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FUND MANAGEMENT – REAL ESTATE – SYNDICATION – SECURITIES – LEGAL – TAX & ESTATE PLANNING

10 Lessons Learned from 2023 in the Syndication World

Best practices, hi there, this is Dugan Kelly with Kelly Clark. Welcome back to our podcast. Today, we're going to talk about Lessons Learned From 2023. So, in 2022, we structured over $5 billion in deals for operators, syndicators, sponsors, sellers, buyers all...
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Does the Corporate Transparency Act Affect You?

Starting January 1, 2024, there’s a new law called the Corporate Transparency Act (CTA) that aims to stop illegal activities involving corporate vehicles. This law makes it necessary for new and smaller companies in the US, as well as foreign companies operating in the US, to tell FinCEN (a financial agency) about the people who control their company. These companies, called Reporting Companies, need to disclose this info, but some are exempt.

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The 5 Secrets of Generational Wealth

If you’re somebody that’s looking to deploy capital and grow your own family’s wealth, or you’re just interested and curious about what the keys to generational wealth are from the standpoint of a practitioner helping people structure deals all around the country, then this is the right one for you.

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Crucial Steps in Real Estate Syndication: From LOI to PSA Negotiations

We often have clients who come through our doors with a similar situation: they have a letter of intent, they’ve found a property they want to buy, but now, what do they do?

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