
Episode 111 – Selling a Regulation D Security With Confidence as a Syndicator or Fund Manager
Key Takeaways Transcript The Reality of Pitching Investors for a Regulation D Security Your palms are sweaty, knees weak, arms heavy, what are you doing?

Key Takeaways Transcript The Reality of Pitching Investors for a Regulation D Security Your palms are sweaty, knees weak, arms heavy, what are you doing?

Key Takeaways Transcript Why Crypto Offering Clients Show Up (and Why Most Can’t Be Helped) In 2022, I got a number of phone calls from

Key Takeaways Transcript When an Investment Becomes a Security (and Why Exemptions Matter) Every time an investor invests money into a company, or into a

Key Takeaways Transcript The Fundamental Governance Question: Do Investors Get a Vote? When you’re designing an investment fund or a syndication, one very fundamental idea

Key Takeaways Transcript Why Lease Analysis Is a Core Skill for Real Estate Syndicators and Fund Managers One very important skill that every syndicator who

Key Takeaways Transcript Real Estate Syndication for Dummies (Opening and Mindset) Real Estate syndication for dummies. First, let’s get rid of a misnomer. You’re not