Syndication Law & The Private Placement Memorandum Attorney

Moschetti Law Group - Syndication Attorneys

Tilden Moschetti, Esq is a private placement memorandum attorney and a syndication lawyer. He has helped syndicators put together Regulation D offerings for their real estate syndications, business capital raises, and funding private equity firms.

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Top 10 Syndication Law & The Private Placement Memorandum Attorney Episodes

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Launching Real Estate Syndications - Ep 16 - Property Management

Syndication Law & The Private Placement Memorandum Attorney

10/25/22 • 12 min

Ensuring good property management is critical to syndicating. Your investors are counting on the property being managed in such a way that their asset doesn’t start deteriorating. Under the guise of property management, we have four different kinds of analyses that we need to know as syndicators and asset managers in order to make sure that property management is working as effectively as possible. If you’re doing the property management itself, this is a nice overlay of the kinds of things that you should be thinking about to make sure that maximum value is being given to your investors. If you’re not doing it, you still need to have this framework. It acts as a discussion between you and your property manager in order to keep those values as high as possible, again, for your investors.

Visit the web version here: https://www.moschettilaw.com/launching-real-estate-syndications-orbit-property-management/

Welcome to Launching Real Estate Syndications - a 23 part series on getting started in syndicating real estate using Regulation D Rules 506b and 506c. This video is brought to you by Moschetti Syndication Law Group (https://www.moschettilaw.com), a syndication law firm.

If you are ready to get started with your real estate syndication, you can learn about the firm's services here: https://www.moschettilaw.com/regulation-d-package/

👇 SUBSCRIBE TO THE MOSCHETTI LAW GROUP YOUTUBE CHANNEL NOW 👇
https://www.youtube.com/channel/UCVh1CNQULC45Bh6j4WV2sjA?sub_confirmation=1

Check out these Top Trending Blog Articles in This Series –
1.) Syndication Founder’s Investment Theory - https://www.moschettilaw.com/launching-real-estate-syndications-founders-investment-theory/
2.) Finding Investors for Your Real Estate Syndication - https://www.moschettilaw.com/launching-real-estate-syndications-finding-investors-for-your-real-estate-syndication/
3.) Making Money With Fees & Equity in Real Estate Syndications - https://www.moschettilaw.com/launching-real-estate-syndications-making-money-with-fees-and-equity-in-real-estate-syndications/
4.) The Private Placement Memorandum (PPM) - https://www.moschettilaw.com/launching-real-estate-syndications-private-placement-memorandum/
5.) Marketing the Investment to Investors - https://www.moschettilaw.com/launching-real-estate-syndications-marketing-the-investment-to-investors/
6.) Distributions of Returns to Your Investors - https://www.moschettilaw.com/launching-real-estate-syndications-distributions-of-returns-to-your-investors/
7.) Winding Up the Real Estate Syndication - https://www.moschettilaw.com/launching-real-estate-syndications-winding-up-the-real-estate-syndication/

Tilden Moschetti, CCIM, Esq. is a syndication attorney and an active syndicator who helps real estate professionals, entrepreneurs, businesses, and private equity funds raise capital through Regulation D Rule 506b and 506c.

Syndicators come to Tilden because they want the best advice from a lawyer who is not just a syndication attorney, but rather, someone who is an active syndicator himself with a proven track record.

Tilden is the author of two best-selling books and has been featured on NPR, People Magazine, the New York Times, Fox, USA Today, NBC News, Market Watch, and Money Magazine.

★☆★ CONNECT WITH THE MOSCHETTI LAW GROUP ★☆★
YouTube: https://www.youtube.com/channel/UCVh1CNQULC45Bh6j4WV2sjA?sub_confirmation=1
Facebook: https://www.facebook.com/syndication.attorneys/
LinkedIn: https://www.linkedin.com/company/moschettilaw
Messenger: https://m.me/tildenm
Web: https://www.moschettilaw.com

#Syndication #PrivatePlacementMemorandum #PPM

------Disclaimer------

Also, please note, this video and any content from Moschetti Syndication Law Group, Tilden, or anyone affiliated with either or both, does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information from these online sources may not constitute the most up-to-date legal or other information.

