158: Navigating Syndications: Evan Polaski on Investor Relations and Recession-Resilient Assets

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This is an LFI episode and LFI is now part of PassivePockets.

Dive into the intricacies of real estate syndication, featuring expert guest Evan Polaski from Axia Partners. We discuss the pivotal role of investor relations, uncover the tough questions every investor should ask, and spotlight Axia’s focus on strong asset classes. Join host Jim as he provides the tools for due diligence and knowledge on how to match deals to your investment goals. For actionable insights and practical wisdom in the world of passive investing, subscribe and make informed decisions. Get the edge you need – listen now!

About Evan Polaski
Evan Polaski serves as the Director of Investor Relations at Axia Partners, boasting a substantial 17-year tenure in investor communications. His involvement in real estate was sparked early, propelling him to study finance and real estate in college. In his current role, he specializes in connecting investors with company operations, ensuring their needs align with Axia’s strategic goals. Evan focuses on recession-hardy investments in the Mountain West and Sunbelt regions, across various assets like multifamily and self-storage. His dedication to investor relations is a cornerstone of Axia’s commitment to its clientele.

Key Points From The Episode:
1. Evan Polaski from Axia Partners highlights the investor relations role in syndication, discussing due diligence, critical questions investors should ask, and the importance of alignment between investment goals and opportunities.
2. Axia specializes in recession-resilient asset classes, focusing on markets in the Mountain West and Sunbelt regions, employing strategies like value-add, ground-up development, and taking preferred equity positions.
3. The episode touches on the need for potential investors to understand the risks and returns associated with various investment strategies, including value-add deals and core assets, for achieving passive income.
4. The podcast emphasizes the significance of speaking to both investor relations personnel and principal operators for thorough investment due diligence, as well as the relevance of property managers and leasing agents in impacting investment outcomes.

Timestamps:
01:50 His journey to real estate investing
05:41 What is his role in the deal and process?
12:16 What questions investors should be asking
21:30 The fees
25:24 Should you ask how much the IR team is investing?
28:26 What is a sensitivity analysis?
30:21 How can investors approach the first call with an IR?
35:02 Who should you be talking to when doing a deal
38:40 Axia
40:39 Podcast recommendation
41:24 Contact Evan


Resources Mentioned:

Contact the guest:
LinkedIn

Podcast Recommendations:
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