invest with Jeff.
  • What Jeff has learned to do to maintain his overall well-being and to perform at his best.

Links Mentioned in Today’s Episode:

Jeff Greenberg on LinkedIn

Synergetic Investment Group

Jeff Greenberg Email

E-book

Ashley Wilson (Bar Down Investments)

Vertical Street Ventures 

VSV Academy 

Passive Income Through Multifamily Real Estate Facebook Group

Peter Pomeroy on LinkedIn

Peter Pomeroy Email

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