Gene Throwbridge Investor Mindset Podcast EP168

hosted by:  Steven Pesavento

Steven Pesavento

    hosted by:

Subscribe & Listen:


This week we’ve got an episode PACKED with amazing information and advice from legendary real estate attorney Gene Trowbridge on what to look for when investing into a security deal. 👉👉 Get The Passive Investing Playbook –

This week our guest is Gene Trowbridge who has over 25 years experience in creating and sponsoring real estate investment groups. We’re diving deep into what goes into the PPM, the operating agreement, and more importantly, what key aspects and elements you need to understand to set realistic expectations for your investment and returns.

Prior to becoming an Attorney, he was a real estate syndicator. He developed numerous mini-storage facilities using money from private investors. In addition to his law practice, Gene is a pre-eminent educator in the world of real estate and syndication. Gene has served as a senior CCIM instructor for a number of years and he has written a comprehensive book on real estate syndication entitled It’s a Whole New Business, which has sold over 10,000 copies. Gene has conducted a number of highly regarded intensive workshops for real estate Syndicators, teaching them how to legally raise money from private investors.

Hit subscribe to join the community and build your investing knowledge today!


  1. Accredited investors don’t have protection from the government and a sophisticated investor does.
  2. Key questions to ask the sponsor as an investor:
    • What happens to my money if something happens to you?
    • Have you done this before?
    • Are you putting money into the deal?
    • How do I get my money back if something happens to me?
  3. There should be two managers: an LLC or S corporation and another living person. You need a second person as a manager for continuity should something go wrong.

The PPM should have at least the description of the business, the offering terms, and conflicts of the manager, sources and uses, distributions and fees, authority rights, liquidity, and dispute resolution. The PPM is the story and explains, in the detail, the full aspects of the deal.

The members should always have the right to replace the manager.

Before going into a deal it’s VITAL that you read through the operating agreement fully.

Find a PPM and study it before you invest so you can understand how it all works.

You can ask questions about the deal to the attorney that drafted the terms but the person who’s representing your interests has to be your attorney.


Learn from the smartest minds in business & investing.

Rod Khleif

Rod Khleif

Director at The Lifetime CashFlow Academy, Best Selling Author & High Performance Coach
Kathy Fettke

Kathy Fettke

Co-CEO of Real Wealth Network, Host of the Real Wealth Show & author of Retire Rich with Rentals
Chris Voss

Chris Voss

World's #1 Negotiation Coach, Bestselling Author "Never Split The Difference"
Brandon Turner

Brandon Turner

Cohost of BiggerPockets Podcast, Author and Managing Member of Open Door Capital LLC
David Allen

David Allen

Leading authority in organizational and personal productivity, Author of Getting Things Done
Joes Fairless

Joe Fairless

Host of Best Real Estate Investing Advice Ever show, Co-Founder of Ashcroft Capital

About The Show

What separates those who succeed from failures? Join thousands of listeners who learn the mindset of real estate investing and how to create multiple income streams. From busy professionals interested in passive investing or the real estate entrepreneurs who are primed to scale all come together to learn the mindset of creating financial and time freedom.

The Investor Mindset is a mix of interviews, and solo shows from Steven you’re not going to want to miss. Hit subscribe, and get ready to change your life.

Steven Pesavento


Steven Pesavento

The Investor Mindset Podcast & President VonFinch Capital

Steven Pesavento has always been obsessed with understanding how we can think better, how we can be better and how we can do better. He is an active real estate investor who curates Commercial Real Estate Investments for clients.

5 principles of success

The Top 5 Lessons Learned From High Performing Real Estate Investors

I’ve interviewed almost 100 guests on The Investor Mindset Podcast. They all give their best advice. But what’s THE best advice, and what does it mean for us?