Author name: Nathaniel Dodson

Understanding the Family Resemblance Test alternative to the Howey Test in Securities Law

Most new capital raisers quickly pick up on one key legal concept affecting whether an investment is subject to securities regulations. It’s the Howey Test. The Howey Test has long been the standard for determining what qualifies as a security under the watchful eye of the Securities and Exchange Commission (SEC). But here’s the twist:

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Smart Moves for Your First Fund Launch: Playing It Smart and Lean

Launching your first fund is one of the most exciting and nerve-wracking moments in your career. On one hand, you finally get to step into a rewarding industry that literally creates billionaires. You are in control. On the other hand, you have a brand new business that takes the ability to do due diligence and

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Potential Changes to Investment Regulations: What Syndicators and Small Fund Managers Need to Know

If you’re raising capital for your real estate deal, investment fund, or new business, you might’ve felt like the system was designed to work against you. You’re not wrong. But things may be changing for the better. Over the past year, the SEC and Congress have opened up conversations (and seeking public comment) about modernizing

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Why Issuers Should Consider Texas for Reg D and Crowdfunding Offerings

NEWTexas Securities Law Is Changing the Game: Why Issuers Should Consider Texas for Reg D and Crowdfunding Offerings When it comes to raising capital, the legal environment you choose to build your company in is just as important as the investors you bring on board. For decades, Delaware has been the “default” for corporate law

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The LLC as a Legal Boundary

An LLC is more than a business structure—it’s a legal separation between you personally and your company operations. When properly formed and maintained, that separation means that liabilities and debts belonging to the LLC generally cannot reach your personal bank accounts, home, or retirement savings. This is true whether you own a retail outlet, a

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Aligning Investors’ Interests with Convertible Notes

Convertible notes are a fixture in the early-stage funding landscape. They are often praised for their flexibility, bridging the gap between a startup’s immediate need for capital and the complexities of an early equity valuation. But their true effectiveness, and one of the core convertible note benefits, lies in their potential to serve the distinct,

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Property Development Financing: The Key to Building Profitable Projects

The real game begins when you figure out how to bring that vision to life financially. Whether you’re developing residential homes, commercial buildings, or a mixed-use complex, property development financing plays a critical role in determining the success of your project. This form of financing isn’t your typical loan—it’s a strategic financial tool designed to

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Loans for Property Development

Loans for Property Development: How to Finance Your Next Real Estate Project

Every towering skyline and every thoughtfully designed community you see around you began with an idea—and a plan to fund that idea. For most developers, turning land into livable or profitable property doesn’t just rely on vision or talent. It requires access to smart financing. That’s where loans for property development come into play. These

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Real Estate Syndication Opportunities

Real Estate Syndication Strategies for Smart Investors

Real estate syndication is fast becoming a preferred investment strategy for individuals looking to generate passive income, diversify their portfolios, and enter the world of commercial real estate without managing the day-to-day complexities. This collaborative investment model brings together multiple investors to collectively fund real estate projects that might be too large or complex for

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Real Estate Syndication Attorney in Secure Investments

Introduction:  Real estate syndication has emerged as one of the most appealing investment strategies, enabling individuals and entities to join hands to invest in big-ticket properties they cannot otherwise purchase. While this approach offers lucrative prospects, it also comes with intricacies that must be dealt with utmost care. These are legal necessities, regulations, and papers

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