Podcasts about trowbridge law group llp

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...

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

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.

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!

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.

The Investor Relations Real Estate Podcast Episode 38 -  Understanding The Differences Between Rule 506(b) vs. 506(c)Host: Jonny Cattani Guest: Eugene (Gene) A TrowbridgeProducer: April MunsonJonny Cattani is joined by Eugene A Trowbridge to discuss: Real Estate Syndication The difference between 506b and 506c What is an accredited investor? 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 $3,000,000 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.Linked material referenced during the show: Book: The Shack - William P Younghttps://www.amazon.com/The-Shack-Wm-Paul-Young-audiobook/dp/B00DR0A5NW/ref=sr_1_1?crid=3ADSET36OSRCK&keywords=the+shack+book&qid=1652922397&sprefix=the+shack%2Caps%2C291&sr=8-1Connect with Eugene!Website: www.trowbridgelawgroup.com Phone: 949-570-1507Email: gene@trowbridgelawgroup.comConnect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Invest with us: invest@cattanicapitalgroup.comLinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/Johnny's Instagram: https://www.instagram.com/jonnycattani/IRR Podcast Instagram: https://www.instagram.com/theirrpodcast/TikTok:https://www.tiktok.com/@jonnycattani?lang=enYouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0AFacebook: https://www.facebook.com/jonathan.cattani.1

 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 

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

Gene Trowbridge, founding partner of Trowbridge Law Group LLP, educates us on the complexities of real estate syndications. Between Gene's individual syndication practice and the firm's legal practice, the partners in the firm have written offerings for more $5 billion.

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/

The development side of real estate investing is not often viewed as the easiest way into the business. Our guest today, Darin Davis from Presario Ventures, offers a slightly different perspective on the topic, and he talks about how he and his company shifted the model to suit their needs as well as their clients. We get to hear from Darin about his venture into real estate and the first steps he made with his partner, which eventually grew into their current business. We talk about pursuing the different asset classes and why Darin has found a good fit in multifamily before looking more deeply at the lessons Darin took from his early deals.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Do you feel like you have less time for yourself? Are you being paid what you should be? Does financial freedom sound enticing? These are some of the questions Pam Scmardo asked herself ten years ago. For her, answering these questions was a career pivot away from mechanical engineering and into multifamily syndication. As today's guest, Pam shares her greatest tips and insider scoops while busting top real estate myths. We open the episode with a glimpse into her professional background and what led her to such a dramatic career change. As Pam explains, her early days in real estate were also her most defining, and set the tone for the success she enjoys today. You'll hear about why it was important for her to have a good support network, and why finding a mentor was a game-changer.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Today, our guest is Jack Krupey. Jack has been investing in real estate since 2001 and is part of a large PE fund, purchasing distressed mortgages since the 2008 crisis. During that time, he was also personally investing as a limited partner in various syndication deals. He recently launched his own Reg D fund, the diversified real estate fund focused on aggregating capital to provide investors a diversified investment into multiple syndications with a diverse portfolio of multifamily and various markets with a select group of experienced and well-qualified operators. We dive into a relatively lucrative market as Jack talks us through the fund of funds sphere of real estate investing.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

The lending game has changed, and how you approach it could define your success. The key to this is understanding lenders, performing due diligence, and setting realistic expectations. Today we talk with Kevin Riordan, a veteran of commercial real estate, about how institutional investors view up-and-coming sponsors. We open the show by taking a look at Kevin's professional history, diving into his experiences in mortgages, mezzanine debts, and CMBS. Kevin then walks us through the topic of lenders, dissecting the different types of lenders, and telling us what their functions are.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

The relationship that forms when you take someone else's money and invest it for them is pretty special. When everything is on the line, people tend not to care about how much you may know, until you have demonstrated how much you care about them as people. Our guest today is passionate about caring for people and their investments. He believes that you constantly have to maintain a strong mindset, and sharpen your focus.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

