Real Wealth Show: Real Estate Investing Podcast

Syndication Investing in 2025: Insights from Attorney Bethany LaFlam

13 snips
Aug 15, 2025
In this insightful discussion, Bethany LaFlam, a securities attorney and syndication expert, unpacks the evolving landscape of syndication investing. She highlights crucial legal considerations for raising capital in today's tighter lending environment. Bethany delves into the rise of new syndicators, emphasizing the importance of operational expertise. She also contrasts the risks of tech startups with the more stable yet slower returns of real estate. Listeners gain valuable insights on navigating regulatory challenges and making informed investment decisions.
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ADVICE

Run Real Estate, Not A Fundraising Hustle

  • Focus on acquisitions, operations, and asset management rather than treating syndication as a capital-raising business.
  • Treat capital as a tool to run the business, not the main business itself.
ADVICE

Don't Raise Capital For Others Without Licenses

  • Avoid raising money for other people's deals unless you are a registered broker-dealer.
  • If considering a fund-of-funds, prepare for investment-adviser and state regulatory hoops.
ADVICE

Don't Let Desperation Drive Compliance Shortcuts

  • Never cut compliance corners out of desperation to close a deal; regulators notice patterns.
  • If you see a sponsor bending rules, run because early corner-cutting often signals larger problems.
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