Displaying episodes 61 - 90 of 136 in total
An Innovative Example Of A Syndication Investment Strategy: F.I.T. In Action
Discover an innovative and compelling investment opportunity in the alternative investment space: Masterworks. This emerging avenue marries the world of art appreciati...
Regulation D Syndication Investment Strategies: Direct Investment, Specified Pools, and Blind Pools
Dive into the realm of Direct Investment, Specified Pools, and Blind Pools, three distinct investment strategies that can shape your financial future. If you've ever w...
Cash Flow vs. Appreciation: Understanding Reg D Syndication Investor Types
In the investment world, two primary types of investors emerge – those who focus on cash flow and those who prioritize appreciation. Understanding these two types of i...
Choosing Between Regulation D and Regulation CF: An Attorney's / Syndicator's Analysis
Dive into the intriguing world of securities offerings! Learn about the key differences between Regulation D and Regulation CF, two major exemptions from registration ...
How To Find Investors For A Regulation D Offering Without Using A Broker-Dealer
In the process of launching a Regulation D offering, particularly a 506c offering, there are several key steps to consider. Firstly, it is essential to establish a fou...
The Difference Between REITs and Real Estate Funds & Syndications
Real estate investment trusts (REITs) and real estate funds or syndications are two investment options in the real estate market but they function quite differently. R...
Securities vs Joint Ventures: Know the Critical Differences or Risk the Consequences
It is critical to understand the difference between a security and a joint venture, particularly in the context of a project. A security, as defined by the SEC vs Howe...
Eight Steps to a Successful Real Estate Syndication
A very high-level view, as an eight-step process, of a real estate development syndication project. The first step involves identifying a suitable property and creatin...
How Long Does It Take to Raise Money for a Reg D Syndication?
The process of raising money for a syndication varies greatly and depends on a multitude of variables. It can range from an extremely short period, like a few hours, t...
How to Ensure Your Reg D Syndication Offering is Marketable and Legal
There are two crucial aspects required for successful security offerings such as real estate syndications, private equity funds, and crypto mines – marketability and l...
5 Mistakes Rookie Regulation D Syndicators Make
Think about the advantage to know ahead of time the common pitfalls that newcomers to syndication or private equity fund management often encounter, and provides pract...
Spot The Winners: Navigating Financial Analysis in Real Estate Syndication (Webinar Replay)
(Webinar Replay from Syndication Attorney Tilden Moschetti). The concept of real estate syndication, when efficiently executed, can significantly increase profits. To ...
How Capital Accounts Work in Syndications
A capital account, as discussed, is a term often used in private equity funds documentation or syndications. It refers to a pool of money set aside or segregated for a...
Why You Need a Private Placement Memorandum (PPM)
A Private Placement Memorandum (PPM) is a vital document in the investment process, detailing the investment itself, the associated risks, conflicts of interest, and h...
The Art of Keeping Investors Happy: Effective Communication for Syndicators and Fund Managers
Communication is critical in keeping investors happy in syndication and private equity funds. It stresses that transparency through regular updates about both the succ...
Strategies for Managing Multiple Reg D Offerings: A Guide to Fundraising
The topic discussed revolves around the organization and management of multiple projects, particularly in the context of raising funds for them. The discussion explore...
Understanding Real Estate Syndication Through a Practical Example
A real estate syndication is a process where several investors pool their resources to invest in properties and projects much larger than they could afford individuall...
The Art of Getting Investors' Commitment: A Six-Step Guide
As a syndicator, one of the most challenging tasks is getting investors to commit to an investment and sign the subscription agreement. I've experienced this myself as...
Unlocking The Secrets To Establishing A Pre-Existing Relationship for Reg D Rule 506b
In a Regulation D Rule 506b offering, it's crucial to establish a pre-existing relationship with potential investors. This often involves more than just an introductio...
Unveiling The Essential Fiduciary Duties For Syndications & Funds
A syndicator or fund manager has three main fiduciary duties towards their investors - duty of care, duty of disclosure, and duty of loyalty. The duty of care requires...
Navigating Securities Laws And Social Media: A Guide For Syndicators
Social media in the context of Regulation D, Rule 506b and 506c, as they relate to finding investors, can be daunting. The key point is the concept of 'general solicit...
Assembling Your Real Estate Syndication Team: Who's In?
The discussion revolves around the integral team members required when creating a real estate syndication. These team members collectively play a critical role in ensu...
Understanding Waterfalls in Real Estate Syndication
The topic discussed revolves around the distribution of returns, known as 'waterfalls,' in real estate syndication. The speaker used an example to explain the distribu...
Choosing the Right SEC Exemption for Your Investment: Alphabet Soup
The topic discussed revolves around understanding the myriad of exemptions available for registration under the U.S. Securities and Exchange Commission (SEC) rules, of...
Understanding Reg A, Reg CF, and Reg D in Syndication: The Alphabet Soup Explained
The various regulations and exemptions from SEC registration that are involved in syndication and fundraising processes. A walkthrough of the 'alphabet soup' of syndic...
LLC vs. LP vs. Corporation: Which to Choose for Syndications?
The discussion centers on the various types of business entities, specifically focusing on the most appropriate ones for syndications. Among the options detailed are s...
Can You Get a Bank Loan?: Leveraging Traditional Financing in Syndication
The discussion is centered around the feasibility of obtaining a traditional bank loan while concurrently raising equity from investors for a syndication or fund, part...
Securities Licenses and Real Estate Licenses for Reg D Syndications
Syndicators engaging in fund creation or syndication do not require a real estate or securities license. While securities licensing poses challenges, selling securitie...
Unlocking the World: US Syndications Open to Non-US Investors
Non-US individuals can invest in syndications or fund offerings. In today's globalized world, we have investors from various regions around the globe seeking opportuni...
Syndicators' Guide to Self-Directed IRAs: Maximizing Capital Sources
A self-directed individual retirement account (IRA) is a fantastic opportunity for syndicators and fund sponsors. It functions similarly to a traditional IRA, with an ...