Podcast appearances and mentions of gene trowbridge

New podcast alert! In this episode,  Adam Torres and Emily & Gene Trowbridge, Podcast Hosts for “Hey! Am I Adopted? Podcast,” explore their new show, “Hey! Am I Adopted? Podcast.” Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

New podcast alert! In this episode,  Adam Torres and Emily & Gene Trowbridge, Podcast Hosts for “Hey! Am I Adopted? Podcast,” explore their new show, “Hey! Am I Adopted? Podcast.” Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

Dive into the world of commercial real estate (CRE) investment with a game-changing episode of "Commercially Speaking." Join Bo Barron, CCIM, as he shares his enlightening journey from being a broker to becoming an owner and investor in CRE, all thanks to the power of syndication deals. In this episode, the spotlight shines on Gene Trowbridge, a seasoned expert in syndication, who joins Bo and Timmy Barron, ADHD, to demystify the process of pooling resources for CRE investments. What You'll Learn: Syndication Explained: Understand the fundamentals of syndication deals and how they can be the key to unlocking your CRE investment journey. Gene Trowbridge's Insights: Get step-by-step guidance from Gene, whose workshop opened new doors for Bo. Discover the strategies, legal considerations, and best practices for successful syndication. From Clueless to Confident: This episode is tailored for the aspiring investor who's puzzled about financing large-scale deals. Learn how syndication can bridge the gap between your investment dreams and reality. Timmy's Journey: Follow along as Timmy asks the "stupid questions" we all want answers to, making complex concepts accessible and understandable for everyone. Bo and Gene not only outline the "how-tos" of syndication but also share personal anecdotes and insights, making this complex topic approachable and exciting. Whether you're a seasoned broker, an aspiring investor, or simply curious about the mechanics of CRE syndication, this episode offers invaluable lessons and inspiration. Tune in to "Commercially Speaking" and take your first step towards becoming a savvy CRE investor. Don't miss the chance to transform your understanding of CRE investments and discover the financial strategies that can make large-scale investments attainable. CONNECT WITH GENE TROWBRIDGE: YOUTUBE: https://www.youtube.com/channel/UClKK5l9ng1bkW-ihHufDgGA/videos WEBSITE: https://tnllp.com/ GET A FREE COPY OF HIS BOOK “A WHOLE NEW BUSINESS” : https://tnllp.com/product/its-a-whole-new-business-fourth-edition/ WATCH BO AS A GUEST ON GENE'S PODCAST TNLTALKS: https://www.youtube.com/watch?v=YdrA6dHIeFA ⏰Time Code⏰ 00:00 - Start 03:02 - How It All Started For Gene 05:53 - Gene's Life As A Syndicator 07:17 - Syndicator to Attorney 09:13 - How Do You Do Your 1st Syndication Deal? 12:32 - The Securities Law 13:39 - The Potential Consequences Of Cutting Corners 18:45 - Doing Your 1st Syndication Deal Step By Step 19:31 - 1. Continuity (Find A Partner With More Experience Than You and Get The 1st Deal Done!) 21:45 - 2. Developing Your Database Of Investors 22:16 - 3. Focus On A Specific Property 22:35 - 4. Your 1st Raise $1,000,000 or Less 22:52 - 5/6. Hire Professional Advisors/Structure Deal To Get Paid As Investors Get Paid 23:13 - 7/8/9. Don't Count On Other's To Raise Money For You/Don't Count On Others To Communicate With The Investors/Run Your Syndication As A Business 24:14 - The F Word (Fraud With a Capital F) 26:24 - What Type Of Professionals Should I Hire On The First Deal? 30:19 - Pop Quiz

Joining a real estate syndication will allow you to leverage other people's money and invest together in a property. In this Flashback Friday episode, syndication attorney Gene Trowbridge, ESQ, CCIM sits down with us today to give expert insights on syndications and how to become a passive investor. He lists guide questions to ask an operator who's presenting an opportunity for you. As a 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. He has represented over 650 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D. 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 the practical aspects of state and federal securities laws. As a long-time CCIM and CCIM Senior Instructor, he 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.________________________________Interested in investing in small multifamily? Learn more about The Microfamily Mavericks mentorship program here:https://noirvestholdings.kartra.com/page/microfamilymavericks Check out our podcast website!Thesharethewealthshow.com Want to leave feedback or suggestions on our show?Take our survey: https://s.surveyplanet.com/c1xu5qdv ________________________________[00:01 - 11:11] Who is Gene Trowbridge? Gene talks about making great decisions on the kitchen table with his wife and the meaning of wealthHe discusses his background and how he ended up studying law at 45 and helping other people be good syndicatorsHis philosophy is to do a deal by himself first because he wants to make sure everything works before he starts to manage other people's moneyLast year, he sent 1,600+ K-1's to his investors[11:12 - 21:26] What You Need to Know About SyndicationA syndication can be a great way for people to pool their resources and invest in a deal togetherAs a syndicator, it's important that you figure out where the opportunities are and assemble a team that can capture those opportunitiesBuilding your database of contacts is keyWhat he asks his clients who are interested in real estate syndication:How did you get started? What do you think is going to happen in the next three years with your business?What advice do you have for rookies?[21:27 - 26:53] Questions to Ask and Vet SponsorsWhat will happen to the capital if something happens to you?There should be continuityNever invest with an individual sponsorHave you done this before?Even if this is the sponsor's first time, they should have something to bring to the tableAre you going to invest any money in this yourself?If I need liquidity, how will you handle that?[26:54 - 31:19] Becoming a Passive Investor Seek out education and be knowledgeable in real estateNot everyone is equipped to be a syndicator and not every property should be syndicated.The syndication business is a people business[31:20 - 39:52] Closing Segment The final questions Spread the risk and get diversifiedGene shares his strategy in choosing between Baltic...

To access a FREE collection of resources, go to www.TheMaverickVault.com   Discover the limitless opportunities of real estate syndication with Gene Trowbridge, Esq., CCIM, exploring the risks and rewards involved, along with key insights on refinancing, capital calls, and crowdfunding. Listen until the end to gain a deeper understanding of this strategy and discover how to maximize your investment potential.   Key Takeaways From This Episode Regulatory changes and crowdfunding opportunities in real estate syndication  Questions a passive investor should ask during a real estate deal  Important factors to consider before borrowing loans for your property  How syndicators manage debt opportunities and the risks associated with it  Effective strategies to raise capital through your IRA    References/Links Mentioned The Shack by William P. Young | Kindle and Paperback CCIM Institute  It's a Whole New Business! By Gene Trowbridge Esq. | Paperback    About Gene Trowbridge, Esq., CCIM Gene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status upon 40 years of teaching. He is a member of the California Bar. As the founding partner of Trowbridge Nieh LLP, Gene's law practice concentrates on the syndication of commercial and investment real estate through debt and equity.   Connect with Gene Website: Trowbridge Nieh LLP LinkedIn: Trowbridge Nieh Law Group LLP   Facebook: Gene Trowbridge    Youtube: Trowbridge Law    Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com  Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.   About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow. Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast. 

As a 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. Gene has represented over 650 clients in this area of practice. In today's episode, Gene is going to go over the basics of syndication, and his advice on how (and if) you should get involved with it. “What you need to do is you need to build a database. And the database has to be number one, made of people who are interested in real estate. Number two, determine what part of the real estate industry are you involved with? The third thing you have to do is you have to show the investors that you put together a team  that can capture the opportunities that you think are out there, and sell them on the team.”   1:28 What's going to happen when you're 50? 5:44 "It's a Good Thing to Go to Law School". 10:28 What's going on in the market today? 16:37 What does it mean to be “experienced”? 19:28 What are some of the things that you should be concerned about? 22:28 What's the difference between a real estate agent and a promoter? 29:33 How do you run a business when you don't have any investors? 33:23 What's the biggest risk in real estate?   Guest Bio: As a 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. Gene has represented over 650 clients in this area of practice. The median offering size is $3,000,000, but he has done individual offerings of over $6 Billion. His practice writes offerings under Rules 506b and506(c) of Regulation D.   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

We're living the #notretiringlife with Gene Trowbridge, Esq., as he tells us about his vast real estate investing and legal experiences. Learn the basic knowledge start-up syndicators should know to navigate the industry and legally protect their investors' money. So tune in to this episode!Key Takeaways to Listen forWhy do private placements offer higher yields?The various securities exemptions and which is suitable for youCertified legal advice every syndicator should know aboutFraud: What it is, its possible consequences, and how to prevent itTop 4 questions you should ask before investing with a potential partner Resources Mentioned in This EpisodeSecurities and Exchange CommissionSEC - Form DIt's a Whole New Business! by Gene Trowbridge | PaperbackFree Apartment Syndication Due Diligence Checklist for Passive Investor About Gene Trowbridge, Esq.Gene is a syndication lawyer and a founding partner of Trowbridge Law Group LLP. His law practice concentrates on commercial and investment real estate syndication through debt and equity. He is a former syndicator who raised investor capital through the broker-dealer community for ten years. Gene has represented over 625 clients in this area of practice. His book "It's a Whole New Business!" is a "how-to manual" on real estate syndication.Connect with GeneWebsite: Trowbridge Law GroupYouTube: Trowbridge LawPhone Number: (946) 570-1507To Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GowYourShow.com and Schedule a call with Adam A. Adams

ABOUT GENE TROWBRIDGEAs a 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. Gene has represented over 625 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D.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 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.   THIS TOPIC IN A NUTSHELL: Gene's career background Getting into law school Learning about Syndication laws and how they evolvedDeals they've doneWhat to do if the Sponsor/Manager dies?Syndication definedDifference between 506B vs 506C regulation Joint venture vs SyndicationRequirements to change Joint venture into securityGeneral requirements that syndicators should deliver to passive investorsLenders' role in the SyndicationAre we required to give the investors an executed operating agreement?What is required for Syndicators? Documents that we need to send to investorsWhat is a springing member? PPM that will not qualify for the 1031 exchangeTenant in commonRaising capital and audit of General PartnersFund-to-fund model for raising capitalWhat is a Blind pool Investment?Limited partnership and General partnershipBest practices for Fundraising Advice to his 25-year-old selfHis First Entrepreneurial endeavorFormal and Informal training that shaped his journeyHis biggest mistake and what he learned from it Connect with Gene     KEY QUOTE:“The Manager is not supposed to commit fraud. Intentional fraud is a misrepresentation. Telling investors that everything is ok when it's not, that's really the requirement for Syndicators. “ SUMMARY OF BUSINESS:Trowbridge Law Group - We are a team of experienced attorneys and dedicated support staff focused on ensuring our clients' compliance with SEC and States securities laws.We are committed to enabling our clients to raise funds for their investment opportunities and syndications with confidence. We take pride that our documents are custom crafted for our client's needs, ensuring the highest level of quality and compliance. Collectively, we are one of the most experienced syndications law team in the country.  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.      #realestateinvesting #passiveincome #REinvesting #cashflow #SyndicationAttorneys #Sponsors #Operators #Syndicators #SecurityLaws #GeneralPartners #LimitedPartners #OperatingAgreement#LLC #506B #PrivatePlacementMemorandum #PPM #SubscriptionAgreement #FundRaising #RaisingCapital #506C #SpringingMember #TenantInCommon #BlindPoolInvestments #JointVenture #Syndication #newepisode #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork  CONNECT WITH GENE TROWBRIDGE: Phone: 949-855-8399 Website: https://trowbridgelawgroup.com/LinkedIn: https://www.linkedin.com/company/trowbridge-law-group-llp/Facebook: https://www.facebook.com/trowbridgelawgroupYouTube: https://www.youtube.com/trowbridgelawInstagram: https://www.instagram.com/trowbridgelawgroup/       CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/         For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties      Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

If you enjoyed this episode, or are enjoying the Scalable REI show overall, show your support by buying the Scalable REI team a cup of coffee: https://www.buymeacoffee.com/scalablereiGene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. He is a member of the California Bar. 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. As a former syndicator, who for ten years raised investor capital; he served as the sponsor of sixteen investment groups, by raising equity from investors, through registered representatives in the broker dealer community, once sending out 1,676 K1s in a single year. He was responsible for the organization of those investment groups; the acquisition, management, and disposition of the real estate; and communications with the investors. He authored his first book It's A Whole New Business in 2005. He and Kay have been married for 48 years and have two daughters, Amy and Emily. He enjoys music, travel and has run 37 half marathons since turning 60!Best Way to Contact Gene:949-570-1507gene@trowbridgelawgroup.comHelpful Links:https://trowbridgelawgroup.com/BEST CRM THAT WE USE: Looking for the best all-in-one CRM to scale your real estate investing business? Use the link below to sign up today: https://www.gohighlevel.com/main-page?fp_ref=scalable-reiBEST PHONE SYSTEM THAT WE USE: Looking for an optimal online phone system that can forward to your cell phone, directly integrate to your CRM, and be leveraged for your remote virtual assistant team? If so, use this link to save $20 today when you open a new account: https://openph.one/referral/NpnZPxX COFFEE!!! If you feel this episode provided a ton of value, show your support by buying us a cup of coffee: https://www.buymeacoffee.com/scalablereiLET'S DO SOME DEALS!!! Contact Mason to JV/partner on deals or passively invest by either emailing him at mason@scalablerei.comSchedule a call with Mason by using this link here: https://calendly.com/mason-klement/30minFollow Mason on Instagram to learn additional real estate investing tips and tricks: https://www.instagram.com/mason_klement_scalablerei/NOTE: This description might contain affiliate links, which may pay our podcast a commission at absolutely zero cost to you.  Any commissions go toward the cost of producing each episode so we really appreciate your support.  In addition, depending on the vendor, you actually might even save money by using these links that you wouldn't have access to if you went directly to the vendor's website. 

As a 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. Gene has represented over 650 clients in this area of practice. The median offering size is $3,000,000, but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D. 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 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. In this episode, Gene Trowbridge discusses the importance of pre-existing relationships with syndicators and how it needs to be built on trust and mutual respect. He addresses questions every passive investor should ask themselves to better equip them to make informed decisions.  Gene explains the main difference between a 506b and 506c offering and uncovers what an accreditation status is to prove to the government that you're not a liability that they need to protect. He also shares how you can use your assets as an accreditation, such as property or tangible assets.  Mr. Trowbridge shares his vast experience and knowledge on syndication, and reveals some fascinating insights that you won't want to miss!  In this episode, we discuss:  1. How Gene got into the real estate space.  2. Questions every passive investor should ask.  3. Is the industry shifting more towards 506c offerings?  4. How and why you need to obtain an accredited investor status.  5. What is the mission of SCC?  Connect with Gene Trowbridge:  www.trowbridgelawgroup.com  Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book:https://www.amazon.com/Holistic-Wealth-Strategy-Roadmap-Financial/dp/B089CS58F1  Email: info@pantheoninvest.com

Identifying and avoiding red flags on your way to syndication success with Attorney Gene Trowbridge. Alex Perny will also cover the market update for the week of 11/28/2022 and explains what the jobs act is. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

My guest in this episode is Gene Trowbridge from Trowbridge Law Group. Gene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status, upon 40 years of teaching. In 2002, he was selected as the Robert L. Ward Instructor of the Year in the Institute. In 2005, Gene was awarded the Victor L. Lyon Distinguished Service Award for his many years of outstanding contribution to the Institute's education program. He is a member of the California Bar. 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. As a former syndicator, who for ten years raised investor capital; he served as the sponsor of sixteen investment groups, by raising equity from investors, through registered representatives in the broker dealer community, once sending out 1,676 K1s in a single year. He was responsible for the organization of those investment groups; the acquisition, management, and disposition of the real estate; and communications with the investors. Because of his hands-on syndication experience, Gene is able to communicate with his clients, on both the technical and practical aspects of state and federal securities laws. Between Gene's individual syndication background and the firm's legal practice, the partners in the firm have written offerings of more than $5 Billion in monies raised. The median offering size is $2. 5 million. His practice writes offerings under Rule 506(b) and 506(c) of Regulation D ; Regulation CF and Regulation A+. He has trained and mentored three different law partners, in syndication and crowdfunding, since 2008. He has delivered more than 250 live seminars on group ownership, exchanges and taxation audiences across the country; his articles have been published in various real estate media outlets and he is a highly sought-after speaker on the subject of real estate group ownership. Interview Links:  Trowbridge Law Group https://trowbridgelawgroup.com/ It's a Whole New Business, Fourth Editon: The how-to bible of syndicated investment real estate  Episode Sponsors: Producers Wealth: Create Your Own Banking System In 30 Days Or Less www.producerswealth.com Pantheon Investments: Build holistic wealth to achieve financial freedom in any economy www.pantheoninvest.com The Real Asset Investor: Build Wealth With Higher Yield Cash Flow www.therealassetinvestor.com Strategic Metals Invest: Invest In Rare Earth Elements & Technology Metals www.strategicmetalsinvest.com Penumbra Solutions: Buy Your Equity Like Institutions With Life Settlements www.thepenumbraplan.com  - password “penumbra” Producers Capital Partners: Multiply Capital Through Alternative Investments  www.producerscapitalpartners.com Lavish Keys: Your Turnkey Solution For Luxury Short Term Rentals www.lavishkeys.com Grab My Book: The 21 Best Cashflow Niches™: www.cashflowninja.com/21niches Connect With Us: Website: http://cashflowninja.com Podcast: http://cashflowinvestingsecrets.com Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ Pinterest: https://www.pinterest.com/mclaubscher/cashflow-ninja/ Linkedin: https://www.linkedin.com/in/mclaubscher/ Youtube: http://www.youtube.com/c/Cashflowninja Bitchute: https://www.bitchute.com/channel/cashflowninja/ Rumble: https://rumble.com/c/c-329875 Odysee: https://odysee.com/@Cashflowninja:9 Gab Tv: https://tv.gab.com/channel/cashflowninja Brighteon: https://www.brighteon.com/channels/cashflowninja Parler: https://parler.com/profile/cashflowninja/ Gettr: https://gettr.com/user/mclaubscher Gab: https://gab.com/cashflowninja Minds: https://www.minds.com/cashflowninja Biggerpockets: https://www.biggerpockets.com/users/mclaubscher Medium: https://medium.com/@mclaubscher Substack: https://mclaubscher.substack.com/

Gene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status, upon 40 years of teaching. In 2002, he was selected as the Robert L. Ward Instructor of the Year in the Institute. In 2005, Gene was awarded the Victor L. Lyon Distinguished Service Award for his many years of outstanding contribution to the Institute's education program. 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.  Key Highlights- Important considerations while structuring a commercial real estate deal- Common mistakes investors make when structuring a commercial real estate deal- How current economic conditions are affecting the way you are investing- Common compliance issues in commercial real estate transactionsConnect with Gene: https://trowbridgelawgroup.com/Email : gene@ trowbridgelawgroup.com Phone: 949-8558399Youtube:  Trowbridge Law Follow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.com

Joining a real estate syndication will allow you to leverage other people's money and invest together in a property.    In this episode, syndication attorney Gene Trowbridge, ESQ, CCIM sits down with us today to give expert insights on syndications and how to become a passive investor. He lists guide questions to ask an operator who's presenting an opportunity for you.    As a 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. He has represented over 650 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D. 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 the practical aspects of state and federal securities laws. As a long-time CCIM and CCIM Senior Instructor, he 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.   Do you want to build wealth for yourself and your family? You need THE LAUNCHPAD. Click here to learn more!   [00:01 - 11:11] Who is Gene Trowbridge?  Gene talks about making great decisions on the kitchen table with his wife and the meaning of wealth He discusses his background and how he ended up studying law at 45 and helping other people be good syndicators His philosophy is to do a deal by himself first because he wants to make sure everything works before he starts to manage other people's money Last year, he sent 1,600+ K-1's to his investors   [11:12 - 21:26] What You Need to Know About Syndication A syndication can be a great way for people to pool their resources and invest in a deal together As a syndicator, it's important that you figure out where the opportunities are and assemble a team that can capture those opportunities Building your database of contacts is key What he asks his clients who are interested in real estate syndication: How did you get started?  What do you think is going to happen in the next three years with your business? What advice do you have for rookies?   [21:27 - 26:53] Questions to Ask and Vet Sponsors What will happen to the capital if something happens to you? There should be continuity Never invest with an individual sponsor Have you done this before? Even if this is the sponsor's first time, they should have something to bring to the table Are you going to invest any money in this yourself? If I need liquidity, how will you handle that? [26:54 - 31:19] Becoming a Passive Investor  Seek out education and be knowledgeable in real estate Not everyone is equipped to be a syndicator and not every property should be syndicated. The syndication business is a people business   [31:20 - 39:52] Closing Segment  The final questions  Spread the risk and get diversified Gene shares his strategy in choosing between Baltic Avenue and Boardwalk What does Gene need right now to get to the next level? Connect with Gene!   Key Quotes    “Before I did my first deal, people ask me, have you done this before? I say, No, this is my first time. But I must have something else going on in my life that would make them want to invest with me.” - Gene Trowbridge   “One of the hiccups that I'm seeing today is a multifamily syndicator who decides all of a sudden they're going to go into mobile home parks. That's a different game.” - Gene Trowbridge   “We're only supposed to deal with sophisticated investors and accredited investors, so how do you know? So I think the investor has a responsibility to get educated on the product.” - Gene Trowbridge Connect with Gene Trowbridge through TrowbridgeLawGroup.com. Follow him on LinkedIn and subscribe to their Youtube channel. Contact him at 9498558399. Let's get connected!  You can find Nicole on LinkedIn, Instagram, or Facebook. Visit her website https://noirvestholdings.com      LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here.

