Secrets of Successful Syndication™
How to Raise Money for Real Estate Investing
Two Virtual Power-Packed Days
Secrets of Successful
Syndication™
Do Bigger Deals with Confidence ... Whether You're Raising Capital or
Partnering with Experienced Operators.
March 20-21, 2026
8am - 5pm PT
LIVE ONLINE
Why Attend the Secrets of Successful Syndication Seminar?
Many successful, high income and high net worth people have more money than time. They like the IDEA of investing in real estate, but they don’t have the time, knowledge or interest in actually doing the work. That’s where YOU come in!
When you start your own real estate syndication business, you connect money seeking a return to return-generating investment that needs to be funded.
The GREAT news is … there are LOTS of both available! So there’s PLENTY of room for YOU to get in on the action!
It’s time for YOU to learn The Secrets of Successful Syndication!
Who is this training for?
Whether you’re an active investor looking to scale or a passive investor seeking better returns, this seminar is designed for you.
ACTIVE INVESTORS
For those ready to scale their business
Gain skills you need to start, fund and operate your own real estate investing business:
Seeking Out GOOD Deals
Learn proven strategies to identify and acquire high-quality investment opportunities
Finding Investors to Fund Deals
Master the art of building relationships and securing capital from accredited investors
Maintaining Legal Compliance
Understand securities laws and stay compliant while raising and managing capital
Financial Modeling & Forecasting
Create accurate financial projections to attract and retain investor confidence
Branding & Marketing
Build a powerful personal brand and marketing strategy for your syndication business
Asset Protection Strategies
Protect your assets and structure your business for maximum safety and growth
PASSIVE INVESTORS
For those seeking better investment opportunities
Gain information, resources, and ideas to help you invest with more confidence and get better results:
Where to Find Opportunities
Discover vetted investment opportunities across various asset classes
Evaluating Deals
Learn frameworks to analyze and assess investment deals accurately
Vetting a Syndication Team
Discover what to look for in a deal sponsor and the right questions to ask before investing.
Structuring & Protecting your Assets
Learn proven strategies to identify and acquire high-quality investment opportunities
Diversifying Your Portfolio
Maximizing Tax Benefits & Results
What Is Syndication?
Syndication is how investors team up to pool their time, knowledge, and resources to take on bigger, more profitable real estate opportunities than they could alone.
In a syndication, operators are the hands-on players. They find the deals, structure them, raise the capital, build the team, and manage the project from start to finish.
If you’re a hands-on investor ready to scale fast and take your investing business to the next level, this is where you step in. Freed from the limits of your own borrowing power, you can pursue bigger deals … and hire a team to help you do way more of them.
On the passive side, investors can team up with these operators, providing a share of the capital to make these deals possible. In return, they gain exposure to professionally managed real estate, and the diversification, returns, and tax benefits it offers … without the hassle of buying and managing properties themselves.
The beauty of syndication is the partnership. Syndication removes limits so everyone involved can go bigger faster and own more real estate.
Here's What You'll Learn
Comprehensive training covering every aspect of real estate syndication
- How to structure your syndication business
- Tax strategies to maximize returns and minimize liabilities
- Where to find accredited investors
- Building long-term investor relationships
- Using self-directed retirement accounts
- Legal concepts for raising and handling other people's money
- Finding deals that attract investors
- How to present deals to investors
- Scaling your syndication business
- Real case studies from successful syndicators
PLUS … You’ll hear from several real world syndicators … Including several who kicked off their syndication careers at this very event!
Why Attend This Seminar?
Learn from experts who have collectively raised BILLIONS in private capital
Go Big Fast
Learn how to use syndication to scale your real estate business without relying solely on your own capital.
Connect Money to Deals
Many successful, high-income people have more money than time. You connect money seeking returns to return-generating investments.
Build Your Business
Start and operate your own real estate syndication business, creating wealth through helping others grow their wealth.
Real Case Studies
Learn from actual real estate syndications and deals that have successfully closed and returned profits to investors.
Expert Faculty
Taught by a highly experienced collection of experts who have raised over $1 BILLION combined.
Proven Results
Many attendees have gone on to build successful syndication businesses after attending this very seminar.
Here is what our event attendees are saying...
SAVE BIG until the end March 2nd!
Early Bird Registration
Learn from experts who have collectively raised BILLIONS in private capital
- Full 2-day seminar access
- All faculty presentations
- Networking opportunities
- Access to ALL Session Records
- Full 2-day seminar access
- All faculty presentations
- Networking opportunities
- Event materials & resources
Meet Your Host
Robert Helms
Event Host & Founder
The Real Estate Guys™ Radio Show
Founder and host of The Real Estate Guys™ Radio Show, Robert is an investor, developer, educator, and syndicator. He will share why real estate and syndication make sense now, where to find both money and deals, and case studies of real world syndications.
Investing
Development
Education
Syndication
Your fine faculty of subject-matter experts
Learn from highly experienced experts with proven track records
Ken McElroy
Multifamily Investor & Entrepreneur
Rich Dad Advisor
A renowned multifamily investor and entrepreneur featured in Rich Dad Poor Dad. Ken shares his expertise in scaling investment businesses and creating wealth through strategic multifamily investments.
Multifamily
Real Estate Entrepreneur
Author
Speaker
Tom Wheelwright
Tax & Wealth Strategist
Robert Kiyosaki's Personal CPA
A high energy tax and wealth strategist, best-selling author, entrepreneur, and Robert Kiyosaki’s personal CPA. He’s extremely well-versed in the new U.S. tax law and shares how investors can use it to build substantial wealth and permanently reduce taxes.
Tax Strategy
Wealth Building
Author
Entrepreneur
Mauricio Rauld, Esq.
Securities Attorney
Platinum legal consulting
An experienced securities attorney who focuses exclusively on helping real estate investors navigate the complex world of securities laws. He shares critical legal concepts when raising and handling other people’s money, using self-directed retirement accounts, and structuring syndications.
Securities Law
Legal Compliance
Syndication
Structuring
Brad Sumrok
The Apartment King
National Apartment Association's Independent Owner of the Year 2012
A highly successful apartment investor, syndicator, and mentor to hundreds of apartment investors. In just three years of part-time investing, Brad was able to quit the corporate grind and has built a thriving syndication business.
Apartment Investing
Syndication
Mentor
Award Winner
Elizabeth Tresp
Estate Planning & Tax Attorney
The State Bar of California
A member of The State Bar of California, San Diego County Bar Association, Probate Attorneys of San Diego, and American Bar Association. She practices before California State Courts, United States Tax Court, and United States District Court.
Tax Law
Estate Planning
Probate
Federal Courts
Anton Mattli
Investment banking
Peak Financing CEO
Anton has decades of experience in advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate across Europe and the United States.
Private Equity
Commercial Real Estate
Multifamily
Investment Banking
Ryan Gibson
CEO & Co-Founder
Inc. 5000 Fastest Growing Company (3 Years)
Started as an airline pilot when turbulent times sparked his interest in real estate investing. After running out of his own capital, he attended this event and began building a syndication business. Today, he and his partner have raised nearly $300 million in private capital.
$300M+ Raised
Inc. 5000
Capital Raising
Airline Pilot Background
Don't Miss Out on This Opportunity
Join us LIVE ONLINE March 20-21, 2026 and learn the secrets of successful real estate syndication from industry experts who have collectively raised BILLIONS.
Limited spots available - Early Bird pricing won't last long!
Event Details