Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

The Commercial Broker’s Perspective

Series: REAL ESTATE LEASING DUMBED DOWN 2019

Real Estate Leasing - Broker's Perspective

We have all heard the phrase “OPM” which stands for “Other People’s Money.” In the context of a real estate investment, what does this mean? A syndication is one of the most tried and true ways to raise money for investing in real estate.

What type of documentation is required to launch a syndication? What role do securities laws play in this process? What are the duties of the syndicator to its investors? What are the benefits and pitfalls of syndication? What other structures may be considered? All parties to a real estate investment would be well advised to listen closely and seek a thorough understanding of the syndication of real estate investments.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, Financial Poise, West LegalEdcenter


Meet the Panel:


David Levy

David Levy is Vice President of Business Development for NRC ...

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Howard Kline

Howard has been involved in commercial real estate for over 39 years ...

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William Himmelstein

Tenant Advisory Group (TAG) is an established licensed independent commercial ...

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Bill McGuinn

Bill’s real estate practice extends to the acquisition, development, sale, ...

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