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Articles

Determining Investor Suitability for 506(b) Offerings
How to Structure a Real Estate Syndicate
Joint Ventures & Co-Investments — Typical Structures & Applications
SEC Form D Filings and Blue Sky Laws for Rule 506 Offerings
The Legal Aspects of Raising Money from Private Investors-Rule 506(b)
12 Ways You Can Earn Money as a Real Estate Syndicator
Soliciting Investors for a Rule 506(b) Private Placement Offering
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FAQs

Is This Ad Legal?

An advertisement containing the following language was forwarded to me, with the question, “Is this ad legal?” 12+% AVERAGE CASHFLOW!! 82+% 5-YEAR...

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Teleseminars

Marketing Materials

Professional marketing materials can help you raise money faster and from higher net worth investors. We offer professionally written and designed...

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White Papers

How to Borrow Money to Fund Your Real Estate or Startup Business

For most real estate investors contemplating a deal of significant size, a major consideration will be where and how to get the money to fund the venture. This white paper will walk you through the process.

Crowdfunding: A Guide to the Basics

Crowdfunding is all the buzz in the real estate investing world. Many people think it’s a no-brainer as a way to raise private money for their deals. But it’s not that simple, and it’s not for everyone. This white paper explains how to know if it’s an appropriate strategy for you and then how to use it to raise money for your deals.

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Podcasts

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News

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FAQ: Audio Shorts

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Books

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Investor Marketing Materials

Website

In this day and age, any reputable, professional company has got to have a dynamic online presence. We can design a website to showcase your project and team with information that’s available 24/7 across a variety of online platforms.

Investment Summary

Present your securities offering to investors in the best light with a professionally edited and designed business plan – with just the information your investors want to know about your startup company, blind pool securities offering, or private equity fund.

White Paper

It’s one thing to drive traffic to your website, but it’s another to get visitors to give you their contact information. You will greatly increase the odds if you give away something for free, and in the process, demonstrate your knowledge as a subject-matter expert. Let us help you turn those leads into investors.

Pitch Deck

We’ll help you tell your story in a succinct and stylish Powerpoint presentation designed to explain your Investment Opportunity to prospective investors in plain English.

Property Overview

Describe your specific investment opportunity to investors, with relevant information about your project, including photos, financial projections, future plans and biographies of your team. You provide the raw data, and we’ll help you put it all together.

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Get Verified

Accredited Investor (Individuals and Entities)

Rule 506(c) offerings are only open to verified accredited investors; thus the SEC requires our clients to independently verify the accredited status of their investors before accepting their investment. As a convenience for our clients and their investors, Syndication Attorneys, PLLC has partnered with EarlyIQ, Inc., an industry-leading third-party accredited investor verification service, to offer these verifications.

Identity-Only Investor (incl. OFAC)

The United States Patriot Act and other financial regulations require our clients to independently verify the identity of their prospective investors. Additionally, before accepting an investment, issuers of Securities Offerings are required to ensure that their investors are not named on any prohibited specially designated nationals or sanctions list maintained by the US Department of Treasury’s Office of Foreign Assets Control (OFAC).

Bad Actor (Background Check)

An issuer utilizing the Regulation D, Rule 506 Securities exemption is required to conduct a factual inquiry into past criminal convictions, regulatory or court orders, or certain other disqualifying events for all members of the management team, any promoters of the offering, and any person who acquires ≥20% of the Class A or Class B interests (“Covered Persons”). If certain events are discovered, management may be required to deny admission, restrict voting rights, or disclose the event to all investors in the Offering. As a convenience for our clients, Syndication Attorneys, PLLC has partnered with EarlyIQ, Inc., an industry-leading third-party verification service.

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