Steve Matley has over 30 years of experience in real estate investing, land development and
construction management involving commercial, institutional, residential and public works projects.
Real estate syndication has emerged as an interesting opportunity for investors who want to capitalize on
the high return potential of real estate but don’t necessarily want to directly become property owners.
Join this group of active investors and take a closer look at real estate syndication, its pros and cons,
and what investors should know before deciding if it is right for them.
Topics to be Covered This Month:
- Filing the entity formation
- Sec of State or Dept of Corporations
- IRS tax ID filing
- SEC (if required)
- Operating Agreement
- Documents required for more complex syndications
- PPM
- Subscription
- Offering Memorandum
- Identify partners
- Managing Members (at risk)
- General Members (silent)
- Setting up banking & accounting
SEATING IS LIMITED
Location: 2820 Camino del Rio South #314 - Big Block Realty
Subgroup meetings are specific, strategy-based smaller group meetings.
Subgroup meetings are where you network, exchange information, discuss current trends, and help each other solve problems.
*SDCIA does not pre-qualify, evaluate, endorse, guarantee or warranty any particular deal, service, company, or person.
We recommend you to perform your own due diligence and seek appropriate legal, accounting, or other professional advice before making any investment.