Ricky Grand is the co-founder of Grand Real Estate Investments, an Oregon-based company that invests in single-family and multifamily. He joins us today to explain what a hybrid investor is and what strategies they utilized to scale their business in 4 years. He also shares his journey and his passion for real estate, and what they are doing to stay competitive and offset risk.     [00:01 - 05:25] The Business You're In Versus The Business You Want To Be In Ricky on deciding to change his career and joining his brother to form a real estate investment company Since 2017, they have acquired 24 units of their own and are looking to move into syndication and development. They want to do something that's a little bigger and bring people in to invest with them He discusses the assets they are currently focusing on   [05:26 - 11:31] What Makes A Hybrid Investor Their secret is their exit strategies Being an expert in figuring out how to profit on a project and how not to lose a lead that's come through the system  They always try to find value even with “throwaway” deals Ricky's advice: Take your time and make sure you are putting out a superior product He breaks down why they didn't do traditional financing   [11:32 - 16:50] The Importance of Being Conservative Ricky talks about their current assets and they do their marketing Looking at any deal that comes across his desk and see and looking at the merits Take calculated risks Don't sit on the sidelines because there's always opportunity, especially in a down market   [16:50 -17:59] Closing Segment Reach out to Ricky!  Links Below Final Words Tweetable Quotes   “I think a lot of people want to go from A to Z without all the work that goes in between.” - Ricky Grand “We acquired a skill set over time and built a network over time, whether it's our partners or a clientele that we can tap into.” - Ricky Grand “Do we spend more money? Certainly. Do we make less in profit? Yes. But I would rather take the Ferrari approach than the Walmart approach.” - Ricky Grand -----------------------------------------------------------------------------   Connect with Ricky at GrandBros.com and email him at ricky@grandrei.com.    Connect with me:   I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.     Facebook   LinkedIn   Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!   Email me → sam@brickeninvestmentgroup.com Want to read the full show notes of the episode? Check it out below:   [00:00:00] Ricky Grand: I remember looking at my brother, I go, Man, I don't know what's going to happen, but we're either, you know, here we go again. It's either going to be a next step or we're, you know, going under and have to restart and it panned out. So when people are fearful, I think it's the Warren Buffett thing, when people are fearful, you know, be greedy when they're greedy, be fearful. And so I see a lot of fear out there. And so people ask me, I'm like, No, we're full steam ahead. I'm just being conservative and not just taking any deal.  [00:00:36] Sam Wilson: Ricky Grand is a hybrid real estate investor with a background in portfolio management and a degree in finance. Ricky, welcome to the show.  [00:00:43] Ricky Grand: Thanks, Sam. Thanks for having me.  [00:00:45] Sam Wilson: Absolutely. Ricky, there are three questions I ask every guest who comes on the show: in 90 seconds or less, can you tell me where did you start? Where are you now, and how did you get there?  [00:00:52] Ricky Grand: Yeah, sure thing. S 2016, I was actually working as an investment manager, portfolio management as you mentioned. We managed retirement accounts for pensions, endowments, insurance companies, organizations such as those. But in 2016, they were going through some changes. I just had my second daughter. I was tired of working these, you know, 60 plus hour weeks and needed to change myself. So I joined my brother and we formed Grand Real Estate Investments 2017, started as just real estate brokers. He'd been doing it for a while. And I brought the investment side with me, so I was working with investors. I hadn't even thought about doing it for myself, had a handful of those guys and there was one in particular who became a mentor of mine. Our kids actually went to school together. And so, you know, he kind of took me under his wing. I already had the background and I hustled for that guy. And I think we did probably 20 deals over two years that I had found for him. And I learned a bunch along the way. And then end of 2017, my brother and I, we were sitting down talking one day and he was like, Why aren't we doing this for ourselves? You know, we'd been doing all the due diligence, you know, organize even work at times and figuring out market rent, stuff like that. So we had all the skill set. So 2019 January 1, we basically reformed our company and had the conversation where we're like, This is it. We're either going to make it as investors or we're going to be filing for bankruptcy in a year or so. Fast forward a few years and we have 24 units of our own, and as we kind of went through those, that four-year period, we picked up different, you know, skill sets along the way. We started as, you know, we're just going to buy and hold. And then we stumbled into a flip when we couldn't get finance for a manufactured home. So we flipped that and made money and then we're like, Well, let's flip some more properties and then stumbled into wholesaling and wholetailing and then even some Airbnb stuff. So that's kind of where where we're at and, you know, where we're going is looking to level up. We're renovating a 17 unit apartment complex right now, and then looking to do some development, some more apartments. And I'd really like to move towards syndication. So shout out to, you know, Gene Trowbridge. I think that's how you pronounce it. But I bought his book so that I could you know, learn a little bit more from that guy. And I have some call scheduled with some people just to pick their brains a little bit.  [00:03:00] Sam Wilson: That's awesome, man. I love that. I mean, so in four years you guys have touched a lot of different parts of the business in the commercial real estate sandbox, but in touching all these different assets and different ways that you can buy and sell and all that, what has become the thesis or I guess the compelling, this is how we're moving forward strategy that you've developed in all of that?  [00:03:24] Ricky Grand: Yeah, so I mean, some of it is, you know, when you've been doing something long enough, you know, you start to look for new things, right? You know, new is always, you know, more interesting, more intriguing. You want to learn. And so, you know, getting into the apartment complex was a great first step. It was 16 units and we're converting it to a 17, so that's been a fun experience. And then we're building a duplex right now that's almost done. So kind of just, you know, naturally moving into some of those new opportunities. Then, you know, I really got to thinking just, you know, where do I want to go from here? We've been doing this is this, you know, what we want to do long term, you know, basically the business I'm in versus the business I want to be in. And so that's kind of what triggered that. And just, you know, wanting to do something that's a little bigger, bring people we know in. I have people asking me all the time, how how can they invest with this? And for the longest time I was like, Well, I don't need any capital. Like, I'm good, you know? And so that kind of got me to thinking, well, maybe there is a way, you know? And I knew, I had known about syndications, and so I was like, Man, now's the time. We've learned a bunch. We have the skill set, you know, we could be a general partner on this thing and pull it off. And so that was kind of, you know, I guess the thesis behind, you know, making that move into the next level and wanting to level up our company so that we could kind of take that next step in the commercial investing.  [00:04:40] Sam Wilson: Absolutely. Is there an asset class that you guys are focusing on?  [00:04:44] Ricky Grand: Probably multi-family, to be honest, just because, you know, we came from the single-family and we've done some, you know, small multi, and now the, yeah, I mean, I call it a mid multi, since, you know, a lot of these ones are a hundred plus units. But another avenue is more of like just a general commercial. We're actually renovating a building right now to turn it into our office. And so, you know, dabbling in that and wanting to kind of move a little more in that direction. Just really kind of be fully submersed investment world, that's where I think my brother and I both get our energy. It excites us. We love it. And you know, I wake up every day like, I stop in for a coffee and they're like, Happy Friday. Just another day to me. I'm like, I love what I do. So every day is just a, you know, another day.  [00:05:25] Sam Wilson: What is a hybrid investor? I know you mentioned that there in your bio and I'm not sure familiar with the term. [00:05:32] Ricky Grand: Yeah. So I don't know, you know, who coined it or what, but I think a lot of people, even us at the beginning, we're thinking, Oh, real estate, broker and investor, right? You're a hybrid. You can figure out, you know, how to push this property in one direction or the other. But what we kind of, you know, learned along the way is that it, for us, it was more about exit strategies. So, you know, we started as buy and hold. That was going to be our mantra. That's it, right? That was what my mentor did, and that's where I was like, I saw what he was able to accomplish. So why not, you know, don't recreate the wheel, which is let's do that. Well, like I said, we stumbled into flipping a property. I stumbled into wholetailing where the property's financeable, but they just want to get out quickly and they're willing to take a discount. If you just toss it back on the market and let someone finance and buy it. And then even wholesaling. So as I kind of picked up some of these tools along the way, I realized for us, what made us a hybrid investor is our exit strategies. We're experts at figuring out, you know, how to profit on a project, how to not lose that lead that's come through the system. And I mean, 'cause not every deal fits that fix and flip, right? If you only have one box to put it in, you're like, Oh, it doesn't fit. I guess I'll throw it to the side. So I didn't want to throw away those leads. I'm like, Well, maybe there's a different way to make money on these. And so that's where it kind of came from. And it was just probably in the last six months that we really honed in on that. And that really, I think, separates us and makes us kind of like niche, I guess, so to speak.  [00:06:55] Sam Wilson: When you say experts at exit strategy, is there a deal or is there maybe something that comes to mind where you say, this is a unique situation that everybody else passed on, but yet because we could be experts at exit strategies?  [00:07:10] Ricky Grand: Yeah. Oh, man. The one that really comes to mind is we had on where, so we're in Eugene, Oregon. We had one in Roseburg, Oregon. The lady's relocating across the country. She's like, She's done. She just wants to get out. And, you know, I talked to her and I was like, Look, you're going to make more money if you take it to the retail market. The thing, it's financable. It only needs a, you know, a couple of things done just to clean it, you know, make it clean. And she's like, I get it. I know, I don't want to do that. I want to just leave. I want to close and leave in two weeks. Well, this thing did need some work. But it's an entry-level home at a price, you know, that not many people can enter at, right? I think a lot of people that I know would look at this and go, Okay, well I need to put, you know, $40,000 into this cosmetic update, so that I can, you know, extract the value out of it. Well, that's true. If you're looking at, you know, you have your internal rate of return or your set profit margin that you want to make, but it's financeable, right? So we buy it with private money. We just go and clean it out, clean it up a little bit, and then put it back on the market. Basically add this, you know, home to the market that not many people, you know, people are searching for, but you know, there weren't many homes, you know, that price point. So being able to put it on the market and say, I'm not going to require a $50,000 profit on a cosmetic flip. But I'll take $30,000 because I didn't have to do anything to it. I just put it on the market because she wanted the speed and convenience. So having that agility and I mean, we have a pretty good private money source, so it made it affordable to do. We weren't getting beat up on points and fees when we closed, so that allowed us to have that profit margin in there, whereas I think some of the hard money people, they've already eaten up three points, you know, and the fees. So that's I think probably the best example.  [00:08:51] Sam Wilson: Got it. No, I think that's great. That's absolutely great. When you look back maybe the last four or five years, what are some things you feel like you've done really well that other people should emulate? [00:09:02] Ricky Grand: You know, taking our time I think is one of 'em. I think a lot of people want to go from A to Z without all the work that goes in between, right? Like, you know, I want to go into syndications, but I don't have a background in anything investment related. That's a pretty big jump to try to convince people to trust you with their money. Well, we started as brokers. You know, we got into doing some rentals and rehabs and wholesale, so we acquired a skill set, you know, over time and built a network over time, whether it's our partners or a clientele that we can tap into and just kind of built it over time. So I think not being in a rush, you know, having kind of the foresight to plan where you want to go, but then kind of take the steps to get there versus trying to, you know, take one big giant leap to the finish line. I think that's probably one of the biggest things for us. And then putting down a superior product, you know, when we put our houses out, whenever we remodel one because we live in an area that's not huge. It's, you know, a couple hundred thousand people and all the brokers in town pretty much know us anyway. So that was a big thing to us was putting out a superior product. I didn't want people to go into our properties and go, Oh, another Grand Real Estate investment. You know, lipstick on a pig deal. So people compliment us on the quality. Do we spend more money? Certainly. Do we make less in profit? Yes. But I would rather take the Ferrari approach than the Walmart approach.  [00:10:21] Sam Wilson: No. I think that's really, really good. I like that. Let's talk finances there for a little bit. I know you mentioned, you know, that syndication is not, or syndicating properties is not a path you've yet wagged down. What's been your finance, I know you mentioned also private money, but how have you funded your deals up to this point? And then what does that strategy look like going forward?  [00:10:44] Ricky Grand: Yeah. So I mean, we're like every other investor. I think for the most part. You know, we've used a combination of local hard money lenders and a private money, you know, family friend that we got connected with who funds most of our deals now. We haven't done any traditional financing, conventional. That was one thing that my brother and I were like, we don't want to do because we own this business together and it's just complicated. And you have your, you know, you have to deal with your credits, you know, having these your house is on your credit. So we, from the get go, wanted to use institutional money for any of our long-term financing. So I think that's pretty much, you know, the gist of it for us in terms of financing and then kind of going forward. If I find deals in Oregon, then I have all the money I need. If I find deals outside of Oregon, then I'll have to explore making some new connections with some different funding sources to fund some deals. [00:11:31] Sam Wilson: Let's talk a little bit then about the properties you currently own. You got a 24 unit and you got a 17 unit underway right now. Tell me about those, how you found them, what the plan is, and then do you intend on staying in that kind of smaller multifamily category? Is there opportunity there that other people should be paying attention to? [00:11:53] Ricky Grand: Yeah, so the 17 unit one is a whole podcast in itself. I would love to talk about that one, man. We called it the Trail of Tears for the longest time, dealing with the city and FEMA. So I actually got that one from a wholesaler. And I had 36 hours, not ideal time to do due diligence. And I want to say this was our, my first attempt at moving into like, bigger properties. But the margin, oh, my God, was so huge that I had to send it to my hard money and my mentor, I was like, What am I missing? Something's wrong. And they both kind of, you know, looked through things and they're like, I think you found, you know, a diamond in the rough. And so, you know, so we took that one on through a wholesaler. Most of our deals come from our own marketing, so we're inbound only. I don't do cold calling. I hate it with a passion. I'm not like the salesy salesman. I'm about building relationships and building trust with people. So, you know, we do marketing so that we have inbound leads come in and then I work with those people. So that's where, you know, I would probably say 95% of our deal flow comes from.  [00:12:54] Sam Wilson: Right. No, that's awesome. You were telling me about the 17 unit and the opportunity you see in that, and then, you know, how you guys took those down. I know you mentioned that that was brought to you with or from a wholesaler, but what's the plan going forward? Are you guys going to continue to buy in that side of asset?  [00:13:11] Ricky Grand: Oh yeah. So, I mean, I, I don't want to pigeonhole myself and say, Oh, I'm not going to buy, you know, X, Y, Z. I'll look at any deal that comes across my desk and see and, and look at it at its own merits. We are going to do, I think, fewer fix-and-flip projects because obviously, we have a limited amount of time to focus. So in terms of not losing our deal flow is more wholesale deals to other investors. I know a bunch of people that still, you know, want to do fix and flip. So we're going to maybe cherry-pick some of those and then send out the rest to everyone else. And then if I can come across some, some decent small multifamily, you know, and when I say small multi, I'm looking now more like the, you know, 6 to 15 range. And then obviously, you know, for me the unicorn is to start looking at the 50 plus units for doing syndications.  [00:14:01] Sam Wilson: Got it. No, that's really cool. And I guess both of those are just standard apartment complexes, the 24 and the 17 that you have right now?  [00:14:08] Ricky Grand: Well, we have 24 total, so we have 17 there. And then we have, like, three Airbnbs, our office that we're going to rent out part of, and then a couple of rentals in there. [00:14:18] Sam Wilson: That's really, really cool. I love it. I absolutely love it. When you look to the future, you look at the plans, you say, Okay, hey, this is where we're going. What are some things you feel like you're doing in today's economy to really offset risk for you and potentially future investors? [00:14:35] Ricky Grand: Yeah. I think, you know, the biggest thing is being conservative. I'm conservative by nature. I worked for value investors, so, you know, being super risky was never my MO. Taking a calculated risk was always how I presented it to people. So I think just underwriting the deal very thoroughly, adding in, you know, a bigger cushion for your contingency and case costs keep going up. That caught us a little bit in the beginning when costs started skyrocketing. And then just being conservative on our ARVs on the on the, you know, the way down because, you know, like I talked to some of these sellers and they're like, Well, you know, it went up. I'm like, Yeah, but it's declining and I got to look six months down the road and six months down the road, you know, this saying could be down 10%. So I'm cutting that out now and not saying, Oh, this is going to be a, you know, $500,000 property. Maybe it's only going to be a $450,000 property. So Just being conservative, I think. But I also, you know, an advice I would have for someone is to don't sit on the sidelines either. There's opportunity. We're in an inflection point, is how I put it. It's an odd spot to be in where sellers haven't quite realized it, but the market has, so we can get caught in the middle, whereas I think a lot of people can get in trouble in that in that spot, but we don't see it that way. We see that there's opportunity and it's definitely coming down the pipe. So, you know, we're gearing up for opportunity and, and more acquisitions because in that down market, I'm not going to run away from it. We didn't run. Like, the pandemic hit, that's when we bought that apartment complex. I remember looking at my brother, I go, Man, I don't know what's going to happen. But we're either, you know, here we go again. It's either going to be the next step or, you know, we're going under and have to restart and it panned out. So when people are fearful, I think it's the Warren Buffett thing, when people are fearful, you know, be greedy when they're greedy, be fearful. And so I see a lot of fear out there. And so people ask me, I'm like, No, we're full steam ahead. I'm just being conservative and not just taking any deal.  [00:16:23] Sam Wilson: Right. I love it. I love it. Ricky, thank you for taking the time to come on the show today. I certainly appreciate it. You've shared with us so many helpful things. I love to hear your journey going from broker to investor, your experience in the corporate world before that, working for the value. What'd you call the value? What, How'd you put that? It was a value...  [00:16:40] Ricky Grand: Value investor. So I think, I guess, you know, you have gross stocks, which are like the tech stocks, and then you have value, which is finding, you know, the more mature companies that the market is, you know, undervaluing.  [00:16:50] Sam Wilson: Got it. No, I love that. Absolutely love it. If our listeners want to get in touch with you and learn more about you, what is the best way to do that?  [00:16:56] Ricky Grand: I mean, the best way is to probably check out, you know, go to our website, grandbros.com, that has all of our, all the information to get ahold of us. Get in touch. You can also email me ricky@grandrei.com. I'm always happy to chat with people. I talk with new investors all the time, you know, some, anyone who wants to reach out, I would love to chat. Don't be bashful. I know it's scary. Even when I reach out to people and I'm like, Oh, my God, what are they going to think? So, you know, anyone, reach out.  [00:17:22] Sam Wilson: Absolutely. Love it. Thank you Ricky so much. We'll make sure we include all of those links in contact info there in the show notes as well. But I appreciate you coming on today. Thank you so much. [00:17:31] Ricky Grand: Sam, thank you for having me. I appreciate it.

