Podpage LogoMade with Podpage
April 27, 2023

Navigating the PPM: How to Protect Investors and Issuers Alike with Nic McGrue

Navigating the PPM: How to Protect Investors and Issuers Alike with Nic McGrue

Nic McGrue is an experienced attorney who advises clients on negotiating deals. He has seen many people make the mistake of using online templates to create a letter of intent, which may not suit their unique deal or leave out important terms. Nic advises clients to use the Letter of Intent (LOI) to set the big picture terms and then let the lawyers handle the details.

Apple Podcasts podcast player badge
Spotify podcast player badge
Google Podcasts podcast player badge
Castro podcast player badge
RSS Feed podcast player badge

On this episode of REI Mastermind Network, we dive into the world of real estate investing and the legal work required to succeed. Our guest, Nic McGrue from Polymathlegal.com, shares his expertise on syndication, a key element in scaling investments. We discuss the PPM, private placement memorandum, and its importance in disclosing potential risks to investors. We also cover loan documents and the creation of entities like LLCs for property acquisition. It's important to have a good relationship with the lawyer you hire, and we offer tips on how to find the right one. We explore the Howie test and exemptions when selling securities, and discuss building an investor network for funding real estate projects. Join us for a fascinating conversation on the legal side of real estate investing.

Connect with Nic McGrue! https://polymathlegal.com/


"You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - Jack