Displaying episodes 1 - 30 of 136 in total
LLCs vs. LPs in Syndication and Equity Funds: Navigating the Choices
If you're considering becoming a sponsor for a syndication or equity fund, you'll want to understand the differences between using a Limited Liability Company (LLC) or...
Unlock the Power of Events to Raise Capital for Your Syndication Deal
Raising capital for your syndication deal or investment fund can be a challenging endeavor. But one effective strategy is to host an event. The key, however, is not to...
How I Became A Top Syndication Attorney
Embarking on a journey to become a Syndication Attorney is an intricate process. Tilden Moschetti, a seasoned Syndication Attorney, shares his transformative journey t...
Mastering Your Pitch: A Guide for Regulation D Syndication Sponsors
Raising funds for a Regulation D security can be a nerve-wracking process, however, with the right approach and mindset, it can be manageable. Start with a thorough un...
Understanding the Square Peg of Crypto in the Round Hole of Regulation D
Understanding the complexity of crypto offerings within the framework of Regulation D can be a challenging task. The Securities and Exchange Commission (SEC) offers ex...
SEC Exemptions to Registration: A Syndication Attorney's Perspective
Venturing into the world of syndication can seem daunting, especially because it involves securities. This content provides an in-depth understanding of the exemptions...
The Art of Investor Involvement in Reg D Syndications and Investment Funds
In the world of investment funds and syndications, the question of whether investors should have a voice in major decisions is a crucial one. This exploration into the...
Mastering Lease Analysis: A Guide for Real Estate Syndications
In the world of real estate investment, one crucial element often overlooked is the lease. This contract forms the backbone of any property-related transaction, defini...
Real Estate Syndication for Dummies
Real estate syndication, a strategic approach for sponsors to lead investors to pool resources for property investments. This guide shows the path to successful syndic...
The '2024 Will Blow Your Mind' Webinar For Syndicators And Investment Fund Managers
This webinar, "2024 will blow your mind," focuses on preparing real estate syndicators, developers, and investment fund managers for 2024. It covers adapting to econom...
Real Estate Asset Management Part 4: Issue Analysis
Asset management is a critical discipline that requires your full attention. When donning this hat, your key objective is to make optimal decisions. This involves eval...
Real Estate Asset Management Part 3: Market Analysis
As a top-tier syndication or equity fund sponsor, it's important that you understand how critical asset management is to your operations. You have to keep a constant e...
Real Estate Asset Management Part 2: Financial Analysis
Read more about real estate syndication - What Is Real Estate Syndication?: https://www.moschettilaw.com/what-is-real-estate-syndication/Read more about PPMs - What Is...
Real Estate Asset Management Part 1: Property Analysis
Understanding the basics of asset management in real estate syndication or investment funds involves a comprehensive look at property analysis. This includes assessing...
What Is A PPM? The Anatomy of a Private Placement Memorandum Explained
Discover the essentials of a Private Placement Memorandum (PPM), a vital tool in the investment world, especially for syndicators and fund managers. This comprehensive...
Behavioral Finance for Syndicators and Fund Managers Part 6: Emotional Biases - Status Quo, Over Confidence, and Regret Aversion
You're on a journey in behavioral economics, navigating the undercurrents that shape decision-making in the realm of syndication, fund management, and capital raising....
SEC and State Compliance Part 7: Staying Out of Trouble
Venturing into private offerings through Regulation D, Rule 506 B, or Rule 506 C? Here's a roadmap to keep you out of trouble and in compliance with SEC and state regu...
Behavioral Finance for Syndicators and Fund Managers Part 5: Emotional Biases - Loss Aversion, Endowment, and Self-control
Making wise investment decisions is a challenge, especially when behavioral economics come into play. There's a fascinating dance that happens between our emotional an...
Tackling the Challenge: Dealing with Difficult Investors in Your Reg D Rule 506b or 506c Offering
Navigating the complexities of dealing with difficult investors in your Regulation D offerings can seem daunting. But with the right approach, it doesn't have to be. W...
SEC and State Compliance Part 6: Finders in Reg D Capital Raising
When raising capital for your business or fund, compliance with the SEC and state law rules is paramount. It's vital to understand both the role and the regulations re...
Behavioral Finance for Syndicators and Fund Managers Part 4: Cognitive Biases - Anchoring, Mental Accounting, and Availability
As a sponsor, understanding the internal economic forces that shape your decision-making is key to success in syndication and equity funds. This involves exploring cog...
Unveiling the Role of a Sponsor after Closing a Syndication Deal
Understanding your role as a sponsor in the syndication process post-closing is crucial. It involves nurturing four key areas: investor communications, asset managemen...
SEC and State Compliance Part 5: Understanding Commingling for Syndication Sponsors
When working on ensuring your Regulation D offering is compliant with the SEC and state regulators, you're likely to encounter the concept of 'commingling'. As the nam...
Behavioral Finance for Syndicators and Fund Managers Part 3: Cognitive Biases - Representativenes...
Ever wondered why we're drawn to certain investments even when logic suggests otherwise? This is largely due to cognitive biases that affect our decision-making proces...
Funnels and Websites: Optimizing Online Mediums For Regulation D Syndications and Funds
Moschetti Syndication Law Group is a boutique syndication law firm, serving small and growth-bound syndicators, as well as private equity firms. Our attorney, Tilden M...
SEC and State Compliance Part 4: Why Puffery Shouldn't Be in Your Private Placement Memorandum
When you're creating private placement memorandums for your clients, have you ever wondered, "How much of what we're saying is mere puffery?" Puffery is a broad, optim...
Behavioral Finance for Syndicators and Fund Managers Part 2: Cognitive Biases - Conservatism...
In our quest to make sound investment decisions, our thinking can sometimes be clouded by cognitive biases. These biases, which are often unnoticed, can influence our ...
Develop Your FIT: A Guide for Real Estate Syndicators and Real Estate Funds
Understanding the Founder Investment Theory (FIT) is essential for real estate syndicators and fund managers. FIT guides you on which properties to acquire, how to pit...
SEC and State Compliance Part 3: Solicitation in Rule 506(b) Offerings
You understand the importance of doing the right thing. As you navigate the world of Regulation D Rule 506(b) offerings, it's vital to comprehend the pitfalls of impro...
Behavioral Finance for Syndicators and Fund Managers Part 1: Cognitive Biases and Emotional Biases
Ever wondered why sometimes people make irrational financial decisions? Welcome to the world of behavioral finance, a concept that emerged in the 1990s. Traditionally,...