Podcast appearances and mentions of jeff lerman

Today's Flash Back Friday episode is from #64 that originally aired on April 6, 2015. Our guest for this week's show is Real Estate Attorney and investment expert, Jeff Lerman. In today's show we're going to speak with Jeff about 2 hot topics that are critical to understand and implement into your business if your goal is to build a large real estate portfolio using OPM, also known as other people's money and these two topics are JV or Joint ventures and Syndication. In today's show we're going to dig deep into both of these partnership structure types so that you, the real estate investor, can be better informed and educated the next time you're preparing to take down a property using other people's money. In this show you're going to learn: The difference between a syndication and JV structure and how to determine which one is the right fit for your partnership Why you should be using OPM, also known as, other people's money for your deals The legalities behind each partnership structure Estimated cost of setup for each partnership type The pros and cons of each structure How crowdfunding is changing the landscape, but is probably not your best option for raising money for a deal How to legally stay out of the SEC's crosshairs The new general solicitation rules and how they affect syndications  And much more Recommended Resources: Download my free success guide,  “7 habits of highly successful multi-family investors” by going to www.KevinBupp.com/guide Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2 Looking to invest in Mobile Home Parks? Want to JV with me on deals? If so, schedule a call with me and let's talk. Click here https://www.timetrade.com/book/FGF7S Learn more about Tom by going to http://www.RealEstateInvestorLawyer.com

In this episode, Paul speaks to Jeff Lerman about Joint Ventures. They go in-depth about the role of the Real Estate Attorney, the basics of joint ventures and how they differ from syndications, things to be aware of when putting together a joint venture partnership, and more. About our guest:Jeff is a Co-Funder and Managing Partner at Lerman Law Partners, LLP, a California Real Estate and Estate Planning Law firm focused on investors. He handles acquisitions and sales, entity formation, syndication, commercial leases, loan documents, construction documents, loan work-outs, and litigation involving each of these areas as well as unfair business practices litigation.Jeff's LinkedIn: https://www.linkedin.com/in/realestateinvestorlaw/ Jeff's articles:“17 Steps To A Successful Joint Venture”: https://www.realestateinvestorlaw.com/wp-content/uploads/sites/1102721/2019/08/17-Steps-to-A-Successful-Joint-Venture-FINAL.pdf “12 Warning Signs You're Headed for a Lawsuit with your Partner”: https://www.realestateinvestorlaw.com/blog/2019/06/12-warning-signs-youre-headed-for-a-lawsuit-with-your-partner-part-1/ Book recommendations:"Principles of Real Estate Syndication" by Samuel K. Freshman: https://www.amazon.com/dp/B00QNZSTD6/ref=cm_sw_r_tw_dp_BJYP1PZJKWF2QNWDSSMJ 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.

The most successful real estate investors portfolio all tend to have one thing in common–they're great at raising capital. But if you're not careful, mistakes you make at that critical stage can turn into deal killers. With that in mind, today's episode is all about the mistakes investors make when raising capital and how to avoid them. And my guest is Jeff Lerman. Jeff  is recognized nationwide as “The Real Estate Investor's Lawyer”®. He's an attorney who uses his real estate and law licenses to both serve as general counsel to investment firms and do real estate fundraising and investments of his own. His law firm helps investors across the country with their transactions such as entity formations, syndications, joint ventures, purchase and sale agreements and more. In our conversation, we dig into those deal-killer mistakes that investors often make, the pros and cons of different fundraising options, and why Jeff is such a big fan of joint ventures. You'll also get access to two special reports–7 Steps for a Successful JV and 12 Warning Signs You're Headed for a Lawsuit with Your Partner–that could save you a ton of time and money as you learn to put deals together. The Forever Passive Income Live Virtual Event The FPI Live Virtual Event is coming up on January 24-26, 2023 where I'll be sharing the step-by-step blueprint on how we raised tens of millions in capital and acquired over 4,300 units. Buy your FPI tickets today by visiting ForeverPassiveIncome.com Key Takeaways with Jeff Lerman Why Jeff finds his best deals in bad economic times. The key differences between joint ventures and syndications and how you can do both in the same deal The characteristics of a great limited partner or passive investor. How to use the restrictions of SEC Reg D Rule 506(b) to build trust and protect yourself (and your investors) before fundraising for a syndication. Why Jeff believes that JVs are the cheapest, easiest, fastest, and safest way to raise money. How to connect with Jeff and get FREE access to his two special reports. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit https://acceleratedinvestorpodcast.com/335 Rate & Review If you enjoyed today's episode of The Accelerated Real Estate Investor Podcast, hit the subscribe button on Apple Podcasts, Spotify and YouTube so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review over on Apple Podcasts. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU! Connect with Josh Cantwell Facebook YouTube Instagram LinkedIn Twitter Sign up for the Forever Passive Income Partnering, Mastermind and Coaching Program with Josh Cantwell To unlock your potential and start earning real passive income, visit joshcantwellcoaching.com

