OwlTail

Cover image of Dugan Kelley

Dugan Kelley

10 Podcast Episodes

Latest 5 Jun 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

Episode artwork

SA103 | Investing Passively by Structuring Your Real Estate Syndication Deals with Dugan Kelley

How Did They Do It? Real Estate

Investing in real estate syndication is completely a different real estate asset class, especially with its funding, income, and processes. Syndication is not just all about knowing its process but also understanding the laws connected with real estate investing. Educating yourself and having the right people before getting involved in a syndication deal is very important to avoid possible losses. In today's episode, Dugan Kelley shares his professional background in law, his deep knowledge in real estate syndication, and how his company helps investors in building a good relationship with sponsors. You'll also learn more about getting the right syndication deals, and the things that you should know to be a successful syndicator.What You'll Learn From This Episode:Dugan's Professional Background and How He Get Started in Real Estate BusinessThree Things that People Should Know Before Investing in a Syndication DealTypical Deal Structures Available for SyndicationMost Common Definitions of Accredited Investor in Syndication Space, and its Two Primary CriteriaWhat is Regulation D Offering, and Difference Between RULE 506(B) AND 506(C) in SyndicationAccredited Investor Rules Changes and Code RevisionAccredited Investor vs Sophisticated InvestorHow to Build a Substantive Relationship with an Investor Best Ways to Keep Track Good Record of Your Pre-existing Relationship with Potential InvestorsStructuring Deals with Investors that Have 1031 ExchangeWhat is Tenants in Common (TIC) and its LimitationTwo Ways for a Foreign Investor to Participate in Syndication, Investor's Obligations, and Benefits it can Provide to People from the USWill There be any Potential Changes to Real Estate Laws with Upcoming Biden’s PresidencyImportance of Understanding the Tax Benefits from Real Estate InvestingHaving Work Ethic and Integrity, and Hiring the Right People to be Successful and More Efficient in Real Estate InvestingGuest Bio:Dugan is one of the country’s leading syndication lawyers. Dugan’s company, Kelley Clarke Law, services clients throughout the United States in all phases of real estate acquisitions and sales. He structured deals in more than two billion dollars for clients and is the bestselling author of “Purpose, Passion and Profit”.Website: https://kelleyclarkelaw.com/Facebook:https://www.facebook.com/kelleyclarkelawTwitter: https://twitter.com/kelleyclarkelawTo Connect With Us:Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!Sponsor:Thinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit https://mypodcast.website/ and Schedule a call with Adam A. Adams

40mins

5 Feb 2021

Episode artwork

What are the big falls for new Investors with Dugan Kelley?

Syndication Made Easy with Vinney (Smile) Chopra

Welcome to Syndication Made Easy with #VinneyChopra! Today we’re joined by super real estate attorney Dugan Kelley, who sets the record straight on the laws behind raising capital for multifamily investments. When you're a Multifamily investor there are lots of potential potholes and problems you could face and that's why we Dugan Kelley as a guest on the show. Dugan is a super experienced syndication attorney, transaction lawyer and has millions of dollars of experience. Never forget to like and subscribe and press the bell icon for more useful videos. ----------------------------------------------------------------------------------------------------------------- Get your copy of Vinney’s #1 International Best Selling book – Syndication Made Easy – https://amzn.to/2kwjHDN ----------------------------------------------------------------------------------------------------------------- ☑️ Check out Mr. Vinney Smile Chopra at 🎓 Learn From Vinney: https://vinneychopra.com/academy 🌐 Invest Passively in Real Estate Syndications With Vinney: https://moneilinvest.com/sign-up 🌐 Invest Passively in Senior Housing: https://seniorlivinginvesting.co/invest 📚 Access my E-books: 🌐 Real Estate Syndication Free Guide: https://vinneychopra.com/ebooks 🌐 Senior Living Investing Free Guide: https://seniorlivinginvesting.co/ebook 👍 Facebook: https://www.facebook.com/VinneyChopra 📸 Instagram: https://www.instagram.com/vinneychopra 🌐 LinkedIn: https://www.linkedin.com/in/vinney-smile-chopra-7b7b9619/ 🐦 Twitter: https://twitter.com/smilingvinney 📹 YouTube: https://www.youtube.com/vinneychopra ----------------------------------------------------------------------------------------------------------------- 🤝 Meet Me (For 15 mins or 60 mins): https://calendly.com/jonroosen/passively-investing-with-vinney-chopra ----------------------------------------------------------------------------------------------------------------- 📹 More Free Apartment Training Videos 🌐 https://vinney-chopra.mykajabi.com/offers/Fm8v8NjL ----------------------------------------------------------------------------------------------------------------- 📚 Syndication Made Easy with Vinney (Smile) Chopra 📌 https://apple.co/2XyB0EV ----------------------------------------------------------------------------------------------------------------- 🔔 Subscribe My Channel and Press the Bell Icon 🔔 📺 https://www.youtube.com/vinneychopra ----------------------------------------------------------------------------------------------------------------- 📞 Contact Me:  🌐 https://vinneychopra.com/contact-vinney/ 📧 vinney@vinneychopra.com  #vinneychopra #cashflow #multifamilyinvesting #apartmentinvesting #investor #multifamily #vinneymultifamily #moneil #moneilinvest #realestate #guidetosuccess #success #motivation #syndication #passiveincome #realestateinvesting #goal #financialindependence #helppeople #financialsuccess #passiveincome #multifamilyinvestments #multifamilyinvesting  #realestateinvestor #financialfreedom #podcastshow #podcastinterview #podcastinglife #podcaster #multifamilyrealestate #multifamily #realestate #realestatementor #multifamilymentor #apartmentsyndication #realestatesyndication #syndication #multifamilyrealestate #networth #cashflow #taxes #syndication

