Cele mai bune Reg D Offerings podcast-uri (2024)

1
LLCs vs. LPs in Syndication and Equity Funds: Navigating the Choices 9:11

14d ago9:11

9:11

If you're considering becoming a sponsor for a syndication or equity fund, you'll want to understand the differences between using a Limited Liability Company (LLC) or a Limited Partnership (LP) as your entity structure. Two decades ago, LPs were the norm, but today, most sponsors opt for LLCs. There are three main distinctions to consider: taxatio…

1
Unlock the Power of Events to Raise Capital for Your Syndication Deal 10:29

16d ago10:29

10:29

Raising capital for your syndication deal or investment fund can be a challenging endeavor. But one effective strategy is to host an event. The key, however, is not to make the event about your offering. Instead, focus on providing value and addressing topics that would interest potential investors. For example, if your investors are tied to the re…

1
How I Became A Top Syndication Attorney 13:01

1M ago13:01

13:01

Embarking on a journey to become a Syndication Attorney is an intricate process. Tilden Moschetti, a seasoned Syndication Attorney, shares his transformative journey that began 25 years ago with a dream to develop real estate. Pursuing law was a pivotal decision that gave him a better understanding of the legal terrain of real estate development. D…

1
Mastering Your Pitch: A Guide for Regulation D Syndication Sponsors 15:01

2M ago15:01

15:01

Raising funds for a Regulation D security can be a nerve-wracking process, however, with the right approach and mindset, it can be manageable. Start with a thorough understanding of your offering. Familiarize yourself with all relevant marketing materials, operating agreements, and underwriting. Avoid looking unprepared; if you don't know something…

1
Understanding the Square Peg of Crypto in the Round Hole of Regulation D 8:20

4M ago8:20

8:20

Understanding the complexity of crypto offerings within the framework of Regulation D can be a challenging task. The Securities and Exchange Commission (SEC) offers exemptions to its rules, allowing you to raise unlimited funds from accredited investors and up to 35 non-accredited investors within a 90-day period. This exemption, known as Regulatio…

1
SEC Exemptions to Registration: A Syndication Attorney's Perspective 13:47

4M ago13:47

13:47

Venturing into the world of syndication can seem daunting, especially because it involves securities. This content provides an in-depth understanding of the exemptions to SEC registration exemptions, a crucial aspect for anyone considering becoming a syndicator. The focus here is on Regulation D, which is the most popular exemption rule, with 95-98…

1
The Art of Investor Involvement in Reg D Syndications and Investment Funds 16:58

4M ago16:58

16:58

In the world of investment funds and syndications, the question of whether investors should have a voice in major decisions is a crucial one. This exploration into the topic provides a comprehensive look at why keeping your investors involved and informed is essential for success. Whether it's through a formal vote or just ensuring they have a say,…

1
Mastering Lease Analysis: A Guide for Real Estate Syndications 28:35

4M ago28:35

28:35

In the world of real estate investment, one crucial element often overlooked is the lease. This contract forms the backbone of any property-related transaction, defining the terms and conditions of use for the tenant and the responsibilities of the landlord. Understanding this document is vital for real estate syndicators and fund managers. This kn…

1
Real Estate Syndication for Dummies 44:06

5M ago44:06

44:06

Real estate syndication, a strategic approach for sponsors to lead investors to pool resources for property investments. This guide shows the path to successful syndication, be it an apartment syndication, a real estate fund, or a development. Learn about vital legal frameworks like Reg D, Rule 506(b), and Rule 506(c), which govern private placemen…

1
The '2024 Will Blow Your Mind' Webinar For Syndicators And Investment Fund Managers 1:17:36

5M ago1:17:36

1:17:36

This webinar, "2024 will blow your mind," focuses on preparing real estate syndicators, developers, and investment fund managers for 2024. It covers adapting to economic conditions, including high-interest rates and market dynamics. The content emphasizes understanding macro forces, managing investments amidst changing rates, and leveraging technol…

