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Expert Bio

Primary Area of Expertise

Accounting

Expert Witness Profile

Joel is a real world, 30+ year veteran of the private equity and hedge fund business. He is a professional investor who has been a principal in over 30 syndicated real estate, venture capital, and hedge fund transactions in addition to advising on dozens more. Joel is presently CEO of the Bullseye Capital Real Property Opportunity Fund, LLC and founder of the National Association of Syndicators. Joel has taught thousands of real estate brokers, CPAs, attorneys and investors about raising capital and best-practices for structuring group investments. Joel is a nationally recognized expert in Private Placements, Reg D Offerings, Operating Agreements, deal structure, valuations, fairness opinions, tax issues and capital raising approaches with both accredited and non-accredited investors.

Joel is a persuasive and engaging communicator who naturally demystifies complex issues and forensics for laymen. As a leader Joel is humble, likable, friendly and easy to relate to and has been the foreman of a successful jury. Represented by over 20 of the nation's speaker bureaus, Joel has made hundreds of paid presentations to live audiences in person, by phone or electronically on topics including real estate, syndication, successful capitalization, crowdfunding, how to work with investors, and entrepreneurship. Joel has penned over 250 published articles on similar topics. His work has appeared in publications such as the Los Angeles Times, the Wall Street Journal, Forbes Small Business, Entrepreneur Magazine, Investor's Business Daily, and the Los Angeles Business Journal. He has also appeared as a guest commentator on dozens of radio stations nationwide.

Education & Licenses

B.S. Accounting, Major and Real Estate Finance Minor.
California Board of Accountancy - CPA License #: 118277, Issued in 2013
Colorado Board of Accountancy - CPA License. Issued in 1987 (retired).
Real Estate Broker, California Department of Real Estate; First Issued in 1985. (License #: 00896489).
Life and Health - California Department of Insurance; Licensed since 2002. (License #: 0D50987).
Property & Casualty - California Department of Insurance; License issued in April 2002 (retired).
California Notary License issued in 1986 (retired).