Jeff Lerman is an unusual lawyer.  He is recognized nationwide as “The Real Estate Investor's Lawyer”® and he is also a real estate investor.  His clients tell him they hire him because he understands their business and uses his investing experience to craft more practical, creative, and effective solutions.  His law firm helps investors nationwide with all their real estate transactions.  For California investors, he helps with litigation.  Jeff has been featured on TV, radio, in publications, and in real estate investment clubs.  His credentials include being President of the Marin County Bar Association and being included in Northern California Super Lawyers® the top 5% cream of the crop.Main Points:I got started in real estate when my wife sent my law profile to a real estate firm.  I had no prior experience.  I had one meeting with the law firm, and I got a phone call from the firm's top lawyer who had his own real estate company with a billion-dollar portfolio.  He hired me as his General Counsel...with no experience.  Don't assume you need experience before you get into real estate investing.Why this is so important for all investors, no matter if you are just getting started or if you have been investing for decades.The biggest problem with syndication (even though our law firm helps investors to set up their syndication).Why I believe JVs are the cheapest, easiest, fastest and safest way to build your portfolio.How to find a JV partnerConnect with Jeff:Go to Jeff's website to receive your Free Gift exclusively for our Enlightened investors: "17 Steps to a Successful Joint Venture" and "12 Warning Signs You're Headed for a Lawsuit with your Partner".jeff@lermanlaw.comhttps://www.RealEstateInvestorLaw.com+1 (415) 595-9090

What is the difference between a joint venture and syndication? And why should you consider a joint venture in your real estate deal? In this #Highlights episode, we look back at our conversations with Jeff Lerman and Edna Keep. The two talk about how to set up a successful joint venture.Jeff discusses what a joint venture is, the difference between a joint venture and syndication, and why you might use a joint venture instead of a syndication structure. Meanwhile, Edna tells us why she prefers to do joint ventures in her real estate deals. Click the play button now and enjoy the show!

Real estate investing can be expensive when you go it alone, but investing with a partner might not save you money if you don't anticipate what can go wrong, and get it all down on paper. And there's plenty that can go wrong including very expensive lawsuits.In today's episode, you'll hear from a real estate attorney who is passionate about this topic. Jeff Lerman calls himself “The Real Estate Investor's Lawyer” because he not only understands the legal side of real estate, he also understands the business side as a real estate investor. He'll explain the difference between joint ventures and syndications, when and why you should talk to an attorney who knows about real estate, and how a well-written agreement can help prevent future problems and preserve relationships.Jeff is co-founder and partner at Lerman Law Partners, which is based in Marin County. He's listed as one of the “Top Attorneys in Northern California” by San Francisco magazine and helps investors nationwide with their transactions. That includes entity formation, syndications, joint ventures, purchase and sale agreements, and the preparation of loan documents. His credentials also include President of the Marin County Bar Association and Northern California Super Lawyer (top 5% of lawyers).Join RealWealth today at realwealthshow.com to find out how to build wealth with new and renovated single-family rentals. Membership is free, and will give you access to the Investor Portal where you can view sample property pro-formas and connect with our network of resources, including experienced investment counselors, property teams, lenders, 1031 exchange facilitators, attorneys, CPAs and more.And please remember to subscribe to our podcast and leave a review if you like what you hear! Thank you!

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Jeff Lerman has a nationwide reputation as "The Real Estate Investor's Lawyer." He helps investors nationwide with their transactions and California investors with their litigation. Jeff and I discuss the best alternative to syndication you’re not using. For more information or to get started in multifamily investing, please visit: https://www.multifamilyinvestingacademy.com/

I always tell people, if you want to become a small business owner, you need to make 130% more than what you are making now. Self-employment tax, lack of 401k match and health insurance costs add up for the self-employed. Small business owners that get paid in cash, and didn’t report all of their cash income, ended up with fewer benefits under the CAREs act. Being self-employed is great... if you have a plan and know what you need to make to break even Other topics: Is the stock market doing as poorly as people think & can stocks rise in a recession? A review of what causes recessions Dealing with renters who are unable to pay Best practices for commercial lease challenges from landlord and tenant perspectives with real estate attorney Jeff Lerman   Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Today on the show, we welcome returning guest, Jeff Lerman. Jeff was on Episode 335, where we covered the important topic of joint ventures, or JV's. We talked about what a JV is, the difference between a JV and syndication, and why you might use a JV versus a syndication structure. In this episode, we briefly recap some of the key points from Episode 335 and then dive a whole lot deeper into JV's. What makes Jeff the perfect guest for this episode is that he has established a nationwide reputation as “The Real Estate Investor's Lawyer,” and has a 39-year career in investing and helping investors nationwide with their transactions. 