How To Properly Set Up Your Real Estate Syndication Welcome to episode 68 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Gene Trowbridge and picks his brain about how to properly set up your real estate syndication. As a 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. Gene has represented over 650 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D.   To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-product/. With this guide, you'll be able to easily understand your real estate deals.    Here is what to expect on this week's show: How Gene got started in real estate Why Gene made the change at 45 to go from syndicating to a syndication lawyer The common mistakes investors make when setting up their syndication How to ensure your syndication is compliant Relevant links: https://trowbridgelawgroup.com/ https://www.linkedin.com/company/trowbridge-law-group-llp/ Connect with Jason: Instagram: https://www.instagram.com/jasonjosephlee/?hl=en YouTube: https://youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Dive into today's episode to learn about the legal aspects of syndication and the technicalities of commercial and real estate investing with Gene Trowbridge. Keep an ear out for further information on how legalities influence the outcome of any business transaction.   WHAT YOU'LL LEARN FROM THIS EPISODE  Syndication vs. securitization Common misconceptions about general and limited partnerships The key to attracting investors to your ventures Tips for maximizing your Securities and Exchange Commission accreditation 4 questions to ask before accepting another person's deal How to make your documents unbreakable   RESOURCES/LINKS MENTIONED Securities and Exchange Commission Financial Industry Regulatory Authority   ABOUT  GENE TROWBRIGE, Esq., CCIM Gene is the co-founding partner at Trowbridge Law Group LLP. Since 1972, he has been in the real estate space as a commercial broker and investor. In 1977, he was awarded the CCIM designation and has been since an outstanding member and awardee of the institute. He was also a former syndicator, raised investor capital for 10 years, and even sent out 1,676 K1s in just a single year.  At the age of 45, he became interested in the legal world and studied law at the Western State College of Law. His law practice is focused on syndications of commercial and investment real estate. With his efforts and hands-on experience, his firm excelled and has helped numerous clients. He is the author of the book “It's A Whole New Business!”. Gene is happily married to his wife, Kay, and lived together with their two daughters, Amy and Emily.   CONNECT WITH GENE Website: Trowbridge Law Group Youtube: Trowbridge Law Phone: (949) 570-1507   CONNECT WITH US  Email: shawn@greenbriarcg.com  Instagram: Shawn Winslow YouTube: Shawn Winslow LinkedIn: Shawn Winslow Facebook: Shawn Winslow

Get educated about syndications, the Securities Act, and why this law holds so much importance, as we have Gene Trowbridge, Esq., CCIM in this episode. You'll also know about his fascinating background, the rules of raising money, and a piece of helpful advice on healthy marriage and life. Tap in, and don't miss out!   Key takeaways to listen for  Is crowdfunding considered syndication? 2 different ways to raise money within the securities space How much money was raised in private placements in the last 12 months The biggest and most common mistake syndicators make  Resources mentioned in this episode Book: It's A Whole New Business! by Gene Trowbridge | Paperback & Audiobook   About Gene Trowbridge, Esq., CCIM Gene is the co-founding partner at Trowbridge Law Group LLP. Since 1972, he has been in the real estate space as a commercial broker and investor. In 1977, he was awarded the CCIM designation and has been since an outstanding member and awardee of the institute. He was also a former syndicator, raised investor capital for 10 years, and even sent out 1,676 K1s in just a single year.  At the age of 45, he became interested in the legal world and studied law at the Western State College of Law. His law practice is focused on syndications of commercial and investment real estate. With his efforts and hands-on experience, his firm excelled and has helped numerous clients. He is the author of the book “It's A Whole New Business!”. Gene is happily married to his wife, Kay, and lived together with their two daughters, Amy and Emily.   Connect with Gene Website: Trowbridge Law Group Youtube: Trowbridge Law Phone: (949) 570-1507   Connect with Us To learn more about partnering with us, visit our website at https://javierhinojo.com/ and www.allstatescapitalgroup.com, or send an email to admin@allstateseg.com.  Sign up to get our Free Apartment Due Diligence Checklist Template and Multifamily Calculator by visiting https://javierhinojo.com/free-tools/. To join Javier's Mastermind, go to https://javierhinojo.com/mastermind/ and to apply to his BDB Mastermind, see https://javierhinojo.com/mastermind/#apply_form and answer the form.   Follow Me on Social Media Facebook: Javier A Hinojo Jr. Facebook Group: Billion Dollar Multifamily and Commercial Real Estate YouTube Channel: Javier Hinojo Instagram: @javierhinojojr TikTok: @javierhinojojr Twitter: @JavierHinojoJr

Do you want to know how to raise funds and get professional real estate help? In today's show, seasoned real estate investor Gene Trowbridge, Esq. shares insights from his five-decade-long career and the skills you need to succeed in real estate.WHAT YOU'LL LEARN FROM THIS EPISODE How to raise capital wisely for a syndicationWhich investors should you focus on?Questions investors should ask their sponsors before investing with themThings new investors should know before doing their first dealExpert predictions for the future of the housing marketPractical suggestions for aspiring real estate investorsRESOURCES/LINKS MENTIONEDIt's a Whole New Business! by Gene Trowbridge, Esq. https://amzn.to/3JyhgaSYouTube: Sell the Sizzle of YOUR Deal! https://www.youtube.com/watch?v=lPclCjr7MtQABOUT GENE TROWBRIDGE, ESQ.Gene Trowbridge, Esq. has been actively engaged in the commercial and investment real estate industry since 1972 and in the legal profession since 1996. As the founding partner of Trowbridge Law Group LLP, his law practice concentrates on the syndication of commercial and investment real estate through debt and equity. He has trained and mentored three different law partners, in syndication and crowdfunding, since 2008. Moreover, he has given over 250 live seminars on group ownership, exchanges, and taxation to audiences all over the country, and his articles have appeared in various real estate media outlets. He is a highly sought-after speaker on real estate group ownership.CONNECT WITH GENEWebsite: Trowbridge Law Group https://trowbridgelawgroup.com/YouTube: Trowbridge Law https://www.youtube.com/channel/UClKK5l9ng1bkW-ihHufDgGANumber: 949-570-1507CONNECT WITH USGreen Light Equity Group - http://www.investwithgreenlight.com/For a list of Virtual Meetups - Email: tate@glequitygroup.com | chelsea@glequitygroup.com Special Announcement! Tate's brand-new audiobook “F.I.R.E.-Financial Independence Retire Early Through Apartment Investing” is downloadable! Go to: Green Light Equity Group: http://www.investwithgreenlight.com/.Do you have difficulty underwriting deals? Never worry about getting your numbers wrong with Real Estate Lab, a cloud-based platform for investors. Sign up at https://www.realestatelab.com/ using the promo code TAG2 to get 10% off your first 12 months. Automate your acquisitions and underwriting like a boss now!

Do you want to learn how to structure a deal in a way that it won't be a security? Most people who are into real estate investing are already familiar with syndication and crowdfunding, but there are still those who confuse deals structured as a joint venture with those as a security. One mistake and you can get into trouble with the SEC. So join us today as Gene Trowbridge educates us about this matter. Gene Trowbridge has 20 years of experience in real estate syndication and 25 years as a syndication (SEC) lawyer. He is one of the founding partners of the Trowbridge Law Group LLC, where his law practice focuses on the syndication of commercial and investment real estate, through both debt and equity. In this episode, Gene enlightens us on the legal side of syndication and crowdfunding as he talks about the SEC in line with deals structured in security. Checkout -- Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/ What you'll learn in just 21 minutes from today's episode: Understand what syndication and crowdfunding are all about as well as how the two works Discover what security is, how different it is from a joint venture, and learn how to structure a deal in a way that it won't be a security Find out the biggest mistakes real estate investors make that later on lead to them getting in trouble with the SEC Resources/Links: Learn more about syndication, crowdfunding, and the SEC by visiting the Trowbridge Law Group LLC's website. Just go to https://trowbridgelawgroup.com/ Topics Covered: 01:02 – How Gene defines syndication and crowdfunding 06:24 – Is there a difference between syndication and a joint venture? 07:09 – Joint venture vs. security: Things the SEC looks at in determining whether it's a security 10:56 – Joint venture vs. security: Members should all be active investors in order for the deal to be a security 12:54 – Scenario: How to structure a single-family home deal in a way that it won't be a security 15:17 – Biggest mistakes real estate investors make when it comes to getting in trouble with the SEC 20:23 – Connect with Gene Trowbridge Key Takeaways: "There is no difference. A syndication could be a joint venture. It could be a limited partnership [with] two or more people; it could be an LLC – whatever entity you want to combine these people together legally.” – Gene Trowbridge “If you're in the deal together, the only way you can do it and not make it a security with two people is you put together an LLC and the two members go forward, making equal and unanimous decisions. That's the only way you can do it. If you make it a limited partnership, you're in trouble, because in a limited partnership, there is a general partner, and a general partner, by definition, makes it a security. So it has to be a member-managed LLC.” – Gene Trowbridge Connect with Gene Trowbridge: Website: https://trowbridgelawgroup.com/ YouTube: https://www.youtube.com/channel/UClKK5l9ng1bkW-ihHufDgGA Connect with Dave Dubeau: Podcast: http://www.propertyprofitspodcast.com/ Website: https://davedubeau.com/home Investor Attraction Workshop: http://www.investorattractionworkshop.com/ Facebook: https://www.facebook.com/thedavedubeau LinkedIn: http://linkedin.com/in/davedubeau  

We'll dive deep into the syndication as we discuss raising investor capital in this conversation with Gene Trowbridge. Get insights on security laws and syndication issues to consider and learn how to prepare yourself as an investor for an anticipated recession. Be more knowledgeable by joining us in this episode!WHAT TO LISTEN FORWhat to do if not all investors in syndication want to sell?Why ‘Tenancy in Common (TIC)' is not ideal for a syndicationHow to deal with business continuity issuesRecent trends in capital raising using 506(b) and 506(c)The importance of building strong relationships with good lenders RESOURCE/LINK MENTIONEDIt's A Whole New Business! by Gene Trowbridge by Gene Trowbridge https://amzn.to/3PLOTIy ABOUT GENE TROWBRIDGEGene Trowbridge has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. He is a founding partner of Trowbridge Law Group LLP, and his law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity.  Gene was a former syndicator who raised investor capital for ten years. He was responsible for the organization of those investment groups; the acquisition, management, and disposition of the real estate; and communications with the investors.  Because of Gene's hands-on syndication experience, he is able to communicate with his clients, on both the technical and practical aspects of state and federal securities laws. Between Gene's individual syndication background and the firm's legal practice, the partners in the firm have written offerings of more than $5 Billion in monies raised. The median offering size is $2.5 million. His practice writes offerings under Rule 506(b) and 506(c) of Regulation D; Regulation CF and Regulation A+. Gene authored his first book It's A Whole New Business in 2005. The third edition was released in 2015.CONNECT WITH GENEWebsite: Trowbridge Law GroupYouTube: Trowbridge LawPhone: 949 570 1507CONNECT WITH USWebsite: https://www.selfstorageinvesting.com/Facebook: https://www.facebook.com/selfstorageinvestingTwitter: https://twitter.com/SelfStorageGuyLinkedIn: https://www.linkedin.com/in/scottameyers/Youtube: https://www.youtube.com/user/SelfStorageInvestingInstagram: https://www.instagram.com/self_storage_investing/Subscribe so you never miss a NEW episode! Leave us an honest rating and review on Apple Podcast.