In today's world, there are countless different applications available to use. However, the challenge to some might be finding the right one for your company goals and your team. To find what best suits you, it is important to start with defining your process. Our guest today is Chris Levarek. Chris is a former firefighter in the United States Air Force and a graduate of Arizona State University. Chris holds an information technology leadership role in the banking industry, and is a full-time real estate investor, managing partner of Valkere Investment Group.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

We often take for granted what it truly means to wake up every day, put on your shoes, and get yourself ready to grind all day long. However, one thing is for sure; extraordinary effort can only lead to one thing, and that is extraordinary results! Our guest on today's show is Corey Woodruff. Corey is the President and CEO of CMH Capital. After investing in mobile home parks on the side for four years, Corey was able to leave his six-figure job at the age of 30. He now owns over 700 lots with 400 lots set to close in two months. Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Success is different for everyone. To Dan Rochon, it's just a perception, but one that's worth pursuing. A real estate expert and author, today Dan shares his story, along with the techniques that he's used to achieve success. We open the conversation by exploring Dan's troubled past and how he made his transition into real estate before we talk about studying top entrepreneurs and emulating their success. He tells us about his process of studying success by firstly identifying mentors, looking at their environments and what they do on a daily basis. Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Everyone's playing this game where they are constantly exchanging their time for money. They are throwing their energy in there, but they forget that their talents are also a crucial part of their life. Ultimately, we have four resources in life, however, most people believe they only possess three, which are — time, money, and energy. But as soon as we realize that you can make use of your talents as a fourth resource, you can begin to strategically leverage them to allow you to do immensely and tremendously more.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

According to statistics, approximately 10,000 baby boomers are turning 65 every day, which shows a projection of moving towards a high deficit in senior living spaces. Luxury senior assisted living is a new asset class, or niche, that our guest on today's episode is exploding into. Vinney “Smile” Chopra, the founder and Chief Executive Officer of three companies and President of two, came to the United States with $7 in his pockets. He has over 35 years of Real Estate experience and 15 plus years of Multifamily Syndication Investing and Managing experience, including overseeing the management of $220 Million in real estate assets.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Establishing your brand as a syndicator may not be the first step you focus on. In fact, you may not even regard it as something necessary in this business. However, your brand is your true north. It's your mission. It's the vision that guides you through every decision, every choice you have to make, and there's risk in not defining your brand. It can help you stand out amongst a sea of other syndicators, it can assist in securing new and repeat investors, and it can also help to secure your trustworthiness and credibility. Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

In this episode, Whitney talks to Daisy Serrano, a limited partner in 253 units in Texas and a leader of the Women's Real Estate Network, who, together with her husband, has been making waves in the multifamily space. With a background in international education and counseling, Daisy never imagined that she would become captivated by the opportunities in real estate, yet she found herself falling in love with the industry as she got more exposure. Ever since committing herself to learn all there is to know about multifamily, she has been developing a passion for helping others like herself to discover what real estate investing can mean for their financial freedom now and later in their lives.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

While your real estate career may seem to be booming, there might be trouble on the horizon. As the saying goes, “You don't know what you don't know,” and without consulting the right experts, you may be overlooking issues like having no liquidity despite being real estate rich. Today we speak with Christopher Mills about common issues that you may not be aware of and how you can make the transition from active to passive investing. As a financial advisor with investing experience, we ask Chris about who his ideal clients are. His answers highlight the role of financial planners in developing retirement and investing strategies. After sharing details on shifting to passive investing, we dive into issues that investors face — and how you can avoid them.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

The process of real estate deals, from start to close, is littered with tripwires and landmines. Without the expert guidance of a few good advisors, you may find your path to success stalled, or worse blown up! Joining us on the show today is Nick Moore, from Capital Law Group of Georgia and he is here to walk us through the most important points in the process, highlighting the pitfalls we should all circumnavigate towards profitable deals. Nick shares a little about his company and the work that he does with clients before diving into the nuts and bolts of today's topic.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Saving on tax can make a big difference to any investor or operator, but getting clear on where these savings can occur can be a little tricky for the best of us. Here to shed some light on this evolving landscape is Terry Judge from CORE Solutions Group, the company he founded to help clients make the most of the tax laws of any given time. In our conversation, he goes through the basics of cost segregation, bonus depreciation, and everything in between.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

