Shows
Raise Capital LegallyAvoiding Securities Advertising Pitfalls: A Legal Deep Dive for Syndicators and Fund ManagersIn this episode, Kim Lisa Taylor sits down with Attorney Judith Villarreal to unpack the critical do's and don’ts of securities advertising. Whether you're a real estate syndicator or a fund manager raising capital under Regulation D, Rule 506(b) or 506(c), this conversation will help you avoid the common pitfalls that could land you in regulatory hot water. From misrepresentations and omissions to proper disclaimers and dangerous buzzwords, Judith shares practical advice on how to stay compliant when promoting your offering on websites, social media, newsletters, email campaigns, and more. Tune in to protect your reputation—and your deal...2025-05-081h 03
Raise Capital LegallyGo Beyond Multifamily: How Kim Lisa Taylor and Vinki Loomba Are Redefining Real Estate InvestingIn this inspiring episode, Kim Lisa Taylor sits down with fellow summit co-creator Vinki Loomba to share the vision behind the Go Beyond Multifamily Summit. More than just another real estate event, this summit represents a bold new direction—one that challenges the status quo and opens doors to wealth-building strategies beyond traditional multifamily investing. Kim and Vinki reveal what this event means to them personally, why they felt called to launch it now, and how it reflects their deeper mission to empower others to grow, diversify, and build legacy wealth. If you're feeling boxed in by the...2025-05-011h 02
Raise Capital LegallyProtecting Your Investment: How Crossroads Investigations Can Help Real Estate Investors Guard Against FraudIn the high-stakes world of real estate and investment partnerships, fraud is an unfortunate reality that can wreak havoc on your finances and reputation. Whether you’re a passive investor, a co-GP, a Syndicator or Fund Manager, safeguarding your investment against fraudulent activity is crucial. Join Attorney Kim Lisa Taylor as she interviews Marc Hurwitz of Crossroads Investigations about his extensive expertise in fraud prevention and resolution. Crossroads is uniquely positioned to help you navigate these challenges. Summary:This podcast episode of Raise Capital Legally features a discussion on protecting investments from fraud, par...2025-03-271h 01
Raise Capital LegallyHow to Make Money and Help People with Sober Living HousingPlease join Attorney Kim Lisa Taylor and co-Host Krisha Young as they interview Devana Came and Reid Stadelman. Our guests will tell us how they have created sober living facilities that provide both a community benefit and rental income. This is part of our Beyond Multi-family series, where we introduce our audience to alternative asset classes that they can turn into profitable business models (or you can just invest with our guests).Introduction to Sober Living Housing and Personal Motivations (00:00:02)Krisha Young introduced the podcast and guests Devana Came and Reid Stadelman...2025-02-061h 04
Raise Capital LegallyIs Syndication Dead? Trends in Capital Raising for Commercial Real EstateIn this episode, we explore the evolving landscape of capital raising in the commercial real estate industry. Is traditional syndication still a viable method, or are investors gravitating toward new strategies? Join our expert panel as they discuss emerging trends, innovative funding approaches, and the role of technology in reshaping how deals are structured. Whether you're a seasoned investor or just curious about the state of real estate financing, this episode offers valuable insights and actionable takeaways. SummaryIn this episode of the RAISE Capital Legally podcast, hosts Krisha Young and attorney Kim Lisa Taylor i...2025-02-041h 09
Raise Capital LegallyHow To Achieve Massive Profits Owning Medical Office BuildingsIn this episode, which is part of our Beyond Multi-family Series of Interviews, we explore the lucrative world of medical office building (MOB) investments with our client and special guest AJ Peak, Founder of Health Wealth Capital. As a seasoned expert in healthcare real estate, AJ reveals the secrets behind achieving massive profits by investing in medical office buildings. Learn how Health Wealth Capital is creating robust opportunities for investors through its focus on healthcare-related assets, offering stable returns in a recession-resistant industry. Introduction to Medical Office Building Investment (00:00:56)Krisha Young an...2025-01-0249 min
Raise Capital LegallyHow To Successfully Fund Your Deals Using AIIn this episode, we sit down with Blake Janover, founder of Janover.co, to explore how artificial intelligence is transforming the world of deal funding. Blake walks us through the suite of services his company offers, from streamlining financing options including loan sourcing, crowdfunding, and investor management tools, while leveraging AI for faster, smarter decisions. If you're looking to fund your next deal more efficiently, this conversation will provide actionable insights and cutting-edge tools to help you succeed. Tune in to discover the future of financing in the AI-driven world! Introduction and Overview of Janover Co (00:03:05)2024-12-1954 min
