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