What does it mean to your community when you reinvest? How big is the social impact that it will make? Our guest on today's show is Ari Sznajder. Ari worked 12 plus years as a marketing executive across blue-chip companies like Hershey and Kraft. He achieved financial independence after doubling the value of an apartment complex in only a year and a half. Ari led the acquisition, raising of capital, and asset management for that deal.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Often in life, we are faced with drastic changes that force us either to adapt or fall behind. In real estate, this period of adaptation is especially key because if you don't keep up with the market conditions by adapting your business strategy, then you just might lose out on what could potentially develop into a big opportunity. Our guest today is Mark Kenney, a seasoned real estate investor, coach, two-time bestselling author, and founder of Think Multifamily. Mark started in an apartment investing career over 20 years ago as a side hustle, working 80 plus hours a week in the corporate world.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Acquisitions may often be the hardest part of starting your syndication business, and without determination and relentlessness, you may never get to where you want to go. Our guest today is known for his relentlessness and discipline. He has worked incredibly hard and it has definitely paid off. Welcome back to another episode of the Real Estate Syndication Show. Our guest today is Chihiro Kurokawa. Chihiro is a real estate private equity investor focused on multifamily.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Great leaders and successful business owners don't play the blame game. All it takes is a simple mindset change to focus on a solution-oriented approach to resolve problems. Today's guest is Tyler Deveraux, who is all about mindset, visualization, and finding solutions within his control. Tyler is an entrepreneur and the Co-Founder and CEO of The Multifamily Mindset. With a passion for real estate investing, internet marketing, and social media, he currently lives Maui, Hawaii, and has been investing in real estate for over 14 years.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Sometimes making a success out of real estate isn't about closing large-scale deals. Instead, success can be made from the sum of marginal gains. Our guest today is Emma Powell, a supermom who doubles as a real estate superstar. By making small, everyday steps, Emma has accumulated 92 units in just two years, and she believes it is down to one simple recipe. In this episode, we look at her key ingredients and find out why they work so well. We kick things off by taking a look at her history in real estate, and how she broke into the industry.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Being laid off is usually viewed as a turbulent and unpleasant experience. Our guest today, Sonya Rocvil, joins us to tell her story of turning the loss of a job into an opportunity! With a positive attitude, a desire to syndicate, and the support of her family, Sonya was able to make an amazing transition from working in finance into the space of multifamily real estate, something that she had been attracted to for a long time.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Being laid off from his job should have been a moment of crisis for Sakar Kawle. Instead, he took it as an opportunity to take control of his own destiny, and that's exactly what he did. As today's guest, Sakar walks us through his entry into real estate, talks about his successes, gives his thoughts on the current climate of real estate, and shares valuable tips on multifamily and syndication. His journey began in the late '90s, watching infomercials on TV which triggered him to take action. After finding success with his first property, he began multiplying the number of doors he had to his name, buying up to a dozen houses a month. Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

The retail space provides an interesting lens through which to view the tumultuous year of 2020. Some cities and states have had huge drops in the occupation of these spaces, however, our guest today, Beth Azor, tells us about the amazing business she has been doing all year! A vastly experienced and bullish investor, Beth has had many successes since diving into the real estate game with a focus on retail spaces. She was initially drawn to the human aspect of retail and enjoyed getting to know the different businesses she worked with.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

We have brought up the benefits of 1031 exchanges on the show before and today we are taking the opportunity to delve into the subject in a little more depth. Brandon Bruckman from Insight Real Estate Partners is here on the podcast to share his wisdom on the topic, unpacking who the firm works with, their ideal clients, and important considerations for any operators in the space. We hear from Brandon about his unique background and path into real estate investment, and how this has benefited him in the long run.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Real estate asset management is essential to successful real estate investing. Most real estate investors do at least a minimal amount of asset management themselves, but larger entities and experienced investors may enlist an asset manager to handle their investment portfolios. Today, we're talking to an investor and asset manager who has a very hands-on approach in his real estate business. Hadar Orkibi is an international, commercial real estate investor with a focus on multifamily.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

When you are thinking about becoming a limited partner on a deal, the best thing you can do for yourself is to learn how to underwrite properly. Our guest for today, Luc D'Abreau has some great tips in that department and he joins us today to share some of them as well as talk about how he is breaking into the general partner side of the game too. Luc is a limited partner in 445 units across two assets in Texas, totaling $36.8 million, has a Master's degree in Engineering from UCLA. and his skillsets include project management, business development, and strategic initiatives. For Luc, the capital preservation aspect of real estate is what drew him to this investment type and we kick things off hearing how he approached the Texas deals before investing in them.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Gene Trowbridge, founding partner of Trowbridge Law Group LLP, joins us to discuss all things multifamily syndication from decades in the business.   Connect with Gene at https://trowbridgelawgroup.com

Sometimes, one year can be all you need to find your break in real estate investing. Just ask Craig Curelop, today's guest. In one year he read 60 books and rented out nearly everything he owned, including his car and even his room. With the money, he saved he was able to purchase his second home and create significant passive income. In this episode, we speak to Craig about house hacking and how he achieved financial freedom. We open our conversation by discussing his background and why house hacking is the perfect first step in becoming a real estate investor.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

No matter how good of a service your business provides, the more that people know about you, the better you will do. Today we talk about the power of marketing and how to get it right with Lauren Brychell, Marketing Associate at Spartan Investment Group. Lauren is an experienced Social Media and Marketing Specialist with a demonstrated history of working in different industries that she applies at Spartan to great effect. We talk to Lauren about the best ways to create brand awareness for a business and the role that good content creation plays in this. Lauren gets into the systems at Spartan for content creation and some of the apps that help them optimize their workflow, run ads and target their audiences.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Crowdfunding can be a powerful tool for any operator. Today's guest, Kam Zainabadi of Park Place Investment, joins us to shed light on the topic as well as how his company addresses the pain points in the space. We hear about Kam's real estate investing ventures and how he found crowdfunding. Although this way of raising capital has opened up a lot in the past decade, most crowdfunding platforms place great restrictions on deals either through high fees or overly stringent vetting processes.Our gracious sponsors: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.—— A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there's no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you're at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com

There are many different routes into the world of real estate investing and these can lead to passive and active deals, depending on your ambitions and cashflow. Here on the show today to talk about his transition from a purely passive portfolio to more active roles in investment properties is Matt Picheny from MJP Property Group. We get to hear from Matt about his particular story and the unusual way that he found himself in the game. Starting off as an actor, transitioning into the corporate world, and then leveraging these experiences and capital, all contributed to the success that Matt has had with his investments. Our gracious sponsors: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.---Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/

Hiring is certainly one of the most difficult aspects of running your own business, but without the right team, you're hard-pressed to succeed. Today's guest, Scott Meyers, returns to the show, this time to expand on the lessons he has learned about finding the right people for his organization. We talk about learning the hard way by making some hiring mistakes and how they remedied this by applying lessons from Traction. He sheds light on letting 40% of his team go by putting in place principles from the book, and the subsequent pivots they made from there. One of the overarching pieces in the recruitment process is the importance of getting clear on core values.--Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

In this episode, Whitney talks to Kevin Romney, the Co-Founder, and Principal at Camino Verde Group based in Las Vegas, Nevada. Kevin has been an entrepreneur since the start of his career but decided to expand his entrepreneurial pursuits to real estate syndication about 18 months ago when he co-founded the Camino Verde Group with his partner, Mike. What stands out from this conversation is Kevin and Mike's remarkable ability to raise capital and find investors by building out their network. But, more impressively, in this short period, they succeeded in getting their hands on off-market deals by leveraging their existing relationships and forging new ones with property managers and insurance brokers.--Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

