Learning what I can about syndicating a deal

[Brian Salazar]

This week I finished reading How to Legally Raise Private Money by Kim Lisa Taylor. A few of my takeaways:

1) If your business is an LLC then you have to include LLC on your business card.

2) Don't use picture of deals you didn't do in your pitch deck. That can land you in more trouble if the SEC investigates you.

3) As you add investors to your syndication you have to let your syndication attorney know so that he/she can add them to your legal documents and register you in that investors state (if needed).

4) Do not write your own syndication documents. That puts your investors and you at risk.

What are some ways that you keep yourself compliant when syndicating your deals?

#commercialrealestate #financialeducation #financialfreedom