Invest Smart Toolbox

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What Champion Unicorn can teach you about Multiply Your Magic!

Passive Investor Guide

This guide is built to help you understand what it really means to invest in multifamily syndications and what to expect as a limited partner. Inside, you’ll learn:

  • Why multifamily remains a resilient asset class across market cycles

  • How syndications are structured and how passive investors get paid

  • The difference between sponsor marketing and actual investor communication

  • What alignment looks like between sponsors and investors

Invest smart Vetting Tool

The Invest Smart Vetting Tool provides you with a clear, repeatable process for evaluating multifamily sponsors and deals. Inside, you’ll discover:

  • How to spot unrealistic projections and aggressive assumptions

  • The key red flags in sponsor structures and incentives

  • What true alignment of interests looks like

  • Why conservative underwriting and proven operations matter more than sales pitches

  • A step-by-step framework to compare opportunities with confidence

Portfolio tracker

This tracker is designed to give you a clear view of how your investments are really performing. With it, you can:

  • Compare original projections to actual results across your portfolio

  • Track cash flow, distributions, and equity growth in one place

  • See how diversified you are across deals, markets, and sponsors

  • Spot trends and make informed decisions about future allocations

  • Stay organized with an easy, investor-friendly dashboard

Bonus Depreciation & the Recapture

This guide illustrates one of the most powerful tax advantages in multifamily and what happens when properties sell. Inside, you’ll learn:

  • How bonus depreciation works and why it creates large upfront tax savings

  • What depreciation recapture means at sale

  • Strategies like 1031 exchanges and the “Lazy 1031” to extend or defer tax benefits

Invest Smart Book

The Invest Smart Book gives you a proven framework to evaluate sponsors, spot red flags, and make confident investment decisions. Written by Gary Lipsky, it breaks down the complexities of multifamily syndications into clear, actionable steps. Inside, you’ll discover:

  • The most common red flags in deals—and how to avoid them

  • What true sponsor alignment looks like (and how to spot when it’s missing)

  • Why conservative underwriting and operational excellence matter most

  • Questions every investor should ask before wiring funds

  • A repeatable framework to help you invest with confidence

Just cover shipping and handling, and we’ll send the book straight to your door.

Investor Academy:

On-Demand Webinars

If you’d like to keep learning, explore our full library of educational videos on YouTube. Like and subscribe to stay up to date with our latest content.

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