Gene Trowbridge is based in Southern California, and practices securities law across the US. He specializes in helping syndicators produce compliant offerings when real estate investors work with money partners. On today's show Gene talks about the most common rookie mistakes that are rampant in the industry. To connect with Gene, visit trowbridgelawgroup.com or call him directly at 949-855-8399. ----------------- Host: Victor Menasce email: podcast@victorjm.com

Today we are going to speak with Vinney Chopra And Gene Trowbridge about syndication law, and the issues with regulation, the private placement.  Gene Trowbridge is a California licensed attorney, real estate broker, and author. He is the founding partner of the Corporate Securities law firm of Trowbridge Sidoti LLP. Prior to becoming an attorney, he was a real estate syndicator. He developed numerous mini-storage facilities using money from private investors. Gene provides securities offering documents and advice for seeking to do Regulation D Rule 506 Offerings, Crowdfunding Offerings, Regulation A Offerings, and Public Offerings. Some of the topics discussed: Crowdfunding and How is it used in our syndication? Defining a pre-existing relationship that affects your investments Distribution and Raising Money A quick reminder, if you like this show, please let us know you can like, share and subscribe. And as always, you can leave a comment we'd love to hear from our listeners. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ ------------------------------------------------

Hello and welcome to the 100th Episode of the Real Estate Asset Management Podcast! Your positive feedback has been so wonderful to hear, from the very beginning. Join us today as we look back on 99 amazing episodes with memorable guests who shared golden nuggets from their wealth of wisdom. We touch on the topics that we've interviewed experts about, from mega leasing and economies of scale with Neil Boa, to cap rate compression with Andrew Rybczynsk, and more, including a 20 minute MBA from Gino Barbaro. There's always something to be learned from revisiting our podcasts, and the basics of asset management we guide you through are designed to be useful, even to beginners. The basis of everything? You need a MAP: measure everything, stay accountable, and be proactive in all your endeavors. Thanks for joining us.Key Points From This Episode:Welcome to the 100th episode of our podcast.How great it is to receive positive feedback from our listeners along the way.Thoughts on value ad strategy from Episode 17.What Neil Boa taught us about mega leasing and economies of scale.Merrill Kaliser's thoughts on the importance of having KPIs on Episode 10.Andrew Rybczynsk from Costar's thoughts on cap rate compression from Episode 73.The story of how Episode 77's guest, Gino Barbaro, gave us all a 20 minute MBA.Bridge loans versus fixed loans with Andrew Westling on Episode 90.Nikolai Ray's financial engineering expertise communicated on Episode 92.Appreciation for all of our amazing guests and the wealth of knowledge they shared.What you can learn from revisiting our podcasts.The easy basics of asset management that can be of use to a beginner.Why it is important to go the extra mile even if you have a property management company.Why you need a MAP: measure everything, stay accountable, and be proactive.Where to go to keep informed about future opportunities with Break of Day Capital.Tweetables:“I know I've learned a bunch from our amazing guests from Brian Burke, Maureen Miles, Tim Bratz, Anna Myers, Brendan Hall, Mina Jetty, Gene Trowbridge, Jeremy Roll, Jason Yarusi, Michael Becker, Danny Randazzo and so many more.” — Gary Lipsky [0:52]“There are a lot of good property management companies with great people but they aren't owners of that property, what makes you think they'll go the extra mile if you aren't. People make mistakes, you know? I'll admit, I make mistakes so don't expect your property management team to be perfect as well.” — Gary Lipsky [04:40]Links Mentioned in Today's Episode:Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YoutubeGary Lipsky on LinkedInGarzella Group

Today on the Real Estate Asset Management Podcast we are joined by former syndicator turned lawyer, Gene Trowbridge, to talk about voting rights, 1031s, and closing an entity. Gene shares his journey of moving from commercial real estate to syndication, and finally to law at the age of 45. Despite his predictions of retiring from law after 15 years, he's still deep in it 27 years later and, along with his partners, has written offerings for more than five billion dollars of money raised. In this episode, Gene shares his wisdom with us and talks us through everything to consider when preparing to sell an asset, how to determine the selling point, and what to do once a property is sold. Covering everything from discerning the right time to close an LLC to the three choices you have when it comes to 1031s, this episode offers invaluable insights from someone who has truly seen the industry from all angles. Join us for an insightful conversation with a veteran in the field as he advises us on how to avoid the mistakes he's stumbled upon in his long and successful career. By the end of this episode, you'll have a much clearer idea of how to go about asset disposition the right way!Key Points From This Episode:Gene Trowbridge's journey from syndication to law, and the type of offerings he's written.What to consider within the operating agreement when preparing to sell an asset.How to determine the selling point of an asset, based on the opportunity cost.Gene discusses voting rights and his belief that it's the syndicator's job to decide.Why sponsors should pair up with a broker to handle listings.What syndicators need to do once a property is sold.Why you need to dissolve the LLC on the disposition of the final asset, and how to do so.What to do if you close at the beginning and at the end of the year, respectively.Gene shares a mistake he made, and what he would have done differently to bypass the LLC.Why to count on the CPA to tell you how to dissolve the LLC.Why some professional advisers recommend that the LLC be kept open an additional year.The three alternatives when it comes to 1031s and buying people out.What circumstance justifies moderating the operating agreement.What happens when investors want to exchange their property for a deed in a larger property.The minimum threshold and what to do if you lose more than 50% of your investors.Links Mentioned in Today's Episode:Asset Management Mastery Facebook GroupAsset Management MasteryBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YoutubeGary Lipsky on LinkedInGene Trowbridge on LinkedInTrowbridge Law Group LLPTrowbridge Law on YouTubeBest in ClassGarzella Group

In this episode, we had the fortunate opportunity to bring Gene Trowbridge back onto the show. I am sure you have heard terminology such as "Joint Venture", "JV" and "Syndication" being thrown around and discussed when you hear about different real estate deals. But do you really know the difference between the two? Accurately knowing the difference between both "Joint Ventures" and "Syndications" and using each of them correctly, can either put you on the right side or the wrong side of the law. In this particular episode, Gene shares a presentation that he has put together for our community reviewing the Securities Law and highlighting the difference between both Joint Ventures and Syndications. You absolutely have to listen to this interview.  Remember, this is your MBA. Have a notepad handy and get ready to take some notes! Below are few topics that we covered during the interview: ✅ Moving from Joint Venture (JV) to Security ✅ What are the differences between the two? ✅ What is a Joint Venture and how does it work? ✅ What is a Security and what do you need to know? ✅ And More.... Gene's Bio: 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: https://trowbridgelawgroup.com ✅ Phone: (949) 507-1507 ✅ YouTube Channel: Check out "Trowbridge Law" Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:  YouTube iTunes Spotify Stitcher iHeart Radio TuneIN Google Podcast If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to. Follow us on Social Media: ✔️ Facebook✔️ LinkedIn

In this episode, Paul speaks to Gene Trowbridge about the details of an operating agreement. They go in-depth on the fundamentals of syndication and securities, the three biggest mistakes a syndicator can make, and some key opportunities to take advantage of today.About our guest: Gene is a nationally recognized syndication and securities attorney. He is the funding partner for the Trowbridge law group LLP that concentrates on the syndication of commercial and investment real estate, through both debt and equity.You can find all of Gene's contact info on his law group's website at https://trowbridgelawgroup.com/ You can also get his book “It's A Whole New Business” in Amazon.Disclaimer: This real estate podcast is for informational and educational purposes only, and does not imply suitability. The views and opinions expressed by the presenters are their own. The information is not intended as investment advice.For any inquiries or comments, you can reach us as info@indepthrealestate.com.

In this episode, we had the fortunate opportunity to bring Gene Trowbridge back onto the show. Raising capital successfully and legally are hot topics right now, and are also very important to master and do well. Not doing one of these correctly can either having you spinning your wheels not showing much results for your efforts, or it could land you in a lot of legal trouble. In this particular episode, Gene shares with our our community with a powerpoint presentation on "SELLING THE SIZZLE". One fact that we love about Gene is that he used to be a Syndicator, raising a lot of money for development projects. He is intimately aware what investors and syndicators go through when evaluating a deal, the timing of due diligence and raising capital and all of the nuances of investor relations. Gene is going to share his secret formula created through trial and error over the years on how he successfully raised capital for his projects. You need to SELL THE SIZZLE. You absolutely have to listen to this interview.  Remember, this is your MBA. Have a notepad handy and get ready to take some notes! Below are few topics that we covered during the interview: ✅ The "Sizzle" of Real Estate. ✅ The "Sizzle" of Your Part of the Real Estate World. ✅ The "Sizzle" of Having You Manage Their Money ✅ The "Sizzle" of Your Deal ✅ And More.... Gene's Bio: 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: https://trowbridgelawgroup.com✅ Phone: (949) 507-1507 ✅ YouTube Channel: Check out "Trowbridge Law" Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:  iTunes Spotify Stitcher iHeart Radio TuneIN Google Podcast YouTube If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to. Check out our website at www.realestateinvestormba.com Follow us on Social Media: ✔️ Facebook✔️ LinkedIn

Gene Trowbridge has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. As a former syndicator, who for ten years raised investor capital; he served as the sponsor of sixteen investment groups, by raising equity from investors, through registered representatives in the broker-dealer community, once sending out over 1,600 K1s in a single year.   Learn More About Gene Here: Trowbridge Law Group LLP: https://trowbridgelawgroup.com/ Phone: 949-570-1507   What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: schedulecharles.com/  ◾ Global Investors Web Page: charleskcarillo.com/global-investors-podcast/ .◾ Join Our Email Newsletter: http://bit.ly/32pehL0 ◾ Foreign Investing in US Real Estate Facebook Group: facebook.com/groups/ForeignInvestingInUSRealEstate/

I sit down with Gene Trowbridge, Jeff Johnson & Preston Walls to discuss real estate syndications and best practices for syndicating your next real estate investment.

