EP114 Raising Other People's Money through Syndication and Crowdfunding with Bootstrap Legal Founder & CEO Amy Wan

EP114 Raising Other People's Money through Syndication and Crowdfunding with Bootstrap Legal Founder & CEO Amy Wan

Raising Other People's Money to invest in real estate is a time honored tradition. But did you know that once you have more than two investors in an investment that you technically have a syndication? Are you also aware that the Security and Exchange Commission (The "SEC") has rules regulating how you go about raising that money and the types of investors you can allow in your deals, and that if you don't follow those rules you can get into serious trouble?

Now that I've made syndications sound scary, its a good time to make them more understandable and accessible with Amy Wan, the Founder & CEO of Bootstrap Legal. Amy is an attorney who specializes in real estate syndication and crowdfunding for entrepreneurs and real estate investors across the globe. Her mission is to democratize access to legal counsel and capital.

Amy will help us understand what we can, and can't, say to investors, the types of investors we can allow in our deal (accredited or sophisticated), SEC rules regarding Regulation D and exceptions 506B & 506C, the types of documents needed for syndicators, and how to avoid getting into trouble with the SEC.

We'll also discuss the pro's & con's of Regulation Crowdfunding and the ways it has changed raising money.

If you've ever considered using Other People's Money to accelerate your investment strategy, or you're already using OPM, you'll definitely want to listen to this episode.

Amy can be contacted at www.bootstraplegal.com

Jaksot(594)

EP010 Building a Portfolio during the Recession, Housing Codes, Rental Inspections and Property Maintenance with James Loftus

EP010 Building a Portfolio during the Recession, Housing Codes, Rental Inspections and Property Maintenance with James Loftus

James Loftus is a buy & hold investor who has been around long enough to have experienced the ups and downs of real estate investing.  he not only weathered the great recession, he came out stronger a...

21 Maalis 201640min

EP009 Buy & Hold Investing, Managing your own Property, and Starting Your Portfolio with Rob Minch

EP009 Buy & Hold Investing, Managing your own Property, and Starting Your Portfolio with Rob Minch

Whether you're a new investor who is wondering how to start your buy and hold portfolio, or a seasoned pro looking for tips on how to manage your property and get higher rents, you're going to enjoy m...

14 Maalis 201648min

EP008 Historic Districts and the Pros & Cons of investing in them with Suzanne Schulz

EP008 Historic Districts and the Pros & Cons of investing in them with Suzanne Schulz

Historic Districts seem to be a hot button issue lately across the country.  There are several states where legislation is being proposed that would effectively weaken or eliminate historic districts....

7 Maalis 201638min

EP007 Commercial Real Estate, Private Money, Buy & Hold, Flipping with Kathy Denison Adrianse

EP007 Commercial Real Estate, Private Money, Buy & Hold, Flipping with Kathy Denison Adrianse

Kathy Dennison Adrianse Interview:  Kathy is the owner & broker of Lighthouse Property Management, a West Michigan startup company that has been in business for thirteen years.  Kathy has a passion fo...

29 Helmi 201647min

EP006 How the Rental Property Owners Association can benefit you, with Clay Powell

EP006 How the Rental Property Owners Association can benefit you, with Clay Powell

Clay Powell Interview:  If you've been listening to this podcast then you know that there is a lot of experience and expertise in the RPOA community.  What you may not know though, is what the RPOA is...

24 Helmi 201627min

EP005 APOD and financial analysis with Russ VandenToorn

EP005 APOD and financial analysis with Russ VandenToorn

Russ VandenToorn Interview:  Russ is the owner of United Properties of West Michigan, a full service property management company in the Grand Rapids area.  Russ teaches the course on APODs (Annual Pro...

23 Helmi 201647min

EP004 Buying & Selling Rental Property, Appealing your Tax Assessment with Tom Koetsier

EP004 Buying & Selling Rental Property, Appealing your Tax Assessment with Tom Koetsier

Tom Koetsier Interview:  Tom is an award winning broker with Compass Realty Services and teaches two popular courses for the RPOA: Buying and Selling Rental Property and Successfully Appealing Your Pr...

22 Helmi 201639min

EP003 Rehabbing, Flipping, Buy & Hold, Lease Option Strategies with Justin Workman

EP003 Rehabbing, Flipping, Buy & Hold, Lease Option Strategies with Justin Workman

Justin Workman Interview: On the surface Justin Workman seems to be a rehabber, flipper, and buy & hold investor. But in reality he's employing some very creative investing strategies that have allow...

14 Helmi 201649min

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