Best 506c Podcasts (2025)

1
Real Estate Cycles & Macroeconomics: Understanding Market Trends in Syndication 10:02

3M ago10:02

10:02

Real estate cycles and macroeconomic trends play a crucial role in the success of real estate syndications. Understanding these patterns can help syndicators and investors make informed decisions about market timing, capital raising, and deal structuring. To get started with your syndication or fund visit https://www.moschettilaw.com Real estate cy…

1
Creating Multiple Syndications in a Year: Key Strategies for Success 5:37

4M ago5:37

5:37

Learn how to set ambitious goals, break them into manageable steps, and build the right team to achieve multiple syndications in a single year. Discover the importance of a clear investment strategy, consistent action, and maintaining a strong investor network. To get started with your syndication or fund visit https://www.moschettilaw.com Creating…

1
Syndication Operating Agreements: Key Elements for Real Estate Syndicators and Fund Managers 10:27

8M ago10:27

10:27

A real estate syndication operating agreement defines the rules for how a syndication or investment fund will operate. Learn about the essential components needed to protect both investors and syndicators, and ensure smooth management of the investment. To get started with your syndication or fund visit https://www.moschettilaw.com An operating agr…

1
Real Estate Syndication Success: Expert Tips for New Syndicators 15:23

8M ago15:23

15:23

This video explores the key traits and strategies that successful syndicators utilize to excel in real estate syndication, fund management, and investor relations. Learn how to build confidence, grow your network, and ensure your investors' success. To get started with your syndication or fund visit https://www.moschettilaw.com Becoming a successfu…

1
Preventing Check, Wire, & Crypto Fraud in Real Estate Syndications & Investment Funds 12:14

9M ago12:14

12:14

Learn essential strategies to prevent wire and cryptocurrency fraud in real estate syndications and investment funds, including key legal precautions. To get started with your syndication or fund, visit https://www.moschettilaw.com Preventing wire and cryptocurrency fraud is a critical concern for real estate syndicators, fund managers, and busines…

1
Structuring Joint Venture Agreements in Real Estate Syndications 11:32

9M ago11:32

11:32

Learn about the essential elements and best practices for structuring joint venture agreements in real estate syndications and investment funds. To get started with your syndication or fund visit https://www.moschettilaw.com Joint venture agreements are a cornerstone of successful real estate syndications and investment funds. These agreements outl…

1
Securing Investors for Your Real Estate Syndication: Key Steps Explained 9:07

9M ago9:07

9:07

Learn the essential steps to secure investors for your real estate syndication, from obtaining soft commitments to finalizing investments. To get started with your syndication or fund visit https://www.moschettilaw.com Securing investors for a real estate syndication or investment fund involves a series of strategic steps. Initially, it's crucial t…

1
Building an Effective Syndication or Investment Fund Team: Roles and Responsibilities 13:25

9M ago13:25

13:25

Your syndication or investment fund team should have defined roles and responsibilities to ensure smooth operations and investor satisfaction. Here are seven key roles and how they contribute to your overall success. To get started with your syndication or fund visit https://www.moschettilaw.com. Establishing clear roles and responsibilities within…

1
Politics, Investment Funds, and Syndications: Staying Neutral Publicly in an Election Year 8:06

9M ago8:06

8:06

The importance of keeping political views private when dealing with investors in syndication. Maintaining neutrality can help build trust and prevent alienating potential investors. To get started with your syndication or fund visit https://www.moschettilaw.com. In the realm of real estate syndication, managing investor relations is paramount, and …

1
How Do Investors Exit Syndications and Equity Funds? 6:01

10M ago6:01

6:01

As a potential sponsor for syndications and equity funds under Regulation D, it's crucial to understand how investors can exit your fund. This usually happens in one of three ways: redemption, sponsor buyout, or right of first refusal. Redemption is common in open-ended or cyclical funds, where investors can get their money back at defined periods.…

1
4 Frequently Asked Questions About Accredited Investors 7:52

10M ago7:52

7:52

When it comes to accredited investors, there are frequently asked questions that need clarifying. An accredited investor generally meets either an income or wealth test. They make over $200,000 annually for the past two years or have $1 million of net wealth excluding their family home equity. Here are four common queries: 1. If you're a syndicatio…