Raise Capital LegallyHow to Maximize Tax Savings in Real Estate SyndicationsIntroduction and Real Estate Professional Status RequirementsKim Lisa Taylor introduced the topic of taxation for LPs and GPs in syndications. Ryan explained the two key criteria for real estate professional status: 750 hours annually in real estate activities and spending more than 50% of working time in real estate business. Cost Segregation and Tax Benefits (00:15:24)Ryan described cost segregation as allowing investors to accelerate depreciation deductions, typically accessing 25-30% of total depreciation value in the first year instead of spreading over 39 years. Austin explained how this can be particularly beneficial w...2024-12-121h 02
Raise Capital LegallyTurn Your Vacation Getaway into a Money-Making Haven!Join Attorney Kim Lisa Taylor as she sits down with real estate expert Michael Parks to explore how you can turn your vacation home into a profitable investment. In this episode, they cover the essential steps to start renting out your property, how to maximize rental income, and the key strategies for balancing personal use with generating profit. Whether you're just considering purchasing a vacation home or looking to optimize an existing one, this episode will provide valuable insights on how to have your getaway pay for itself. Types of rentals and seasonality c...2024-12-051h 01
Raise Capital LegallyHow To Profit With Single-Family And DuplexesAre single-family homes and duplexes the overlooked gems of real estate investing? Join us as host Attorney Kim Lisa Taylor interviews a seasoned real estate expert who shares the secrets to profiting from these smaller properties that many investors ignore. Whether you're a new investor or a seasoned pro, this episode will offer actionable insights and expert advice on how to turn modest investments into significant returns. GSP Real Estate Investments and Fund Structures (00:16:17)Peter Neill discusses his company, GSP Real Estate Investments, and its two main funds: the income fund and the g...2024-11-211h 02
Raise Capital LegallyHow To Thrive In The Multifamily Industry In 2025Join Attorney Kim Lisa Taylor's interview with expert investor David Lindahl as he shares strategies for succeeding in the evolving multifamily housing market. Lindahl will cover key trends, challenges, and opportunities as 2025 approaches. Whether you're experienced or just starting, you'll gain actionable insights to stay competitive and thrive.Motivated Sellers and Opportunities Lindahl explains how decreasing interest rates can lead to motivated sellers and buying opportunities. Buying during the market's down cycle may position investors for appreciation as conditions improve.Currency Debasement & HedgingDave discusses real estate, gold, silver, a...2024-11-071h 01
Raise Capital LegallyHow To Use Technology To Develop Investor RelationshipsPlease join Attorney Kim Lisa Taylor as she interviews Yohannes Cramlet of Go Raise AI Syndication CRM. Their system can set you up to attract, grow, engage, and close more Investors faster and more efficiently than you can do on your own. They offer DIY or full concierge options that can help you capture, follow up with investor leads, and create content in no time. Unlike most investor management platforms that offer customer relationship managers (CRMs) as an afterthought, this is a true CRM system built specifically for real estate syndicators. Listen and learn how you can put it...2024-10-241h 03
Raise Capital LegallyMore Eye Opening Answers You Need to Know About Capital RaisingKrisha Young & Kim Lisa Taylor talk with Jeannie Orlowski, a long-time coach at RE Mentor, a renowned multi-family real estate training company. The discussion focuses on effective strategies for raising capital for real estate investments, key financial metrics investors look for, and common questions about capital raising. Jeannie shares her extensive experience working with Dave Lindahl and RE Mentor, emphasizing the importance of thorough preparation, honest communication, and an entrepreneurial mindset when raising capital. Key topics include preferred returns, average annual returns, capital calls, opportunity zones, partnering with sponsors, and investor communication strategies. Introduction and B...2024-10-101h 10
Raise Capital LegallyTen Eye Opening Answers You Need to Know About Capital RaisingIn this episode, Syndication Attorneys' Founder Kim Lisa Taylor and Business Development Director Krisha Young discuss capital raising for real estate syndicators, fund managers, and developers. Whether you're starting or scaling your portfolio, understanding how to secure capital is essential. We'll explore effective capital-raising strategies, key financial metrics investors focus on, and the types of funding available. We’ll cover legal and regulatory considerations, offer advice on avoiding common mistakes, and provide strategies for building strong relationships with passive investors. Whether navigating your first deal or refining your strategy, this episode will offer valuable insights.Effective Ways to...2024-09-2659 min
