Syndication Articles
‘The Impact of Technology on Real Estate’ With Danny Kattan
Can I just put 10 close friends and family in an LLC to buy real estate without following securities laws?
Can I just put 10 close friends and family in an LLC to buy real estate without following securities laws? NO. Ten people is too many to put in one LLC and maintain a legally defensible joint venture, as there aren’t enough jobs to ensure that “everyone is actively...
‘Using Tried and True Sales Techniques to Close Deals with Investors’ With Mauricio Botero
Why Can’t I Get Compensated for Selling Securities for Others?
Why Can’t I Get Compensated for Selling Securities for Others? You can, but you must have a license to do it. Just like a real estate broker is required to have a license to get a commission for selling someone else’s house, you need a license to sell someone else’s...
What’s a Good CRM for Raising Capital?
What's a Good CRM for Raising Capital? We started out with Insightly (a Google app); we now use Active Campaign. Insightly is a good starter, as it used to be free for two people. We upgraded to Active Campaign when we wanted to start a newsletter and marketing drip...
‘What’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective’ With Julie Peterson
What’s a Convertible Promissory Note Offering?
What’s a Convertible Promissory Note Offering? A Convertible Promissory Note Offering allows you to raise money in advance of having a deal under contract or within a short timeframe. With a Convertible Promissory Note Offering, you can offer note investors the...
Can We Use Our Individual Entities to Co-Manage a Real Estate Syndicate?
Can We Use Our Individual Entities to Co-Manage a Real Estate Syndicate? We recommend that you use a single-Manager entity to manage a syndicate.The individual entities owned by members of the management team can be members of the Manager entity, but you do not want...
Do You Provide Securities Offering Document Templates?
Do You Provide Securities Offering Document Templates? We don’t offer document templates. We provide reasonable, lump-sum fees for drafting our clients’ securities offering documents and helping them properly structure their companies, and we have many long-term...
‘What’s the Skinny on Assisted Living Investments?’ With Vinney Chopra
What’s the Difference Between a Cumulative Preferred Return and a Compounding Preferred Return?
What’s the Difference Between a Cumulative Preferred Return and a Compounding Preferred Return? “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...
Can I Use a Simple Compensation Agreement to Raise Money for Other People?
Can I Use a Simple Compensation Agreement to Raise Money for Other People? 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) orb) You, the opportunity...