In this video, I go over some of the common areas to look into when looking for a securities lawyer. You want someone specialized so I give you some insight into what I would look for if I were to go out and hire a lawyer to help with a capital raise, securities offering, syndication,…
Category Archives: Business Transactions Blog
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Selling or Transferring Your Interest in Real Estate Syndications or Other Investments
YOU INVESTED IN A PRIVATE OFFERING AND WANT TO SELL YOUR INTEREST – WHAT DO YOU DO? For all private offerings, restricted and/or controlled securities are issued, thus inhibiting the ability for investors to sell or transfer their interest. For securities purchased in a Regulation D offering, the interest is considered “restricted” and cannot be…
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Crypto Risks – Options for forming a crypto fund
In this video, securities attorney Chris Barsness discusses the current SEC enforcement position on crypto as a security and ways to start a crypto fund.
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“Surviving Special Servicing: What to Expect If Your Loan is Referred”
Prior to joining Patel Law Group, I worked for two large servicers of Fannie Mae and Freddie Mac loans, and eventually ended up working in one of their special servicing departments managing underperforming loans. It wasn’t fun, and borrowers were annoyed, but it gave me a great understanding of what borrowers deal with once a…
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Wrap Your Head Around Seller Financing
As the economy grapples with a potential banking crisis, buyers are seeking ways to reduce interest rates and qualify for loans. Some sellers are willing to take on a bit of risk to help these buyers purchase through seller financing. Although seller financing is rare, it has grown more common as the Fed continues to…
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What to Assume About Loan Assumptions
As interest rates remain high, one option for investors seeking multifamily financing for acquisitions is a loan assumption. A loan assumption occurs when a real estate buyer purchases a property and takes over a seller’s existing mortgage loan through the lender. Many types of commercial loans can be assumed, including most Fannie Mae, Freddie Mac,…
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The DSCR: Calculating Your Property’s Financial Health
In the search for an investment property, one of the first things any investor will consider is the property’s ability to cover its own operation and debt costs. Your lender will be just as, if not more, interested, and their underwriting team will delve deeply into the property’s recent financials calculating the annualized Debt Service…
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Gaining Through Giving
Like most people, I can’t believe it’s time for another new year to begin, and the guilt-ridden, annual ritual of confronting last year’s resolutions that failed to materialize. Although a few of my resolutions never came to fruition, I did follow through on one commitment–to engage in more volunteer work assisting communities in need. I’ve…
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SEC Publishes Strategic Plan For Fiscal Years 2022-2026
On November 23, 2022, The Securities and Exchange Commission (“SEC”) released its Strategic Plan for fiscal years 2022 through 2026, detailing its mission, vision, values, and goals moving forward through the next four years. Three main goals guide the SEC’s plan: (1) protecting the investing public against fraud, manipulation, and misconduct; (2) developing and implementing…