Raise Capital LegallyHow To Profit with Residential Assisted LivingJoin host Krisha Young as she interviews Isabelle Guarino of the Residential Assisted Living National Convention (RAL NAT CON). In this insightful episode, Isabelle shares her expertise on the growing field of assisted living real estate, offering a deep dive into what makes it different from traditional nursing homes and “big box” facilities. Whether you're interested in the financial potential of owning RAL homes or wondering if now is the right time to get involved given economic uncertainties, this episode offers practical advice and strategic insights and is a must-listen for anyone considering expanding into the assisted living...2024-09-1352 min
Raise Capital LegallyHow To Avoid Mistakes Real Estate Syndicators MakeJoin Our Very Own Securities Attorneys, Kim Lisa Taylor and Mola Bosland, as they discuss the common mistakes Real Estate Syndicators make and how you can avoid them. During this event, Kim and Mola will share some of the things that have caused their clients' offerings to fail; and some tips that can help you succeed.Action Items00:06:08 Build an investor database by talking to potential investors daily, networking, and establishing relationships before seeking capital for deals.00:14:07 Avoid over-diversifying fund offerings by focusing on a specific asset class and...2024-08-011h 01Raise Capital LegallyHow to Find People With Money to Invest With YouIn this podcast, host Kim Lisa Taylor, Esq. interviewed Marcin Drozdz, an active investor and entrepreneur who has raised significant capital for businesses and real estate acquisitions. Key topics included Marcin's background and inspiration for becoming an entrepreneur, his approach to capital raising, positioning deals in the marketplace, generating investor leads, and structuring the investor process. He emphasized the importance of focusing on one's strengths, building a high-performance team aligned with the company's values and beliefs, and maintaining leverage by cultivating a base of smaller investors rather than being beholden to large institutional investors. Highlights2024-07-181h 02
Raise Capital Legally‘How to Find People With Money to Invest With You’ With Marcin DrozdzIn this podcast, host Kim Lisa Taylor, Esq. interviewed Marcin Drozdz, an active investor and entrepreneur who has raised significant capital for businesses and real estate acquisitions. Key topics included Marcin's background and inspiration for becoming an entrepreneur, his approach to capital raising, positioning deals in the marketplace, generating investor leads, and structuring the investor process. He emphasized the importance of focusing on one's strengths, building a high-performance team aligned with the company's values and beliefs, and maintaining leverage by cultivating a base of smaller investors rather than being beholden to large institutional investors. Highlights2024-07-1802 min
Raise Capital LegallyHow to Overcome Mental Barriers That Keep You From Getting What You Want in LifeSummaryThis episode was a discussion between Kim Lisa Taylor, the founder of Syndication Attorneys, and Krisha Young, Business Development Director and Client Success Coach at the firm. The main topic was overcoming mental barriers that prevent people from achieving their goals, particularly in the context of real estate syndication. Krisha shared her background as a personal coach and holistic nutritionist, and discussed strategies for cultivating a growth mindset, becoming self-aware, reframing negative thoughts, and developing positive habits and routines. She and Kim introduced frameworks like the 'Miracle Morning' and Krisha’s own 'Pattern Release Co...2024-06-1452 min
Raise Capital LegallyWhy Good Underwriting is So Important in Syndicated DealsJoin us as our host, Attorney Kim Lisa Taylor interviews Hitomi Yasuda and Hans Christian Seelinger about why competent underwriting is so important when evaluating potential deals for real estate syndication purposes. Kim and her guests delve deep into real estate underwriting, explaining the common mistakes real estate investors make and how you can avoid them.Episode at a glance:Hans' self-taught real estate journey from Venezuela.Hitomi's transition from the clothing industry to real estate.Key underwriting principles and risk assessment.Challenges of managing tenants, vendors, and staff.Best practices for conservative underwriting and market...2024-05-301h 25