1
Interest Rates & Real Estate Syndications / Real Estate Funds: Capital Stacks, Swaps, & Valuations 11:33

11M ago11:33

11:33

Understanding the effects of high interest rates on real estate syndications or funds is crucial for any aspiring sponsor. High borrowing environment typically poses a challenge to cash flow and property appreciation, compressing the Internal Rate of Return (IRR) when the property is under debt. Simultaneously, high interest rates present attractiv…

1
Five Exit Strategies for Real Estate Syndications 10:23

11M ago10:23

10:23

Navigating your way out of a real estate syndication or equity fund investment requires proper planning and strategic execution. There are five primary exit strategies to consider, each with its unique benefits and potential drawbacks. The first and most common method is selling the asset outright and then distributing the proceeds according to the…

1
Navigating Oversubscribed and Undersubscribed Syndications 6:08

11M ago6:08

6:08

In the world of equity syndications, you may encounter situations where your fund is either oversubscribed or undersubscribed. The good news is, both scenarios are manageable and can even offer unique benefits. If your fund is oversubscribed, it means you have the opportunity to raise more capital than initially planned. When drafting your Private …

1
LLCs vs. LPs in Syndication and Equity Funds: Navigating the Choices 9:11

1y ago9:11

9:11

If you're considering becoming a sponsor for a syndication or equity fund, you'll want to understand the differences between using a Limited Liability Company (LLC) or a Limited Partnership (LP) as your entity structure. Two decades ago, LPs were the norm, but today, most sponsors opt for LLCs. There are three main distinctions to consider: taxatio…

1
Unlock the Power of Events to Raise Capital for Your Syndication Deal 10:29

1y ago10:29

10:29

Raising capital for your syndication deal or investment fund can be a challenging endeavor. But one effective strategy is to host an event. The key, however, is not to make the event about your offering. Instead, focus on providing value and addressing topics that would interest potential investors. For example, if your investors are tied to the re…

1
How I Became A Top Syndication Attorney 13:01

1y ago13:01

13:01

Embarking on a journey to become a Syndication Attorney is an intricate process. Tilden Moschetti, a seasoned Syndication Attorney, shares his transformative journey that began 25 years ago with a dream to develop real estate. Pursuing law was a pivotal decision that gave him a better understanding of the legal terrain of real estate development. D…

1
Mastering Your Pitch: A Guide for Regulation D Syndication Sponsors 15:01

1y ago15:01

15:01

Raising funds for a Regulation D security can be a nerve-wracking process, however, with the right approach and mindset, it can be manageable. Start with a thorough understanding of your offering. Familiarize yourself with all relevant marketing materials, operating agreements, and underwriting. Avoid looking unprepared; if you don't know something…

1
How to Build a Passive Income Empire with Real Estate Investing 57:53

1+ y ago57:53

57:53

Tired of the daily grind? Dreaming of escaping the 9-to-5? Bill & Kap, your real estate investing gurus, are here to show you how to turn bricks into freedom! Join their no-nonsense, action-packed podcast and learn the secrets to building a passive income empire through smart real estate moves. Subscribe to the Bill & Kap Show and unlock the keys t…

1
From Paycheck to Passive Income: This Trucker's 16-Unit Escape Plan 1:11:54

1+ y ago1:11:54

1:11:54

Tired of grinding paycheck to paycheck? Ever dream of ditching the daily hustle and building wealth on your own terms? Then buckle up for Episode 7 of The Bill and Kap Show, where we meet a trucking hero who's doing just that – one rental unit at a time! Meet Dion McNeeley, a hard-working driver who's hacking the system to break free from the paych…

1
Understanding the Square Peg of Crypto in the Round Hole of Regulation D 8:20

1+ y ago8:20

8:20

Understanding the complexity of crypto offerings within the framework of Regulation D can be a challenging task. The Securities and Exchange Commission (SEC) offers exemptions to its rules, allowing you to raise unlimited funds from accredited investors and up to 35 non-accredited investors within a 90-day period. This exemption, known as Regulatio…

