1. EachPod

RCRE - SEC Updates with Kim Taylor

Author
Mike Taravella
Published
Wed 17 Mar 2021
Episode Link
https://www.jakeandgino.com

Mike Taravella interviews Kim Taylor of Syndication Attorneys.

Key Information:

 

Kim Lisa Taylor is a nationally recognized corporate securities attorney, speaker and the author of the No. 1 Amazon best selling book “How to Legally Raise Private Money". She is the founder of Syndication Attorneys, PLLC and InvestorMarketingMaterials.com, whose purpose is to provide quality legal advice, plain English offering documents and professionally designed marketing materials for clients nationwide

 

 

Recent SEC Regulation Changes

  • Accredited Investors:
    • Investors with securities licenses
    • Non-married couples with combined income that passes the threshold
    • Any entity that has $5MM in assets under management

 

506B Offering–

  • Offering may not be sold to more than 35 non-accredited investors 
  • No general solicitation or advertising to market the offering

 

506C-

  • All purchasers in the offering must be accredited investors
  • Can engage in general solicitation and advertising of offering

 

 

Expert Pro Tip: “Build an Investor Marketing Program”

 

Contact Information:

 

Syndicationattorneys.com

 

Investormarketingmaterials.com

 

Resources:

 

Book – Syndicationattorneys.com

 

Podcast – Raise Private Money Legally

 

To register to invest with us:

https://jandg.activehosted.com/f/58

Rand CRE's Facebook: https://www.facebook.com/randcre

Rand CRE's Linkedin: https://www.linkedin.com/company/randcre

Rand CRE's Instagram: https://www.instagram.com/randcre


We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors) 👉https://jakeandgino.com/apply About Jake & Gino Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company. They control over $250M in assets under management. They have created the Jake & Gino Premier Multifamily Community to teach others a simple three-step framework for investing in multifamily real estate. Connect with Jake & Gino on the social media platform you are most active on: https://jakeandgino.com/link-tree/

Share to: