Accessing Equity in Virginia for Real Estate Opportunities (Online)

MCLE Credits: 3.0
Ethics Credits Included: 0.0

MCLE Credit: 3.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $180 (Includes a downloadable audio version.)
Viewable Through: 5/31/2019


A pre-recorded streaming video replay of the May 2016 webcast, Accessing Equity in Virginia for Real Estate Opportunities.

Learn new and creative tools for clients with ongoing capital needs. The speakers have designed, developed, and delivered securities solutions for real estate capital challenges for many years

Explore these questions, issues, and scenarios:

  1. When do three guys and a piece of real estate become a security?
  2. What are the right questions to ask your client about a prospective offering?
  3. Does your target investor dictate your security vehicle selection?
  4. How do you use the intrastate and federal crowdfunding exemptions, and what are the benefits and challenges of each?
  5. What are the benefits and challenges of Regulation A+ offerings?
  6. Why do Regulation D private placements continue to be the best option for certain issuers?
  7. How can 1031 Like-Kind Exchange investors fill your investor bucket?
  8. How does general solicitation change how you find and qualify your investors?
  9. Why should you put together a checklist for creating your offering documents?
  10. Where do you find help from the SEC and the SCC?
  11. When does a person raising equity need a security license?
  12. Why would anyone engage an attorney for securities?
  13. Why would a client want to engage a consultant to help advise on certain distribution channels for their offering?



Richard B. Chess, Chess Law Firm, PLC / North Chesterfield (Expand/Collapse Bio)

Richard B. “Rick” Chess is a Counselor of Law based in Chesterfield. He helps firms grow applying his 35 years’ experience in real estate acquisitions, equity capital formation, securities, government, and governance.

Mr. Chess serves as a founding board trustee of a NYSE REIT (First Potomac). He acquired 50,000 apartments for United Dominion Realty Trust (UDR) as Director of Acquisition and raised over $100,000,000 in equity at Triple Net Properties and American Realty Capital Markets.

Alyson M. Harter, LeClairRyan / Richmond (Expand/Collapse Bio)

Alyson Harter focuses her practice on securities and commercial real estate. She represents sponsors and issuers in the structuring of a variety of syndications, including private placements, 1031 exchange offerings, initial and secondary public offerings for both traded and non-traded issuers, and Regulation A offerings.

In addition, Ms. Harter is also a practicing commercial real estate attorney, which provides her with additional insight into the businesses and needs of her securities clients whose syndications are typically used to fund commercial real estate acquisitions or developments.

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