1
Real Estate Asset Management Part 4: Issue Analysis 14:15

5M ago14:15

14:15

Asset management is a critical discipline that requires your full attention. When donning this hat, your key objective is to make optimal decisions. This involves evaluating various analyses such as property, financial and market. With the insights gained, you then tackle the issues at hand, prioritizing projects and allocating budgets efficiently.…

1
Real Estate Asset Management Part 3: Market Analysis 14:04

5M ago14:04

14:04

As a top-tier syndication or equity fund sponsor, it's important that you understand how critical asset management is to your operations. You have to keep a constant eye on your properties, whether they're part of a portfolio or standalone assets. To make the best decisions for your investors, you need to be aware of what's happening with your prop…

1
Real Estate Asset Management Part 2: Financial Analysis 24:34

5M ago24:34

24:34

Read more about real estate syndication - What Is Real Estate Syndication?: https://www.moschettilaw.com/what-is-real-estate-syndication/ Read more about PPMs - What Is In A Private Placement Memorandum?: https://www.moschettilaw.com/private-placement-memorandum-attorney/ Moschetti Syndication Law Group is a boutique syndication law firm, serving s…

1
Real Estate Asset Management Part 1: Property Analysis 12:37

5M ago12:37

12:37

Understanding the basics of asset management in real estate syndication or investment funds involves a comprehensive look at property analysis. This includes assessing the physical aspects of a property, such as its dimensions, construction, layout, and the state of its various systems (HVAC, plumbing, elevators etc.). Also, you need to understand …

1
What Is A PPM? The Anatomy of a Private Placement Memorandum Explained 44:41

5M ago44:41

44:41

Discover the essentials of a Private Placement Memorandum (PPM), a vital tool in the investment world, especially for syndicators and fund managers. This comprehensive guide demystifies the PPM, a document crucial for both accredited and non-accredited investors, outlining key elements like investment terms, risks, and conflict of interest disclosu…

1
Behavioral Finance for Syndicators and Fund Managers Part 6: Emotional Biases - Status Quo, Over Confidence, and Regret Aversion 11:08

5M ago11:08

11:08

You're on a journey in behavioral economics, navigating the undercurrents that shape decision-making in the realm of syndication, fund management, and capital raising. You've already discovered three emotional biases that can sway your underwriting: loss aversion, endowment, and self-control. Now it's time to explore the final three: status quo, ov…

1
SEC and State Compliance Part 7: Staying Out of Trouble 16:15

5M ago16:15

16:15

Venturing into private offerings through Regulation D, Rule 506 B, or Rule 506 C? Here's a roadmap to keep you out of trouble and in compliance with SEC and state regulators. Start with a well-constructed private placement memorandum that informs investors about the offer, potential risks, and uses for the funds. Comply with syndication rules and a…

1
Behavioral Finance for Syndicators and Fund Managers Part 5: Emotional Biases - Loss Aversion, Endowment, and Self-control 13:45

5M ago13:45

13:45

Making wise investment decisions is a challenge, especially when behavioral economics come into play. There's a fascinating dance that happens between our emotional and cognitive biases, and understanding these can significantly impact your success. Today, let's focus on three key emotional biases that might be influencing your decisions more than …

1
Tackling the Challenge: Dealing with Difficult Investors in Your Reg D Rule 506b or 506c Offering 20:40

5M ago20:40

20:40

Navigating the complexities of dealing with difficult investors in your Regulation D offerings can seem daunting. But with the right approach, it doesn't have to be. When it comes to Rule 506(b) or 506(c) offerings, understanding your investors and their motivations is key. You genuinely care about your investors, seeing them as friends, family, an…

1
SEC and State Compliance Part 6: Finders in Reg D Capital Raising 20:01

5M ago20:01

20:01

When raising capital for your business or fund, compliance with the SEC and state law rules is paramount. It's vital to understand both the role and the regulations related to 'finders' - individuals who help you raise money. Although not all finder activities are illegal, it's easy to cross the line into an area that the SEC could deem a regulator…

