Fourth Stop: Real Estate Roadmap

Syndicating Deals

Common Mistakes With Legal Syndication Documents

Key Objectives:

  • Reviews at a high level overview all of the legal documents that are pertinent in a syndication

  • Common mistakes investors make within specific documents and also within their syndication structure

  • Kyle reviews other legal agreements and pitfalls that investors need to make sure they are aware of and watch out for

Joint Venture vs. Syndication

Key Objectives:

  • Moving from Joint Venture (JV) to Security

  • What are the differences between the two?

  • What is a Joint Venture and how does it work?

  • What is a Security and what do you need to know?

How to Stay Compliant While Syndicating

Key Objectives:

  • A succinct history of 506 Regulation D and why it came into existence

  • Details on when to begin the PPM process when you find a deal

  • Documentation that you need to keep of your investors and interactions

  • Responsibilities of both syndicators and passive investors in their due diligence when discussing a specific asset / deal

Syndicating Suburban Office Deals

Key Objectives:

  • How one investor raised $6M in capital and soft commitments in 30 days!

  • Tips when underwriting

  • Common mistakes and how to avoid them

  • Next actionable step suggestions