Passive Investors, ask these 4 Questions of Syndicators! with Gene Trowbridge

As the Founding Partner of Trowbridge Law Group LLP, Gene Trowbridge’s law practice concentrates on the syndication of commercial and investment real estate, through debt and equity.

As a former syndicator, who for ten years raised investor capital through the broker-dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state-federal securities laws. A long-time CCIM and CCIM Senior Instructor, now having attained Senior Emeritus status, Gene won numerous awards for his teaching ability. His book It’s a whole New Business!, is really a how-to manual on real estate syndication.

In this episode, we talk about some of the proposed changes to security law, and Gene’s TOP 4 Questions all passive investors should ask their syndicators.

[00:01 – 04:01] Opening Segment

• I talk briefly about great values that await you in this episode
• I welcome our guest, Gene Trowbridge
• Gene talks about his background
  • Law career
  • Real Estate Investing background

[04:02 – 17:14] Changes the SEC proposed for Security and Syndication laws

• Gene’s thoughts on the regulation changes brought about by the SEC
• Impact of Finder-Referrer Definition changes to passive investors
• Potentials for fraud in the rule changes
• Really understanding and taking the ROI’s into account 

[17:13 – 24:37] TOP 4 Questions Passive Investors should ask

• Get educated in real estate
• Gene goes over the 4 Questions every passive investor should ask

[24:38 – 34:22] Closing Segment

• Quick break for our sponsors
• What is the best investment you've ever made other than your education?
  • Teaching
• What is the worst investment you ever made?
  • Signing up for some audio courses when I wanted to be an accountant

• What is the most important lesson that you've learned in business and investing?
  • The value of listening
• Gene talks about one of his biggest mistakes in his syndications

• Connect with our guest. See the links below.

Tweetable Quotes:

“If you’re gonna be a passive investor in real estate, I think you need to go out and get educated in real estate.” - Gene Trowbridge

“Teaching was my best investment other than education. Because when you teach you do get educated. But it also taught me people skills, taught me patience.” - Gene Trowbridge

“Listening is really important. You just don’t know everything, so I learn a lot by listening.” - Gene Trowbridge

Resources:

• Trowbridge Law Group
• It’s a whole new business - Gene Trowbridge

Connect with Gene, send him an email at [email protected], or visit https://trowbridgelawgroup.com/ 

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