All Forum Posts by: Jillian Sidoti

Hi - here are some of the Regulation A filings I have done. I tried to give you a variety of the types of offerings. Please notice these are all FUNDS and not individual syndications. I recommend Regulation D for individual syndications. Best of luck! 

Cardone Capital V, LLC

https://www.sec.gov/Archives/edgar/data/1741665/000147793218003316/cardone_1a.htm

Paradyme Equities, LLC

Tulsa Real Estate Fund

United Group Fund, Inc.

Real Estate Acquisition – single tenant retail, luxury homes, hotels

PFG Fund III, LLLC

Hard money lending and note fund in the state of Colorado

Capital Cities Fund, LLC

Short term lending to real estate investors

https://www.sec.gov/Archives/edgar/data/1640613/000147793218003561/capital_1a.htm

Madyson Equity Group, LP

Real Estate Acquisition – Multifamily, office, single family, and senior living

https://www.sec.gov/Archives/edgar/data/1672461/000147793217000476/madyson_posam.htm

REIA Investments, LLC

Older Reg A for the purpose of purchasing Bulk REOs

I use a gentlemen out of Florida named Robert Borr. He is on here, but I can't seem to tag him. 

@Justin R. my comment has nothing to do with the "capabilities of a DST" and has everything to do with why you need to follow securities laws when using a DST. I work with a big broker here in southern California who only sells interests in DSTs and every single transaction must comply with securities laws.

Excited to be there! Thanks @Dan Handford

THE ULTIMATE CROWDFUNDING WORKSHOP, a two-day event Sheraton Lake Buena Vista Resort, Orlando, FL February 7 and 8. (Thursday, Friday), 2019.

Sheraton Lake Buena Vista Resort, Orlando, FL

The Ultimate Crowdfunding Workshop

Gene Trowbridge and Jillian Sidoti are hosting a two day, ultimate workshop to teach you everything you need to know about raising private money and doing it safely within the law.

THE ULTIMATE CROWDFUNDING WORKSHOP, a two-day event Sheraton Lake Buena Vista Resort, Orlando, FL February 7 and 8. (Thursday, Friday), 2019.

1. Gene develops the list of your important questions. Bring three questions with you!
2. Updates on what’s happening in the world of 506(b).
3. Are you ready for a 506(c)?
4. Making the step up to a Regulation A. Everything you need to know.
5. What exactly goes into a PPM.
6. A walk through of the development of the Private Placement Memorandum.
7. Opportunity Zones.
8. Secrets for money-raising from Gene and Jillian.
9. Review most asked questions

Networking- There will be plenty of time to network with others who are finding success and working through the same situations as you!
We can’t wait to have you join us. PLEASE NOTE: This is purposefully an intimate, small event to allow for maximum gain for our attendees. Be sure to sign up soon before we sell out! (Our last workshop sold out and we had to turn people away!)

Book your stay at the Sheraton Orlando Lake Buena Vista Resort (a Walt Disney Good Neighbor hotel). The resort, with 2 pools onsite including a 79-foot slide and spa, offers something for everyone to enjoy. The resort is located less than 1 mile from Disney and offers complimentary shuttle service to and from the Disney theme parks.

Please contact our TS meeting planner, Kerry Dunn, at [email protected], for discounted sleeping room reservations in our group block.

Breakfast, lunch, and cocktails at happy hour will be provided on day one. Breakfast will be provided on day 2.

We will be done by 1 pm on day two so you’ll have time to enjoy Orlando!

Gene Trowbridge and  Jillian Ivey Sidoti of Crowdfunding Lawyers are hosting THE ULTIMATE CROWDFUNDING WORKSHOP, a two-day event in beautiful San Diego Ca, Dec 6th-7th, 2018. Here are some things you have to look forward to while you're here.

1. Get the in-person time to talk to the whole Trowbridge Sidoti team. Gene, Jillian, Jonathan, and Nancee will all be there to about all of YOUR specific crowdfunding questions.
2. Updates on what's happening in the world of 506(b).
3. Are you ready for a 506(c)?
4. Making the step up to a Regulation A. Everything you need to know.
5. What exactly goes into a PPM.
6. A walk through of the development of the Private Placement Memorandum.
7. Secrets for money-raising from Gene and Jillian.
8. NETWORKING-
We can't wait to have you join us. PLEASE NOTE: This is purposefully an intimate, small event to allow for maximum gain for our attendees. Please visit our website to register before we run out of seats!

https://www.crowdfundinglawyers.net/event/the-ulti...

505 doesnt exist anymore. Many states don't allow 504s. my recommendation is to stick with 506. 

Please youtube search my video on How to do a Real Estate Syndication. I hope this helps. @Johnny Tsu

1. You have an exemption, as an issuer, in most circumstances from being an investment advisor. 2.) Yes. It does. As long as it is a dissemination of information to persons you do not have a "substantive pre-existing relationship" with, it is a general solicitation if you are making an offer to sell securities. 3.) No. You should be exempt so long as you follow the guidance under Rule 3(a)(4)-1 under the Securities Exchange Act of 1934. This basically says you have to have other responsibilities other than selling securities and you can't take a commission. I hope this helps.

You are the best, Ben! Thank you so much!!!