Round Table Equity

Helping Investors Achieve Financial Freedom Through Multifamily Investing

About Round Table Equity

We empower individuals to achieve financial freedom by investing in Senior Living facilities across the country. Our dedicated team leverages our deep expertise in the industry along with our data-driven process to consistently identify, acquire, manage, stabilize, optimize, and create cash-flowing properties.

Join our investor club to receive early access to all of our deals!

Our Portfolio

ASPIRE

244 Units | Atlanta | Acquired 2023

BECKENWOOD

198 Units | Nashville | Acquired 2021

ELEVATE

312 Units | Houston | Acquired 2019

THE PALMS

214 Units | Tampa | Acquired 2019

BECKLEY

260 Units | Raleigh | Acquired 2018

DESERT SKY

232 Units | Phoenix | Acquired 2018

What is a Syndication?


A multifamily syndication is a partnership where a group of investors pool their money together to purchase large assets that would otherwise be difficult for someone to acquire on their own. The typical structure consists of general partners and limited partners.

The General Partner, or syndicator, is responsible for overseeing and managing the property from acquisition, signing the loan, due diligence, renovation, and daily operations. They have full liability over the company and its decisions.

Limited Partners are passive partners who invest in a portion of the equity investment and typically are not involved in the daily responsibilities of the company and have no personal liability beyond their investment.

Investing in Multifamily Can Give You..

Cash Flow

One of the biggest benefits of real estate investing is cash flow, meaning you receive passive income, without having to do any work.

Tax Advantages

With passive investing, you get huge tax advantages through accelerated depreciation, all without having to deal with the hassles of being a landlord.

Equity

The beauty of multifamily real estate is that the rental income covers the debt and expenses, meaning the tenants are helping you build equity.

Appreciation

Because we invest in value-add assets in growing markets, you get the benefit of appreciation, which means that you’re maximizing your returns.

Investing is a Simple 3 Step Process

01

Join Our Investor Club

Join our newsletter to get started. We’ll reach out to learn about your goals and guide you toward the right investment opportunities.

02

Learn

We’re here to answer your questions and connect you with the resources you need to educate yourself and confidently take the first step toward investing in a real estate syndication.

03

Invest

We’ll keep you informed about new real estate opportunities as they arise. If you decide to invest, we’ll guide you through each step of the process.

Meet Our Team

Trey Morrison

Founder / Principal

Trey brings over 30 years of experience in real estate investments and asset management. His strategic vision and expertise in identifying value-add opportunities have led to successful acquisitions and high returns for investors. Trey is passionate about creating wealth through multifamily properties and ensuring transparency in every step of the investment process.

Coley Hudgins

Investor Relations Director

Emma is a seasoned professional with over a decade of experience in building and maintaining client relationships. She excels at guiding investors through the syndication process and ensuring they feel confident in their decisions. Emma’s dedication to communication and personalized support makes her an invaluable resource for our investor community.

TBD

Financial Advisor

More than 25 years of leadership experience in finance and accounting. Trusted advisor to owners, shareholders, employees and executives, with a reputation for building, leading, motivating and inspiring teams.

Highly skilled at communicating complex topics and producing accurate financials, as well as finding process efficiencies and utilizing mentoring skills to improve employee effectiveness.

Rod Khleif

Senior Advisor

Rod is an entrepreneur, real estate investor, author, mentor, and community philanthropist who is passionate about business, life, success, and giving back. As one of the country’s top real estate trainers, Rod has personally owned and managed over 2,000 properties. Rod is Host of the Top-Ranked iTunes Real Estate Podcast which has been downloaded more than 9,000,000 times – “The Lifetime Cash Flow Through Real Estate Investing Podcast.”

TESTIMONALS

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Frequently Asked Questions

Your Questions Answered

What is a syndication?

Multifamily syndication is a collaborative investment strategy where a group of investors pools resources to purchase and manage large multifamily properties, such as apartment complexes. This allows investors to benefit from passive income and property appreciation without the responsibility of day-to-day management.

Why should I invest in multifamily real estate?

Multifamily real estate offers benefits like consistent cash flow, tax advantages, scalability, and diversification. It’s also considered a relatively stable investment compared to other asset classes.

How does multifamily syndication differ from other real estate investments?

Unlike single-family rentals or small-scale real estate investments, multifamily syndication involves larger properties with multiple income streams and professional management, which can lead to more stable returns.

How do I get started with multifamily syndication?

Start by joining our investor network. We’ll guide you through the education process, understand your goals, and introduce you to available opportunities that align with your interests.

What is the minimum investment amount?

The minimum investment typically ranges between $25,000 and $100,000, depending on the specific deal.

Do I need to be an accredited investor?

Many of our deals require investors to be accredited. This means having a net worth of over $1 million (excluding your primary residence) or earning an annual income of $200,000 ($300,000 for couples) for the last two years. However, some deals are open to non-accredited investors.

What is the typical timeline for an investment?

Most multifamily syndication deals have a holding period of 5 to 7 years, though this can vary depending on the property and business plan.