Frequently Asked Questions

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If I’m Just Raising Capital, Do I Still Have to Underwrite the Deal?

Can I Have a Meeting With Some Investors Without Including Others?

Why You Can’t Be Anonymous When Raising Capital—and Who to Keep Out of Syndicate Management

Can I Remain Anonymous When Raising Capital from Investors

Who Should NOT Be in Management of a Syndicate?

How Can I Raise Money for a Development Project?

Can I Apply Unpaid Fees or Unreimbursed Expenses Toward the Purchase of Investor Interests in my Syndicate?

Can I Buy Out Equity Investors on a Refinance?

How Long Can a Syndicate Raise Money for a Specific Project?

How to Abandon an Offering

What Happens if I Want to Leave My Unreimbursed Pre-Closing Expenses or Acquisition Fees in a Deal?

Is a Deal That Has a 10% Overall Return Viable for Private Investors?

Do I Need a License to Raise Money for Somebody Else’s Deal?

How Do I Calculate Annualized Returns for Investors on Sale of a Property?

How to Review a Balance Sheet and Income Statement

Is it True That Most Syndicators Have Less Than 3 Years’ Experience?

Does a Syndicator Have to Keep Investors Informed if Something Changes Post-Closing?

Is it Ok to Continue to Raise Money After Closing a Syndicated Deal?

What Should I Do to Wind Up a Syndicate After the Sale of the Property?

Where Should We Send Investor Contributions in a Joint Venture or a Syndicate?

Can I Collect Funds From Investors Before the Offering Documents are Complete?

Do Non-U.S. Investors Have to be Accredited to Invest in a Rule 506(c) Offering?

Should I Start an Internet Marketing Program to Attract Investors? Is There Someone Who Can Help Me Do This?

What Happens if I Don’t Dissolve My LLCs?

How Do I Determine Investor Splits?

How Do I Calculate ‘Annualized Returns’ for Investors?

How Should I Structure the Entities for a Development Project?

Can I Accept IRA Funds From Investors in My Syndicate or Fund?

What is a Minimum/Maximum Raise?

Reaffirming an Investor’s Accreditation

Can I Convert a Rule 506(b) Offering to a Rule 506(c) Offering, and Vice Versa?

How do I Invest in a Rule 506(c) Offering?

What Name Should I Use to Present a Purchase & Sale Agreement to a Seller of Commercial Property If I Haven’t Created an Entity Yet?

What Entity Should I Use to Make Offers on Real Estate?

Can I Use the Same Entity to be the Manager of Multiple Syndicates?

Can My Real Estate Fund Hire Employees?

We Sold a Property; How and When Should We Dissolve Our Entities (LLCs)?

How Long Do I Need to Syndicate a Property?

When should a Syndicator contact Syndication Attorneys?

Beware of Single-Check Writers

How Does a Business Entity or Trust Qualify as an Accredited Investor

What’s the Difference Between an Asset Manager and a Property Manager?

How to Choose a Name for Your Branded Company

What is a ‘Sophisticated Investor’?

Can I Accept an Investor Who is Referred By a Friend in my Regulation D, Rule 506(b) Offering?

Why Can’t Investors Self-Certify That They are Accredited for a Rule 506(c) Offering?

How Should You Carve up Management Earnings in a Syndicate?

Can I Show Past Deals To Prospective Investors?

What if I have a Rule 506(c) offering, but want to admit a self-directed IRA Investor who is not accredited?

Can I just put 10 close friends and family in an LLC to buy real estate without following securities laws?

Why Can’t I Get Compensated for Selling Securities for Others?

What’s a Good CRM for Raising Capital?

What’s a Convertible Promissory Note Offering?

Can We Use Our Individual Entities to Co-Manage a Real Estate Syndicate?

Do You Provide Securities Offering Document Templates?

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?

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

Do I Need a PPM?

Can a Canadian Citizen Invest in My Syndicate?

When Can I Talk Deal Points With Investors?

Can I Offer Different Terms to Different Investors?

When Do I Need to Worry About Doing a Securities Offering if I am Borrowing Money from Private Investors?

