A Unique Approach to Fund Management and Syndication with BD Dweik

Feb 24, 2023

BD Dweik is a successful real estate investor with over 25 years of experience. He purchased his first property in 1997. He is a partner at DA Commercial Investors working on value add QSR and Commercial Retail properties. BD is on the Board of Directors for Miraval Community (267 units) and has been Service President for 6 years.

 

BD holds a Bachelor's in Electrical and Computer Engineering and an MBA, Magna Cum Laude. He received his Commercial Real Estate Certificate in 2019 and has been focusing on value-add investment through syndications in multifamily, retail, and storage with ventures totaling north of $400M.

 

In this episode, BD discusses the advantages of setting up a fund to invest in deals. He explains how his fund works differently than others, allowing for different classes of investors and creating diversified portfolios like an ETF. He also shares his experience maturing in the real estate investment world, and tips for those looking to get involved but don't have the time. Further topics include understanding what is required to properly evaluate and invest in a deal, debt structure, market dynamics, building trust with partners and operators, and different asset classes to look out for in 2023. Don't miss this informative episode for all things related to real estate investing!

 

 

[00:01 - 06:11] Investing Your Own Money

• Investors negotiate side letters differently when investing their own money
• Fund managers can create a diversified portfolio of real estate investments 
• Returns, K1s, and depreciation are allocated to individual investors based on their investment in a specific deal 

 

[06:12 - 12:10] Investing Across Multiple Deals and Geographies: The Benefits of a Fund Platform

• Platform used for both passive and active investments
• Investors can invest in one deal without committing to the full fund
• Investors can track their investments in one location

 

[12:11 - 17:52] Investing in Startups: A Win-Win Solution for Passive and Active Investors

• Investing in a startup is treated as a long-term capital gain
• Raising funds for deals can be done through a portal
• Having a fund helps with active deals and passive investing
• Lowering capital deals may have higher returns than expected

 

[17:53 - 23:13] Closing Segment

• BD shares why working with newcomers is key

 

• To learn more about DB and his work, listeners can visit BFI-Fund!

 

Tweetable Quotes:

“So that's really the value of our ecosystem, is being able to get those curated.” – BD Dweik

 

“When you're investing into a startup, if it's more than a year now, it's actually a long-term capital gain.” – BD Dweik

 

 

You can connect with BD Dweik through his:

Website: https://www.bfi-fund.com/webinar

Email: [e-mail]

 

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Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.