No viewer, user, or browser of content from us should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.

Building a Strong Real Estate Syndication Team

Syndication Law & The Private Placement Memorandum Attorney

10/11/23 • 11 min

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 the importance of establishing clear decision-making processes within your team to avoid ambiguity, ensuring everyone is on the same page. The discussion further touches on the value of having an open dialogue within your team, emphasizing the right to report facts, voice out concerns, give advice, and have open debates. However, it clarifies that these rights should not be confused with decision-making rights, which rests with the captain. You will learn about the concept of believability and how it affects the weightage of advice given within the team. The content also highlights the importance of having tough love as a foundation within your team, asserting the authority of the captain. Finally, you will get insights into how this team dynamics contributes to scaling your business from its current state to a bigger and better one.

Read more about real estate syndication - How To Syndicate Real Estate: https://www.moschettilaw.com/how-to-syndicate-real-estate/

Read more about PPMs - What is the purpose of Private Placement Memorandum (PPM)?: https://www.moschettilaw.com/do-i-need-a-ppm/

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 private placement memorandums or passing unnecessary overhead expenses onto our clients. (As our client, you’ll only pay a fixed fee, so no surprises.) As for the client experience, we give real-time answers with Tilden Moschetti without making you book an official appointment or get passed along to associates or paralegals. We’ll work with your ambitions and overall vision to help you close the current deal and fill in that ‘missing’ piece – whatever you need – to keep adding more syndications to your portfolio. We keep syndicators syndicating (TM).

★☆★ CONNECT WITH THE MOSCHETTI SYNDICATION LAW GROUP ★☆★
YouTube: https://www.youtube.com/channel/UCVh1CNQULC45Bh6j4WV2sjA?sub_confirmation=1
Facebook: https://www.facebook.com/syndication.attorneys/
LinkedIn: https://www.linkedin.com/company/moschettilaw
Messenger: https://m.me/tildenm
Web: https://www.moschettilaw.com

#Syndication #PrivatePlacementMemorandum #PPM

------Disclaimer------

How Do Investors Exit Syndications and Equity Funds?

Syndication Law & The Private Placement Memorandum Attorney

06/26/24 • 6 min

As a potential sponsor for syndications and equity funds under Regulation D, it's crucial to understand how investors can exit your fund. This usually happens in one of three ways: redemption, sponsor buyout, or right of first refusal. Redemption is common in open-ended or cyclical funds, where investors can get their money back at defined periods. A sponsor buyout allows you to set aside a certain amount for redemptions each year. If more investors want to be redeemed than the fund allows, redemptions are made pro-rata. Finally, the right of first refusal allows investors to sell their shares to other members in case of a life event. It's a market-driven activity, where the investor may have to sell at a discount due to urgency. While you can facilitate the process, it's best to let the negotiation be between the buyer and the seller. Remember, your aim is to ensure that your investors feel safe and comfortable with the process while maintaining control over your fund.

Read more about Reg D - What is Reg D? The King of Securities Exceptions: https://www.moschettilaw.com/reg-d/

Read more about PPMs - What Is In A Private Placement Memorandum?: https://www.moschettilaw.com/private-placement-memorandum-attorney/

#Syndication #PrivatePlacementMemorandum #PPM

------Disclaimer------

Unlock the Power of Events to Raise Capital for Your Syndication Deal

Syndication Law & The Private Placement Memorandum Attorney

04/16/24 • 10 min

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 real estate market, discuss the market trends, legislation changes, and other relevant issues. The goal is to make the event engaging and beneficial so attendees have a reason to be there. Then, depending on your offering's compliance with SEC Regulation D rules 506 B or C, you can either openly solicit from the general public (506 C) or from those with whom you have a pre-existing relationship (506 B). Remember, the event's purpose is to generate interest and create a network of potential investors, not to hard-sell your offering. Partnering with other entities such as wealth managers or title companies can also be beneficial as they can contribute resources and bring in more potential investors.

