All Forum Posts by: John Stanczak

@Todd Mefford would love to connect sometime Todd. We’re military investors looking for our first multi family in Leavenworth.

@Jon Morgan are you in the Leavenworth area? Would love to connect sometime. We’re an active duty upstarting syndicate, still working to find our first multifamily in the area.

@Austin Fruechting would love to connect over coffee sometime.

We’re active duty stationed at Leavenworth and just starting out on our multifamily investing journey. The goal is financial freedom by 2030. We have an umbrella company and access to investment capital, but are still working on finding a good first acquisition in the area.

@Chris Levarek thanks for this. Do you have a website targeting non-accredited investors?

@Jillian Sidoti @Greg Scott

Thank you for this! 

@Jillian Sidoti Just watched your Investor Presentation video. Love the Sinek references! When you say focus on your company vs. offering, are you saying more about WHY your company does what it does, or can we talk about the WHAT and HOW? Is the 'security' portion more about investment structure or a specific asset being offered? 

For example (sorry for the length):

We offer investors the opportunity to partner with Equity Shield, LLC as a Networked Capital Partner (NCP). Contact us and we’ll discuss your goals, desired risk level, and expected rate of return. If we determine you’re a good match, we’ll add you to our network! There is no fee or obligation to become an NCP, this simply adds you to our network for future deal offers.

As investment deals meeting our vetting process arise, we offer our NCPs the option to buy into the deal as either a Limited Partner or a General Partner. Limited partners receive preferred payouts, while general partners receive non-preferred payouts and partial ownership of the asset. Most properties will be held for a 5+ year period.  

Hello all, 

New to BP and just getting started with a RE Syndicate. Have a question about legal requirements to market ourselves as an investment opportunity.

We have our eyes on a local 16-unit, and want to start looking at raising capital. We started a FB page for our LLC that essentially advertises the syndication construct, and encourages people to reach out to me to discuss becoming a capital partner. The idea would be to get on the phone, talk them through our business model, then detail any specific property offering we might be raising capital on. After that, we'd work out an OA.

I just got off the phone with a syndication attorney and he suggested I need a securities license to advertise like that. I'm not trying to limit to accredited investors, so I looked at two things from 506(b): 1) Issuer must have a substantive, pre-existing relationship with investors; 2) General solicitation or advertising of the securities is prohibited. 

Some questions here: Are Facebook "friends" substantive relationships (from a legal perspective)?  If I'm only advertising the model (not a specific property), is that still a security? How have others handled the advertising piece to bring on non-accredited investors?

Thanks for the help!

@Shane Hutchins I’m a military homeowner in Leavenworth. Shoot me a PM, I can recommend a realtor and a lender.