As a real estate entrepreneur, it's incredibly important to be able to think outside of the box, especially as industry competition grows tougher. Today's guest, Leka Devatha, Founder of Rehabit Homes, Inc. is a shining example of how creative thinking can take you to the top. In this episode, Leka shares the story of how she bravely left a thriving corporate career to dive head-first into real estate. This was not easy, but Leka always knew she was an entrepreneur at heart. She talks about how failure ultimately set her up for even greater success and the mindset shift that allowed her to see obstacles as learning moments.--Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Although many operators and investors do not know this, it's possible to invest in real estate using a retirement account. The subject has been made quite complicated, but if you take the time to get clear on what it entails, it's a great tool to make your nest egg work for you. Here to shed light on investing in real estate with your retirement account is Josh Plave, of Wall to Main, a platform dedicated to helping educate investors on how to build a better future through commercial real estate. In this episode, we hear how inheriting IRAs when Josh was young led to a fascination with retirement plans.--Our gracious sponsors: A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there's no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you're at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com--- Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Many of us see an opportunity but don't seize upon it. Our conversation today with Ken Wimberly is a lesson in never wasting your opportunities. With over 15 streams of income ranging from commercial real estate and laundromats to an app, Ken has carefully grown his business to unlock real financial freedom. After sharing highlights from his investment career, we talk about Ken's many ventures. A critical moment, Ken opens up about why finding a business coach accelerated his trajectory, helping him set goals and visualize his future. We chat about the importance of niching down and nurturing relationships with the top players in your niche. We then ask Ken to reveal his secret to building multiple income streams.Our gracious sponsors: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.---Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.

As syndicators, raising capital is the lifeline of our businesses, so things will be very challenging for us if we aren't good at sales. Keeley Hubbard is a multifamily syndicator and investor as well as a sales coach who truly understands how to make buyers feel comfortable, and she joins us on the show to share some of her secrets. We hear about Keeley's background in sales and how the negative stigma salespeople seemed to have never sat well with her. Realizing there had to be a better way, Keeley set out to learn how to pitch authentically, and it was not long before she started teaching others to do the same.Our Gracious Sponsors: Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/-- Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Data is vitally important in making informed decisions, but it's not always easy to interpret new information. Today's guest, Chris Larsen, joins us to share some of the real estate trends that we should look out for when making our next investment moves. In this episode, we get to know Chris and his passion for financial independence and education, which is the basis of his company, Next-Level Income's mission. We also dive into some of the top real estate trends that have been sped up by the pandemic.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Infinite banking refers to a process by which an individual becomes his or her own banker, but what exactly does that mean? And what are the benefits? Today's guest is Harper Jones, who is located in Knoxville, Tennessee, where he invests in real estate, focusing on wholesaling and multifamily investments. He prefers to get creative with real estate deals when possible and utilizes infinite banking alongside his investments. There have been a few people on the show who have talked about this infinite banking strategy or concept, but there aren't too many real estate investors that are using it.Our gracious sponsors: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.---Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/

Systems are a key piece in scaling your operation, but establishing and implementing them requires some time on the frontend. Today's guest, Melissa Johnson, knows the power of systems and processes, and she is here to share how they have helped her flip over 1000 units while raising five children! We get to know Melissa, where we hear more about her real estate investing business and how she grew it from a part-time income to a fully-fledged operation. She also sheds light on some of the key systems in her company, including how she approaches follow-ups, getting wholesale deals through quickly, and keeping track of marketing.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Knowledge is power, and educating yourself can be very powerful. When operating in the real estate space, there are a lot of resources and information sources around getting into deals. However, nobody is teaching on how to get out of a deal. Instead, most real estate experts focus on showing you how to do a no-money-down deal — how to get into a deal. Our guest today believes that it is critical that you also know how to unwind a deal and how to get out of it because if you are unclear on that and you are unclear of what your future holds, how do you know what to do or when to do it?Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

