What are the red flags and hidden pitfalls in real estate syndication that even experienced investors often overlook?

 

In this episode, Daniel Holmlund shares invaluable lessons from his extensive career in real estate syndication and investing. With insights drawn from over two decades of experience, Daniel delves into the nuances of raising capital, understanding SEC regulations, and the importance of knowing your investors. He also discusses strategies to build trust and avoid costly mistakes, providing a roadmap for those looking to excel in syndication and passive investing.

 

 

[00:01 – 08:00] From Engineer to Syndicator

• Daniel's transition from engineering to real estate syndication
• Key experiences that shaped his approach to investing
• Lessons from trading on the Chicago Board of Trade

 

[08:01 – 16:26] Building Relationships in Syndication

• The critical role of trust in partnerships
• Why knowing your investors' goals matters
• Structuring syndications for mutual success

[16:27 – 24:34] Avoiding SEC Pitfalls

• Key SEC regulations every syndicator must know
• Real-life consequences of failing to comply with securities laws
• The difference between a syndicator and a broker-dealer

 

[24:35 – 32:46]The 506(b) Strategy

• Benefits of using the 506(b) exemption for syndications
• Differences between accredited and sophisticated investors
• Tips for establishing pre-existing relationships

 

[32:47 – 39:10]Engaging and Retaining Investors

• Strategies for maintaining investor interest and trust
• Using automation and thoughtful gestures to strengthen relationships
• Why a thought leadership platform is essential for syndicators

 

 

Key Quotes:

 

"Things are great while they're great, but when they're not, that's when you realize who your partners are." - Daniel Holmlund

 

"Investors aren’t just funding your deals—they’re trusting you with their goals and dreams." - Daniel Holmlund

 

 

Connect with Daniel:

 

Website: https://alternativeinvestingclub.com/

LinkedIn: https://www.linkedin.com/in/daniel-holmlund/

 

 

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