Raise Capital LegallyHow to Own Mineral Rights as an Alternative Asset with Special Guest Troy EckardAttorney Kim Lisa Taylor interviews Troy Eckard, founder of Eckard Enterprises, about investment opportunities in mineral rights on properties that get leased to big oil companies for oil field development.Learn the difference between mineral rights and real property ownership, how mineral rights are packaged and leased, and whether mineral rights are a viable alternative to investing in real estate.Episode at a glance:What are "mineral rights"? Strategy for buying mineral rightsHow do you get someone to lease the mineral rights you've acquired?The primary risks of investing in mineral rights related to o...2024-05-1651 min
Raise Capital LegallyHow To Use Regulation Crowdfunding To Advertise For InvestorsJoin us as our host, Attorney Kim Lisa Taylor, interviews Fred Peña of Ridge Crowdfunding about how you can use the Regulation Crowdfunding exemption to freely advertise your deals and raise capital from anyone.They discuss the rules, limitations, mechanics and advantages of this important exemption - and how you can use it to help even non-accredited, unsophisticated investors participate in your real estate offerings – with no pre-existing or substantive relationship required! During this podcast, you'll learn how using this game-changing exemption can help you reach a wider audience of potential investors.Episode at a gl...2024-04-251h 02
Raise Capital LegallyLearn How to Syndicate Real Estate in One Day PreviewJoin us as our host and Attorney Kim Lisa Taylor and Syndicator Vinney Chopra preview their upcoming one-day virtual event called "Learn How to Syndicate Real Estate in One Day." What is real estate syndication? Pooling funds from private investors so you can buy more and bigger real estate deals of any asset class.During this podcast, Kim and Vinney — both pros in the real estate syndication world — will discuss what it takes to successfully syndicate real estate, the top mistakes beginning syndicators make, and what holds people back from achieving their investing goals.Epi...2024-04-101h 03
The Brick & Mortar Money ShowRevolutionize Your Portfolio: Real Estate Syndication Strategies with Kim Lisa TaylorWelcome to another episode of The Brick & Mortar Money Show with your host Paul Neal. In this enlightening session, we're joined by the esteemed Kim Lisa Taylor, a renowned corporate securities attorney and authority in the world of real estate investments and syndication. In this Episode: Kim Lisa Taylor delves into the complexities and strategies of raising private capital, focusing on real estate syndication and adherence to securities laws. Whether you're a seasoned investor or just starting, this episode is packed with valuable insights and actionable advice. Key Highlights: - Understanding...2024-04-0949 min
Syndication Made Easy with Vinney (Smile) ChopraApartment Syndication Made Easy | Legal Landscape of Real Estate Syndication with Kim Lisa TaylorTo learn more about how Vinney can help you, click here - https://linktr.ee/VinneySmileChopra Smile Always and Be Happy! --- Vinney, a seasoned real estate investor, joins forces with nationally recognized corporate securities attorney Kim Lisa Taylor to share his expertise on syndication success. In this insightful podcast episode, Vinney and Kim dive deep into the world of real estate syndication, covering essential topics such as: 📍 Finding and analyzing profitable deals 📍 Conducting thorough due diligence 📍 Effectively com...2024-04-0558 min
Raise Capital LegallyHow To Profit By Accepting IRA Investors In Your SyndicatePlease join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and legislative fronts. We also ask her to share some of her marketing secrets (so you can use them to meet your own investors), as she is one of the most effective marketers we know.Episode at a glance:The difference between a retirement account and a self-directed IRAThe benefits...2024-03-281h 04
Raise Capital LegallyHow the Right Technology Can Help You Manage Your Investors With Special Guest Perry ZhengJoin our host, Attorney Kim Lisa Taylor, and her esteemed guest, Perry Zheng, founder of CashFlow Portal. Before founding CashFlow Portal, Perry was an engineering manager at Lyft and worked as a software engineer at both Twitter and Amazon. He will share his experience and insights into how software, artificial intelligence and technology are reshaping the real estate investing world.Episode at a glance:Explore the benefits of utilizing an investor management platform to streamline operations, enhance communication, and improve investment management for both syndicators and their investors.Investigate and understand the impact of emerging technology...2024-03-141h 00
Strategic Multifamily Investing PodcastStats About the Average Multifamily Deal with SEC Attorney Kim Lisa TaylorKim Lisa Taylor, Esq., is the founder of Syndication Attorneys PLLC, a boutique corporate securities law firm that helps clients nationwide with their federal real estate securities offerings.
