This is fantastic advice, but honestly, my clients usually don't start looking for new Accredited Investors until they have tapped out their group of family and friends who aren't accredited.

I am not an accredited investor (yet ;)

My understanding is that if you want to advertise, you must follow rule 506 (c), which allows you to advertise, but limits you to accredited investors.

i seem to be struggling with the documentation when buying something im not sure of but i get multiple definitions that are leading me to think that these idea's only exist in the mind but somehow exist on paper contracts im confused some of the words are mortgage, mortgage bond, bond fund, names related to a bond in finance, i want to better learn the paperwork that is involved in financing a real estate transaction which is why i am pursuing a job as a mortgage underwriter but i wonder if i will be taking finra series # related exams that and nmls related testing for liscensure reasons before recieving sponsership to work at a BBB accredited brokerage firm or a mortgage bank related company

@Taylor L. for syndications you have to be an accredited investor which means a lot of net worth or have I been misinformed previously?

While being an accredited investor is one of my goals, I'm not there yet so it limits some of the investments that I'd like to be a part of.Knowing what you know now, what would you have done if you started off in my shoes?

You will need an Investor portal and system for vetting Accredited Investors but first you will need to decide whether you want to do it under 506(B) or (C).

In addition, you’ll likely still have to think about filling vacancy and other operational functions of managing single family properties.If you’re an accredited investor, you have access to fantastic multi family deal flow which is truely passive if you pick a sponsor you trust.

Can you please verify under 506B, the operator has to ONLY Present the deal to accredited investors ($1ml asset or $200 k income) under Fcc guidlines?

Let me know if you want to meet a few local San Diego accredited investors.I’m killing it in Kansas City MO and would love to help others do the same.