Key Takeaways
Institutional investors may require a higher preferred return but typically accept a smaller equity share, offering flexibility in deal structuring.
Policies like rent control can hinder cash flow, especially in areas with rising costs, affecting property valuations and investor returns.
Population and job growth, along with household income, are vital indicators of a market’s potential to sustain rental growth and value appreciation.
Diverse employment sectors mitigate risks during economic downturns, providing stability in occupancy and rental income.
Working with city officials and economic development teams can ease processes like zoning, permitting, and provide incentives, benefiting both the property and local community.
Investors should clarify if they’re prioritizing immediate cash flow or long-term appreciation to align with property performance expectations.
Cost segregation is a powerful tool that enables investors to accelerate depreciation, significantly reducing taxable income and offering potential financial advantages.
Episode Timeline
[0:00] – Introduction to Bethany LeFlam and her legal expertise.
[4:15] – Overview of 506(b) and 506(c) offerings and their implications.
[12:30] – A breakdown of syndication documents: PPM, Operating Agreement, and more.
[18:40] – The importance of Blue Sky Filings and state-specific regulations.
[22:15] – Highlights from Bethany’s upcoming book, The Power of OPE.
[27:10] – Building a team that complements your strengths and the value of delegation.
[29:45] – Bonus segment: Bethany’s favorite Southern California restaurant.
[31:00] – Closing thoughts on compliance, team-building, and entrepreneurial success.
Contact
LinkedIn: https://www.linkedin.com/in/bethanylaflam/
Instagram: https://www.instagram.com/bethany_laflam/?hl=en