I sit down with Gene Trowbridge, Jeff Johnson & Preston Walls to discuss real estate syndications and best practices for syndicating your next real estate investment. 

Many things can go wrong with Real Estate syndications. There's more to the game than just the numbers and managing properties. Today's guest, Gene Trowbridge, is co-founding partner at Trowbridge Law Group and has been a part of 5 Billion in real estate transactions. Gene has been a broker, a syndicator and an attorney to syndicators. No one knows more about the legal aspects of syndication and what to avoid that Gene.

Gene's Background:Founding partner of Trowbridge Law GroupThey primarily deal in 506b and 506c fundraising campaigns. The firm has written offerings for more than 5 billion in money raisedGene is also a former syndicator.In this episode we cover: 05:59 - Fundraising landscape through COVID 07:30 - Benefits of 506b with a large investor pool 11:58 - Moving to 506c is less risky 13:48 - Raise via 506c is you know you're funded 15:57 - Getting sponsors ready for other asset classes 17:56 - Deal structure trends 21:54 - The risk of overraising 24:54 - Protecting yourself from misleading preferred returns 27:34 - 5KQ1 - If you could only pick one trait that explains your success, what is that trait and why? 28:17 - 5KQ2 - What is the most uncharacteristic thing you've done in your business and why did you do it? 29:03 - 5KQ3 - Can you name any time where you felt like you were not going to end up successful? How did you overcome that fear? 30:21 - 5KQ4 - Can you name a time where something in your business went perfectly and what did you do to make that a reality? 31:53 - 5KQ5 - What have you been focusing on lately to improve yourself or your business?Connect with Gene:WebsiteEmailConnect with Dave:Schedule a callWebsiteE-mailOther ways to listen/watch:https://lnk.bio/multifamilyFollow or Subscribe:Facebook GroupLinkedInInstagramYoutubeIf you enjoyed this episode or like the show, please subscribe and leave a review! It is a huge help for just a little effort

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: https://trowbridgelawgroup.com Check out our website at www.realestateinvestormba.com Follow us on Social Media: • Facebook: https://www.facebook.com/realestateinvestormba • LinkedIn: https://www.linkedin.com/company/realestateinvestormba-com

 Gene Trowbridge is a nationally recognized securities attorney.  Gene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996.   He is a member of the California Bar. And 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.    As a former syndicator, who for ten years raised investor capital; he served as the sponsor of sixteen investment groups, by raising equity from investors, through registered representatives in the broker-dealer community, once sending out 1,676 K1s in a single year.   He was responsible for the organization of those investment groups; the acquisition, management, and disposition of the real estate; and communications with the investors.   Quotes:  “The biggest mistake for new syndicators is trying to draft your own documents.”  “Investors need to take it upon themselves to get knowledgeable about mobile home parks, self-storage, multifamily. You need to have some education on the real estate.”  Highlights:  1:45- Gene shares about himself and how he got into the real estate space  6:46- Gene gives his opinion on if there are any changes coming down the pipe with the new administration that will impact syndicators  21:30- Gene shares some of the big mistakes that new syndicators make  29:44- Gene shares the advice he’d give new limited investors or passive partners  Guest Website:  https://trowbridgelawgroup.com/   Want to Own a Piece of Clearwater Beach? Register for Our Upcoming Webinar to Check Out the Off-Market Deals We're Buying Learn About Investment and Partnership Opportunities with Kevin and His Team 

Gene Trowbridge has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status, upon 40 years of teaching. In 2002, he was selected as the Robert L. Ward Instructor of the Year in the Institute.As a former syndicator, who for ten years raised investor capital; he served as the sponsor of sixteen investment groups, by raising equity from investors, through registered representatives in the broker-dealer community, once sending out 1,676 K1s in a single year.[00:01 – 05:47] Opening SegmentLet's get to know Gene TrowbridgeGene talks about his backgroundReal estate careerLegal profession[05:48 – 23:05] Syndication of Commercial and Investment Real estate through debt and equityShifting from brokering deals to practicing lawThe capital raised worldWhat makes an accredited investorThe effect of the expanded accredited investor definition[23:06 – 26:13] Final Four SegmentEugene's advice to aspiring investorsBuild a teamHow he stays on top of his gameHis way to make the world a better placeHow to reach out to Eugene– links belowFinal wordsTweetable Quotes:“Build a team. This is not a do-it-yourself business.” - Gene TrowbridgeResources Mentioned: Trowbridge Law Group------------------------------------------------------------------------------------------Connect with Gene, send him an email at gene@trowbridgelawgroup.comCall 949-570-1507Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

New laws are coming into effect that impacts how you raise capital and who you can bring onto deals as accredited investors. To explain these changes, we welcome syndicator and securities lawyer Gene Trowbridge back onto the show. After chatting about his professional history, we dive into the topic, with Gene unpacking why spousal equivalence is a game-changer for many couples who want to invest. He then reflects on how the new legislation will affect the family office and 401(k) world before. Later, we touch on why you shouldn't be concerned over ‘finder's-fees' legislation proposals, the importance of due diligence, and how changes to integration rulings might endanger your deals. Gene wraps up our conversation by highlighting why he only signs onto deals that can survive without its sponsor. Tune in to hear the latest SEC rules from expert lawyer Gene Trowbridge. Key Points From This Episode:Find out about securities lawyer and today's guest, Gene Trowbridge.Gene unpacks the new legislation around raising capital.Insights into how many more households can now be accredited investors. Why we shouldn't be concerned about ‘finder's-fees' legislation proposals.The importance of doing due diligence, especially in light of changing legislature. How the new integration rulings affect your deals. Gene talks about his asset management superpower. Why Gene looks for continuity before investing in any deal.Tweetables:“The government did say that their legislation will increase the number of accredited investor households in the United States up to 16 million.” — Gene Trowbridge [0:04:18]“There are gurus out there talking about the new legislation. They don't understand it and they are giving people bad advice.” — Gene Trowbridge [0:07:30]“Make sure you have continuity in your asset management structure to protect your investors and to protect your asset.” — Gene Trowbridge [0:12:37]Links Mentioned in Today's Episode:Gene Trowbridge on LinkedInGene Trowbridge EmailTrowbridge Law GroupTrowbridge Law Group on YouTubeAsset Management Mastery Facebook GroupPassive Income Through Multifamily Real Estate Facebook Group Asset Management MasteryKyle Mitchell on LinkedInGary Lipsky on LinkedInGary Lipsky on TwitterRedIQGarzella Group 

Gene Trowbridge has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status, upon 40 years of teaching. In 2002, he was selected as the Robert L. Ward Instructor of the Year in the Institute.As a former syndicator, who for ten years raised investor capital; he served as the sponsor of sixteen investment groups, by raising equity from investors, through registered representatives in the broker-dealer community, once sending out 1,676 K1s in a single year.[00:01 – 05:47] Opening SegmentLet's get to know Gene TrowbridgeGene talks about his backgroundReal estate careerLegal profession[05:48 – 23:05] Syndication of Commercial and Investment Real estate through debt and equityShifting from brokering deals to practicing lawThe capital raised worldWhat makes an accredited investorThe effect of the expanded accredited investor definition[23:06 – 26:13] Final Four SegmentEugene's advice to aspiring investorsBuild a teamHow he stays on top of his gameHis way to make the world a better placeHow to reach out to Eugene– links belowFinal wordsTweetable Quotes:“Build a team. This is not a do-it-yourself business.” - Gene TrowbridgeResources Mentioned: Trowbridge Law Group------------------------------------------------------------------------------------------Connect with Gene, send him an email at gene@trowbridgelawgroup.comCall 949-570-1507Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

As the Founding Partner of Trowbridge Law Group LLP, Gene Trowbridge’s law practice concentrates on the syndication of commercial and investment real estate, through debt and equity. 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 the practical aspects of state-federal securities laws. 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. In this episode, we talk about some of the proposed changes to security law, and Gene’s TOP 4 Questions all passive investors should ask their syndicators. [00:01 – 04:01] Opening Segment I talk briefly about great values that await you in this episode I welcome our guest, Gene Trowbridge Gene talks about his backgroundLaw career Real Estate Investing background   [04:02 – 17:14] Changes the SEC proposed for Security and Syndication laws Gene’s thoughts on the regulation changes brought about by the SEC Impact of Finder-Referrer Definition changes to passive investors Potentials for fraud in the rule changes Really understanding and taking the ROI’s into account    [17:13 – 24:37] TOP 4 Questions Passive Investors should ask Get educated in real estate Gene goes over the 4 Questions every passive investor should ask   [24:38 – 34:22] Closing Segment Quick break for our sponsors What is the best investment you've ever made other than your education?Teaching What is the worst investment you ever made?Signing up for some audio courses when I wanted to be an accountant What is the most important lesson that you've learned in business and investing?The value of listening Gene talks about one of his biggest mistake in his syndications Connect with our guest. See the links below.   Tweetable Quotes: “If you’re gonna be a passive investor in real estate, I think you need to go out and get educated in real estate.” - Gene Trowbridge “Teaching was my best investment other than education. Because when you teach you do get educated. But it also taught me people skills, taught me patience.” - Gene Trowbridge “Listening is really important. You just don’t know everything, so I learn a lot by listening.” - Gene Trowbridge   Resources: Trowbridge Law Group It’s a whole new business - Gene Trowbridge   Connect with Gene, send him an email at gene@trowbridgelawgroup.com or visit https://trowbridgelawgroup.com/  LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes.