1
Behavioral Finance for Syndicators and Fund Managers Part 4: Cognitive Biases - Anchoring, Mental Accounting, and Availability 13:39

5M ago13:39

13:39

As a sponsor, understanding the internal economic forces that shape your decision-making is key to success in syndication and equity funds. This involves exploring cognitive behavioral elements that could impact your analysis and deals, potentially in negative ways. There are nine such forces, three of which we'll focus on here: anchoring, mental a…

1
Unveiling the Role of a Sponsor after Closing a Syndication Deal 47:17

6M ago47:17

47:17

Understanding your role as a sponsor in the syndication process post-closing is crucial. It involves nurturing four key areas: investor communications, asset management, property management, and distributions. Investor communications are paramount, and should be consistent, clear, and informative. Asset management involves constantly seeking opport…

1
SEC and State Compliance Part 5: Understanding Commingling for Syndication Sponsors 10:06

6M ago10:06

10:06

When working on ensuring your Regulation D offering is compliant with the SEC and state regulators, you're likely to encounter the concept of 'commingling'. As the name suggests, commingling refers to the act of mixing funds from different sources, something that's frowned upon by regulators such as the SEC and state regulators. Specifically, they'…

1
Behavioral Finance for Syndicators and Fund Managers Part 3: Cognitive Biases - Representativenes... 11:20

6M ago11:20

11:20

Ever wondered why we're drawn to certain investments even when logic suggests otherwise? This is largely due to cognitive biases that affect our decision-making processes. Today, we're exploring three more of these biases: representativeness, hindsight and framing. The first, representativeness, is the belief that past performance will always predi…

1
Funnels and Websites: Optimizing Online Mediums For Regulation D Syndications and Funds 13:46

6M ago13:46

13:46

Moschetti Syndication Law Group is a boutique syndication law firm, serving small and growth-bound syndicators, as well as private equity firms. Our attorney, Tilden Moschetti, is determined to keep the firm’s ‘boutique’ size so we can tailor the services to each client’s unique needs without turning the firm into a faceless factory churning out pr…

1
SEC and State Compliance Part 4: Why Puffery Shouldn't Be in Your Private Placement Memorandum 11:41

6M ago11:41

11:41

When you're creating private placement memorandums for your clients, have you ever wondered, "How much of what we're saying is mere puffery?" Puffery is a broad, optimistic statement made by someone raising funds. While it's not harmful in itself, the problem arises when it starts to cross the line into falsehood. For instance, saying "the Austin m…

1
Behavioral Finance for Syndicators and Fund Managers Part 2: Cognitive Biases - Conservatism... 12:36

6M ago12:36

12:36

In our quest to make sound investment decisions, our thinking can sometimes be clouded by cognitive biases. These biases, which are often unnoticed, can influence our decision-making process, leading to less than optimal outcomes. Let's explore three such biases: conservatism, confirmation, and control. Conservatism bias refers to our tendency to h…

1
Develop Your FIT: A Guide for Real Estate Syndicators and Real Estate Funds 54:57

6M ago54:57

54:57

Understanding the Founder Investment Theory (FIT) is essential for real estate syndicators and fund managers. FIT guides you on which properties to acquire, how to pitch deals to investors, and how to serve investors effectively. Real estate investments generate revenue through cashflow and appreciation, both of which can be optimized to maximize r…

1
SEC and State Compliance Part 3: Solicitation in Rule 506(b) Offerings 23:46

6M ago23:46

23:46

You understand the importance of doing the right thing. As you navigate the world of Regulation D Rule 506(b) offerings, it's vital to comprehend the pitfalls of improper solicitation. The goal is to protect non-accredited investors and provide a fair chance at success for everyone involved. When you're considering publicizing your investment oppor…