1
From Bedroom to Boardroom: Cole Farrell's Journey in Multifamily Investing 1:00:05

1+ y ago1:00:05

1:00:05

Join us on the Bill and Kap Show as we sit down with an incredible entrepreneur and visionary, Cole Farrell, Founder of Volcan. From humble beginnings in a small bedroom, Cole shares his inspiring journey of building Volcan from a simple holding company to a thriving investment firm. In this episode, he takes us through the challenges of real estat…

1
SEC Exemptions to Registration: A Syndication Attorney's Perspective 13:47

1+ y ago13:47

13:47

Venturing into the world of syndication can seem daunting, especially because it involves securities. This content provides an in-depth understanding of the exemptions to SEC registration exemptions, a crucial aspect for anyone considering becoming a syndicator. The focus here is on Regulation D, which is the most popular exemption rule, with 95-98…

1
Gabe Mahaney: Balancing Health, Humor, and Operations at Lantern Light 22:16

1+ y ago22:16

22:16

Welcome to the Bill and Kap Show we have an extraordinary guest in the studio, someone whose journey seamlessly weaves through health, resilience, and a touch of humor. Please join us in welcoming Gabe Mahaney, the Operations Manager for Lantern Light! Armed with a degree in Public Health and Biology, Gabe's academic prowess is only part of his sto…

1
Ep 4 Scaling a Real Estate Flipping Business Successfully with Mary Hart 1:04:23

1+ y ago1:04:23

1:04:23

Welcome to another episode of The Bill and Kap Show!Join us for an inspiring episode with Mary Hart, founder of The AIM Higher Academy and a leader in the Alternative Investing Movement. Discover the secrets to scaling a real estate flipping business successfully and achieving financial freedom. [Guest's Name] believes in making opportunities for e…

1
The Art of Investor Involvement in Reg D Syndications and Investment Funds 16:58

1+ y ago16:58

16:58

In the world of investment funds and syndications, the question of whether investors should have a voice in major decisions is a crucial one. This exploration into the topic provides a comprehensive look at why keeping your investors involved and informed is essential for success. Whether it's through a formal vote or just ensuring they have a say,…

1
FINDING OTHER PEOPLE TO DO THE WORK with Troy Good 1:08:37

1+ y ago1:08:37

1:08:37

Welcome to another captivating episode of The Bill and Kap Show! Join us as we dive into the dynamic world of Troy Good, the mastermind behind Troy Good Contracting, LLC. In this episode, Troy shares his remarkable journey, offering a firsthand look at his transition from various projects to the contracting industry. Discover the insights and wisdo…

1
Mastering Lease Analysis: A Guide for Real Estate Syndications 28:35

1+ y ago28:35

28:35

In the world of real estate investment, one crucial element often overlooked is the lease. This contract forms the backbone of any property-related transaction, defining the terms and conditions of use for the tenant and the responsibilities of the landlord. Understanding this document is vital for real estate syndicators and fund managers. This kn…

1
Real Estate Syndication for Dummies 44:06

1+ y ago44:06

44:06

Real estate syndication, a strategic approach for sponsors to lead investors to pool resources for property investments. This guide shows the path to successful syndication, be it an apartment syndication, a real estate fund, or a development. Learn about vital legal frameworks like Reg D, Rule 506(b), and Rule 506(c), which govern private placemen…

1
Ep 2. Crush the Competition w/ Tommy Nguyen 1:01:58

1+ y ago1:01:58

1:01:58

Welcome to another episode of The Bill and Kap Show! Explore the fascinating journey of Tommy Nguyen, Co-Founder, and COO of Storage Pug, as he delves into the intricacies of transitioning from the software industry to the storage business. In this insightful interview, Tommy sheds light on the importance of fostering strong relationships with both…

1
The '2024 Will Blow Your Mind' Webinar For Syndicators And Investment Fund Managers 1:17:36

1+ y ago1:17:36

1:17:36

This webinar, "2024 will blow your mind," focuses on preparing real estate syndicators, developers, and investment fund managers for 2024. It covers adapting to economic conditions, including high-interest rates and market dynamics. The content emphasizes understanding macro forces, managing investments amidst changing rates, and leveraging technol…

