GENERAL FAQ

How long has Syndicated Equities been in business?
Syndicated Equities was founded in 1986 and has been structuring investments for investors completing §1031 exchanges since 1997.

Do you provide legal or tax advice?
No. Syndicated Equities does not provide legal or tax advice. Investors should consult their own legal and tax advisors before making investment decisions.  Our team is available to talk with your trusted advisors should they have questions.

What types of commercial real estate do you focus on?
Our §1031/DST platform primarily focuses on single-tenant net lease industrial, medical, office, and retail properties, typically leased to investment-grade tenants under long-term leases designed to provide stable income.

Our joint venture investment platform offers access to development and value-add opportunities in sectors such as multifamily, self-storage, shopping centers, and student housing.

Do you offer investment funds or REITs?
No. Syndicated Equities structures investments on a property-by-property basis, allowing investors to select opportunities that best fit their individual investment objectives.

Where does Syndicated Equities invest?
We invest in commercial real estate across the United States, with a concentration in the Midwest, where our firm is headquartered.

Do Syndicated Equities employees invest in the deals?
Yes. Our employees, including senior leadership, invest alongside our investors in each transaction to ensure alignment of interests.

Can you help me purchase a commercial property directly?
Yes. Our net lease team can assist investors seeking to acquire commercial property for direct ownership.

INVESTMENT FAQ

Who is eligible to invest?
Our offerings are generally limited to accredited investors, which are defined as:

• A net worth exceeding $1 million (excluding their primary residence), or
• Annual income exceeding $200,000 individually or $300,000 jointly with a spouse.

If you do not meet the above requirements but are interested in investing, please contact one of our team members to discuss what available options may exit.

How often are distributions paid?
Distributions are generally paid quarterly in arrears, subject to the performance of the underlying property.

What is the typical investment hold period?
Most investments have a target hold period of five to ten years, although this may vary depending on the investment strategy.  Projected hold periods are discussing in each offering memorandum.

How do I get started investing?
Please contact our investment team at (312) 640-9020 for assistance.

How do I see current investment opportunities?
Existing investors can view available offerings through the investor portal. Prospective investors may contact our investment team for information on current or upcoming opportunities.

Do you perform cost segregation studies?
Yes. Cost segregation studies are typically performed on investments to allow investors to take advantage of accelerated and bonus depreciation when available.

Is there an investor portal?
Yes. Our investor portal provides access to:

• Investment details
• Distribution history
• Tax documents
• Monthly reports
• Investor communications
• New investment opportunities

** Please contact our team if you would like access.

What tax documents do investors receive?
Tax reporting depends on the investment structure:

• DST investments: Grantor Statement
• Partnership or LLC investments: Schedule K-1

How do investors receive updates?
Investors receive monthly updates via email, which are also available through the investor portal.

What fees are associated with investing?
Fees vary by transaction and are incorporated into the investment structure. Details are fully disclosed in the offering documents for each opportunity.

Is there personal liability if an investment underperforms?
No. Investor liability is limited to the amount of capital invested.

Can I transfer my investment to another person or entity?
Yes. Transfers may be permitted with written authorization and supporting documentation. Additional third-party processing fees may apply.

Can I sell or liquidate my investment early?
Generally, no. These investments are illiquid, and there is currently no established secondary market for individual interests.

§1031 EXCHANGE FAQ

Can I complete a §1031 exchange into a Syndicated Equities investment?
Yes. Many of our offerings are structured as Delaware Statutory Trusts (DSTs) or Tenancy-in-Common (TIC) interests, which may qualify as replacement property for a §1031 exchange.

Can I complete a §1031 exchange when a Syndicated Equities property is sold?
Yes. When a property is sold, investors typically have the option to complete a §1031 exchange into new replacement property, subject to IRS requirements. 

If I am selling an investment property but do not have a replacement property identified, can I still complete a §1031 exchange?
Yes. Our team can assist in identifying suitable replacement property options based on your investment objectives. Investors should contact us as early as possible—preferably prior to listing their investment property for sale—to discuss potential replacement strategies. Options may include Syndicated Equities’ DST offerings, net-lease properties for sole ownership, third-party DST investments, or a combination of these solutions. Engaging with our team early provides greater flexibility and helps ensure compliance with the 45-day identification period required for a §1031 exchange.

Is Syndicated Equities a Qualified Intermediary?
No. Syndicated Equities is not a Qualified Intermediary. However, we work closely with qualified intermediaries nationwide and can provide referrals if needed.

Do you work with other DST sponsors?
Yes. Through our 1031 Advisory Service, we have access to the broader §1031 replacement property marketplace, including DST, TIC, and other alternative investments, which allows us to help investors identify suitable options.

How long do I have to complete a §1031 exchange?
IRS rules require that investors:

• Identify replacement property within 45 days of selling their relinquished property
• Complete the exchange within 180 days