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Syndications and Private Placements By Rich Hake Ph. D., Esq.
We Will NOT Discuss ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Different Kinds of OPM   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],What is a “Syndication”?
What Kind of Deals? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Real Estate Syndications Seed the development
[object Object],[object Object],[object Object],[object Object],Team meets a DEAL
Systems and Teams “ …  after two years and a hundred thousand dollars, I thought I would have to drop this and go back to teaching… we did more in two months than in the past two years using your team and your system. Thanks again…” David and Marc,  Tomahawk, WI
[object Object],[object Object],[object Object],[object Object],Valuation of Contributions
[object Object],[object Object],[object Object],[object Object],Define your Purpose
Blue Sky Laws ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SEC v. W.J. Howey Co. ,[object Object],[object Object],[object Object],[object Object],[object Object]
SEC   v .  EDWARDS ,[object Object],[object Object],[object Object],[object Object]
Do’s and Don’t  of Raising Capital ,[object Object],[object Object],[object Object]
Federal AND State ,[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Solicitation
Accredited investors— ,[object Object],[object Object],[object Object],[object Object],[object Object]
Resources http://www.seclaw.com/bluesky.htm
Not just ANY money ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],A word about entities…. ,[object Object]
[object Object],[object Object],[object Object],[object Object],LLC Flexibility
[object Object],[object Object],[object Object],[object Object],[object Object],Why we use an LLC
Announcement ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],Announcement is…
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Private Offering-PP
[object Object],[object Object],[object Object],[object Object],[object Object],Offering memorandum
[object Object],[object Object],[object Object],[object Object],Subscription Agreement
[object Object],[object Object],[object Object],[object Object],[object Object],Subscription = CYA
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Operating Agreement
[object Object],[object Object],[object Object],[object Object],[object Object],Private Placement  (Recap)
[object Object],[object Object],[object Object],Before the Entity
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Preplan…
[object Object],[object Object],[object Object],Buy - Sell
[object Object],[object Object],[object Object],[object Object],[object Object],Why use Syndications?
Tools Save Toil ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object]
Syndication Home Study Course BYOB   $697 Syndication Quickstart Course $1,995 Forms CD $2,495 20 HR Audio Set 20@ $250 ea.= $5,000 1-1 deal consultation  $2,000 Total   $12,187
[object Object],[object Object],[object Object],[object Object],[object Object],Syndication Home Study Course

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Syndications And Private Placements

  • 1. Syndications and Private Placements By Rich Hake Ph. D., Esq.
  • 2.
  • 3.
  • 4.
  • 5.
  • 6. Real Estate Syndications Seed the development
  • 7.
  • 8. Systems and Teams “ … after two years and a hundred thousand dollars, I thought I would have to drop this and go back to teaching… we did more in two months than in the past two years using your team and your system. Thanks again…” David and Marc, Tomahawk, WI
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 19.
  • 20.
  • 21.
  • 22.
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  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37. Syndication Home Study Course BYOB $697 Syndication Quickstart Course $1,995 Forms CD $2,495 20 HR Audio Set 20@ $250 ea.= $5,000 1-1 deal consultation $2,000 Total $12,187
  • 38.