1
Real Estate Asset Management Part 4: Issue Analysis 14:15

1+ y ago14:15

14:15

Asset management is a critical discipline that requires your full attention. When donning this hat, your key objective is to make optimal decisions. This involves evaluating various analyses such as property, financial and market. With the insights gained, you then tackle the issues at hand, prioritizing projects and allocating budgets efficiently.…

1
Real Estate Asset Management Part 3: Market Analysis 14:04

1+ y ago14:04

14:04

As a top-tier syndication or equity fund sponsor, it's important that you understand how critical asset management is to your operations. You have to keep a constant eye on your properties, whether they're part of a portfolio or standalone assets. To make the best decisions for your investors, you need to be aware of what's happening with your prop…

1
Epic Adventure: Self Storage 101 with Fernando Angelucci 58:52

1+ y ago58:52

58:52

Welcome to another episode of The Bill and Kap Show! Fernando Angelucci worked at Dow Chemical, a Fortune 50 company, rolling out a flagship product estimated to gross $1B in global revenues. At 23, Fernando left the 9-5 world and started investing in residential real estate by acquiring residential rentals and acquiring, renovating, and selling re…

1
Real Estate Asset Management Part 2: Financial Analysis 24:34

1+ y ago24:34

24:34

Read more about real estate syndication - What Is Real Estate Syndication?: https://www.moschettilaw.com/what-is-real-estate-syndication/ Read more about PPMs - What Is In A Private Placement Memorandum?: https://www.moschettilaw.com/private-placement-memorandum-attorney/ Moschetti Syndication Law Group is a boutique syndication law firm, serving s…

1
Real Estate Asset Management Part 1: Property Analysis 12:37

1+ y ago12:37

12:37

Understanding the basics of asset management in real estate syndication or investment funds involves a comprehensive look at property analysis. This includes assessing the physical aspects of a property, such as its dimensions, construction, layout, and the state of its various systems (HVAC, plumbing, elevators etc.). Also, you need to understand …

1
What Is A PPM? The Anatomy of a Private Placement Memorandum Explained 44:41

1+ y ago44:41

44:41

Discover the essentials of a Private Placement Memorandum (PPM), a vital tool in the investment world, especially for syndicators and fund managers. This comprehensive guide demystifies the PPM, a document crucial for both accredited and non-accredited investors, outlining key elements like investment terms, risks, and conflict of interest disclosu…

1
Behavioral Finance for Syndicators and Fund Managers Part 6: Emotional Biases - Status Quo, Over Confidence, and Regret Aversion 11:08

1+ y ago11:08

11:08

You're on a journey in behavioral economics, navigating the undercurrents that shape decision-making in the realm of syndication, fund management, and capital raising. You've already discovered three emotional biases that can sway your underwriting: loss aversion, endowment, and self-control. Now it's time to explore the final three: status quo, ov…

1
SEC and State Compliance Part 7: Staying Out of Trouble 16:15

1+ y ago16:15

16:15

Venturing into private offerings through Regulation D, Rule 506 B, or Rule 506 C? Here's a roadmap to keep you out of trouble and in compliance with SEC and state regulators. Start with a well-constructed private placement memorandum that informs investors about the offer, potential risks, and uses for the funds. Comply with syndication rules and a…

1
Behavioral Finance for Syndicators and Fund Managers Part 5: Emotional Biases - Loss Aversion, Endowment, and Self-control 13:45

1+ y ago13:45

13:45

Making wise investment decisions is a challenge, especially when behavioral economics come into play. There's a fascinating dance that happens between our emotional and cognitive biases, and understanding these can significantly impact your success. Today, let's focus on three key emotional biases that might be influencing your decisions more than …