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/

By taking a disciplined, proactive approach to your real estate career, you are likely to reach success much faster than if you take a passive one. Today's guest, Charlie Stevenson, knows this all too well! He's a serial entrepreneur and has started several businesses in the US and Europe in the marketing and adventure travel industry since his university days in Boston. He switched into real estate after realizing that he could generate passive income and scale more easily, allowing him to travel the world, spending time with his family, and focus on what matters most. After making the industry switch, he founded Akras Capital, which has been syndicating and acquiring multifamily properties across the US, building a portfolio with nearly 500 units valued at over 60 million dollars.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Although most of us understand the power of investing, we do not realize that conventional investments mean giving up control of our money. Today's guest, Caleb Guilliams, Founder of BetterWealth Solutions, is on a mission to put people back in the driver's seat by helping them build wealth while still retaining control of their hard-earned money. In this episode, Caleb shares his incredible story and the influence his upbringing has had on his success. His heart of learning, something that he attributes to his father, led him to always be curious about gaining as much knowledge as possible.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

The pandemic has brought about many shifts across all real estate asset classes, but which of these changes are likely to last? Joining us again today to discuss this is Brian Adams of Excelsior Capital. We kick off our conversation by exploring the millennial demographic shifts and how this generation's delayed family formation is driving housing trends. Brian alerts us to the fact that the exodus out of big cities to secondary ones has only been accelerated by COVID. We then learn about how Excelsior finds new markets.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Many top investors maximize their earnings with brilliant tax strategies that look to the future while accounting for the income and expenses accrued during the tax year. To talk about tax strategy, we welcome back investor, CPA, and tax guru, Noah Rosenfarb. We open the discussion by looking at how you can benefit from the 1031 tax code, with specifics on passing assets to heirs and saving money by breaking large investments into smaller pieces. As we're in an election year with a potential regime change, Noah highlights the need to plan for new tax laws, especially as section 1031 might be amended.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

We know how important persistence and grit are in multifamily because there will be many obstacles along the way. Todd Pultz, today's guest, has faced some truly jaw-dropping roadblocks, and what's even more awe-inspiring is his ability to come out the other end. In this episode, Todd walks us through his real estate journey so far, and how having his house foreclosed and his truck towed away in front of his in-laws motivated him to find a way to create a new life for himself. We then talk about his first deal and the way he figured things out as he went along. After doing well initially, Todd then invested in his second property, and he shares the story of how the building caught fire, leading him to lose all of the money he had made from his first deal. Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Systems and processes are a key piece in any successful syndication venture, and leveraging the power of technology can go a long way in streamlining operations. Joining us today to talk about how they have used technology in several aspects of their company, BlueSpruce, is DJ Scruggs. We begin the episode by learning about DJ's background in business and his transition into real estate. DJ talks about how he uses both his tech and strategic thinking skillsets in his position at BlueSpruce. After this, we get into the crux of the discussion, where DJ shares with us how they use technology to help them raise capital. Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Growing and maintaining the wealth that you have built goes hand-in-hand with protecting your assets. Despite it often being overlooked, asset protection is a key piece in the journey to financial freedom, and joining us to share insights on this topic is David Disraeli. In this episode, we hear more about how David's own experience in business opened his eyes to risk and exposure, and how this knowledge ultimately led him down a different career path to help clients mitigate threats to their wealth. He shares more about the importance of privacy and the types of threats that people with large net worths or businesses are likely to face.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Many real estate investors look back on their lives and wonder why they didn't get into the game sooner. Not so with Jonathan Farber, today's guest. At 26, he's juggling a W2 job with investing, having already signed four single-families and a four-unit property. He attributes his success with his ability to take action. We open by talking about Jonathan's first steps into real estate and he shares a story about how he cold-called the CEOs of Fortune 500 companies as he neared his college graduation.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Whether you are buying property with other people's money, building up capital, researching deals or networking, these are all major aspects of real estate business and skills you need to acquire and grow to make a success out of it. Our guest on today's show is Axel Ragnarsson. Axel built a four-million-dollar portfolio by the age of 25 doing just that — using other people's money. Axel is the host of the Multi-Family Wealth podcast and founder of the real estate investment firm, Brickleaf Properties.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

