How to Resell Interests in a Securities Offering

In this webinar, Kim Lisa Taylor, Esq., welcomed guests Simen Ruge and Jackson Stith, co-founders of SyndiGate Capital, LLC, which focuses exclusively on brokering secondary equity positions in middle-market commercial real estate investments. They discussed various scenarios in which an investor might want to exit a syndicate, or change its terms, including:

• You as an investor may want out of your real estate syndicate — or perhaps you want someone else out.
• Your syndicate is approaching its end date, and your investors want out but you want to keep it.
• You have a lender that needs to be paid off, but the property doesn’t qualify for refinancing yet.