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How to Stay Off the SEC’s Naughty List When Raising Money for Real Estate with Gene Trowbridge [Video]

How to Stay Off the SEC’s Naughty List When Raising Money for Real Estate with Gene Trowbridge

Our guest on this episode, Gene Trowbridge is a 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. Gene has represented over 625 clients in this area of practice.

As a former syndicator, who for ten years raised investor capital through the broker dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws.

In this episode, Gene discusses how he started in syndication as a broker, recognized the riches on the other side of the table and started syndicating himself, before transitioning to syndication law, where he is one of the most respected names in the business. Gene shares valuable insights on how to legally advertise deals on social media, crowdfunding through Reg CFs, and Reg A plus offerings.

Key Takeaways

🗝️ How Gene builds a database, determines specialty, and attracts high-income investors
🗝️ What is crowdfunding, and how does it work?
🗝️ Reg A Plus Deals
🗝️ The biggest mistakes people make in advertising syndications

Notable Quotes

– “A great place to start as an investor is to invest in multifamily” [Gene Trowbridge]

– “In the syndication business, so much of this is about relationships” – [Tim Little]

– “My success is mentoring people and seeing them through their first deal.” [ Gene Trowbridge]

– “If the offering was exactly what I said it would be, as I was building those relationships,
it was an easy sell.” [Gene Trowbridge]

– “As you progress in your professionalization, you should have that CRM, whether it’s an
active campaign or an excel spreadsheet that tracks these folks’ first contact with them.”
[Tim Little]

Connect with Gene Trowbridge
LinkedIn: https://www.linkedin.com/in/genetrowbridge/
Website: https://trowbridgelawgroup.com/
Office no. (951) 570-1507

Connect with Tim
Linkedin: https://www.linkedin.com/in/timklittle/
Podcast Website: https://journeytomultifamilymillions.buzzsprout.com/
Visit: www.ZANAinvestments.com for more info on Tim and how you can passively invest in multifamily real estate
Get your Passive Investor’s Cheat Sheet FREE now! https://www.zanainvestments.com/passive-investor-ebook

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