We love this question because you will be so happy with the answer. NONE. Once you've invested in the property, the only time you'll have to dedicate is the time to read the monthly updates we share with you, or to grab a coffee together so we can share updates on the property. You don't have to do a thing.

You should ask about the teams experience and ask for referrals to investors that have worked with them. Here's a few simple questions you should plan to ask:

- "How do you mitigate the risk of your investors?"
- "How well do you know the asset management team?"
- "Tell me about your track record"
- "How have you stress-tested the business plan to make sure it's solid?"
- "How did you come up with the numbers you used to underwrite the property?"
- "Walk me through your business plan for this property."

YES! When you invest in a syndication you become a partial/fractional owner of the property. Your ownership amount is directly proportional to the amount you invest.

The tax benefits are the best part! Especially as a real estate professional, you are uniquely situated to benefit even more than the average person. Depreciation and bonus depreciation are two of the biggest benefits associated with investing in this particular type of real estate. We're not tax professionals so we recommend you work with a CPA to confirm exactly what your unique situation would entitle you to. We also have CPA's who are experts in this area that we can recommend to you.

If you have a self-directed IRA you can absolutely use those funds to invest in a syndication! Again, we recommend working with your CPA, financial planner or retirement account custodians to be totally sure, but we can help you through the process!

All investments carry some risk, but real estate syndications are backed by tangible assets—like apartment buildings or commercial properties—that produce income. At Legacy Makers Capital, we focus on stable, well-vetted deals with experienced operators. Our goal is predictable, monthly cash flow—not speculation.

Syndications are typically mid-to-long-term investments (3–7 years), so they’re not designed for quick liquidity. However, they’re ideal if you want steady income without dipping into your savings. We’ll walk through your situation and only recommend what makes sense for your goals and comfort level.

Not at all. One of Dana’s superpowers is making this simple and approachable. You don’t need to be an expert—just open to learning. Dana explains everything clearly, answers all your questions, and guides you through each step with care and confidence.

Most syndications start at a $50,000 minimum investment, though some opportunities offer lower entry points. During your consultation, we’ll discuss your situation and find options that align with your comfort and financial plan.

A syndication is a group investment. You and other investors pool funds to buy an income-generating property. A professional team handles all the work—buying, managing, improving, and eventually selling the property. You sit back and receive your share of the income and profits.

Yes! Many of our clients use self-directed IRAs or solo 401(k)s to invest in syndications. Dana can help you explore this option and connect you with custodians who specialize in these types of accounts.

Most syndications provide monthly or quarterly distributions. That’s income you can use to help cover living expenses—without touching your retirement savings or worrying about market performance. 

Dana brings a unique blend of traditional retirement planning and real-world investing experience. She understands your fears, speaks your language, and cares deeply about protecting what you’ve built. This isn’t just about returns—it’s about security, peace of mind, and enjoying retirement.

That’s what the free consultation is for. Dana will get to know your goals, answer your questions, and help you decide if passive income investing makes sense for your specific stage of life. No pressure—just honest guidance.