SDCIA Syndication Action Group: Forming The Syndication

[Ann Bilinski]

Syndications are a powerful tool in building a real estate portfolio.
Understand what syndications are and how they are used in funding real estate projects.

Steve Matley has over 30 years of experience in real estate investing, land development and
construction management involving commercial, institutional, residential and public works project.

Real estate syndication has emerged as an interesting opportunity for investors who want to capitalize on
the high return potential of real estate but don’t necessarily want to directly become property owners.
Join this group of active investors and take a closer look at real estate syndication, its pros and cons,
and what investors should know before deciding if it is right for them.

Topics to be Covered This Month:

- Filing the entity formation
- Sec of State or Dept of Corporations
- IRS tax ID filing
- SEC (if required)
- Operating Agreement
- Documents required for more complex syndications
- PPM
- Subscription
- Offering Memorandum
- Identify partners
- Managing Members (at risk)
- General Members (silent)
- Setting up banking & accounting

Seating is limited. Please pre register to save your spot - www.sdcia.com