Amanda Larson, MBA’s Post

When it comes to property, there are always going to be plenty of opinions floating around, so it's worth keeping in mind that investing in real estate is a long game. Where will you be in ten years if you invest now, as opposed to putting it off for another 12-months? Will that dream property still be available? Will you have paid less, or more? We can't predict the future, but history dictates that investing in property is as safe as...well, houses. This is not intended as financial advice, of course, we do recommend speaking with a professional and doing your own due diligence. #360fs #360financialstrategists #financialplanners #financialadvice #melbourneproperty #melbournerealestate #realestateau

🏠💼 Curious about the SEC's role in real estate? 🤔 Let's break it down! The Securities and Exchange Commission (SEC) plays a crucial role in regulating real estate syndications and wholesaling. 📜💡 Syndications involve pooling funds from multiple investors to invest in real estate properties, while wholesaling involves assigning contracts to buy real estate properties to other buyers for a fee. 📊✨ Here's why SEC oversight matters: 1️⃣ Investor Protection: The SEC ensures that real estate deals are conducted fairly and transparently, protecting investors from fraud and misleading practices. They enforce regulations to ensure full disclosure of risks, financial information, and investment strategies. 2️⃣ Compliance: Syndications and wholesaling often involve the sale of securities, which are subject to federal securities laws. Compliance with SEC regulations is crucial to avoid legal issues and penalties. 3️⃣ Accredited Investors: The SEC sets criteria for accredited investors who can participate in certain types of real estate investments. This helps ensure that investors have the financial sophistication to understand and bear the risks involved. 4️⃣ Due Diligence: Before offering securities to investors, real estate sponsors must conduct thorough due diligence and provide accurate information about the investment opportunity. The SEC's oversight encourages diligence and accountability. 5️⃣ Market Integrity: By regulating real estate transactions, the SEC helps maintain the integrity of the market, promoting trust and confidence among investors and stakeholders. Understanding the SEC's role in real estate syndications and wholesaling is essential for both investors and sponsors. It ensures a level playing field, protects investors' interests, and fosters a healthy real estate investment environment. 🌟💼 #sec #law #realestate #success

The average investor has substantially less real estate than would be optimal from an after-tax lens. Private real estate presents a massive opportunity for returns, diversification, and tax benefits. #RealEstate #Taxes #TaxAware #QFS Optimal portfolio assumes a minimum return target, maximizes risk adjusted return, and a minimum 50% allocation to public equities and bonds. QFS is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, we may edit or delete personally identifiable information, scam/fraud messages, and misinformation.

Understanding legalities and compliance is like having a secret key 🔑 to real estate note investing. It's not just about buying and selling; it's about doing it right and staying ahead of the game! 🤓 Want to navigate this complex world with ease? Check out our website (link in bio) and say goodbye to the hassle of monthly payments. 🏡💼 #RealEstateInvesting #ComplianceMatters #InvestSmart

Attention Real Estate Investors: A Critical Compliance Deadline Is Approaching If you own investment properties under an LLC (or similar entities), it’s time to act! By December 31, 2024, the Financial Crimes Enforcement Network (FinCEN) requires most LLCs and other entities to file the Beneficial Ownership Information (BOI) Report under the Corporate Transparency Act (CTA). This new regulation is designed to prevent illicit activities, but it also places an important compliance burden on small business owners, including real estate investors. What You Need to Know: 1. Who Needs to File? • Any LLC, corporation, or similar entity created or registered to do business in the U.S. (with limited exceptions). 2. What Information Is Required? • Beneficial owners’ full name, date of birth, residential address, and identification documents (e.g., driver’s license or passport). 3. When Is the Deadline? • For entities formed before January 1, 2024, the deadline is December 31, 2024. • Entities formed on or after January 1, 2024 must file within 30 days of formation. Failing to file could result in significant penalties, including fines up to $500 per day and potential criminal charges. As a real estate investor, ensuring your compliance is critical to protecting your investments and reputation. Consult with your attorney or CPA to confirm whether your LLC is required to file and prepare the necessary documentation. Have questions about how this impacts your real estate investments? Let’s connect to discuss solutions. #silexfinancial #investmentproperties #morrgagebroker #njrealestate

Unravel the complexities of SEC regulations for real estate syndications as we dive deep into Rules 506(b) and 506(c), breaking down the key differences and how they impact your investment strategy. Discover why understanding these rules is essential for both issuers and investors to navigate the world of real estate syndications confidently. 𝐓𝐡𝐢𝐧𝐠𝐬 𝐭𝐨 𝐥𝐞𝐚𝐫𝐧 𝐟𝐫𝐨𝐦 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞: • A comprehensive guide to Rule 506(b) and Rule 506(c) • How to choose between 506(b) and 506(c) based on your network and advertising needs • Understanding the verification burden and maintaining compliance with anti-fraud provisions • Key aspects and prohibited practices in establishing a substantial relationship with investors • What passive investors should expect and the importance of documentation and record-keeping Subscribe so you don't miss out on great content, and if you love the show, leave an honest rating and review! Ep154: SEC Rules 506(b) and 506(c) Simplified for Syndicators #RealEstateInvesting #FinancialPlanning #CareerChange Link in the comments.