When Does Selling Interests in an LLC Constitute the Sale of Securities?

What Do I Need to Know About Syndicating in the Wake of the Coronavirus Pandemic?

Can I Raise Capital Through Regulation D, Rule 506 for an Opportunity Zone Project?

How Do We Delegate Responsibilities Among the Management Team of a Syndicate?

What if the Terms of Our Deal Change After We Have Already Shown it to Investors and Some Have Invested?

How Do I Satisfy the Lender’s Requirement That I Provide 20% of the Needed Funds for a Development Project?

Where do I file Blue Sky Notices if An Investor Invests Through an LLC?

How Should a Syndicate Manager Take Title to its Carried Interest?

Is This Ad Legal?

Is a ‘Prequalification Questionnaire’ all I need to have completed by an investor before I can ask them to invest in my Rule 506(b) Offering?

Can A Syndicator Use SCOR And Rule 147 To Allow Non-Accredited Investors To Invest In A Deal?

Are All Group Investments Syndicates That Require Compliance With Securities Laws?

Where Can I Meet Syndicators Who Allow Unaccredited Investors?

How Can I Develop A Relationship With a Syndicator So That I Can Invest With Them As An Unaccredited Investor?

What to do if You Want to Invest in a Rule 506(c) Offering?

How Can I Establish a Relationship With Investors to Invest in my Deals?

How Should I Structure a Small Multifamily Deal With Investors?

Should I Become an ‘Accredited’ Investor?

Are Rule 506 Offerings Exempt from Blue Sky Laws?

How Long Does it Take to Set up a Real Estate Syndication?

How Does Cash Flow in a Syndicate?

How Do I Split Money With Investors?

What Might Happen if I Lie About My Financial Qualifications to Get Into a Deal?

Can I Still Invest in a Securities Offering if I am Not Accredited?

How to Write a Winning Biography

How Do I Structure a Small Deal With Investors?

Can I Include in My Syndication an Investor Who Wants to do a 1031 Exchange?

What are the Rules Regarding 506(b) Solicitation and Mass Communication?

What Should be Included on a Business Card You Use for a Real Estate Investment Company?

What is the Difference Between Rules 506(b) and 506(c)?

Can I Just Borrow Money From My Family And Friends Without Having To Comply With Securities Laws?

Is There a General Format or Template for Soliciting Investors?

Where Do You Meet Syndicators Who Do 506(b) Offerings that Allow Sophisticated Investors in Their Deals?

How Can You Set Yourself Up for Success In Syndication?

Is “Managing Partner” the Right Title for Me to Use in my LLC?

5 Steps To Choosing Your Branded Company Name

Why Shouldn’t I Look for Big Investors Instead of a Bunch of Smaller Investors?

What is a Consent Resolution?

What’s a Subscription Agreement?

Should I Only Include Accredited Investors in My Deals?

How Can I Incorporate Seller Financing in a Multifamily Purchase that has a Loan with Fannie Mae or Freddie Mac Financing?

If I Offer My Investors a Fixed Return on a Commercial Property, Can I Avoid Having to Comply with Securities Laws?

When Should I Form an LLC to Take Title to a Property I am Syndicating?

I’m New to Syndication; Should I use Rule 506(b) or 506(c) for my Offerings?

Where Can I Find Big Investors for my Deals?

Can I Bring on Investors as Joint Venture Partners? Can They be Non-Accredited?

How Much Should I Pay Finders for Raising Money for my Securities Offering?

What Entities Do My Spouse and I Need to Represent Us in a Syndicate?

Should I Just Use an LP or Syndication?

What Should an Opportunity Zone Fund Manager Think About When it Comes to Compliance With Securities Laws?

Where Do You Meet Syndicators Who Do 506(b) Offerings that Allow Sophisticated Investors in Their Deals?

Can I Just Borrow Money from my Family and Friends Without Having to Comply with Securities Laws?

Is There a General Format or Template for Soliciting Investors?

What is the Difference Between Rules 506(b) and 506(c)?

How Can You Set Yourself Up for Success In Syndication?