Episode Details

🚀 In this episode of The Adventures of a Real Estate Broker, host Daniel Berger sits down with real estate syndication attorney and industry veteran Gene Trowbridge. With over three decades of experience as a broker, syndicator, and securities attorney, Gene breaks down what real estate syndication really is, why securities compliance matters, and the costly mistakes investors and sponsors often make. From self-storage syndications and investor relations to PPMs, LLC structures, and accredited investor rules, this episode is a masterclass in doing real estate deals the right way.

🎧 Hosted by: Daniel Berger

👤 Guest:🏡 Gene Trowbridge – Real Estate Syndication Attorney & Securities Law Expert

Gene Trowbridge is the Founding Partner of Trowbridge Nieh LLP, a nationally recognized law firm specializing in syndication and securities law. With decades of experience as both an attorney and a former real estate syndicator, Gene has played a pivotal role in helping clients raise hundreds of millions of dollars in private equity. He is also the author of the acclaimed book It’s a Whole New Business, widely regarded as a top resource in the real estate syndication field. Based in Lake Forest, California, Gene is a sought-after educator and speaker known for his practical, investor-focused legal guidance.  

💡 What You’ll Learn:

✔️ What real estate syndication actually means in simple terms

✔️ When a real estate deal becomes a security under the law

✔️ Why friends-and-family deals still require compliance

✔️ The role of PPMs, operating agreements, and disclosures

✔️ How to handle investor exits, life events, and voting right

🎵 Whether you're a broker, investor, or aspiring syndicator, this episode offers invaluable insights!

💼 Connect with Gene Trowbridge:

🌐 Website → https://www.tnllp.com/

📘 Facebook → https://www.facebook.com/gene.trowbridge.1

🎙 Follow Daniel Berger – The Adventures of a Real Estate Broker:

🌎 Website → www.DanielMBergerRealEstate.com

📷 Instagram → https://www.instagram.com/danielmberger/

🔗 LinkedIn → https://www.linkedin.com/in/danielmberger17

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate – https://iconsofrealestate.co