You’ve reviewed the deal, read the PPM, and now the sponsor sends you the subscription agreement and investor questionnaire. But what exactly are you signing? In this episode, CREI Collin breaks down the final legal documents you sign before investing in a syndication. You’ll learn what a subscription agreement is, what an investor questionnaire is, what representations and warranties you’re making, how accredited investor status is verified, and what red flags to watch for before you sign. This is your step-by-step guide to understanding what you’re committing to.

Do you need to be an accredited investor to invest in syndications? It depends on the deal. In this episode, CREI Collin breaks down the difference between accredited and sophisticated investor status. You’ll learn what each term means, how you qualify, why the distinction matters, what to do if you don’t yet meet the accredited investor thresholds, and how to verify your status when required. Whether you’re just starting out or evaluating your next deal, this episode will help you understand which investmentsyou’re eligible for.

Most investors sign the subscription agreement without ever reading the Private Placement Memorandum (PPM). In this episode, CREI Collin walks you through the PPM step-by-step, breaking down the seven key sections every investor must review. You’ll learn what a PPM is, what to look for, what red flags to watch for, and how to approach this critical document with confidence. If you’re putting $50,000, $100,000, or more into a deal, this episode is essential.