Investing in real estate syndication is completely a different real estate asset class, especially with its funding, income, and processes. Syndication is not just all about knowing its process but also understanding the laws connected with real estate investing. Educating yourself and having the right people before getting involved in a syndication deal is very important to avoid possible losses. In today’s episode, Dugan Kelley shares his professional background in law, his deep knowledge in real estate syndication, and how his company helps investors in building a good relationship with sponsors. You’ll also learn more about getting the right syndication deals, and the things that you should know to be a successful syndicator.

What You’ll Learn From This Episode:

• Dugan’s Professional Background and How He Get Started in Real Estate Business
• Three Things that People Should Know Before Investing in a Syndication Deal
• Typical Deal Structures Available for Syndication
• Most Common Definitions of Accredited Investor in Syndication Space, and its Two Primary Criteria
• What is Regulation D Offering, and Difference Between RULE 506(B) AND 506(C) in Syndication
• Accredited Investor Rules Changes and Code Revision
• Accredited Investor vs Sophisticated Investor
• How to Build a Substantive Relationship with an Investor 
• Best Ways to Keep Track Good Record of Your Pre-existing Relationship with Potential Investors
• Structuring Deals with Investors that Have 1031 Exchange
• What is Tenants in Common (TIC) and its Limitation
• Two Ways for a Foreign Investor to Participate in Syndication, Investor’s Obligations, and Benefits it can Provide to People from the US
• Will There be any Potential Changes to Real Estate Laws with Upcoming Biden’s Presidency
• Importance of Understanding the Tax Benefits from Real Estate Investing
• Having Work Ethic and Integrity, and Hiring the Right People to be Successful and More Efficient in Real Estate Investing

Guest Bio:

Dugan is one of the country’s leading syndication lawyers. Dugan’s company, Kelley Clarke Law, services clients throughout the United States in all phases of real estate acquisitions and sales. He structured deals in more than two billion dollars for clients and is the bestselling author of “Purpose, Passion and Profit”.

To Connect With Us:

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