Read more about raising capital - Finding Investors for Real Estate Syndication and Private Equity Funds: https://www.moschettilaw.com/finding-investors-for-real-estate-syndication-and-private-equity-funds/

Read more about PPMs - What Is In A Private Placement Memorandum?: https://www.moschettilaw.com/private-placement-memorandum-attorney/

#Syndication #PrivatePlacementMemorandum #PPM

------Disclaimer------

The '2024 Will Blow Your Mind' Webinar For Syndicators And Investment Fund Managers

Syndication Law & The Private Placement Memorandum Attorney

12/15/23 • 77 min

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 technological advances. It also addresses the impact of geopolitical uncertainties and emphasizes sustainable, ESG-aligned investments. The webinar guides on expanding investment opportunities, like distressed assets and diversifying portfolios, while stressing the importance of due diligence. Additionally, it highlights founder investment theory, investor relations, and goal-setting strategies for success in the evolving investment landscape.

Read more about PPMs - What Is In A Private Placement Memorandum?: https://www.moschettilaw.com/private-placement-memorandum-attorney/

#Syndication #PrivatePlacementMemorandum #PPM

------Disclaimer------

Launching Real Estate Syndications Ep 17 - Distributions of Returns to Your Investors

Syndication Law & The Private Placement Memorandum Attorney

10/26/22 • 7 min

One of the things I like best about being a syndicator is when it comes time to make distributions, especially the final distribution. I like sending money to people, because I know they’re happy to get it and I just did a good job for them. But exactly how do we make distributions?

Visit the web version here: https://www.moschettilaw.com/launching-real-estate-syndications-distributions-of-returns-to-your-investors/

If you are ready to get started with your real estate syndication, you can learn about the firm's services here: https://www.moschettilaw.com/regulation-d-package/

👇 SUBSCRIBE TO THE MOSCHETTI LAW GROUP YOUTUBE CHANNEL NOW 👇
https://www.youtube.com/channel/UCVh1CNQULC45Bh6j4WV2sjA?sub_confirmation=1

Syndicators come to Tilden because they want the best advice from a lawyer who is not just a syndication attorney, but rather, someone who is an active syndicator himself with a proven track record.

Tilden is the author of two best-selling books and has been featured on NPR, People Magazine, the New York Times, Fox, USA Today, NBC News, Market Watch, and Money Magazine.

#Syndication #PrivatePlacementMemorandum #PPM

------Disclaimer------

Launching Real Estate Syndications - Ep 10 - Operating & Subscription Agreements for Syndications

Syndication Law & The Private Placement Memorandum Attorney

10/19/22 • 15 min

We syndicators operate underneath the regulatory framework from the SEC and state laws. But we also operate under another framework too. Fortunately, this one is our own design: the operating agreement.

Visit the web version here: https://www.moschettilaw.com/launching-real-estate-syndications-operating-and-subscription-agreements-for-syndications/

If you are ready to get started with your real estate syndication, you can learn about the firm's services here: https://www.moschettilaw.com/regulation-d-package/

👇 SUBSCRIBE TO THE MOSCHETTI LAW GROUP YOUTUBE CHANNEL NOW 👇
https://www.youtube.com/channel/UCVh1CNQULC45Bh6j4WV2sjA?sub_confirmation=1

Syndicators come to Tilden because they want the best advice from a lawyer who is not just a syndication attorney, but rather, someone who is an active syndicator himself with a proven track record.

Tilden is the author of two best-selling books and has been featured on NPR, People Magazine, the New York Times, Fox, USA Today, NBC News, Market Watch, and Money Magazine.