Real Estate Investors! Today we are going for a serious 🧠 knowledge dump that you don’t want to miss! The operating agreement breathes 🌱 life into the LLC. It is it’s 🧬 DNA, 🩸 blood, and ❤️🔥 beating heart all in one! Naturally different parties have have different interests that aren’t always 🤼 aligned. See the 🎠 carousel that dives into 10 crucial sections of a typical Syndicated real estate deal’s Operating 📝 Agreement. I’ll tell you what each side typically wants And then it’s up to 🫵 you to Make it 🎯 Happen! Remember, it is the sponsor who is drafting it, so it’s on the 🚧 limited partners to 🤌 negotiate the terms they want to see. It won’t happen if you don’t know 🤷♂️ how to read the agreement. Sponsors hold the cards 🃏 but investors hold the 💲💲💲 𝗟.ook 𝗟.everage 𝗖.ustomize TL;DR See the Carousel to learn what you want to see in the Operating Agreement! 💰 Capital Contributions 💸 Profit Distribution 👨🏻💼 Management Authority 🗳️ Voting Rights 🔁 Indemnification 🚪Exit Strategy 💨 Dissolution/Bankruptcy 🤝 Transfer Restrictions 💵 Fees and Expenses ✂️ Amendments Good 🤞 luck and let me know if you need my help! #realestatesyndications #passiverealestateinvestors #realestateoperatingagreement #dealsponsors ---------------------------------------------------------------------------- 𝗛𝗶! 𝗜 𝗮𝗺 𝗧𝘇𝘃𝗶 “𝗟𝗟𝗖”, 𝘁𝗵𝗲 𝗟𝗟𝗖 𝗪𝗮𝗿𝗿𝗶𝗼𝗿 I love helping you choose the right entity, form it properly, and protect it, so it can protect you! 📢 Give me a shout if you want ⚡ Lightning fast and Reliable LLC formation and compliance.

🚀 Elevate your real estate strategy game with our latest CPE course on the Earmark app: "Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know," led by expert Michael Scherer! 📈 Unlock powerful insights into 1031 like-kind exchanges and take your advisory skills to the next level. This course covers vital strategies for optimizing tax deferral benefits and mastering complex transactions. 🔍 Key Benefits: - Strategic Evaluation: Learn to leverage zero cash flow Delaware Statutory Trusts (DSTs) in sale-leaseback scenarios. - Partnership Excellence: Discover why having exceptional qualified intermediaries is crucial to your success. - Provider Selection: Master how to choose the right 1031 exchange providers with confidence. Join Michael Scherer and enhance your expertise through this cutting-edge course tailored for accounting and finance professionals. 👉 https://earmark.app/c/1917 #RealEstate #1031Exchange #CPE #ContinuingEducation #Accounting #FinanceProfessionals

I am obsessed with learning about navigating legal and regulatory requirements in real estate investing. So I went and devoured 10 years of expert advice. The result? I walked away with 5 timeless principles from the greatest experts in the world. Here are the golden takeaways: 1. Know your local laws. 2. Stay updated. 3. Consult professionals. 4. Document everything. 5. Be proactive. Enroll in my course, "From the Ground Up," just $10/mo www.timweemsrealdeal.com #realestate #smartwealth #createwealth #richdadpoordad

Unlocking Million-Dollar Opportunities in Real Estate If you have $300,000 or more text me at 305-409-8378 You can now INVEST with your IRA/401k. Call or text to see if you qualify #CardoneCapital #realestatetips #MultifamilyInvesting #realestateinvesting #realestateexperts #grantcardone #10x #reelsvideo #realestateadvice #reelsinstagram #fliphouses This is not an offer; offers will be made only by means of the Regulation D Offering Documents (available at https://lnkd.in/g9YqipZS) or the Regulation A+ Offering Circular (available at https://lnkd.in/gGYsGU6W), either of which may be updated or amended from time-to-time with the most recent Offering Circular or Offering Documents. The Regulation D offering under Rule 506(c) is for accredited investors only. The acquisition of any property identified in this communication is subject to various contingencies and may not be consummated. Past performance is not an indication of future results. Investing involves risk and may result in partial or total loss. Prospective investors should consider carefully investment objectives, risks, charges and expenses, and should consult with a tax, legal and/or financial adviser before making any investment decision. For additional information, visit https://lnkd.in/gemJKCD