Deciphering Syndication Investment Terminology

Deciphering Syndication Investment Terminology So, you are at the point where you finally received your first Executive Summary (also known as Offering Memorandum) from a syndicator. As you glance through the summary, you will immediately notice that it contains quite a bit of terminology that you...

Is Your Portfolio at Risk if the Market Crashes?

Is Your Portfolio at Risk if the Market Crashes? If the title of this article grabbed your attention, you’re likely not new to the world of investing. You are likely very familiar with the word “diversification”, and you may have even read my article,

Care For Your Investors Like Mom Cares For You

Care For Your Investors Like Mom Cares For You Who do you know that gives you unconditional love and attention? You guessed correctly – your mom! Remember those good old days when you were a little kid and you relied on your mom to take care...

We are all brainwashed to hold on to old beliefs

We are all brainwashed to hold on to old beliefs For many generations, women have been seen as merely a child-producing source; as a nurturing resource for everyone around them, and in various ways as men’s support mechanism. However, as we are progressing through the twenty-first...

No women allowed or old boys club

No women allowed or old boys club There were times in recent history when women were not allowed to enter boardrooms or even business meetings. Housewife was considered the only role for a woman to have. Among the dozens or even hundreds of activities women accomplished...

Securities offering documentation

Securities offering documentation When it comes to investing in an apartment building syndication, you will have to review a number of documents including but not limited to executive summary, private placement memorandum, subscription agreement, operating agreement, and several others. Let’s cover each of them separately: 1. An Executive...