41mins

27 Nov 2020

Similar People

Episode artwork

E164: Lessons in Litigation - Dugan Kelley

The Investor Mindset - Real Estate Show

Litigation is a tricky and complex subject but it’s vital that you know the rules and laws surrounding your deals. This week super attorney Dugan Kelley drops by to tell us how. 👉👉 Join the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmbaWhen you're a real estate syndicator and investor there's lots of potential potholes and problems you could face and that's why I’ve invited this week's guest on the show - Dugan Kelley. Dugan is a super experienced syndication attorney, transaction lawyer and has millions of dollars experience on the litigation side. He drops by this week to give us some amazing advice on how we can identify these risks and either avoid or overcome them.Dugan Kelley received his Juris Doctor from Regent University in Virginia Beach, Virginia. He has extensive experience representing clients in trade secret, catastrophic injury, class action, product liability, intellectual property, defamation, and other complex litigation matters. Dugan's practice also includes representing companies and family businesses in providing advice and counsel in the capacity as outside general counsel.  Hit subscribe to join the community and let us know: how did you find the perfect attorney?   KEY TAKEAWAYS1. Plan, prepare and have a positive outlook on your deal.2. One of the biggest pitfalls is not knowing or believing that it takes a team to be successful. 3. It is important to have an attorney that you have a great relationship with because most of the time it will be a long term one. Lineup your team before you start the deal.4. Ask what type of person you are and what kind of communication you want from your attorney. 5. Trust your gut and go with an attorney that you feel is the right fit. Remember, you're there to CLOSE and help your passive investors. 6.  Never do a deal with a handshake, it ALWAYS has to be in writing. 7. The rules and laws are not different for your family and friends. Make sure you treat them as a client. 8. If you don't have the private placement memorandum then you're at risk of being sued by either the government or clients. 9. Do the right thing all the time and avoid burning bridges... because the investing circle is small and it could come back to haunt you in future deals. 10. As a sponsor or operator it's very wise, and worth the money, to get insurance. This is something that lots of people don't do but it will help and protect you massively should anyone want to come after you in or after a deal.11. Even though we're in uncertain times... it's certain that real estate is still the best way to invest. It's a good time right now to hold property and wait for the improvements to come.  BOOKSThe Passive Investing Playbook - https://theinvestormindset.com/passive LINKSJoin the MultiFamilyMBA and get exclusive free training: https://theinvestormindset.com/mfmbaLearn more about investing with Steven at https://theinvestormindset.com/invest Linkedin: https://www.linkedin.com/in/dugan-kelley-0019b435/Web: www.kelleyclarkelaw.comInstagram: https://www.instagram.com/dugakel/?hl=enFB: https://www.facebook.com/dugan.kelley

36mins

5 Nov 2020

Episode artwork

Episode 5 Insider Secrets Interview with Dugan Kelley

Insider Secrets by My Core Intentions

Mike Morawski interviews Dugan Kelley who is a speaker at the October 2020 Multi-Family Global Summit. Dugan Kelley co-founded Kelley Clarke, PLLC with the mission to deliver big firm expertise and experience to a local community. Dugan chairs the firm’s real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales. Dugan’s real estate expertise includes transactional services for his clients ranging from commercial loan closings, real estate private equity capital raises, joint venture agreements, commercial leasing, business acquisitions, and general commercial real estate services for multi-family syndicators, investors, and developers.

42mins

28 Sep 2020

Most Popular

Episode artwork

Dugan Kelley: The Legal Side of Real Estate Syndications

Multifamily Investor Situation Room

Dugan Kelley is co-founder of Kelley Clarke, PC, which is a boutique law firm with a national presence.  He chairs the firm’s securities and real estate practice group, where he focuses on assisting clients of multifamily, commercial, and residential acquisitions and sales.  He has structured acquisitions in excess of $2 billion.  With more than 20 years of experience, Mr. Kelley helps us understand some of the important legal aspects of both the real estate transactional and securities sides. Disclaimer:  This content is for educational purposes only and should not be taken as direct legal advice.  Consult with an attorney for your specific situation.

