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Expert Bio

Primary Area of Expertise

Real Estate Syndication

Expert Witness Profile

Real world, 25+ year veteran of the private equity and hedge fund business, Joel is a professional investor and has been a principal in over 30 syndicated real estate, venture capital, and hedge fund transactions in addition to advising on dozens more. He 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 persuasive and engaging. As a communicator, he naturally demystifies complex issues and forensics for laymen. As a leader Joel is humble, likable, friendly and easy to relate to and was recently himself, 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 by webinar on topics such as real estate, syndication, successful capitalization, 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.

Education & Licenses

B.S. Accounting, Major and Real Estate Finance Minor.
Certified Public Accountant, First Issued in Colorado, 1988. (CA License #: 118277).
California Department of Real Estate - Broker; First Issued in 1985. (License #: 00896489).
California Department of Insurance, Life and Health; Licensee since 2002. (License #: 0D50987).
California Department of Insurance, Property & Casualty; License issued in April 2002 (now retired).
California Notary License issued in 1986 (now retired).