Description

Summary

In this episode, welcome Tilden Moschetti, Esq., a legal expert in real estate syndication and fund management. Tilden shares his journey into the industry and provides insights into the structure and regulations of syndication deals. He emphasizes the importance of trust between syndicators and investors and highlights the rules and regulations that govern syndication offerings. Tilden also discusses different structures, such as REITs, funds, and DSTs, and provides advice for sponsors on fee structures and investor communication.

Takeaways

• Trust is crucial in syndication deals, and investors should only invest in deals where they trust the syndicators.
• Syndication deals are governed by regulations, such as Regulation D, and it's important to ensure that the rules are being followed.
• Different structures, such as REITs, funds, and DSTs, have different benefits and considerations, and sponsors should choose the structure that aligns with their investment goals.
• Sponsors should properly incentivize themselves by setting appropriate fees and be transparent with investors about the fees and the investment plan.
• DSTs are a good option for 1031 exchange investors, but it can be challenging to fit them into syndication structures.
• Sponsors should disclose all relevant information to investors and maintain open communication to build trust and ensure a successful partnership.

Chapters

00:00 Introduction and Background

04:50 Understanding Syndication Structures

09:14 Different Rules for Different Offerings

14:40 Choosing the Right Structure: REITs, Funds, or DSTs

22:43 The Importance of Transparency and Communication

29:00 Challenges and Considerations of DSTs in Syndication

35:07 The Complexity of Combining Securities and Real Estate

Social Links:
Podcast: The Retiring Real Estate Investor
Follow us on Instagram: @InvestWithInsight
Follow us on Facebook: @InvestWithInsight
Follow Brandon on Linkedin: @BrandonBruckman
Join the Facebook group: Invest with Insight

Listen on Spotify: The Retiring Real Estate Investor
Listen on Apple: The Retiring Real Estate Investor

If you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.com

The firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.