Syndication Attorneys PLLC, Author at SyndicationAttorneys.com

What’s the Difference Between a Cumulative Preferred Return and a Compounding Preferred Return?

by Syndication Attorneys PLLC | Apr 19, 2021

“Cumulative” means carried over from year to year. “Compounding” means the unpaid balance is added to the principal and it, too, accrues the return. For instance, with a cumulative preferred return, if someone invested $100,000 and you owed them an...

Can I Use a Simple Compensation Agreement to Raise Money for Other People?

by Syndication Attorneys PLLC | Apr 19, 2021

You can’t use an agreement to get compensated for raising money for others unless: a) You have a securities broker-dealer license (not a real estate broker’s license) or b) You, the opportunity and all investors are in California, where you can use a real estate...

‘How Investors Raise Capital Legally’ With Vinney Chopra

by Syndication Attorneys PLLC | Apr 8, 2021

In this April 5, 2021, guest appearance on Vinney Chopra’s podcast “Syndication Made Easy,” Kim Lisa Taylor, Esq., discussed various considerations for syndicators to ensure they are doing everything according to the book and avoiding any issues with SEC compliance....

‘So You Want to be a Real Estate Developer’ With Daniil Kleyman

by Syndication Attorneys PLLC | Mar 30, 2021

In this podcast/webinar that was originally recorded March 25, 2021, host Kim Lisa Taylor interviewed Daniil Kleyman, owner/operator of a development company as well as a property management company and another that focuses on software & education. As Kim noted,...

What do You Have to do to Verify Repeat Investors for Rule 506(c) Offerings?

by Syndication Attorneys PLLC | Mar 5, 2021

In the SEC’s publication Facilitating Capital Formation and Expanding Investment Opportunities by Improving Access to Capital in Private Markets[1], the SEC relaxed the standards for verifying investors by including the following language: (E) In regard to any person...

« Older Entries

What’s the Difference Between a Cumulative Preferred Return and a Compounding Preferred Return?

Can I Use a Simple Compensation Agreement to Raise Money for Other People?

‘How Investors Raise Capital Legally’ With Vinney Chopra

‘So You Want to be a Real Estate Developer’ With Daniil Kleyman

What do You Have to do to Verify Repeat Investors for Rule 506(c) Offerings?

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