Raise Private Money Legally • for Real Estate

S1E6: What is a Substantive Relationship?

February 11, 2021 Kim Lisa Taylor Season 1 Episode 6
Raise Private Money Legally • for Real Estate
S1E6: What is a Substantive Relationship?
Chapters
Raise Private Money Legally • for Real Estate
S1E6: What is a Substantive Relationship?
Feb 11, 2021 Season 1 Episode 6
Kim Lisa Taylor

This episode discusses how to manage preexisting relationships and investor suitability.

When you're doing an offering that requires you to determine investor suitability, this is the guidance you need to keep you squarely within the rules, and off the radar of financial regulators.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

Show Notes

This episode discusses how to manage preexisting relationships and investor suitability.

When you're doing an offering that requires you to determine investor suitability, this is the guidance you need to keep you squarely within the rules, and off the radar of financial regulators.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials