accredited investor

I’m sure we are all grateful to have 2020 behind us. 2021 will not be without its own challenges and opportunities. For the foreseeable future, the COVID-19 pandemic will continue, creating continued uncertainty in certain real estate markets. In addition, it is likely we will see a change in the nation’s political landscape. This raises …

2021 Private Lending Outlook Read More »

In August 2020, the U.S. Securities and Exchange Commission (SEC) decided in a 3-2 vote to formally amend the definition of “Accredited Investor,” which had up until that point remained nearly unaltered for more than 35 years. The updated definition significantly broadens the amount of categories of individuals and entities that have consistently exhibited the …

SEC Upgrades Accredited Investor Definition—What Impact Will it Have? Read More »

On December 18th, 2019, the Securities and Exchange Commission (SEC) proposed modifications to modernize the existing accredited investor definition in the Commission’s rules, and the definition of a qualified institutional buyer in Rule 144A of the Securities Act of 1933. These standards are part of the requisite conditions for eligibility to take part in the …

SEC Requests Public’s Input Regarding Accredited Investor Definition Changes Read More »