Ep. 132 Steven Rinaldi: What You Need to Know About Investing in Real Estate Securities

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If you’ve got a real estate investment that’s managed through a third-party property management company, did you know it’s considered a security? When your investment is classified as a security, there’s different rules to how it is managed.

real estate securitiesOur guest this week, Steven Rinaldi, is a real estate attorney based out of Bethesda Maryland. He is a leading figure in real estate and security law, having previously served as general counsel for the American Association of Bankers. He specializes in venture capital, private placement, angel investment and crowdfunding. He’s drafted memoranda for real estate investor with deal-types including private loans for rehabbers and loans for apartment investors.

This episode, he’ll be sharing what you need to know about real estate securities and the rules for managing properties as securities.

Find out what you need to know about real estate securities!

  • ¬†Federal looks at 4 factors of an investment to determine it as a security:
    • Investment of money
    • Common enterprise
    • Expectation of profit
    • Element of control
  • Your expectation of a profit is based on the work of someone else
  • Your real estate investment is a security if you do not have control over day-to-day operations of it
  • Different sets of laws apply to real estate securities

Investor resources

Want to find out more about what it means to invest in real estate securities or curious about real estate syndication? You can contact Steven Rinaldi through email at stevendrinaldi@msn.com or by phone at (204) 481-2708. You can also check out what kind of syndication deals he’s been involved in! Click here to view.

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