Displaying 1 - 30 of 157 in total
Why High Net Worth Investors Choose Debt Funds Over Equity
High net worth investors are increasingly drawn to debt funds for their stability, risk mitigation, and reliable income. Unlike equity-based opportunities with uncerta...
Raising Money from Friends & Family: Legal Steps for Real Estate Syndication
Raising capital from friends and family can launch a business or syndication—but it's also a legal minefield if approached casually. This resource walks through the cr...
Raising Capital with Regulation D: A Smart Move for Syndicators & Fund Managers
Raising capital doesn’t have to mean IPOs, venture capital, or navigating Wall Street gatekeepers. Regulation D opens a direct, legal path for real estate syndicators,...
Raising Capital for a Debt Fund: SEC Compliance for Syndication Attorneys
Launching a debt fund is a powerful way to grow wealth and attract investor capital, but the legal landscape around raising money can be a minefield. This video explai...
Choosing Between 506(b) vs 506(c) for Debt Funds: Real Estate Syndication Compliance
Deciding between Rule 506(b) and Rule 506(c) under Regulation D is a fundamental step for fund managers launching a debt fund. Each exemption shapes how capital can be...
Fiduciary Duties in Syndications: Key Principles
Fiduciary duties form the backbone of trust between syndicators, fund managers, and their investors. For anyone managing investor capital—whether in real estate syndic...
How to Structure a Debt Fund | Real Estate Syndication & PPM Best Practices
Structuring a debt fund involves mastering the critical legal and financial elements necessary for success. Real estate syndicators, fund managers, and developers must...
Real Estate Cycles & Macroeconomics: Understanding Market Trends in Syndication
Real estate cycles and macroeconomic trends play a crucial role in the success of real estate syndications. Understanding these patterns can help syndicators and inves...
Creating Multiple Syndications in a Year: Key Strategies for Success
Learn how to set ambitious goals, break them into manageable steps, and build the right team to achieve multiple syndications in a single year. Discover the importance...
Syndication Operating Agreements: Key Elements for Real Estate Syndicators and Fund Managers
A real estate syndication operating agreement defines the rules for how a syndication or investment fund will operate. Learn about the essential components needed to p...
Real Estate Syndication Success: Expert Tips for New Syndicators
This video explores the key traits and strategies that successful syndicators utilize to excel in real estate syndication, fund management, and investor relations. Lea...
Preventing Check, Wire, & Crypto Fraud in Real Estate Syndications & Investment Funds
Learn essential strategies to prevent wire and cryptocurrency fraud in real estate syndications and investment funds, including key legal precautions. To get started w...
Structuring Joint Venture Agreements in Real Estate Syndications
Learn about the essential elements and best practices for structuring joint venture agreements in real estate syndications and investment funds. To get started with yo...
Securing Investors for Your Real Estate Syndication: Key Steps Explained
Learn the essential steps to secure investors for your real estate syndication, from obtaining soft commitments to finalizing investments. To get started with your syn...
Building an Effective Syndication or Investment Fund Team: Roles and Responsibilities
Your syndication or investment fund team should have defined roles and responsibilities to ensure smooth operations and investor satisfaction. Here are seven key roles...
Politics, Investment Funds, and Syndications: Staying Neutral Publicly in an Election Year
The importance of keeping political views private when dealing with investors in syndication. Maintaining neutrality can help build trust and prevent alienating potent...
How Do Investors Exit Syndications and Equity Funds?
As a potential sponsor for syndications and equity funds under Regulation D, it's crucial to understand how investors can exit your fund. This usually happens in one o...
4 Frequently Asked Questions About Accredited Investors
When it comes to accredited investors, there are frequently asked questions that need clarifying. An accredited investor generally meets either an income or wealth tes...
Interest Rates & Real Estate Syndications / Real Estate Funds: Capital Stacks, Swaps, & Valuations
Understanding the effects of high interest rates on real estate syndications or funds is crucial for any aspiring sponsor. High borrowing environment typically poses a...
Five Exit Strategies for Real Estate Syndications
Navigating your way out of a real estate syndication or equity fund investment requires proper planning and strategic execution. There are five primary exit strategies...
Navigating Oversubscribed and Undersubscribed Syndications
In the world of equity syndications, you may encounter situations where your fund is either oversubscribed or undersubscribed. The good news is, both scenarios are man...
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...