Kim and the other members of the Syndication Attorneys team focus on helping small business owners/developers structure and convey their investment opportunities in a way that will attract private investors, both domestic and foreign. They teach their clients how to use securities laws effectively and provide them the tools and resources they need to achieve their business goals legally. More than a law firm, Syndication Attorneys PLLC helps entrepreneurs create...2024-03-1344 min
Raise Capital LegallyHow To Turn Neglected Homes Into Profitable Student Housing With Special Guest David SchwartzJoin our host, Attorney Kim Lisa Taylor, as she interviews David Schwartz, whose successful business model is making targeted improvements to older homes and turning them into profitable student housing. Among the issues we'll discuss are complexities in the permitting process and the screening process David uses to get high-quality tenants.Episode at a glance:Why student housing over other assetsThe business strategy David employs when looking at student housingHow to determine if a property is viableUncovering the risks involved in investing in student housingHow David manages small properties and tenants 📚 Get one of our #1 Amaz...2024-02-291h 01
Raise Capital LegallyHow to Be Successfully Unemployed with Real Estate With Special Guest Dustin HeinerKim Lisa Taylor, Esq., interviews Dustin Heiner, founder of Master Passive Income, about his system for building lasting wealth with real estate investing.Dustin's expert team teaches beginners how to become successful real estate investors and create their own passive real estate income business from scratch. His ultimate goal is to help you quit your job with real estate investing. Episode at a glance:The primary reasons ordinary people want to invest in real estateWhere should someone start their real estate journeyHow to find properties Strategies for building generational wealthHow to scale📚 Get one o...2024-01-181h 01
Raise Capital Legally12 Ways You Can Earn Money As A Syndicator Attorney Kim Lisa Taylor divulges the "12 Ways You Can Earn Money as a Syndicator."She discusses how syndication works and how it can benefit both seasoned and novice real estate entrepreneurs and their passive investors. She also covers the risks, rewards, and the process involved.Episode at a glance: What is Real Estate Syndication? The Benefits of Real Estate Syndication How Does Real Estate Syndication Work? Types of Real Estate Syndication Risks Involved in Real Estate Syndication How to Invest in Real Estate Syndications How is Cash Distributed in a Syndicate? The 12 Ways a Syndicato...2024-01-041h 02Raise Capital LegallyHow to Avoid Losing Money in Today's Real Estate MarketAttorney Kim Lisa Taylor, quizzes Jen and Stacy Conkey regarding their best tips on how to avoid losing money in real estate, especially in today's market.Stacy and Jen have 20+ years experience as entrepreneurs and real estate investors. Through their diverse real estate experiences, Jen and Stacy know what it takes to identify deals and make offers on properties that will build a long-lasting wealth portfolio. Jen and Stacy have taught thousands of people across the globe what it takes to succeed in multifamily real estate investing over the last 10 years.Episode at a glance:2023-12-141h 15
Raise Capital LegallyHow to Overcome Challenges in Self-Storage Syndication with Christopher Cashman and Terry MorrisonOur host, Attorney Kim Lisa Taylor, interviews Christopher Cashman and Terry Morrison of Equanimity Capital Partners LLC, who have built a portfolio of more than 3,100 storage units, plus 188 RV parking stalls, in five states (GA, NC, SC, AR, UT) using more than $10M in private capital in just 2.5 years! Kim gets these two pros to share their insider's view on what it takes to build a profitable self-storage business. 📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/🗓️ Book a free 30 m...2023-12-0159 min
Raise Capital Legally7 Ways A Commercial Real Estate Attorney Can Help Syndicators Do Better DealsIf you don't understand the difference between real estate counsel and corporate securities counsel, here's your chance to hear it from 2 experts. During this Podcast, Attorney Kim Lisa Taylor will interview Bishoy Habib, a Commercial Real Estate Attorney and Syndication Attorneys' Team Member. Bishoy will explain why having a Commercial Real Estate Attorney involved in your syndicated deals is crucial to your success. He will help you understand why going it alone can cost you big, in terms of time, money, and lost opportunities. Episode at a glance:Learn what a PSA is and why you sh...2023-11-1653 min
Raise Capital LegallyHow to Think Outside the Box Investing in Co-WareHousing Space with Special Guest David FisherJoin David Fisher of Kefi Spaces and host Attorney Kim Lisa Taylor as they explore some groundbreaking ideas in commercial real estate investing. David will share how you can buy large warehouses and carve them into small co-warehousing spaces. He maximizes profits for his investors by renting out spaces to entrepreneurs who need smaller spaces to make, sell, and ship their products.Episode at a Glance:What is Co-Warehousing Space?How To Find Tenants for Your BuildingsWhat Kind of Properties are Suitable for Co-Warehousing? What Kind of Staff Do You Need to Man a Co...2023-11-0256 minRaise Capital LegallyWhat Should Real Estate Investors Be Doing Right Now with Special Guests Gino Barbaro & Jake StenzianoJoin our host Attorney Kim Lisa Taylor as she delves deep into the minds of real estate investing experts Gino Barbaro and Jake Stenziano about the current state of multi-family investing. We'll ask them what real estate investors should be doing right now to survive (and even thrive) under current market conditions.Episode at a glance:Is multi-family an over-saturated asset class? LTV's and interest rates in the multi-family spaceThe best strategy for sending LOI'sWhat you should be doing if you want to find deals📚 Get one of our #1 Amazon best-selling books on capital Raising ship...2023-09-2957 min
Raise Capital LegallyHow to Break Into the Retail Real Estate Investing Market with Special Guest Cherif MedawarJoin our host Attorney Kim Lisa Taylor as she interviews renowned real estate mogul Cherif Medawar. Cherif will share his secrets on finding the right retail spaces and the right tenants to fill them. With this knowledge, you can break away from the multi-family crowd and make your own fortune in retail real estate. Cherif has used these techniques to become the biggest landowner in San Juan, Puerto Rico.Episode at a Glance:How to spot vacant standalone buildings and approach large tenantsBrokers' indifference toward vacant buildingsWhat is NNN?Cherif's negotiation method of a sale in 60...2023-09-2256 min
Raise Capital LegallyWhat Makes Mindset So Important to Capital Raisers with Special Guest David LindahlIn our latest podcast, our host Attorney Kim Lisa Taylor interviewed David about how mindset is THE most important thing you need to successfully raise capital. And of course, Kim also took the opportunity to pick David's brain on what he thinks is happening in the multi-family marketplace and what are his thoughts on how to get prepared for what's coming next.Episode at a glance:How to Build Extreme Wealth Through MultifamilyMaximizing Wealth in Emerging MarketsThe Holy Trinity of Real EstateThe Power of Effective CommunicationThe Importance of Building Your Investor Database📚 Get one of our...2023-08-2856 min
The Best Ever CRE ShowJF3274: Kim Lisa Taylor — How to Raise Capital Legally and Master the Art of SyndicationsReady to unlock the secrets of real estate syndications and take your investment game to the next level? With nearly $3 billion of security offerings drafted under her belt, Kim spills the beans on setting up syndications, compliance mastery, and strategies for syndicating with success. From newbie investors to seasoned pros, get ready to revolutionize your syndication approach! Key Takeaways: Learning the Rules of Syndication: Kim's analogy of learning to drive shines a light on the importance of mastering the legal rules of syndication to confidently navigate the landscape and drive deals to success. Preferred Returns and...2023-08-2225 min
