LEGAL AND PLACEMENT ADVISORY FIRM

Accelerate Your Syndications
with Innovative Property
and Placement Processes

We are the pioneers of Core Strategy Theory, a proven framework for designing your Property Processes to capture a compelling story and your Placement Processes to raise capital, reputation, and contacts faster.

Our clients pay half as much and receive their offering documents twice as fast compared to large and mid-size law firms. Part of our fee is contingent on the client’s funding success.

Just released!

Your MBA Textbook

Who We Are by the Numbers

1,100+

Offering documents drafted

5

Decades of service and sponsoring

100+

Broker-Dealers transacted with

6

Syndication/new venture textbooks authored

16,000+

Syndication entrepreneurs trained in our 4-level seminar series held in 5 countries

100

Investment bankers, broker-dealers, venture capitalists, and universities paying sponsors of our seminars

52

Offerings on our own syndications with properties in 4 states (been in your shoes)

1

National Marketing Director with a public syndication company

0

Lawsuits, malpractice claims, or fee refund requests

New Release:
Your MBA Textbook!

Today, real estate syndication innovation occurs at the intersection of real estate management /  development / investment / finance innovation, including cryptocurrency, technology innovation, capital raising innovation and leadership/business model innovation. This convergence is a time and place we can call Real Estate Syndication 4.0.

Download Free Chapters

Introduction
Chapter 2: The Syndicosm
Chapter 4: Placement Processes

“Always on time, on budget and a great advisor. Thanks to Mark’s guidance, processes and contacts, we found a boutique family office manager who funded three development projects with investment capital totaling over $14 million.”

– Rudy Medina, President of NextSpace Development, Inc.

The same Core Strategy framework and innovation processes are already revolutionizing the field of new venture analytics and innovation. To view some of the marque companies and organizations where our framework and processes are being taught, consulted and tested, see www.causalworks.ai.

Pioneer of Core Strategy Theory.
Pioneer of 1031 TIC Practices ( 1980).
Founder of Syndication Law Group.