In yesterday's episode, we discussed the private placement memorandum (PPM), and today, Gene Trowbridge is with us again, this time to review the details of an operating agreement. We know that the PPM is the story of the deal and that it should be written in simple-to-understand language. According to Gene, the operating agreement is then the ‘rules of how we are going to implement the story'. In this show, Gene begins by providing an overview of what the operating agreement, or company agreement as it's called in Texas, includes. He then dives into the pertinent articles that all passive investors should pay attention to.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

By most people's definitions, Michael Migliaccio has had a successful career. He has over 22 years of experience in law enforcement and having worked for the NYPD, the DEA, and the FBI, while owning a business. As someone who is always striving to reach greater heights, Michael was searching for a greater path to success. He found his answer in real estate syndication. In today's episode, our conversation with Michael focuses on how he raised capital and made his first deals all while working a full-time job. We chat about Michael's entrepreneurial spirit, reflected in his story of selling Bubble Yum in school, and then later co-founding Dual City Investments, his syndication company. Michael talks about his first deals which he made with friends and family and how these helped him to establish a credible track record while building his experience.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

1031 exchanges are a great wealth-building tool, but they have their drawbacks, including unilateral decision-making and increased liability. One great, lesser-known way to compensate for these shortfalls are Delaware Statutory Trusts (DSTs), and here to shed light on this unique ownership model is returning guest, Paul Moore. Before we dive into DSTs, Paul talks about why he and his Wellings Capital team have decided to expand into self-storage and mobile home parks despite his previous declarations of multifamily being the perfect investment. We then get into the meat of the show, where Paul provides an overview of DSTs. Simply put, they are 1031-exchange friendly legal entities that allow co-investing to either purchase a single property or a portfolio.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Having a financial background can help a great deal when making the transition to real estate investing, and today's guest, Jason Harris, has put the expertise of his former career to great use as a real estate investor. In this episode, we learn more about Jason's transition from financial advisor to full-time real estate investor. While real estate was always his passion, the skills he learned from his advisory career like understanding investor needs, asset protection, and growing wealth in ways that are comfortable to clients, have all helped him tremendously. We also delve into some of the specifics of a recent deal that Jason did, including the creative CapEx budget spending, the rental rate increases, and the partnership structure. We see that Jason's creative approach to real estate has allowed him to make the seemingly impossible possible.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

There are so many avenues of real estate that you can get into, and on today's show, we explore a lesser-known but no less effective one – mortgage note investing. We dive into this fascinating topic with Kevin Galang, a software sales engineer, note investor, and host of two podcasts, Tech Guys Who Invest, and Note Nuggets! Kevin talks about what helped him get into the passive income mindset leading to his interest in real estate, and the learning journey he went on to end up choosing note investing.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

