Round Table Equity

Helping Investors Achieve Financial Freedom, and Live Their Dream Lives Through Assisted Living Investing

About Round Table Equity

We empower individuals and families to live their dream lives and 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.

Let's talk about your dreams and figure out how to get you there.

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

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 Partner Program

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

Coley Hudgins

Investor Relations Director

Coley brings decades of experience in research, investigations, and due diligence, with a strong track record in real estate investing and asset tracing. As founder of WCH Strategic Insights, he has guided clients through complex financial and property networks, uncovering opportunities and mitigating risks. At Roundtable Equity, Coley applies this expertise alongside his real estate ownership in the U.S. and Panama—including rental and agricultural properties—to execute high-value projects that deliver long-term growth and security for investors.

Trey Morrison

Founder / Principal

Trey brings over 30 years of experience in real estate investments and asset management, both in the United States and abroad. He has served as broker-in-charge of a real estate firm and has successfully developed residential and commercial projects from the ground up. Known for his strategic vision and ability to identify value-add opportunities, Trey has consistently delivered successful acquisitions and strong returns for investors. He is dedicated to creating wealth through senior living investments and sharing those opportunities with others. His passion for living is contagious. He is committed to transparency throughout every step of the investment process, building lasting trust with his partners.

NMLS ID 2027385

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.”

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.