If you're financially ready to dive into a security deal but not so confident about it, Gene Trowbridge shares the four golden questions to ask before investing your money. Find out more about our investing opportunities here

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request For this episode of Peak Market Watch, We are thrilled to introduce Gene Trowbridge, Founding Partner of Trowbridge Law Group and a Senior CCIM Instructor, as our featured guest speaker. Anton Mattli will dive into Gene's broad knowledge in the world of real estate and syndication, being in the space for over 40 years! YOU CAN ALSO FIND OUR EPISODES HERE: Peak Financing Facebook Page - Like to receive episode updates and more! Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured! Peak Financing Official Website - Peak Market Watch Episodes

Join Steve Fierros and his co-host, Matt Callihan, as they chat with Gene Trowbridge about the questions first-time syndicators should ask and consider. Gene is a real estate syndicator and a co-founding partner at the Trowbridge Law Group. He has decades of experience and knowledge of being part of syndications! In this episode, Gene also shares with us the importance of building relationships and the upcoming changes to the definition of an accredited investor.  Syndication is not about Real Estate We all know that in syndications, you have to form a lot of partnerships with multiple investors to start pooling capital for a certain deal. Before these partnerships are formed, you have to build relationships with the investors to find out if they're the right people that will match well with your personality and values. If you're aiming to have a wide network and long-term connections, developing your relationships with these people is important. You will want to earn their trust and confidence in your capabilities.  Gene said that syndications are not about real estate, but rather the relationships you build with people. Outline of the episode:  ·        [01:56] The start of his real estate syndication journey. ·        [05:03] At the age of 45 he decided to get into law school. ·        [07:28] Gene's why for helping people in their syndication journey. ·        [09:42] The common mistakes early syndicators make. ·        [12:00] Do you need a key man insurance? ·        [14:46] Questions first-time syndicators should be asked. ·        [18:08] Investing in deals and their TBD podcast series. ·        [19:32] You need to decide what you really want to do before asking for help. ·        [23:26] The importance of having policies in your business. ·        [24:25] Great kinds of properties to invest in real estate today. ·        [27:00] Different kinds of companies shutting down because of the pandemic. ·        [28:27] Long-distance is a good long-term solution for office problems. ·        [31:27] A proposal to modify the accredited investor definition. ·        [35:28] Working with syndicators that are not from your local area. ·        [38:50] Gene's two extremely valuable presentations. Resources: ·        Office: (949) 570-1507 ·        Direct: (949) 855-8399  ·        Email: gene@trowbridgelawgroup.com  ·        Company Website: https://trowbridgelawgroup.com/  ·        Personal Linkedin: https://www.linkedin.com/in/genetrowbridge/  ·        Company Linkedin: https://www.linkedin.com/company/trowbridge-law-group-llp/  ·        Instagram: https://www.instagram.com/trowbridgelawgroup/  ·        Youtube: https://www.youtube.com/channel/UClKK5l9ng1bkW-ihHufDgGA  Connect with Cashflow Project! ·        Website ·        LinkedIn ·        Youtube ·        Facebook ·        Instagram

In this episode I am joined by Gene Trowbridge Esq., CCIM. He is 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 $5 Billion of money raised. Gene starts this episode briefly talking about his achievements and his contribution to the commercial and investment real estate.  He did a wonderful job about syndications, investments, and Securities Laws. What is “HOWEY test”. He further speaks on whom does Securities Law protects, 506 (b) vs 506 (c). He briefly discusses when and how securities laws came into effect? Who talks about accredited investors, sophisticated investors, and PPM? Why 506(c) was created? Gene further tells that majority of the money is raised by 506(b). I asked him about the pre-existing relationship. He explained in layman language about pre-existing and sophisticated investors. I asked him who are international investors and how they are determined? GENE strongly discourage not to accept cash. There are too many risks associated with accepting cash. Return-on-capital and Return-of-Capital is very confusing sometimes for even very seasoned investors. He did a wonderful job and made it extremely simple to understand. He talks about one of the frauds that is getting noticed very often. As we move on Gene explains who are accredited investors and who are sophisticated investors? He talks about the family office and key employees are also considered as accredited. You can reach out to Gene at  www.trowbridgelawgroup.com Please join us www.wealthevolutionclub.com

https://youtu.be/s3cH-PWsUpEPassion First Podcast Episode 050, Season 5: Gene Trowbridge: Blind Pools, REITs and MarriagesPublished Date: 12/22/2020 Guest: As a 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. Gene has represented over 500 clients in this area of practice. The median offering size is $2,000,000, but he has done individual offerings of over $5 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D. 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, 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.  Contact Info and links:website: www.trowbridgelawgroup.comInstagram: www.instagram.com/trowbridgelawgroup twitter: @law_trowbridge phone: 949-855-8399 email: gene@trowbridgelawgroup.com Book Recommendations: It's a Whole New Business: https://amzn.to/2X3dEqJThe Shack: https://amzn.to/3epmBkmFree Agent Nation: https://amzn.to/2FCpzG1 The Passion First Podcast:Explore what creates financial freedom, what turns passion into purpose, and what habits lead to a successful life. Studying the science of success and the tools, systems, mindsets, and strategies of other business owners, investors and entrepreneurs just like you so we can model their habits and strategies. Subscribe, like, and share the channel with a friend. If you have any questions regarding real estate or podcasting please reach out! For anyone pursuing a purposeful and passion filled life this show is for you and for anyone passionate about real estate, investing and growing their own business this is the podcast for you!  Halo Group- Real Estate Advisors: https://linktr.ee/HaloGroupREYouTube: http://bit.ly/YouTubeAustinHartleyInstagram: @AustinJamesHartleyPodcast: The Success ScienceLinkTree: https://linktr.ee/AustinjHartleyWebsite: https://www.halogroupre.com/

This week we've got an episode PACKED with amazing information and advice from legendary real estate attorney Gene Trowbridge on what to look for when investing in a security deal. 

https://youtu.be/dhAim6OWm80 Passion First Podcast Episode 034, Season 4: Gene Trowbridge: The Guide To Syndications and Passive InvestingPublished Date: 09/01/2020 Guest: As a 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. Gene has represented over 500 clients in this area of practice. The median offering size is $2,000,000, but he has done individual offerings of over $5 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D. 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 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.  Contact Info and links:website: www.trowbridgelawgroup.comInstagram: www.instagram.com/trowbridgelawgroup twitter: @law_trowbridge phone: 949-855-8399 email: gene@trowbridgelawgroup.com Book Recommendations: It's a Whole New Business: https://amzn.to/2X3dEqJThe Shack: https://amzn.to/3epmBkm The Passion First Podcast:Explore what creates financial freedom, what turns passion into purpose, and what habits lead to a successful life. Studying the science of success and the tools, systems, mindsets, and strategies of other business owners, investors, and entrepreneurs just like you so we can model their habits and strategies. Subscribe, like, and share the channel with a friend. If you have any questions regarding real estate or podcasting please reach out! For anyone pursuing a purposeful and passion-filled life, this show is for you, and for anyone passionate about real estate, investing, and growing their own business this is the podcast for you!  Halo Group- Real Estate Advisors: https://linktr.ee/HaloGroupREYouTube: http://bit.ly/YouTubeAustinHartleyInstagram: @AustinJamesHartleyPodcast: The Success ScienceLinkTree: https://linktr.ee/AustinjHartleyWebsite: https://www.halogroupre.com/

Gene Trowbridge: It's a Whole New Business. The how-to bible of syndicated investment real estate. Commercial Real Estate's crowdfunding expert. Gene Trowbridge is a California licensed attorney, real estate broker and author. He is the founding partner of the Corporate Securities law firm of Trowbridge Sidoti LLP. Prior to becoming an Attorney, he was a real estate syndicator. He developed numerous mini-storage facilities using money from private investors. In addition to his law practice, Gene is a pre-eminent educator in the world of real estate and syndication. Gene has served as a senior CCIM instructor for a number of years and he has written a comprehensive book on real estate syndication entitled It's a Whole new Business, which has sold over 4,000 copies.  Gene has conducted a number of highly regarded intensive workshops for real estate Syndicators, teaching them how to legally raise money from private investors. His Ultimate Crowdfunding Workshops teach investors, both new and seasoned, how to structure their investment companies, how to split money with investors, and how to legally solicit investors for private and Crowdfunding offerings. Gene also has expertise in Tenant-In-Common or “TIC” offerings that allow investors to participate in 1031 exchanges and has written articles on this subject as well as numerous others on how to start and run a real estate syndication company. Gene and his partners provide securities offering documents and advice for seeking to do Regulation D Rule 506 Offerings, Crowdfunding Offerings, Regulation A Offerings, and Public Offerings. Website: https://www.crowdfundinglawyers.net/gene-trowbridge-esq/ Best advice on business: “I've always understood what I am and I've always stopped, for me, before I overextended myself.” Best advice on real estate: “Take the CCIM courses that are out there, get your designation, education, networking, stick with the group, you will meet all sorts of great people, and they will lead you to success in the real estate market.”

Gene Trowbridge is the founding attorney for Trowbridge Sidoti LLP, a law firm concentrating on syndication and crowdfunding,  and the author of “It's a Whole New Business!: The how-to book of syndicated investment real estate.” He specializes in helping real estate entrepreneurs raise investor money through syndication. When it comes to the syndication model, the Securities and Exchange Commission has specific rules that syndicators must follow. In this episode, Gene describes what sponsors and syndicators need to do and not do before they start to raise investor's money. We cover the differences between crowdfunding and syndication, the different types of offerings, what an investment fund is and how to use one, and the legal ways of reaching out to people without getting in trouble with the SEC. Gene also explains how a "substantial pre-existing" relationship can allow you to get new investors on board in a 506(b) offering and provides valuable information to help make your group investment fundraising more successful.