Before you syndicate your first deal, you need to get your legal foundation right. This week on the Tax Smart REI Podcast, we sit down with Tilden Moschetti, real estate attorney and experienced syndicator, to talk through the legal must-haves for your first capital raise. You'll learn:
- When a deal becomes a syndication in the eyes of the SEC
- The two-entity structure every sponsor should use
- What PPMs, subscription agreements, and operating agreements actually do
- Why you shouldn’t rely on capital raisers (and how to avoid SEC trouble)
Whether you're raising $200K or $2M+, this episode is packed with real-world advice to help you syndicate legally and confidently.
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