DiscoverRaise Private Money Legally • for Real EstateS1E6: What is a Substantive Relationship?
S1E6: What is a Substantive Relationship?

S1E6: What is a Substantive Relationship?

Update: 2021-02-12
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This episode discusses how to manage preexisting relationships and investor suitability.

When you're doing an offering that requires you to determine investor suitability, this is the guidance you need to keep you squarely within the rules, and off the radar of financial regulators.

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S1E6: What is a Substantive Relationship?

S1E6: What is a Substantive Relationship?

Kim Lisa Taylor