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

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