Syndication Law & The Private Placement Memorandum Attorney Assembling Your Real Estate Syndication Team: Who's In?
The discussion revolves around the integral team members required when creating a real estate syndication. These team members collectively play a critical role in ensuring the success of a syndication.
Real Estate Syndication Attorney: This professional ensures compliance with the Securities and Exchange Commission (SEC) regulations and state laws during the offering of the syndication, which is a security. The attorney’s expertise and experience are vital for navigating this complex process.
Real Estate Agent/Broker: They source and identify suitable properties for the syndication. While some syndicates may have an in-house agent or broker, others may require external support in locating and setting up property deals.
Accountant: Essential for handling taxes, filing K-1 returns annually for the syndication, and ensuring that benefits like depreciation are appropriately passed on to investors.
Bookkeeper: A bookkeeper is necessary for accurately recording expenses and attributing them to the correct investment vehicle. They also help ensure that distributions to investors are done appropriately.
Property Manager: A competent property manager ensures that the property is managed effectively and efficiently, handling tenant rent collection, property improvements, and expense payments.
Additional professionals that could be part of the team include a Business Attorney for complex structures or contracts, and a Tax Attorney, who can assist with elements like 1031 exchanges or Opportunity Zone Funds.
Read more about Reg D - The SEC and Its Regulation D: https://www.moschettilaw.com/sec-reg-d/
Read more about real estate syndication - How to Syndicate Real Estate: https://www.moschettilaw.com/how-to-syndicate-real-estate/
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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).
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