How to Protect Investors & Keep Syndication Deals Alive — with Dugan Kelley

About This Episode

In this episode of The Multifamily Investor Playbook, John Makarewicz talks with Dugan Kelley, co-founder of Kelly Clark, PC. Dugan is the chair of the firm’s Securities and Real Estate Practice Group. With over 20 years of experience and $2 Billion+ in deals, he explains why securities attorneys are so important in real estate syndications—and what passive investors should know before sending money into a deal.

  • Why every real estate syndication is a securities transaction — and what that means for operators and investors
  • How securities attorneys safeguard deals and protect investors
  • What investors should look for in offering documents before wiring funds
  • Risks of floating-rate debt and lessons from past cycles
  • How the “Big, Beautiful Bill” brings back bonus depreciation through 2032 — a huge win for CRE investors.

👉 To learn more about Kelly Clark Law, PC, visit: https://kelleyclarkelaw.com/

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Disclaimer: The views expressed in this podcast are solely those of the host and guests. They do not constitute financial, investment, or legal advice. All investments carry risk, including the possible loss of principal. Listeners should conduct their own research and consult qualified professionals before making any investment decisions. Past performance is not indicative of future results.

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