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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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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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Moving from 506(b) to 506(c) in Real Estate Syndication

In this video, Dugan Kelly discusses the transition from a Regulation D Rule 506(b) offering to a Rule 506(c) offering, shedding light on the differences, implications, and challenges involved. He explains how this transition can be a strategic move for those aiming...
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