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Syndication Management

Manage real estate syndication: investor relations, distributions, reporting, compliance, asset management.

Complexity: Complex | Duration: 30m+ | Category: Finance/Investment

Tags: real-estate syndication investor-relations distributions k1

Workflow Diagram​

Steps​

Step 1: Cash Flow Calculation​

Agent: accounting

specialist - Calculate property net cash flow

Step 2: Distribution Calculation​

Agent: financial

analyst - Calculate distributions per LLC operating agreement

Step 3: Waterfall Analysis​

Agent: financial

analyst - Apply waterfall (preferred return, catch-up, promote)

Step 4: Distribution Processing​

Agent: accounting

specialist - Process ACH distributions to investors

Step 5: Investor Reporting​

Agent: documentation

writer - Generate quarterly investor reports

Step 6: Performance Tracking​

Agent: financial

analyst - Track actual vs projected returns

Step 7: Tax Preparation​

Agent: tax

specialist - Prepare K-1s for all investors

Step 8: Compliance Monitoring​

Agent: compliance

specialist - Ensure SEC/state compliance (Reg D, Blue Sky)

Step 9: Asset Management​

Agent: real

estate-analyst - Oversee property operations and value-add projects

Step 10: Investor Communication​

Agent: notification

specialist - Send updates, answer investor questions

Step 11: Exit Planning​

Agent: financial

analyst - Model exit timing and returns

Step 12: Annual Meeting​

Agent: syndication

manager - Prepare materials for annual investor meeting

Usage​

To execute this workflow:

/workflow finance/investment/syndication-management.workflow

See other workflows in this category for related automation patterns.