Geraci LLP

Trust accounts, advance fee agreements, and appraisal fees—navigating DRE regulations can be tricky. Our latest article breaks down when and how brokers must handle funds to stay compliant. Follow the link to read the full article now: https://lnkd.in/erApe5mc Interested in learning more about DRE compliance regulations? Join Geraci Attorneys Casey Busch, Esq., Madelaine Prescott, Esq., and Nichole Moore, Esq. for DRE Compliance: Why It Matters on March 26th at 11:30 AM PST: https://heyor.ca/aJE1pg

Join Geraci Partner Jennifer Young, Esq. for Withum’s?Leading the Way?panel, on March 27th at 9:15 AM PST, where she’ll share her expertise in real estate-centric private placements and alternative investments. With a deep understanding of securities regulations and licensing, Jennifer is a trusted advisor helping clients navigate complex legal landscapes. Don’t miss this opportunity to learn from her insights—follow the link in the post below to register today.

Before the California Mortgage Association Spring Conference, Geraci Partner Steven Ernest, Esq. hit the race track on Tuesday, March 4th, for the BMW Relay Race. In his own words, he shares his experience on the track: A huge thank you to Alex Holsheimer and The Bond Exchange for an incredible day of high-performance racing at the BMW Performance Driving School in Thermal, CA. It was an honor to be part of a group of 20 skilled drivers pushing the limits on the track, and after a day of adrenaline-fueled competition, we were thrilled to take home third place. The event was a perfect blend of precision, strategy, and pure speed—much like the world of private lending. Looking forward to the next lap!

Join Geraci Partners Kevin Kim, Esq. and Jennifer Young, Esq. at LIFT AZ on March 13th! This exclusive summit, hosted by the Arizona Fund Manager Association, brings together institutional investors, family offices, and private fund managers to shape the future of Arizona’s investment industry. Connect with us there!

Cheap, Fast, or Good—Pick Two. When it comes to loan docs, cutting corners can cost you. Some firms may offer lower prices, but errors in your documents could make your loans unenforceable—leading to costly fixes. At Geraci LLP, we do it right and efficiently the first time, saving you time, money, and stress. Make Geraci your first stop for loan docs done right. Ready to get started? Follow the link to learn more about our Banking & Finance team today: https://heyor.ca/5oMqDz Nichole Moore

The Geraci team had a fantastic time at the 2025 California Mortgage Association Spring Conference! From engaging discussions to reconnecting with familiar faces and forging new connections, it was an event to remember. We appreciate CMA for hosting such a great event and look forward to the next one! Kevin Kim | Nichole Moore | Steven Ernest | Ruby Keys Boulanger | Audie Munoz #CMASpringConference #PrivateLending

In the first episode of 'Constructive Conversations', Geraci CMO Ruby Keys Boulanger joins Olivia Anthony of Constructive Capital to discuss the Women in Private Lending organization. Together, they dive into market trends, upcoming industry events, and innovative strategies shaping real estate finance—all through the lens of marketing and legal expertise. Watch now: https://lnkd.in/g4Wjfbaf

Navigating California DRE regulations is key to running a compliant brokerage. Join Geraci Attorneys Casey Busch, Madelaine Prescott, and Nichole M. on March 26 at 11:30 AM PT as they break down licensing, disclosures, broker duties, and compliance for private lenders. Don't miss this deep dive into the DRE Compliance Manual—register now: https://heyor.ca/aJE1pg #PrivateLending #DRECompliance

Navigating business purpose mortgage loans in California? It’s not just about the deal—it’s about staying compliant. California’s DRE-licensed brokers face unique rules and regulations that demand attention at every step. Read the full article from Geraci Attorneys Madelaine Prescott and Casey Busch to learn all about the specific compliance requirements for DRE brokers: https://heyor.ca/lwbo8f

#ICYMI: Check out the full #CMAMembersSpotlight with Geraci Partner Steven Ernest!