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Content provided by Mathew Owens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mathew Owens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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The Syndication Risk No One Talks About with Kyle Swafford

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Manage episode 497445280 series 3560179
Content provided by Mathew Owens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mathew Owens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most investors focus on the returns. But few read the docs. In this episode, Mathew Owens and Kyle Swafford break down what actually protects you in a deal, and what doesn’t. From key PPM clauses to the real role of an attorney, this episode is a wake-up call for operators and investors alike. Whether you're raising capital or writing checks, you’ll want to understand the legal risks you're taking on, and how to avoid getting burned.

What You’ll Learn:

  • Why understanding your legal docs is just as important as underwriting the deal

  • What the PPM really protects, and who it’s written for

  • The operator’s legal risks (and how the SEC can hold you personally liable)

  • How to structure investor returns and fees to align incentives

  • What to document from day one to protect yourself years later

  • Why most accredited investors aren’t ready to prove it—and what that means for your raise

  • The danger of passive investing without reading the fine print

  • How interest rate shifts have wrecked recent deals, and what to watch for moving forward

  continue reading

109 episodes

Artwork
iconShare
 
Manage episode 497445280 series 3560179
Content provided by Mathew Owens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mathew Owens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most investors focus on the returns. But few read the docs. In this episode, Mathew Owens and Kyle Swafford break down what actually protects you in a deal, and what doesn’t. From key PPM clauses to the real role of an attorney, this episode is a wake-up call for operators and investors alike. Whether you're raising capital or writing checks, you’ll want to understand the legal risks you're taking on, and how to avoid getting burned.

What You’ll Learn:

  • Why understanding your legal docs is just as important as underwriting the deal

  • What the PPM really protects, and who it’s written for

  • The operator’s legal risks (and how the SEC can hold you personally liable)

  • How to structure investor returns and fees to align incentives

  • What to document from day one to protect yourself years later

  • Why most accredited investors aren’t ready to prove it—and what that means for your raise

  • The danger of passive investing without reading the fine print

  • How interest rate shifts have wrecked recent deals, and what to watch for moving forward

  continue reading

109 episodes

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