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These are the clauses that, once a dispute arises, brokers and principals alike will say “I didn’t read that” or “we didn’t think that would matter.” Perhaps it hasn’t before. But once a dispute arises, it’s often too late to change it.

Brokers are key members of the investor’s team (along with their attorneys), but they play different roles. A broker helps you buy the right asset at the right price, while an attorney helps ensure you don’t inherit avoidable liability. The highest-performing investors use both.