Ep 31: REI MBA - Staying Compliant when Raising Capital for Real Estate Syndications with Gene Trowbridge

In this episode, Gene Trowbridge sits down with us for an interview to share his vast knowledge of how to raise capital legally for your real estate deals. During the interview we cover the following topics, just to name a few:

• Gene provides a succinct history of 506 Regulation D and why it came into existence.

• Details on when to begin the PPM process when you find a deal.

• Documentation that you need to keep of your investors and interactions

• Responsibilities of both syndicators and passive investors in their due diligence when discussing a specific asset / deal.

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. Between Gene’s individual syndication practice and the firm’s legal practice, the partners in the firm have written offerings for more than $5 Billion of money raised. The median offering size is $2.5M. His practice writes offerings under Rule 506(b) and 506(c) of Regulation D and Regulation A+.

As former syndicator, who for ten years raised investor capital through the broker dealer community, he is able to 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, now having attained Senior Emeritus status, Gene 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.

You can reach out and speak with Gene by going to his website at: https://trowbridgelawgroup.com

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