S.E.C. Education September 14, 2024, 9:00am-5:00pm

“Ultimate Syndication Workshop”
Gene Trowbridge Esq., CCIM

As the founding partner of Trowbridge Law Group LLP Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. The partners in the firm have written offerings approaching $6 Billion of money raised. The median offering size is $3,000,000. His practice writes offerings under Rule 506b and 506(c), of Regulation D, Reg. A+ offerings and small public offerings. As a former syndicator, who for ten years raised investor capital through the broker dealer community, he can communicate with his clients on both the technical and the practical aspects of state and federal securities laws. As a long time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a how-to manual on real estate syndication. Now in its Fourth Edition. You can find out more about Gene and his work in the area of real estate syndication at his law firm’s website www.trowbridgelawgroup.com .

Course Highlights:

• Which Ownership Structure Is Right for Your Investors?
  Tenant in Common (TICs) • Limited Liability Company (LLC) • Limited Partnership (LP)

• Money Raising and the Securities Laws
  Which securities laws will apply to you?
  What are the details of the new Jobs Act and its impact on the way group investment money can now be raised?

• Financing and Structuring Your Transaction
  How do you go to get your deal financed? • Can you now advertise for investors, and how do you go about that?
  How to structure your deal to satisfy the investors and you.

• Review of the Private Placement Memorandum
  Disclosure Document • Operating Agreement • Subscription Agreement and Offering Questionnaire

• Answers to the Five Most Asked Questions about Being a Group Sponsor • Mistakes You Will Want to Avoid