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Unlocking Opportunities

Syndication Solutions by Kelley Clarke, PLLC.

Maximize Investments, Minimize Risk

Tailored Syndication Strategies for Your Success

Welcome to Kelley Clarke, where we specialize in navigating the intricate landscape of syndication investments. With our expertise, we help unlock opportunities for investors and sponsors alike, ensuring that each venture is meticulously structured to maximize returns while minimizing risk. Whether you’re a seasoned investor seeking to diversify your portfolio or a sponsor looking to initiate a syndicated project, our tailored strategies and comprehensive legal guidance are here to support your success every step of the way. 

Real Estate + Syndication Services

Expert solutions for all of your legal real estate and syndication needs. 

Corporate Structure

  • Private Offerings – Regulation D 506 Offerings
  • Tenant-In-Common
  • Offerings with 1031 Exchanges
  • Private Placement Memorandum 

Syndication Services

  • Subscription Agreements
  • Investor Questionnaire and Certifications

Acquisition Services

  • Disclosures
  • Form D Compliance

Borrower’s or Seller’s Counsel

  • Blue Sky Compliance

Testimonials

Frequently Asked Questions

A syndication is a collaborative investment strategy where multiple investors pool their resources to collectively invest in a project or opportunity. This allows investors to access larger investment opportunities that may be beyond their individual capacity. 

Syndications are commonly used in real estate, where investors pool funds to acquire, develop, or manage properties. They can also be used in other industries such as energy, technology, and finance for projects requiring significant capital investment. 

In a syndication, a sponsor or lead investor identifies an investment opportunity, structures the deal, and invites other investors to participate. Investors contribute capital to the syndicate and receive a proportional share of the profits or returns generated by the investment. 

Syndications offer several benefits, including diversification of risk, access to larger investment opportunities, and the ability to leverage the expertise of the syndicate’s sponsor or lead investor. They also provide passive income and potential tax benefits for investors. 

To participate in a syndication, investors typically need to meet certain accreditation requirements, which may vary depending on the type of investment and jurisdiction. Accredited investors are individuals or entities that meet specific financial criteria set by securities regulators. 

The syndicate sponsor, also known as the lead investor or syndicator, plays a crucial role in identifying investment opportunities, structuring deals, and managing the investment throughout its lifecycle. The sponsor is responsible for communicating with investors, making key decisions, and executing the business plan. 

As with any investment, syndications carry inherent risks, including market fluctuations, economic downturns, and project-specific risks such as construction delays or tenant vacancies. It’s essential for investors to conduct thorough due diligence and carefully assess the risks before participating in a syndication. 

When evaluating a syndication opportunity, investors should consider factors such as the track record and experience of the syndicate sponsor, the quality of the investment property or project, the projected returns, and the terms of the investment offering. Consulting with a financial advisor or legal counsel can also provide valuable insights. 

Our firm provides comprehensive legal services for syndications, including structuring deals, drafting offering documents, and ensuring compliance with securities laws and regulations. We also offer strategic guidance and support to syndicate sponsors and investors throughout the investment process. 

Additional Resources

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About Us

About Us

Expert legal guidance tailored to your unique needs

Meet The Team

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Our Partners

Dugan p. Kelley

Learn more about Kelley Clarke

Matthew M. Clarke

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Practice Areas

Real Estate

Dedicated to navigating real estate law with precision

Securities

Guiding clients through intricate securities regulations and compliance

Litigation

Skilled advocates in complex litigation matters

Syndication

Expertise in structuring and navigating syndication transactions

Resources

The Blog

Insights and tips on crucial legal topics

The Podcast

Legal tips and strategies to help real estate syndicators avoid pitfalls

The Free Guide

Close More Deals With Our Proven 10-Step Syndicator Navigation System