Episode 44: Ep 44: REI MBA: Joint Venture vs Syndication - Do You Know the Difference and When to Use Which?


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In this episode, we had the fortunate opportunity to bring Gene Trowbridge back onto the show.
I am sure you have heard terminology such as "Joint Venture", "JV" and "Syndication" being thrown around and discussed when you hear about different real estate deals. But do you really know the difference between the two?
Accurately knowing the difference between both "Joint Ventures" and "Syndications" and using each of them correctly, can either put you on the right side or the wrong side of the law.
In this particular episode, Gene shares a presentation that he has put together for our community reviewing the Securities Law and highlighting the difference between both Joint Ventures and Syndications. You absolutely have to listen to this interview.
Remember, this is your MBA. Have a notepad handy and get ready to take some notes!
Below are few topics that we covered during the interview:
✅ Moving from Joint Venture (JV) to Security
✅ What are the differences between the two?
✅ What is a Joint Venture and how does it work?
✅ What is a Security and what do you need to know?
✅ And More....
Gene's Bio:

As the founding partner of Trowbridge Law Group LLP Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Between Gene’s individual syndication practice and the firm’s legal practice, the partners in the firm have written offerings for more than $5 Billion of money raised. The median offering size is $2.5M. His practice writes offerings under Rule 506(b) and 506(c) of Regulation D and Regulation A+.
As 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 and federal securities laws.
As 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.
You can reach out and speak with Gene by going to his:
✅ Website: https://trowbridgelawgroup.com
✅ Phone: (949) 507-1507
✅ YouTube Channel: Check out "Trowbridge Law"
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47 episodes