Today on the show, we welcome Jeff Lerman. Jeff has established a nationwide reputation as “The Real Estate Investor's Lawyer,” and what sets him apart from other real estate lawyers is that Jeff is an investor himself who uses his investing experience to provide more practical, creative, and effective solutions for his clients. A lot of us talk about joint ventures or “JV's” and often assume that we, and the people around us, understand what they are and how they function.

Jeff Lerman has established a nationwide reputation as “The Real Estate Investor’s Lawyer.” With his background in litigation, Jeff and I will be discussing how to have a successful partnership and what to look for in a potential partner. We’ll also address why Jeff likes joint venture partnerships over syndication. For more information or to get started in multifamily investing, please visit: https://www.multifamilyinvestingacademy.com/

How joint ventures can help you grow as your investments get bigger.  Featuring guest Jeff Lerman, partner at Lerman Law Partners, LLP. 

This weeks VIP tip features Real Estate Syndication Expert and Practicing Attorney, Jeff LermanThis weeks VIP tip features Real Estate Syndication Expert and Practicing Attorney, Jeff Lerman Recommended Resources: • Check out our company and our investment opportunity by visiting www.SunriseCapitalInvestors.com • Self Directed IRA Investment Opportunity – Click Here To Learn More About How You Can Invest With Us Through Your SDIRA • Accredited Investors Click Here to learn more about partnering with me and my team on Mobile Home Park deals! • Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them MobileHomeParkAcademy.com • Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2

Want to get more real estate deals done? Most successful real estate investors quickly learn that the key to getting more real estate deals done is through partnerships or joint ventures. Jeff Lerman tells us why 2 heads are better than 1 in this FlipNerd.com VIP interview...don't miss it! Try out our FlipNerd Elite Membership for $1 for 7-days! Learn more about our premium training HERE!

Jeff Lerman is one America's top attorneys.

Our guest for this week’s show is Real Estate Attorney and investment expert, Jeff Lerman. In today's show we're going to speak with Jeff about 2 hot topics that are critical to understand and implement into your business if your goal is to build a large real estate portfolio using OPM, also known as other people's money and these two topics are JV or Joint ventures and Syndication. In today's show we're going to dig deep into both of these partnership structure types so that you, the real estate investor, can be better informed and educated the next time you're preparing to take down a property using other people's money. In this show you’re going to learn: The difference between a syndication and JV structure and how to determine which one is the right fit for your partnership Why you should be using OPM, also known as, other people's money for your deals The legalities behind each partnership structure Estimated cost of setup for each partnership type The pros and cons of each structure How crowdfunding is changing the landscape, but is probably not your best option for raising money for a deal How to legally stay out of the SEC's crosshairs The new general solicitation rules and how they affect syndications  And much more Recommended Resources: Download my free success guide,  “7 habits of highly successful multi-family investors” by going to www.KevinBupp.com/guide Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2 Looking to invest in Mobile Home Parks? Want to JV with me on deals? If so, schedule a call with me and let’s talk. Click here https://www.timetrade.com/book/FGF7S Learn more about Tom by going to http://www.RealEstateInvestorLawyer.com

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Just as injuries are part of a pro athlete's life, so are legal altercations part of a real estate investor's life.  You do everything you can to avoid them, but when they come up it's always smart to get professional help.  Unfortunately, like doctors, lawyers don't come cheap and it's important to make sure the cure doesn't make the injury worse.  To help unravel the mystery of motivating your lawyer to take your case without you writing a blank check, we invited an experienced attorney into the studio.  Join Robert Helms, Russell Gray and special guest Jeff Lerman for another excercise in broadcast excellence!  Want more?  Sign up for the FREE newsletter at www.realestateguysradio.com.

Can real estate help pay for college? Attorney Jeff Lerman shares his knowledge and experience; plus,an important warning about what investors MUST know about the California Home Equity Sales Contract before buying a distressed property.  Join host Robert Helms, co-host Russell Gray and the Godfather of Real Estate Bob Helms for a lively discussion with attorney Jeff Lerman.  Topics include how to compare the cost of on campus housing to off campus ownership, the pros and cons of single family homes versus condominiums; plus insights from a real life case study!