by Syndication Attorneys PLLC | Mar 25, 2024
We often get asked if we can create an all-accredited offering with no Private Placement Memorandum (PPM). The answer is yes, but unless it’s going to include a very small group of investors whom you know extremely well, we don’t recommend it. You save money upfront...
by Syndication Attorneys PLLC | Feb 19, 2024
Yes, you are! First, your obligation when selling securities is to provide the investors with all of the material facts they need to make informed consent. This has been interpreted to mean that you must tell prospective investors all the things that could go wrong...
by Syndication Attorneys | Feb 5, 2024
When creating a Real Estate Syndicate or Fund, you need to consider all of the jobs necessary to make the offering a success. You are starting a new company – and every new company has certain jobs that need to be filled. Initially, one or two people might do...
by Syndication Attorneys PLLC | Jan 22, 2024
A private placement securities offering includes a number of documents, which collectively comprise the offering package. Each document has the specific purpose described below: The Private Placement Memorandum The private placement memorandum (PPM) essentially “tells...
by Syndication Attorneys PLLC | Nov 24, 2023
Don’t Let the Corporate Transparency Act Prevent Your Loans From Closing! The Corporate Transparency Act, which takes effect January 1, 2024, requires obtaining and reporting identifying information to the United States Financial Crimes Enforcement Network...
by Syndication Attorneys PLLC | Nov 21, 2023
If you have a copy of Kim Lisa Taylor, Esq.’s Amazon best-selling book “How to Raise Capital Legally for Real Estate,” these topics are addressed on pages 176, 188-190, and Chapter 29 (How Cash Flows in a Syndicate or Fund). If you would like a free copy mailed...
