Dugan P. Kelley - $3B in Syndicated Deals The Importance in Managing Investment Security

There is information for people looking to build wealth in syndication, and everyone can use it. Today’s guest is Dugan P. Kelley, co-founder and managing shareholder of Kelley Clarke PLLC and he helps people do just that. Dugan is a syndications attorney who chairs the firm’s real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales by helping them structure, negotiate, and syndicate deals.

Let’s get right into the episode and learn from Dugan how important it is to manage security and advice around making the right choices in a syndication deal. 

[00:01 - 08:15] Opening Segment

• Let’s get to know Dugan
• Dugan gives us a bit of background 
  • Expertise, career, and humanitarian efforts 

[08:16 - 13:53] The Importance of Managing Security 

• Dugan talks about and breaks down the legal processes that go into investing in real estate
• Dealing with the PPM (Private Placement Memorandum) - know what’s in your documents 

[13:54 - 21:40] Understanding the PPM 

• Dugan gives insights on what to expect in your PPM
• Dugan talks about questioning your deal to know whether or not something is worth investing in 
• The weight of passive limited investors 

[21:41 - 32:45] Getting Your First Deal 

• Dugan gives advice from an active syndication point of view 
• Identifying a security 
• Dugan’s do’s and don’ts on syndication 

[32:46 - 39:54] Closing Segment

• Syndication is for everyone 
• Final words of wisdom from Dugan and Me - connect with us. 

Tweetable Quotes:

“If you look at the most wealthy in the country; these are people that consistently, generationally for hundreds of years, have been investing in things inside this country… this information and this knowledge should be for everybody.” - Dugan P. Kelley 

“If the person giving the money has an expectation that they are gonna get a return on that money, it is likely a security.” - Dugan P. Kelley

“Be careful, but be intentional… If you feel called into this type of industry, then do it, and do it with confidence that it can be done.” - Dugan P. Kelley

Resources:

• Treasured Vessels Foundation

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Connect with Dugan on Facebook, Instagram, and Super Lawyers. Visit https://kelleyclarkelaw.com/ or subscribe to his YouTube Channel to learn more about his firm and maybe even syndicate your first deal. 

Guest Email:  dugan@kelleyclarke.com

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