Скачать или смотреть How Our Client Raised $10 million to Invest in Dollar Stores

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In this Syndication Success Story, Gene Trowbridge, Esq. CCIM of Trowbridge Nieh Law Group shares how his client achieved remarkable results in triple net real estate investments. 🏢💰

🔹 Background: Trowbridge Nieh Law Group specializes in securities law, assisting clients in assembling investor groups for real estate ventures.

🔹 The Unique Approach: Beyond their extensive multi-family syndication practice, the client recognized a need for long-term passive cash flow. They decided to invest in single-tenant triple net leased real estate, including properties like Dollar General, CVS, and Family Dollar stores. 🛒💡

🔹 The Blind Pool Offering: Starting with a blank slate, the client launched a blind pool offering. No identified properties initially—just their experience and a robust database of existing investors. The result? A resounding success! 🚀

🔹 The Numbers:

Minimum raise: $500,000 (to acquire at least one property)
Total raised: $10 million (impressive, though not the largest offering prepared by Trowbridge Nieh LLP, which is closer to ~$200 million)
Investor minimum: $50,000 (with flexibility to invest more)
Structure: 80-20 split (80% for investors, 20% for the sponsor)

🔹 Smart Moves:

The sponsor paid $1,000 for their 20%, avoiding immediate ordinary income.
Capital gains treatment ensured a tax advantage.
No subordination—investors share equally in operations and disposition.

🔹 27 Properties and Counting: With a 2-3% property management fee, the client purchased 27 single-tenant net-leased properties. And they’re not stopping there—a second fund is already in the works! 🌟

Learn more about the services our firm provides at www.tnllp.com