#Syndication #PrivatePlacementMemorandum #PPM

------Disclaimer------

Five Exit Strategies for Real Estate Syndications

Syndication Law & The Private Placement Memorandum Attorney

05/31/24 • 10 min

Navigating your way out of a real estate syndication or equity fund investment requires proper planning and strategic execution. There are five primary exit strategies to consider, each with its unique benefits and potential drawbacks. The first and most common method is selling the asset outright and then distributing the proceeds according to the agreed-upon terms in the operating agreement. The second strategy involves refinancing the property to pull out equity and distribute that cash to investors. However, this method requires careful valuation to ensure fair market value. A third option is recapitalization, which involves restructuring the capital stack to return some of the investors' capital sooner, thereby increasing the Internal Rate of Return (IRR). A fourth approach involves a 1031 exchange, but this can be complex if some investors want to exit the syndication. Finally, a merger or acquisition can provide an exit strategy, although this typically occurs with larger portfolios and requires careful planning and communication with investors.

Read more about real estate syndication - What Is Real Estate Syndication?: https://www.moschettilaw.com/what-is-real-estate-syndication/

Read more about Reg D - What is Reg D? The King of Securities Exceptions: https://www.moschettilaw.com/reg-d/

#Syndication #PrivatePlacementMemorandum #PPM

------Disclaimer------

5 Mistakes Rookie Regulation D Syndicators Make

Syndication Law & The Private Placement Memorandum Attorney

07/26/23 • 9 min

Think about the advantage to know ahead of time the common pitfalls that newcomers to syndication or private equity fund management often encounter, and provides practical advice on how to avoid them to facilitate a smoother transition towards success. Five key points are highlighted. Firstly, the importance of building a book of investors and allied professionals is discussed. This network is crucial for gaining insights, support, and potential investment opportunities. Secondly, the necessity of continually seeking out new deals is emphasized, as this keeps the business active and profitable. The third point warns against relying too heavily on a single investor, as this can lead to instability. Fourthly, the discussion underscores the need for sufficient liquidity to cover costs and fund future deals. Lastly, the discussion promotes the idea of continually growing a list of potential investors, which is vital for expanding the business and ensuring a steady flow of investment.

Read more about Syndication - What Is Real Estate Syndication?: https://www.moschettilaw.com/what-is-real-estate-syndication/

Read more about Real Estate Syndication - How to Get Started In Real Estate Syndication: https://www.moschettilaw.com/rule-506c-of-reg-d/

👇 SUBSCRIBE TO THE MOSCHETTI SYNDICATION LAW GROUP YOUTUBE CHANNEL NOW 👇
https://www.youtube.com/channel/UCVh1CNQULC45Bh6j4WV2sjA?sub_confirmation=1

Check out these Top Trending Blog Articles –
1.) What is Reg D? The King of Securities Exceptions - https://www.moschettilaw.com/reg-d/
2.) What is Syndication? Raising Outside Capital For Investment - https://www.moschettilaw.com/syndications-and-funds/
3.) Private Placement Memorandums for Syndications and Funds - https://www.moschettilaw.com/private-placement-memorandum-attorney/
4.) Real Estate Syndication: Raising Investment Capital For Properties - https://www.moschettilaw.com/real-estate-syndication/

#Syndication #PrivatePlacementMemorandum #PPM

------Disclaimer------

Demystifying Form D Filings with the SEC: In-Depth Walkthrough and Tips

Syndication Law & The Private Placement Memorandum Attorney

05/29/23 • 16 min

Tilden Moschetti, from the Moschetti Syndication Law Group, provides a detailed walkthrough of Form D filing with the SEC, which is crucial for a Reg D offering. Form D is four pages long plus instructions and is filed on the SEC's EDGAR database.

