The idea of making big money as a real estate investment fund portfolio manager is enough to get most people all hot and bothered. But before you go too far, we encourage you to cool down and consider practicing safe syndication.
In the broadcast clinic for this episode of The Real Estate Guys™ Radio Show:
- Your guru of group deals, host Robert Helms
- The doctor of details, co-host Russell Gray
- Special guest and resident “wet blanket”, attorney Mauricio Rauld
We’ve had syndication on the brain for several weeks now. It could be that spring is coming or more likely, that many factors have come together to magnify the attraction of organizing and managing an investment fund.
But this episode isn’t about all the fun and opportunity you”ll have. Rather, we invited attorney Mauricio Rauld to talk about all the legal responsibilities that are part of setting up a syndication. Even though these types of activities start out innocently enough, if you don’t have a firm understanding of where the boundaries are, it’s easy to cross them and end up afoul of regulators. And that can just ruin the whole experience!
So tune in and discover important details about properly setting up your business entity, documenting your offering, and complying with the various restrictions on promoting to potential investors. Because although syndicating is fun and exciting, it’s important to approach the whole experience in a safe and sane manner. That way, it’s good for both you and your investors.
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The Real Estate Guys™ Radio Show podcast provides education, information, training and resources to help investors make money with their real estate investments.
Protecting your money in today’s highly uncertain economy is surely very challenging. Remember when real estate equity and bank accounts were considered among the SAFEST places to keep your savings? Today, real estate equity has disappeared – and for many people even getting access to whatever equity they still have is next to impossible. Boy, do we miss those equity lines of credit with their checkbooks and debit cards!
And even though you can still write checks on your cash deposits at a bank, with record bank failures even that old saying “sure as money in the bank” seems a little outdated. Add horribly low interest rates and, to compound the injury, taxes on your meager interest earnings, it’s enough to make you wonder what this financial world is coming to.
Well, we have good news. There’s a new way to look at an old product – one that is time tested and has survived its fair share of economic turmoil. And we got such a positive response to our first foray into this topic, we decided to re-visit it with a new guest.
In the radio lifeboat for another voyage into broadcasting brilliance:
- Host and head lifeguard, Robert Helms
- Co-host and lifeboat inflater, Russell Gray
- Seasoned sailer of stormy economic seas, the Godfather of Real Estate, Bob Helms
- Special guest, “infinite banking” expert, Patrick Donohoe
Right out of the gate we need to set the table, which is no small task with the lifeboat bobbing on the waves: what does life insurance have to do with real estate investing?
Think about what a bank account has to do with real estate investing and you’re on the right track. But unlike a bank account, our guest explains that certain types of life insurance – thought greatly misunderstood – offer far greater flexibility than bank accounts. And though they aren’t FDIC insured, insurance companies are arguably more stable and conservatively run. Unlike banks right now, you don’t hear a lot about record number of life insurance companies failing.
We also address why so many CONSUMER financial gurus are down on cash value life insurance, yet corporations like Wells Fargo and Wal-Mart buy tons of it. Could it be there are BUSINESS purposes that make it very useful for BUSINESS people? We say all the time that real estate investing is a business, so it makes good sense to see how businesses are using this financial tool.
For example, how’d you like you to take a tax deduction for making a deposit in your bank account? Hmmm….that’s an interesting concept! What about getting a loan against your equity without having to qualify? Try doing that with a property! And unlike property, the value isn’t determined by market forces, so your equity doesn’t disappear in a market downturn.
The point of this episode is that insurance can do a lot more than manage risk and pay a benefit. Our job is to expose you to some of the possibilities. Your mission, should you choose to accept it, is to explore those possibilities, learn how to use this powerful tool, and decide when and where to use it to advance your real estate investing program. It seems the economic storm isn’t over yet, so it might be a good idea to know how to operate the lifeboat. It’s a matter of life and debt.
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