

JF 3857: Structuring Smart Syndications, Vetting Operators, and Going Active ft. Bethany LeFlam
Mar 27, 2025
Bethany LeFlam, a seasoned SEC attorney turned active hotel investor, shares her expertise in structuring real estate syndications. She discusses vital LP protections and red flags in PPMs that investors should be aware of. Bethany's transition from passive investing to focusing on boutique hotels highlights the importance of operator vetting and effective communication. She also explores legal aspects of capital raising, the implications of GPs co-investing, and her innovative concept of 'Other People's Everything' for wealth creation.
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Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Navigating the Transition from Passive to Active Syndication
02:36 • 4min
Navigating Real Estate Investments: Lessons and Strategies
06:13 • 27min
Navigating Capital Gains and Exploring Deferred Sales Trusts
33:12 • 3min
Navigating SEC Scrutiny in Investments
35:49 • 6min
Questioning Assumptions in Real Estate Investing
41:46 • 22min
Unlocking Wealth Through Other People's Everything
01:03:29 • 2min