He explains various aspects of the form, starting with the issuer's identity which details the entity filing the security with the SEC, their jurisdiction of incorporation, previous names, entity type, and year of incorporation. Next, the principal place of business and contact information is provided. The form also asks for information about the related persons, with at least one executive officer being identified.

The industry group is specified for the SEC to monitor industries using Reg D, and the issuer size based on revenue range or aggregate net asset value is identified. Moschetti suggests being transparent with this data, though 'decline to disclose' is also an option.

The exemptions used are noted, with Moschetti's clients primarily using Rule 506b and 506c. He also discusses the Investment Company Act section and filing type.

The form further requires the date of the first sale in the offering, the types of securities offered, and information about any business combination transaction.

On page three, the minimum investment amount, details of sales compensation, and offering and sales amounts are recorded.

Form D also asks for investor information, including the number of non-accredited and accredited investors. Sales commissions and finder fees are noted, though Moschetti cautions against using finders due to the strict rules surrounding them.

The final section concerns the use of proceeds and is generally the amount used to pay the issuer, such as an acquisition or marketing fee.

After filling the form, it is signed and submitted to the SEC.

Read more about Reg D - The SEC and Its Regulation D: https://www.moschettilaw.com/sec-reg-d/

Read more about real estate syndication - How to Syndicate Real Estate: https://www.moschettilaw.com/how-to-syndicate-real-estate/

👇 SUBSCRIBE TO THE MOSCHETTI SYNDICATION LAW GROUP YOUTUBE CHANNEL NOW 👇
https://www.youtube.com/channel/UCVh1CNQULC45Bh6j4WV2sjA?sub_confirmation=1

Moschetti Syndication Law Group is a boutique syndication law firm, serving small and growth-bound syndicators, and well as private equity firms. We keep our firm ‘boutique’ size so we can tailor the services to each client’s unique needs without turning the firm into a faceless factory or passing unnecessary overhead expenses onto our clients. (As our client, you’ll only pay a fixed fee, so no surprises.) As for the client experience, we give real-time answers without making you book an official appointment. And we’ll work with your ambitions and overall vision to help you close the current deal and fill-in that ‘missing’ piece - whatever you need - to keep adding more syndications to your portfolio. We keep syndicators syndicating (TM).

#Syndication #PrivatePlacementMemorandum #PPM

------Disclaimer------

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How many episodes does Syndication Law & The Private Placement Memorandum Attorney have?

Syndication Law & The Private Placement Memorandum Attorney currently has 150 episodes available.

What topics does Syndication Law & The Private Placement Memorandum Attorney cover?

The podcast is about Entrepreneurship, Investing, Podcasts and Business.

What is the most popular episode on Syndication Law & The Private Placement Memorandum Attorney?

The episode title 'GP and LP: Exploring Syndication's Key Players' is the most popular.

What is the average episode length on Syndication Law & The Private Placement Memorandum Attorney?

The average episode length on Syndication Law & The Private Placement Memorandum Attorney is 15 minutes.

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Episodes of Syndication Law & The Private Placement Memorandum Attorney are typically released every 2 days.

When was the first episode of Syndication Law & The Private Placement Memorandum Attorney?

The first episode of Syndication Law & The Private Placement Memorandum Attorney was released on Jan 3, 2022.

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Syndication Law & The Private Placement Memorandum Attorney

Moschetti Law Group - Syndication Attorneys

Top 10 Syndication Law & The Private Placement Memorandum Attorney Episodes

FAQ

How many episodes does Syndication Law & The Private Placement Memorandum Attorney have?

What topics does Syndication Law & The Private Placement Memorandum Attorney cover?

What is the most popular episode on Syndication Law & The Private Placement Memorandum Attorney?

What is the average episode length on Syndication Law & The Private Placement Memorandum Attorney?

How often are episodes of Syndication Law & The Private Placement Memorandum Attorney released?

When was the first episode of Syndication Law & The Private Placement Memorandum Attorney?

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