In this episode of The Untold Stories of Real Estate Investing, host Wayne Courreges III invites Jeff Greenberg, the CEO of Synergetic Investment Group, to share his final thoughts on a fruitful real estate journey. Jeff Greenberg goes deep into transitioning from being a GP to focusing on raising funds and working with investors. He also discusses the customizable equity fund offered by SIG, its benefits, and its structure for passive investors.
Jeff Greenberg is the CEO and managing member of Synergetic Investment Group LLC, also known as SIG. Jeff has over 12 years of experience managing all aspects of commercial real estate ownership, including acquisitions, operations, value-add implementations, and dispositions, and is a seasoned expert in the field. He’s been involved in projects worth nearly $150M. Properties have consisted of over 2000 units, including student housing, and short-term rental and market-rate multifamily properties. Through the SIG Wealth Fund, Jeff provides high-net-worth individuals the opportunity to passively invest in commercial real estate. With his extensive experience and network, Jeff uses the best-in-class commercial deal syndicators to help investors discover and invest in high-quality alternative investments.
Topics on Today’s Episode:
- Introducing Jeff Greenberg, CEO and managing member of Synergetic Investment Group, LLC (SIG).
- Background and experience of Jeff Greenberg, highlighting projects worth nearly $150 million.
- Discussion on recent changes in Jeff’s investment strategy. He has shifted from selling off assets to focusing on raising money and working with investors.
- Introduction to SIG and its offering of a diversified and customizable equity fund for high-net-worth individuals.
- Explanation of the private equity funds created by Jeff, allowing investors to decide whether or not to invest in each deal brought into the fund.
- Insight into the benefits of the fund, including the ability for investors to self-diversify and choose deals based on their criteria and goals.
- Details on the flexibility and customization of the fund, providing investors with the opportunity to have a say in their real estate investments.
- Explanation of the one K-1 form issued to investors at the end of the year, regardless of the number of deals they are involved in.
- Discussion on the advantages of a single K-1 form for investors, simplifying the tax reporting process.
- Insights into Jeff’s focus on transparency and communication with investors in the fund.
- Highlight of the student housing property in Georgia that Jeff still owns as a testament to his ongoing investment success.
- Examples of successful deals and projects that Jeff has been involved in, showcasing his expertise and track record.
- Explanation of opportunities for passive investors to grow wealth through real estate by investing in SIG’s equity fund or with CREI Partners, LLC.