Displaying 121 - 140 of 157 in total
Syndication Attorney Webinar - 'Ask Me Anything'
Our ‘Ask Me Anything’ Q & A webinar in August 2022 was a big hit and we kept it unlisted for a while ... I decided to finally open it up to all.
Launching Real Estate Syndications - Ep 23 - Getting it Done
In the great movie Moneyball, Billy, played by Brad Pitt, says he wants to bring back an aging ballplayer by the name of David Justice. Everybody thinks it is a terrib...
Launching Real Estate Syndications - Ep 22 - Putting it Together
You’ve done it! You’ve re-entered, you’re back on Earth. You’ve completed this and it’s all done! We started on the launch pad, putting our structure in place, getting...
Launching Real Estate Syndications - Ep 21 - Winding Up the Real Estate Syndication
Now, you’re outside of the capsule after re-entering. Your investors have gotten money. All is good with the world. Is it time to party? Sure, it’s time to celebrate… ...
Launching Real Estate Syndications - Ep 20 - Final Distributions of Returns to Your Investors
You’ve basically re-entered the atmosphere and you’re on the surface of the earth. Now you just need to emerge from the capsule. And that means making those final dist...
Launching Real Estate Syndications - Ep 19 - Voting On Major Decisions
So you think it’s time to sell? Well, if you structured your syndication the way that I normally do, you’ll want to give investors the right to decide whether or not i...
Launching Real Estate Syndications - Ep 18 - When Is It Time To Sell the Property?
The market has spoken, “It is time to sell.” Many times the decision to sell is up to your investors and you, so you’ll find out how to get the decision made right. Th...
Launching Real Estate Syndications Ep 17 - Distributions of Returns to Your Investors
One of the things I like best about being a syndicator is when it comes time to make distributions, especially the final distribution. I like sending money to people, ...
Launching Real Estate Syndications - Ep 16 - Property Management
Ensuring good property management is critical to syndicating. Your investors are counting on the property being managed in such a way that their asset doesn’t start de...
Launching Real Estate Syndications - Ep 15 - Asset Management
Asset management is a funny thing. What does an asset manager do? It’s obvious what a property manager does, right? They manage the property. So what’s different about...
Launching Real Estate Syndications - Ep 14 - Investor Communications
“Escrow closed! We own the property!… So, are we done?” Nope. There are things to do besides cashing those monthly fee checks. Your investors expect distributions and ...
Launching Real Estate Syndications - Ep 13 - Finishing the Acquisition
Liftoff is almost complete, and you’re almost in orbit! Just a few things left to do. You’re collecting money from your investors right now, and now it’s time to finis...
Launching Real Estate Syndications - Ep 12 - Getting Investors to Commit to Your Syndication
Now you have your syndication put together. You’ve got your PPM, your operating agreement, and the subscription escrows underway. You’ve marketed the investment and ha...
Launching Real Estate Syndications - Ep 11 - Marketing the Investment to Investors
Congratulations, you’ve gotten all your forms together! Now let’s talk about marketing the investment opportunity that you have. How do you put it out there? You’re go...
Launching Real Estate Syndications - Ep 10 - Operating & Subscription Agreements for Syndications
We syndicators operate underneath the regulatory framework from the SEC and state laws. But we also operate under another framework too. Fortunately, this one is our o...
Launching Real Estate Syndications - Ep 9 - The Private Placement Memorandum (PPM)
The private placement memorandum, also called the PPM, may be one of the most daunting hurdles for syndicators. They tend to be really long, dense, confusing, and repe...
Launching Real Estate Syndications - Ep 8 - Making Sense of the SEC Alphabet Soup
You found the deal and it is in escrow… “Now what???” Now you need to put the investment itself together and get investors committed. You also need to do it the right ...
Launching Real Estate Syndications - Ep 7 - Is It a Good Deal to Syndicate?
The product for syndicators is the property. Pricing and engineering that product is the financial analysis. The best syndicators make their choices objectively and ba...
Launching Real Estate Syndications - Ep 6 - Making Money With Fees & Equity in Real Estate Syndications
Let’s face it: we syndicate not just because it’s fun, but because we want to make money… and not just money for our investors, but money for ourselves. The work that ...
Launching Real Estate Syndications - Ep 5 - Finding Properties to Syndicate
It probably goes without saying, but finding properties is pretty critical for a syndicator. Without a property, there’s nothing for us to talk to investors about or s...