While the COVID pandemic has brought more unexpected shifts that anyone could have anticipated, today's guest, Charles Dobens, believes that multifamily will continue to be a resilient investment and one worth pursuing. Returning to the show, Charles brings both his wit and sharp insights on some of the trends to watch in the multifamily business. Before we dive into these, Charles sheds light on his background and how he realized there was a need for operators to get proactive advice before pursuing deals. From there, we take a look at changes in the multifamily space. Charles draws conclusions from Big Shifts Ahead and believes that any shifts in multifamily will only happen at the micro-level. He shares how immigration and lack of homeownership will drive the need for apartments, in turn, making the investment class continually sought-after.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Financing can make or break a deal, and when you are getting started in multifamily, securing a loan can be particularly daunting. That is why it's crucial to start slow and build up the necessary track record. Today's guest, Debbie Bloyd, joins us to share her insights into different financing options. We begin the show by talking about how the pandemic has affected rates and what investors should expect when trying to secure a loan.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Have you ever considered putting yourself in the shoes of investors, brokers, sellers, or clients? According to Antony Vicino, it is an essential part of the syndication journey. Anthony is an author, investor, and small business operator who has helped build several successful companies. He's found success by designing systems at scale by implementing value-based content marketing strategies and by delivering exceptional end-user experience. In 2019, Anthony joined forces with Dan Krueger to create Invictus Capital, raise $1 million in capital, and execute their first syndication.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Real estate investing attracts all sorts. For Lee Yoder, today's guest, investing was the perfect outlet for his entrepreneurial spirit that also allowed him to focus on the priorities in life – his family and his relationship with God. A fast mover, Lee was able to sell a duplex and buy three multi-family properties within four months. But his path to becoming an investor wasn't easy. In our conversation, Lee talks about taking a pay cut when he left the corporate world to pursue his real estate career. We discuss how Lee's wife helped him shift his mindset and establish better long-term goals.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Sometimes, staying organized can be difficult, and there are so many unpleasant and monotonous tasks that we tend to avoid, but organization is especially important for your business, and Erin Spradlin has some tips for how to make it easier! Erin is today's guest on the show, and she is a real estate agent that buys and sells real estate in Denver and Colorado Springs. Her niche is short-term rental, and she hosts a growing investment group called Denver Women Invest, focused on sharing information and strategies, and bringing more women into the investment space. Erin also likes to give back through free education tools, and her company donates 2.8% of every commission back into charity in the community. In this episode, we talk about Airbnb and short-term rental, and Erin shares some tips for having a super organized business.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Sometimes the best secrets hide in plain sight, and today's guest, Chris Naugle, is here to share what he has learned about how the wealthy reach those heights and stay there. In this episode, Chris talks about a specially designed whole life insurance policy vehicle that the multimillionaires, billionaires, and even banks make use of to recycle and grow their money. While this vehicle may sound too good to be true, Chris reassures us that it's not. He shares some of the intricacies of this investment tool like earning and paying interest, allocating the funds to other investments, and more.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

The inability to borrow money can often stand in the way of seeing a deal through. While it's easy to just give up and think that you may not be able to get money after you've been denied once, today's guest, Merrill Chandler, is here to share some actionable advice on how to go from a consumer-borrower to a professional one. In this episode, we learn more about why borrowers should only use current deferment offers as the last resort. Merrill cautions that if you misuse these offers, you then taint your reputation with lenders going forward.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

As operators, we place so much emphasis on building relationships with brokers to find the best investment property out there. While this is a great way of finding deals, it's certainly not the only strategy. Today's guest, Darin Garman, is here to share more about what goes into buying deals off-market. We kick off the show by learning about Darin's background as a prison guard and broker. He shares why he believes that having a broker on board a deal can serve you, as the syndicator, very well. From there, Darin sheds light on communicating and building relationships with building owners, which is the key piece of off-market purchases.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Education is one of the keys to success. The more knowledge you have, the more informed your decisions can be. Abel Pacheco, today's guest, saw the power of education firsthand and has been able to grow his real estate portfolio beyond his wildest dreams. We kick off the episode by learning more about his transition from his W-2 in IT sales to full-time real estate investing. Despite his incredible career success, Abel realized that he'd continually have to work harder just to maintain his income. Through research and education, he realized that syndication was the key to growing his wealth.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Not all of our journeys into syndication take a linear path, and today's guest Corinn Altomare has one of the most fascinating backgrounds we've yet to encounter. As a classically trained opera singer and project manager, Corinn is not your typical operator. We kick off the show by learning more about her transition from music and project management to full-time syndication. From there, we discover the incredible way that Corinn has used technology to scale her operation. As she and her partner were both working in their W-2s while trying to grow their real estate venture, they realized they needed air-tight systems to move to the next level.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Decision-making is an incredibly important skill for real estate entrepreneurs to have. But with so much information, it can difficult to make decisions quickly. This is where data comes in. Not only can it help with making choices, but it can also reduce risk and increase operational efficiency. Brock Mogensen, our guest today, has spent his time in real estate drawing on data to make sound judgments, and it has stood him in great stead. We kick off the episode by learning about Brock's transition from house hacking to full-time syndication.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.