This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes the Founder of Fairway America and Verivest, Matt Burk, to discuss pooled investment funds. Matt has started and managed 11 real estate asset-based Reg D pooled investment funds for over 30 years.
During this episode, Matt covers pooled investment funds, including the advantages and disadvantages of setting up a pool investment fund from both a manager’s and investor’s perspectives. He discusses the importance of having legal documents for a fund, such as a PPM, operating agreement, and subscription agreement, regardless of the investment strategy. Matt also touches on the issue of directives built into these funds.
Learn more about pooled investment funds.
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About Our Guest Matt Burk
Matt Burk is the CEO of Fairway America and Chairman of its affiliate, Verivest. Originally founding Fairway Financial Services in 1992, Mr. Burk has led their growth from a small operation to the robust market leaders they are today. He is a passionate industry coach, advising many middle-market real estate entrepreneurs, fund managers, and sponsors on all 506 Regulation D fund business aspects. Additionally, Mr. Burk authored the seminal book on capital raising for middle-market real estate entrepreneurs, Capital Attraction.
About Our Host Alex Perny, CISP
Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.
For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex also believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.