50mins

21 Aug 2020

Episode artwork

016 - Dugan Kelley - Using 1031 Exchanges To Fund Syndications

WIN Multifamily Show

Dugan P. Kelley co-founded Kelley Clarke, PLLC with the mission to deliver big firm expertise and experience to our local community. Kelley Clarke currently serves clients throughout the United States with its principal offices in Prosper, Texas and Santa Barbara, California. Mr. Kelley chairs the firm’s real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales. Mr. Kelley’s real estate expertise includes transactional services for his clients ranging from commercial loan closings, real estate private equity capital raises, joint venture agreements, commercial leasing, business acquisitions and general commercial real estate services for multi-family syndicators, investors, and developers.Throughout Mr. Kelley’s 18 years of experience, he has tried numerous cases in state and federal courts, administrative courts, and arbitration. With over $70 million in verdicts, settlements, workouts, and millions in settlements prior to trial, Mr. Kelley understands that there isn’t a one-solution fits all for every case. Mr. Kelley routinely advises real estate investors and other entrepreneurs about entity selection, corporate formation, risk assessment and other related transactional needs. Mr. Kelley also represents a number of companies and family businesses in providing advice and counsel in the capacity as outside general counsel.Mr. Kelley was previously a partner with Cappello & Noel, one of the nation’s foremost complex commercial litigation firms, in Santa Barbara, California. While at Cappello, Mr. Kelley successfully prosecuted and defended major commercial litigation involving a variety of commercial matters including lender liability, contract and transactional disputes, and fraud. Prior to his tenure at Cappello, Mr. Kelley was a litigator at Bonne, Bridges, Mueller, O’Keefe & Nichols in Los Angeles where he successfully defended healthcare professionals and healthcare institutions involved in malpractice suits. Mr. Kelley’s practice also included defending employment claims against professionals and the County of Los Angeles. Prior to moving into the civil sector, Mr. Kelley successfully prosecuted criminal matters.In addition, for several years, Mr. Kelley was an adjunct law professor teaching fundamental legal skills, legal research and writing, and moot court to law students in the Orange County area. From 2008 through 2016, Mr. Kelley has been selected as a “Super Lawyer Rising Star,” with only 2.5% of attorneys recognized as the best attorneys. Mr. Kelley routinely acts as a mediator for other attorneys or as settlement counsel for complex litigation matters that require a unique solution. Mr. Kelley is a best selling author of Purpose, Passion & Profit and is frequent speaker and lecturer at events.Mr. Kelley and his wife, Michelle have 3 boys. The entire Kelley family is actively involved in giving back to their local church and community.

23mins

25 Feb 2020

Episode artwork

GI32: Understanding the In's and Out's of Real Estate Syndication with Attorney Dugan Kelley

Global Investors: Foreign Investing In US Real Estate with Charles Carillo

Dugan P. Kelley co-founded Kelley Clarke, PC with the mission to deliver big firm expertise and experience to the local community. Kelley Clarke currently serves clients throughout the United States with its principal offices in Prosper, Texas and Santa Barbara, California. Mr. Kelley chairs the firm’s securities and real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales. Throughout Mr. Kelley’s career, he has assisted clients in structuring real estate transactions in excess of $2 Billion.  Learn More About Dugan Kelley Here: https://kelleyclarkelaw.com/ Instagram: https://www.instagram.com/kelleyclarkelaw/ What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://bit.ly/34FF2vY ◾ Global Investors Web Page: http://bit.ly/2Np1Me4 ◾ Join Our Email Newsletter: http://bit.ly/32pehL0 ◾ Foreign Investing in US Real Estate Facebook Group: http://bit.ly/2WQWFpW

27mins

29 Jan 2020

Episode artwork

WS457: Clarifying Uncertainties About Advertising Deals with Dugan Kelley

The Real Estate Syndication Show

Advertising deals is often a grey area. There is a lot of ambiguity around what operators can and cannot do on social media and other communication channels. Today’s guest, Dugan Kelley, is here to clarify some of the confusion. As a syndication lawyer, Dugan frequently encounters the advertising dilemma both with his clients and other operators he sees online. In today’s episode, Dugan walks us through how 506(b) and 506(c) deals are different and how these differences relate to advertising. Quite often, especially with the pervasive nature of social media, it can be difficult to distinguish sharing from advertising.----Our gracious sponsor: Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.----

31mins

21 Jan 2020

Episode artwork

Think Multifamily Podcast - #012 - Dugan Kelley Part 2

Think Multifamily Podcast

Welcome back investors! Last week we started our discussion with Dugan Kelley, Syndication Attorney out of Dallas, TX on Raising Money Legally for your Real Estate Syndications. Today, We will continue our discussion with PART 2, where we will uncover the TRUTH behind the SEC and their desire to protect investors when Raising Equity. 

34mins

23 Oct 2019

Episode artwork

Think Multifamily Podcast - #011 - Dugan Kelley

Think Multifamily Podcast

Hey investors. Today we’re joined by real estate attorney, Dugan Kelley, who sets the record straight on the laws behind raising capital for multifamily investments. Whether you’re pursuing real estate syndication or a partnership, compliance is key and we’re breaking it all down in this 2 Part Podcast Series. We’ll begin with Part 1 of Raising Money Legally right now!

32mins

16 Oct 2019