Displaying 31 - 60 of 149 in total
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...
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...
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...
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,...
Understanding Property Acquisition and Business Fundraing Using Reg D, Plus a Discussion of Kickers
Discover how to finance your business and incentivize your investors with a comprehensive understanding of the financial structures and kickers. This content provides ...
SEC and State Compliance Part 2: Improper Structures in Syndications and Funds
Part 2 of our series on staying in compliance and common probelms that regulators are keen to. The world of securities law can seem complex, but understanding key issu...
The Practical Approach to Achieving Success in Real Estate Syndication
In the world of real estate syndication, setting actionable and achievable goals is vital to bridging the gap between where you are now and where you aspire to be. Thi...
Understanding the Levers of Financial Analysis in Real Estate Syndication
The key "levers" of real estate syndication and financial analysis. that can change the outcome for investors, and how these can be manipulated to ensure the best retu...
SEC and State Compliance Part 1: Staying on the Good Side of Regulators for Syndicators and Funds
In this 7 part series, understanding compliance is critical for Regulation D syndicators and fund managers. It can be a challenging task, especially when it comes to s...
5 Key Documents for Syndication or Fund Formation
Discover the paperwork needed when setting up a syndication or fund. Learn about the five key documents that play an essential role in the formation of your entity. Un...
Syndicators and Fund Managers Predict the Future: Understanding Real Estate Cycles
Navigating the world of real estate investment, particularly in the realm of syndication, requires a keen understanding of market cycles. This knowledge allows you to ...
Building a Strong Real Estate Syndication Team
Learn about the vital aspects of building a strong real estate syndication team and bringing your business to new heights. This content delves into the roles and respo...
Who Can Fundraise for Regulation D Rule 506b or 506c Offers?
Looking to understand who can do the fundraising for a Regulation D Rule 506b or 506c offer? This content offers a comprehensive understanding of the legalities and st...
Where to Buy For Your Real Estate Syndication or Fund: Your Guide to Finding Assets
Starting a successful real estate syndication fund requires focusing on two key roles - finding investors and identifying viable assets. By utilizing market analysis a...
The Essential Guide to Structuring Your Real Estate Syndication
Ever wondered how to properly structure your syndication or fund? The foundation lies in understanding the difference between member managed and manager managed LLCs. ...
Understanding Fees and Splits: The Backbone of Your Syndication or Fund
When you're setting up a syndication or a fund, it's helpful to understand the various fees and split structures that can help you earn for the work you're doing. Fees...
How To Find Investors For Your Regulation D Syndication / Fund Offline
Finding good investment opportunities is crucial for fund sponsors. But attracting investors is equally important. Start with your inner circle of family and close fri...
Choosing the Right Entity Type for Your Regulation D Syndication or Fund
Understanding the type of entity for your investment syndication or fund is critical. The choices range from LLCs and partnerships to corporations and sole proprietors...
What Happens When an Investor Wants to Exit Early in Your Reg D Syndication Or Fund?
Running a syndication or fund can be a tricky process, especially when an investor wants to withdraw their money before the conclusion of the venture. This scenario ca...
How to Evaluate a Real Estate Syndication Deal: The Four Steps to Mastering Financial Analysis
As a real estate syndicator or fund manager, financial analysis is the backbone of your success. A structured process helps in building a solid foundation. There are f...
How to Handle Capital Calls in a Reg D Syndication: Making the Best of a Tough Situation
Imagine the discomfort of reaching out to your investors, your friends and family, asking for more money to keep things afloat. It's a scenario you'd want to avoid, bu...