1
Tackling the Challenge: Dealing with Difficult Investors in Your Reg D Rule 506b or 506c Offering 20:40

1+ y ago20:40

20:40

Navigating the complexities of dealing with difficult investors in your Regulation D offerings can seem daunting. But with the right approach, it doesn't have to be. When it comes to Rule 506(b) or 506(c) offerings, understanding your investors and their motivations is key. You genuinely care about your investors, seeing them as friends, family, an…

1
SEC and State Compliance Part 6: Finders in Reg D Capital Raising 20:01

1+ y ago20:01

20:01

When raising capital for your business or fund, compliance with the SEC and state law rules is paramount. It's vital to understand both the role and the regulations related to 'finders' - individuals who help you raise money. Although not all finder activities are illegal, it's easy to cross the line into an area that the SEC could deem a regulator…

1
Behavioral Finance for Syndicators and Fund Managers Part 4: Cognitive Biases - Anchoring, Mental Accounting, and Availability 13:39

1+ y ago13:39

13:39

As a sponsor, understanding the internal economic forces that shape your decision-making is key to success in syndication and equity funds. This involves exploring cognitive behavioral elements that could impact your analysis and deals, potentially in negative ways. There are nine such forces, three of which we'll focus on here: anchoring, mental a…

1
Unveiling the Role of a Sponsor after Closing a Syndication Deal 47:17

1+ y ago47:17

47:17

Understanding your role as a sponsor in the syndication process post-closing is crucial. It involves nurturing four key areas: investor communications, asset management, property management, and distributions. Investor communications are paramount, and should be consistent, clear, and informative. Asset management involves constantly seeking opport…

1
SEC and State Compliance Part 5: Understanding Commingling for Syndication Sponsors 10:06

1+ y ago10:06

10:06

When working on ensuring your Regulation D offering is compliant with the SEC and state regulators, you're likely to encounter the concept of 'commingling'. As the name suggests, commingling refers to the act of mixing funds from different sources, something that's frowned upon by regulators such as the SEC and state regulators. Specifically, they'…

1
Funnels and Websites: Optimizing Online Mediums For Regulation D Syndications and Funds 13:46

1+ y ago13:46

13:46

Moschetti Syndication Law Group is a boutique syndication law firm, serving small and growth-bound syndicators, as well as private equity firms. Our attorney, Tilden Moschetti, is determined to keep the firm’s ‘boutique’ size so we can tailor the services to each client’s unique needs without turning the firm into a faceless factory churning out pr…

1
Behavioral Finance for Syndicators and Fund Managers Part 3: Cognitive Biases - Representativenes... 11:20

1+ y ago11:20

11:20

Ever wondered why we're drawn to certain investments even when logic suggests otherwise? This is largely due to cognitive biases that affect our decision-making processes. Today, we're exploring three more of these biases: representativeness, hindsight and framing. The first, representativeness, is the belief that past performance will always predi…

1
SEC and State Compliance Part 4: Why Puffery Shouldn't Be in Your Private Placement Memorandum 11:41

1+ y ago11:41

11:41

When you're creating private placement memorandums for your clients, have you ever wondered, "How much of what we're saying is mere puffery?" Puffery is a broad, optimistic statement made by someone raising funds. While it's not harmful in itself, the problem arises when it starts to cross the line into falsehood. For instance, saying "the Austin m…

1
Behavioral Finance for Syndicators and Fund Managers Part 2: Cognitive Biases - Conservatism... 12:36

1+ y ago12:36

12:36

In our quest to make sound investment decisions, our thinking can sometimes be clouded by cognitive biases. These biases, which are often unnoticed, can influence our decision-making process, leading to less than optimal outcomes. Let's explore three such biases: conservatism, confirmation, and control. Conservatism bias refers to our tendency to h…

1
Develop Your FIT: A Guide for Real Estate Syndicators and Real Estate Funds 54:57

1+ y ago54:57

54:57

Understanding the Founder Investment Theory (FIT) is essential for real estate syndicators and fund managers. FIT guides you on which properties to acquire, how to pitch deals to investors, and how to serve investors effectively. Real estate investments generate revenue through cashflow and appreciation, both of which can be optimized to maximize r…

Podcasts Worth a Listen

506c Podcasts

Podcasts Worth a Listen

Quick Reference Guide