Workshop on Regulation A+
On March 4th I had the pleasure of co-presenting a workshop on Regulation A (Title IV Crowdfunding) in Mountain View, California, at an event organized by Crowdfund Beat. My co-presenter, Jillian...
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Postcast: An Australian’s Guide to Investing in U.S. Real Estate
Earlier this month I had the pleasure of being interviewed by Reed Goossens, who speaks with a strange accent but knows a heck of a lot about real estate. During the program, the third installment in...
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No Demo Days For Title III Issuers
Crowdfunding is a marketing business. But when it comes to marketing an offering of securities by a Title III issuer, things get complicated. That’s why this is three times longer than any blog post...
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Will Someone Please Offer Investment Advice For Crowdfunding?
Very few retail investors have the skill to pick a great deal from a mediocre deal. I know I don’t, and I’ve been representing real estate developers and entrepreneurs my whole career. Taking a cue...
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Diagram For Borrower-Dependent Notes
Borrower-dependent notes secured by real estate are the backbone of today’s Crowdfunding industry. Here’s a diagram showing one possible structure. There are others, but I like this best in most...
View ArticleRegulation A Webinar Follow-Up Q&A
A couple weeks ago, Howard Marks of StartEngine and I presented a webinar about Regulation A. Listeners asked far more questions than we were able to answer in the time given, and I promised to post...
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What’s the Difference Between Rule 506(c) and Rule 506(b) in Crowdfunding?
Three and a half years into Title II Crowdfunding, I am asked this question a lot, sometimes by portals, sometimes by issuers. A Chart, of Course Three Important Differences Verification In a Rule...
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Married Couples As Accredited Investors
When a married couple invests in an offering under Rule 506(b), Rule 506(c), or Tier 2 of Regulation A, we have to decide whether the couple is “accredited” within the meaning of 17 CFR §501(a). How...
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Podcast: Understanding Crowfunding with Mark Roderick
CLICK HERE TO LISTEN Rules are always changing in the crowdfunding space. Make sure that it is the best way for you to raise private capital by understanding the mechanics of this process. In this...
View ArticleUsing A SAFE In Reg CF Offerings
The SEC once wanted to prohibit the Simple Agreement for Future Equity, or SAFE, in Reg CF offerings. After a minor uproar the SEC changed its mind, and SAFEs are now used frequently. I think...
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