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

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Creative Financing in 2026: Zachary Beach's MREIC Speaker Spotlight

Creative Financing in 2026: Zachary Beach's MREIC Speaker Spotlight

Zachary Beach is next up in our 2026 MREIC Speaker Spotlight series. Zachary breaks down why creative financing is becoming more important in today's market. As CEO and Partner of SmartRealEstateCoach...

2 Apr 6min

Why Most Airbnbs Fail: Using Data to Pressure-Test Short-Term Rental Deals with John Bianchi

Why Most Airbnbs Fail: Using Data to Pressure-Test Short-Term Rental Deals with John Bianchi

Most Airbnb failures don't come from bad luck. They come from bad assumptions made before the deal ever closes. In this episode, John Bianchi, founder of STR Search, breaks down how he evaluates short...

30 Mars 29min

Speaker Spotlight: Anthony Chara on Apartment Investing Opportunities in 2026 | MREIC 2026

Speaker Spotlight: Anthony Chara on Apartment Investing Opportunities in 2026 | MREIC 2026

Anthony Chara joins the Midwest Real Estate Investor Conference Speaker Spotlight to talk about why multifamily investing deserves serious attention in 2026. In this conversation, he breaks down what ...

26 Mars 6min

When Real Estate Becomes Dead Capital: 1031 Exchanges, DSTs, and Smarter Exit Planning with Dan Ihara

When Real Estate Becomes Dead Capital: 1031 Exchanges, DSTs, and Smarter Exit Planning with Dan Ihara

At some point, every real estate investor has to ask a hard question: Is this property still working for me, or am I just holding it out of habit? In this episode, Dan Ihara, a national real estate pl...

23 Mars 28min

Steve Brown Keynote Preview: The State Of AI And What It Means For Your Business—MREIC 2026

Steve Brown Keynote Preview: The State Of AI And What It Means For Your Business—MREIC 2026

AI is no longer theoretical. It is already changing how real estate decisions get made in underwriting, leasing, operations, marketing, asset management, and communication. In this special episode, I ...

16 Mars 30min

MREIC 2026 Speaker Spotlight: Paul Moore—The Boring Investor: Build Real Estate Wealth Without Drama

MREIC 2026 Speaker Spotlight: Paul Moore—The Boring Investor: Build Real Estate Wealth Without Drama

Paul Moore is coming to MREIC 2026 with a message a lot of investors need right now: the path to long-term wealth isn't exciting—it's durable, disciplined, and often "boring." In this Speaker Spotligh...

12 Mars 8min

Finding Hidden Value Through Hyper-Local Investing and Relentless Curiosity with Dr. Jordan Romano

Finding Hidden Value Through Hyper-Local Investing and Relentless Curiosity with Dr. Jordan Romano

Dr. Jordan Romano is an Ivy League–trained physician who has built a strong real estate portfolio not by chasing headlines or spreadsheets—but by going extremely hyper-local, staying curious, and lear...

9 Mars 31min

MREIC 2026 Speaker Spotlight: John Burley—Raise Capital for Your Next Deal Like a Pro

MREIC 2026 Speaker Spotlight: John Burley—Raise Capital for Your Next Deal Like a Pro

The first Speaker Spotlight for MREIC 2026 is live. We're kicking off with John Burley, real estate fund manager and capital raiser with 40+ years of investing experience and $600M+ raised. In this co...

5 Mars 12min

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