1
Behavioral Finance for Syndicators and Fund Managers Part 1: Cognitive Biases and Emotional Biases 15:01

6M ago15:01

15:01

Ever wondered why sometimes people make irrational financial decisions? Welcome to the world of behavioral finance, a concept that emerged in the 1990s. Traditionally, the world of finance was seen as a rational decision-making process, where individuals made calculated choices based on available information, leading to efficient markets. But then,…

1
Understanding Property Acquisition and Business Fundraing Using Reg D, Plus a Discussion of Kickers 22:19

6M ago22:19

22:19

Discover how to finance your business and incentivize your investors with a comprehensive understanding of the financial structures and kickers. This content provides invaluable insights into the world of business financing, guiding you through the process of identifying a suitable property, acquiring it, and structuring the business around it. You…

1
SEC and State Compliance Part 2: Improper Structures in Syndications and Funds 36:43

6M ago36:43

36:43

Part 2 of our series on staying in compliance and common probelms that regulators are keen to. The world of securities law can seem complex, but understanding key issues can help you stay in line with regulations. This content delves into the three common structures that can potentially lead to legal complications, namely improper structures, compe…

1
The Practical Approach to Achieving Success in Real Estate Syndication 13:36

6M ago13:36

13:36

In the world of real estate syndication, setting actionable and achievable goals is vital to bridging the gap between where you are now and where you aspire to be. This informative content highlights a practical approach to goal setting that ensures you don't just dream about success, but actively work towards achieving it. Whether you're just star…

1
Understanding the Levers of Financial Analysis in Real Estate Syndication 16:58

7M ago16:58

16:58

The key "levers" of real estate syndication and financial analysis. that can change the outcome for investors, and how these can be manipulated to ensure the best return possible. The focus is on cash flow and how it is calculated, highlighting the role of key factors such as assumptions, NOI (net operating income), metrics, and equity. Learn the i…

1
SEC and State Compliance Part 1: Staying on the Good Side of Regulators for Syndicators and Funds 21:33

7M ago21:33

21:33

In this 7 part series, understanding compliance is critical for Regulation D syndicators and fund managers. It can be a challenging task, especially when it comes to securities regulations with the SEC and state regulators. This content offers a comprehensive guide to the ins and outs of compliance for syndicators and fund managers. It provides a c…

1
5 Key Documents for Syndication or Fund Formation 12:25

7M ago12:25

12:25

Discover the paperwork needed when setting up a syndication or fund. Learn about the five key documents that play an essential role in the formation of your entity. Understand the importance of the Certificate of Formation or Articles of Formation, which serves as the birth certificate of your entity. This document is crucial in notifying the state…

1
Syndicators and Fund Managers Predict the Future: Understanding Real Estate Cycles 31:03

7M ago31:03

31:03

Navigating the world of real estate investment, particularly in the realm of syndication, requires a keen understanding of market cycles. This knowledge allows you to predict and prepare for future opportunities and risks. The market cycle comprises four distinct phases: recovery, expansion, hyper supply, and recession. Each phase has unique charac…

1
Building a Strong Real Estate Syndication Team 11:40

7M ago11:40

11:40

Learn about the vital aspects of building a strong real estate syndication team and bringing your business to new heights. This content delves into the roles and responsibilities within a syndication team, discussing the significance of the captain, or the decision-maker, and their influence on the internal identity of the team. You will understand…

1
Who Can Fundraise for Regulation D Rule 506b or 506c Offers? 13:05

7M ago13:05

13:05

Looking to understand who can do the fundraising for a Regulation D Rule 506b or 506c offer? This content offers a comprehensive understanding of the legalities and strategies involved, providing you with the knowledge to navigate the fundraising process successfully, while ensuring your actions are in line with the law. From determining who can fu…

1
Where to Buy For Your Real Estate Syndication or Fund: Your Guide to Finding Assets 39:13

7M ago39:13

39:13

Starting a successful real estate syndication fund requires focusing on two key roles - finding investors and identifying viable assets. By utilizing market analysis and demographics, you can identify the most promising markets to invest in across the country. Tools like demographic Pro and income profile give a deep dive into the population growth…

