03Nov

Interpreting the Private Placement Memorandum (PPM)

Interpreting The Private Placement Memorandum One of the important syndicator’s jobs is a role of an investors' liaison. This entails, among a multitude of responsibilities, managing clients’ relationship. Real estate deals are offered by syndicators (check out my article, “
09Mar

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...