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Event ID: 260398 Event Status: Cancelled
Event Description

Ultimate Syndication Workshop

 Gene Trowbridge, Esq., CCIM

As the founding partner of Trowbridge Taylor Sidoti, LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. The three partners in the firm have written offerings approaching 4 billion of money raised. The median offering size is $1,750,000. His practice writes offerings under Rule 506b and 506©, 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 is able to communicate with his clients on both the technical and practical aspects of state and federal securities laws. As a longtime 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. You can find out more about Gene and his work in the area of real estate syndication at his law firm’s website .


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 you go about that?
How to structure your deal to satisfy the investors and you.

·        Review of 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 Want to Avoid

You cannot afford to miss this course!

Event Details
Event: Ultimate Syndication Workshop Education Course Only Members: $100.00
Where: KREE's Meeting Room Non Members: $100.00
Address: 900 Envoy Circle Meeting Place: At Event Location
Location Website: n/a Meeting Address: Same as Event Location
Meet Loc Website: n/a Meeting Time: 9:00 AM
Location Phone: n/a Parking Cost:
Start Date-Time: 04/26/2020 - 9:00 AM Reg. Deadline: 04/25/2020
* End Date-Time: 04/26/2020 - 4:00 PM PrePay Required: Yes

Event Leader:
Anne Ray
Contact Leader

Location (More Detail)
Event Location: KREE's Meeting Room
Address: 900 Envoy Circle

* estimated

PO BOX 32398 - Louisville, Kentucky - 40232
Phone (502) 276-3783

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