Choosing a singular real estate syndication deal out of the bouquet of investment opportunities at your fingertips is no small feat.
Attending an investor webinar during your evaluation process can be one of the smartest moves on your part, giving you insight as to whether the deal will be successful or a flop.
In this Ultimate Guide to Investor Webinars, you’ll find out what to expect, why webinars are valuable toward your investment decision, when they take place, and questions you should ask.
What Is an Investor Webinar?
It’s a conference call-style presentation where members of the sponsor team talk through the investment summary. They may discuss the deal structure, business plan, market comps, and highlight their own successful track record.
The thing to remember here is that not all opportunities offer an Investor Webinar and whether or not one is offered is no indication of how the deal might pan out. Opportunities without a webinar offered aren’t automatically duds, and opportunities with a webinar aren’t automatically home runs.
Webinars can be held over Zoom or Google Hangouts, may be recorded, and may be hosted by a panel or a single person. Typically, sponsors want to host webinars so investors have an opportunity to “meet” and get comfortable in the partnership. It’s during the Investor Webinar that investors get a chance to get to know the team who will be handling the day-to-day operations, communications, and project budget/timeline.
Why Investor Webinars Are So Valuable
Whether you’re an investing newbie or you’ve invested with this same sponsor multiple times before, attending an Investor Webinar gives you a chance to hear directly from the sponsors themselves.
You get a chance to have a (virtual) face-to-face meeting and learn why they chose this property, where they believe the opportunity is, and what challenges they expect to face.
This is one of the few times you’ll get to ask them on-the-spot questions and gain understanding and perspective from other investors in attendance as well as from the sponsor team.
When Investor Webinars Take Place
When a “new deal” is announced, an investment summary is made available for all potential investors, and then usually the sponsor team will offer a webinar.
The Investor webinars are almost always recorded and then emailed out to interested investors, so it’s not critical for you to attend, but you will miss the opportunity to ask your questions live.
An investment opportunity often fills up shortly after the investor webinar since many investors rely on the webinar event as the final indicator in their decision-making process. Since most opportunities are first-come, first-served basis, make sure to watch the recorded webinar ASAP if you don’t attend live.
Plan Ahead
Take some time prior to the Investor Webinar to complete your research and write down questions you have about the deal.
During the webinar, some of your questions may get answered, either because your concern was addressed in the presentation or because another investor beat you to the punch. Either way, you can cross those off with satisfaction and ask the rest.
Summary
No matter if you attend just to listen or with the intention of getting several tough questions answered, you’ll likely glean loads of insight just from attending the call.
During your next evaluation process, keep in mind these 5 most commonly asked question types:
Questions about things already in the investment summary
Questions that ask what if
Questions that ask why
Questions about things from your own research
Questions about logistics
This common phrase rings true - There are no dumb questions. Your questions are especially valid considering the large amount of money you’re deciding to invest based on how the sponsors made you FEEL when presenting and answering your questions.
At Three Keys Investments, we are pleased to inform you that we have a webinar coming up on June 19th which will give you the opportunity to learn more about Serenity Villa, an Assisted Living Investment Opportunity.
If you would like to register for the webinar or if you have questions, please don't hesitate to send us an email.
This work by Annie Dickerson is licensed under CC BY-NC-SA 4.0
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