Today, we’ll explore the reasons why passive investors should consider the advantages of a real estate fund with our guest, Whitney Ward. 

As the Principal Broker and Fund Manager at CRE-Endeavors where she oversees fund strategy, fund execution, and brokerage transactions, she’ll enlighten us on how they help investors stay resilient despite the situation of the multifamily space, the great things about having a fund manager, and their goals for investors.

If you want to become efficient in this investment strategy, listen to the entire interview, and don’t miss this episode!

Key Points & Relevant Topics

• Whitney’s transition from Corporate America to real estate, her brokerage firm, and equity fund
• What is a fund strategy and how does it work for accredited investors
• The due diligence process for evaluating deals and sponsors in a fund
• Benefits that fund managers can offer to passive investors
• Roles of a fund manager in a deal
• What Whitney considers when looking for an investment market
• The typical business plan, holding period, and exit strategy in a fund strategy
• Multifamily market’s current condition and how investors can continue to thrive and seek opportunities
• Deal operators’ responsibility in preserving investors’ capital and investment
• Fees and costs of getting into a real estate fund

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About Whitney Ward

Whitney has been directly involved in commercial real estate sales and acquisitions totaling more than $100 million in aggregate value. Her experience in identifying strategic investments, diligent financial analysis, and executing on rigorous due-diligence principles, brings immense value to fund investors and real estate transactions. 

Whitney’s real estate career began in 2016 at KW Commercial as an Investment Sales Broker, and in 2019, evolved into her founding a commercial real estate firm, Intuitive Management Partners, which later rebranded into CRE-Endeavors. Prior to real estate, Whitney worked in corporate sales, management, and marketing roles at Fortune 500 Companies, where she gained invaluable skills in business operations and finance principles.

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