Raising Money & Partnerships

Navigate the waters of real estate investing safely with this guide to properly structuring your partnerships and investments.

22
Hrs
Mins
Secs
5
35
10
SEGMENTS DURATION
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INSTRUCTOR

Jarom Bergeson

Jarom Bergeson is a seasoned tax lawyer at KKOS, specializing in wealth preservation, capital raising, retirement planning, and estate preparation for entrepreneurs and real estate investors nationwide. Over the last decade, he has created numerous business entities and tax-effective structures and guided clients through private placement offerings regulations. A subject matter expert, Jarom holds Continuing Education Instructor credentials in Utah and frequently speaks on topics connected to his work. He graduated from the University of Denver. Apart from law, Bergeson is a published children’s author, an avid golfer, and a dedicated family man.

Description:

Learn how to structure your deal and protect interests legally, morally and ethically for all the parties involved in the transaction. Open your business to the more than 14 trillion dollars currently in retirement accounts that could be used for real estate investing. Attorney and author Jarom Bergeson, takes you step by step through the basics of contract law, and how structuring your money and partnerships prior to buying the investment property, are just as important as completing your due diligence and ensuring your exit strategy is viable. Understand the requirements of a binding contract and learn how to create contracts that hold true, stabilize your investments, and generate bigger returns. You will also learn the components of a buyer’s and seller’s checklist that will help to keep you and each party safe. Take full advantage of the legal protections and tax advantages before you purchase. Make a plan, get it in writing and get it right the first time.

  • 1

    Pre-Assessment

    Take this assessment to see what topics you'll be learning about.

  • 2

    Introduction

    Jarom Bergeson, a tax attorney with expertise, will be sharing his knowledge on raising revenue and creating partnerships with real estate investing in mind.

  • 3

    Contract Elements

    This Segment provides an in-depth explanation of the critical elements of contracts, their importance in real estate partnerships and how they impact the process of raising capital for such partnerships.

  • Show all 22 segments

    • 4

      Contract Rules and Terms

      Our instructor explains several key components every written contract should contain, stressing the importance of governing law, amendments, integration clauses, dispute resolution, and assignments.

    • 5

      Contract Defenses and Terms

      Learn several defense tactics in contract deals, using the analogy of ticket sales for concerts of two different musicians.

    • 6

      Buyer & Seller Checklists

      Know the key elements that should be included in real estate purchase contracts from both the buyer and seller's perspectives.

    • 7

      Q&A and Entity Structures

      Jarom discusses the importance of choosing the right business entity structure for deals, with a particular focus on the use of specific entities for property investment.

    • 8

      The Trifecta

      This segment provides a comprehensive overview of entity selection and its benefits for real estate operations, asset protection, possible tax savings, and partnerships.

    • 9

      LLC Entities

      Our instructor discusses single member Limited Liability Companies (LLCs), including state locations and holding companies.

    • 10

      Other Entity Options

      Understand the benefits of structuring an s-corporation for conducting operations such as real estate flipping and wholesaling.

    • 11

      Considerations & Questions

      Jarom tackles the strategy of setting up multiple entities based on the amount of equity and clarified the difference in tax implications for different types of income.

    • 12

      Entity Questions

      Find out about the legal and financial aspects of managing real estate investments under different structures.

    • 13

      Real Estate Investing and Regulations History

      This segment presents a comprehensive overview of financing in real estate deals discussing options like traditional bank financing, seller financing, and hard money lenders.

    • 14

      The Howey Test

      Jarom explains the definition of securities with the help of W. J. Howey's case, which led to the Supreme Court establishing a four-part test to define an investment contract.

    • 15

      Securities Compliance & Requirements

      Learn the complexities of registering securities with the SEC and how establishing a valid partnership may serve as a more efficient alternative.

    • 16

      Partnerships

      Our instructor dives into the complexity of partnerships in the real estate sector, focusing on the pitfalls of numerous partners, issues like exceeding budget, decision-making, and situations like death or divorce.

    • 17

      Lenders

      Jarom discusses the concept of using lenders, the importance of having a note that earns interest, the differences between mortgages and deeds of trust, and potential issues in loans involving multiple lenders.

    • 18

      Investors

      Understand the varying options when dealing with securities including partnering, loans, and the necessity of registration with SEC.

    • 19

      Private Placement Memorandum

      This section outlines the requirements in a Private Placement Memorandum (PPM) from the potential risk factors and conflicts of interest to the overall use of proceeds.

    • 20

      Forms, Rules and Regulations

      The instructor provides an in-depth introduction to Form D, explaining its importance in the realm of security offerings.

    • 21

      Final Questions and Closing Remarks

      Jarom addresses class questions about relationships with investors and structures, then provides closing insights.

    • 22

      Post-Assessment

      Take this assessment to see how much you've learned.

  • 22

    Post-Assessment

    Take this assessment to see how much you've learned.