1
The Essential Guide to Structuring Your Real Estate Syndication 19:35

7M ago19:35

19:35

Ever wondered how to properly structure your syndication or fund? The foundation lies in understanding the difference between member managed and manager managed LLCs. Member managed LLCs can be challenging to handle as control is divided among investors. On the other hand, manager managed LLCs offer more control and protection. Creating an LLC for …

1
Understanding Fees and Splits: The Backbone of Your Syndication or Fund 14:39

7M ago14:39

14:39

When you're setting up a syndication or a fund, it's helpful to understand the various fees and split structures that can help you earn for the work you're doing. Fees are like your pay, they should reflect the work and effort you put into managing the assets, dealing with investor relations, accounting, and market analysis. Typical fees include as…

1
How To Find Investors For Your Regulation D Syndication / Fund Offline 1:02:39

7M ago1:02:39

1:02:39

Finding good investment opportunities is crucial for fund sponsors. But attracting investors is equally important. Start with your inner circle of family and close friends. They already know and trust you. Past clients who you did right by are another option. Educate and add value to build relationships. Ask how you can help - don't just talk about…

1
Choosing the Right Entity Type for Your Regulation D Syndication or Fund 20:37

7M ago20:37

20:37

Understanding the type of entity for your investment syndication or fund is critical. The choices range from LLCs and partnerships to corporations and sole proprietors. Each entity type has its unique implications, from the number of owners they can accommodate to the level of asset protection they offer. DBAs, or Doing Business As, are the simples…

1
What Happens When an Investor Wants to Exit Early in Your Reg D Syndication Or Fund? 5:31

7M ago5:31

5:31

Running a syndication or fund can be a tricky process, especially when an investor wants to withdraw their money before the conclusion of the venture. This scenario can occur due to various reasons, such as a life event or as part of a redemption. It's crucial to understand how these situations are managed and what legal implications they might hav…

1
How to Evaluate a Real Estate Syndication Deal: The Four Steps to Mastering Financial Analysis 48:29

7M ago48:29

48:29

As a real estate syndicator or fund manager, financial analysis is the backbone of your success. A structured process helps in building a solid foundation. There are four steps in this financial analysis workflow. Firstly, we start with basic facts and assumptions about the property. This includes information like rent roll and operating expenses. …

1
Syndication: An Investment Approach 6:51

7M ago6:51

6:51

Family Business Funding CEO & Founder, Douglas Muir has been eager to introduce the unique investment opportunity, syndication. This new approach will allow you to invest right alongside Family Business Funding with the potential to reach a target return rate of between 25% to 30%!De către FamilyBusinessFund

1
How to Handle Capital Calls in a Reg D Syndication: Making the Best of a Tough Situation 5:47

8M ago5:47

5:47

Imagine the discomfort of reaching out to your investors, your friends and family, asking for more money to keep things afloat. It's a scenario you'd want to avoid, but sometimes, it's inevitable. It could be due to unexpected expenses like a lawsuit, deferred maintenance, or an unforeseen event not covered by insurance. There are two common ways t…

1
How to Start a Real Estate Fund: A Step-by-Step Guide Using Reg D, 506b, and 506c 10:37

8M ago10:37

10:37

Dive into the exciting world of Real Estate Funds and discover the step-by-step process of how to start one. Learn about the critical role of syndication, the constant pursuit of deals and investors, and the importance of underwriting. Gain insights into the paperwork involved, from the PPM (Private Placement Memorandum) that describes the investme…

1
Mastering Financial Analysis: A Key Skill for Reg D Syndicators and Fund Managers 29:27

8M ago29:27

29:27

Understanding the essence of financial analysis and underwriting is crucial for you as a syndicator or fund manager. It requires the ability to evaluate businesses, projects, budgets, and other finance-related transactions to determine their performance and suitability. More than just evaluating, it requires the art of underwriting - providing fina…

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