Commercial Real Estate Syndication: Controlling the Property

Getting Control of the Propertysection of a standard real estate contract. This is
We've been discussing the process of assemblingvery important to your "survival" as the
groups of investors for the purpose of acquiringSyndicator. It is this ability to assign your purchase
income producing commercial real estate. As werights under the contract to the LLC that gives
move to getting the property into escrow so thatyou an opportunity for ownership in the group
you can verify its suitability for investment, weinvestment.
need to look at keeping control of the propertyAs a practical matter though, Sellers can get
for sufficient time to complete your investigation.uncomfortable with lots of contingencies that
Your goal is to control the property withouthave long removal periods and may wait for a
risking any of your money. The Seller's goal is tofaster buyer. An acceptable alternative is the use
extract as much money as possible from you asof an Option to Purchase. The Option gives the
quickly as possible to tie you to his property. Sooption holder (you) an irrevocable right to
how do you structure your purchase contract topurchase the property in the time period specified
maximize your time while minimizing yourin the option. Options also tend to be less
exposure? Using well structured contingencies is"expensive" that escrow deposits since no one is
the answer.getting tied up in purchase contract. The downside
As the Syndicator of group investment, you needfor you is that your option payment is
to perform a Due Diligence investigation of thenon-refundable. If you don't purchase the
property. This is essentially a verification of theproperty, your option payment (called "option
statements made by the Seller as to themoney") is gone.
condition of the property, the status of theOptions can range from a week to a year,
leases, the history of income and expenses, thealthough most fall into a 3 to 6 month period. It is
state of title, the existence of natural andalso possible to pay a small amount of money for
man-made hazards, and anything else that cana shorter period, say a month, in what is often
affect the value of the property. It is acceptabletermed a "free look." Why it's called a "free" look
to make your purchase (and your deposit)when you're paying a few hundred dollars for it is
subject to your approval of all of these conditions.one of those time-honored industry oxymoron's,
Stating these conditions in your purchase contractbut it probably relates to the relatively small
turns them into contingencies, since youramount of money for the short term option
completing the purchase is contingent uponcompared to the longer term ones.
accepting the all of this information as stated byRealistically, you would want to structure your
the Seller.option to have an extension period if you discover
There are two "special" contingencies you'll want inyou want the property. Of course, you'd need to
your purchase offer when you are creating apay more money with each extension. Even when
group investment. The first one is that you canusing an option, you'll still want to have your
cancel the transaction if you cannot fully subscribecontingencies in place when you submit the
your investment group in a specific period of time.purchase contract. The difference is that you'll
Basically, if you fail to raise the money in time,have less time in which to approve of them.
the transaction is canceled and you get yourSo now you have the two methods in which you
deposit back.can control a potential investment property for
The second is to allow you to vest the propertysufficient time to complete your investigation and
in another name. This might be something asraise the money with which to purchase it. Good
simple as "John Doe or assignee" in the Purchaserhunting!