68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley
Invest Like a Billionaire
00:00
The Importance of Suitability in Investing
You should never be curious about, oh my gosh, I didn't know how much they were getting paid or where would I find that? Well, it should be in that in that PPN. If you don't fall into those buckets, then an offering that's only for accredited investors is not suitable for you to invest into. Most suitability components from sponsors, operators, syndicators is done through a questionnaire. And then last but not least, the biggest ingredient that you should expect to see is what's the document after we've closed this thing? We've got the keys. I'm expecting my distributions and what that's going to look like.
Transcript
Play full episode
