Invest Like a Billionaire 68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley
Jan 26, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 3min
The Importance of Protecting Investors
02:56 • 3min
The Importance of a Private Placement Memorandum
06:25 • 2min
The Importance of Suitability in Investing
08:44 • 3min
How to Read a Giant Stack of Offering Documents
11:44 • 4min
The Importance of a Voluntary Capital Call Provision in Your Offerings
15:38 • 3min
The Benefits of Voluntary Capital Calls
18:22 • 2min
How to Fire a Manager
20:40 • 5min
The Importance of Fees for Passive Investors
25:28 • 3min
The Risk Factors of a Deal
28:40 • 3min
The Importance of Disclosure in PPMs
31:41 • 4min
The Power of Positive Thinking
35:34 • 4min
How to Find a Real Estate Attorney
39:38 • 2min