Discover if you need a real estate or securities license to start your syndication or fund. To get started with your syndication or fund visit [ Ссылка ]
First-time syndicators often wonder if they need a real estate or securities license to launch their syndication or fund. The short answer is no. Under Regulation D Rule 506b and 506c, syndicators can sell their own securities without a broker-dealer license, provided they follow SEC regulations. While a securities license can complicate things due to suitability requirements, a real estate license, though not mandatory, offers advantages such as earning commissions on real estate transactions and property management fees. This dual role, if properly disclosed to investors, can enhance the syndication’s profitability.
Chapters:
0:00 Introduction: Licensing in Syndications
0:30 Understanding Securities Licensing
1:02 No Need for a Securities License
2:06 Suitability Issues with Securities Licenses
4:19 Real Estate Licensing for Syndicators
5:07 Benefits of Having a Real Estate License
6:03 Disclosing Roles to Investors
6:36 Summary: Licensing in Syndications
6:45 Getting Professional Help
Read more about Reg D Structure - How should you structure your Reg D syndication offering?: [ Ссылка ]
Read more about Real Estate Fund Structures - Real Estate Syndication Fund Structures: [ Ссылка ]
👇 SUBSCRIBE TO THE MOSCHETTI SYNDICATION LAW GROUP YOUTUBE CHANNEL NOW 👇
[ Ссылка ]
Check out these Top Trending Blog Articles –
1.) What is Reg D? The King of Securities Exceptions - [ Ссылка ]
2.) What is Syndication? Raising Outside Capital For Investment - [ Ссылка ]
3.) Private Placement Memorandums for Syndications and Funds - [ Ссылка ]
4.) Real Estate Syndication: Raising Investment Capital For Properties - [ Ссылка ]
Moschetti Syndication Law Group is a boutique syndication law firm, serving small and growth-bound syndicators, and well as private equity firms. We keep our firm ‘boutique’ size so we can tailor the services to each client’s unique needs without turning the firm into a faceless factory or passing unnecessary overhead expenses onto our clients. (As our client, you’ll only pay a fixed fee, so no surprises.) As for the client experience, we give real-time answers without making you book an official appointment. And we’ll work with your ambitions and overall vision to help you close the current deal and fill-in that ‘missing’ piece - whatever you need - to keep adding more syndications to your portfolio. We keep syndicators syndicating (TM).
★☆★ CONNECT WITH THE MOSCHETTI SYNDICATION LAW GROUP ★☆★
YouTube: [ Ссылка ]
Facebook: [ Ссылка ]
LinkedIn: [ Ссылка ]
Messenger: [ Ссылка ]
Web: [ Ссылка ]
#Syndication #PrivatePlacementMemorandum #PPM
------Disclaimer------
Also, please note, this video and any content from Moschetti Syndication Law Group, Tilden, or anyone affiliated with either or both, does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information from these online sources may not constitute the most up-to-date legal or other information.
No viewer, user, or browser of content from us should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.
