Listen "Passive Investor Legal Basics: What Every Physician Must Know (with Attorneys Adam & Paul Vincent)"
Episode Synopsis
In this episode of Real Freedom, Real Assets, host Sergii Rakhuba sits down with attorneys Adam J. Vincent and Paul W. Vincent to demystify the legal side of passive real estate investing.If you’ve ever wondered what exactly you’re signing when you invest in a syndication—or how to know your interests are protected—this conversation will give you clarity and confidence.We cover:Why syndications are legally “securities” and what that means for investors.Key documents every LP should understand: the PPM, the Operating Agreement, and the Subscription Agreement.SEC rules: 506(b) vs. 506(c)—and what makes you an “accredited investor.”When to hire your own attorney as an LP.The biggest misconceptions passive investors make (and how to avoid them).Whether you’re a physician looking to put your capital to work or a professional exploring real estate syndications for the first time, this episode will help you invest with peace of mind.🎧 Tune in to learn how to protect yourself legally before you sign on the dotted line.