Raise Capital LegallyMobile Park Investing: The Affordable Housing Alternative to Multi-FamilyIn this episode of "Raise Private Money Legally," join special guest Mario Dattilo and host Attorney Kim Lisa Taylor as they discuss "Mobile Home Park Investing: The Affordable Housing Alternative to Multi-Family." Mario has built a portfolio of manufactured-housing communities in the Southeast United States, primarily in Florida. He will share his knowledge of the state of mobile home park investing; why it's a great alternative to multi-family, and how you can learn more so you can add this asset class to your own toolbox.Episode at a glance: Where is the best place to...2023-08-031h 03
Raise Capital LegallyHow to Build Your Empire Investing in Small Apartment Projects Close to Home with Chris PomerleauIn this episode of "Raise Private Money Legally," host Kim Lisa Taylor, Esq. interviews longtime client Chris Pomerleau of LeavenWealth Capital LLC. Kim and Chris discuss how Chris and his team have built an empire by buying small apartment complexes close to home.The Episode at a Glance:The pros and cons of investing in small multifamily complexesHow to gauge the viability of potential dealsHow to best manage your investmentsAnd the outlook for the market in the coming monthsGuest BioAs Co-Founder and Director of Investment Strategy at LeavenWealth, Chris oversees the...2023-07-201h 13Raise Capital LegallyHow to Get Your Message Across to Investors with Niko LudwigIn this episode, Kim Lisa Taylor is joined by Niko Ludwig, the founder of BetterPitch, to delve into the vital role of effective communication within real estate syndication and private equity. Together, they explore the power of well-crafted pitch decks, investor reporting decks, and investment sale decks tailored explicitly for the real estate industry. The episode at a glance:Discussion about the challenges of creating financial models and pitch decksExplanation of real estate private equity and syndicationImportance of investor reporting and updatesBenefits of professional investor reporting decksExplanation of buyer decks and their role in property salesThe n...2023-06-0157 min
Raise Capital LegallyIs Your Offering Viable?In this episode, host Kim Lisa Taylor explores the legal and marketability aspects of real estate offerings, highlighting the importance of compliance, documentation, and establishing credibility in the industry.The episode at a glance: Two hurdles in determining the viability of an offeringExploring the intricacies of Rule 506(b) and Rule 506(c)Learn to distinguish specified and unspecified fundsWhy you should avoid "kitchen sink offerings"Understanding investor preferences and market demandStrategies for cultivating strong investor relationships📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim...2023-05-1855 min
Raise Capital LegallyHow to Set Up a Residential Assisted Living Syndicate with Isabelle GuarinoIn this podcast, host Kim Lisa Taylor and special guest Isabelle Guarino of RAL (Residential Assisted Living) Academy explore the nuts and bolts of setting up a residential assisted living facility, including using syndication to fund acquisition and retro-fitting of the building, obtaining the appropriate licenses, setting up operations, and more. The episode at a glance;-What is Residential Assisted Living-The difference between an RAL and a nursing home or "big box" facility-What kind of properties should people be looking for to create an RAL facility-What kind of l...2023-04-2045 min
The Raising Capital ShowRaising Capital Legally With SEC Attorney Kim Lisa TaylorRaising Capital Legally With SEC Attorney Kim Lisa Taylor On this episode, SEC Attorney Kim Lisa Taylor, succinctly shares the most important considerations when using social media to offer deals and raise capital. These tips will not only keep your business compliant, but they will help you build lasting investor relationships. What you’ll discover: - The four types of people who don’t follow securities laws - How to avoid legal trouble when posting deals online - The easiest way to structure your offerings ...2022-12-0724 min
Raise Capital LegallyHow to Prepare for Multi-Family Investing in Times of Rising Interest Rates and Economic Stress with Jake & GinoIn this podcast, host Kim Lisa Taylor interviewed Jake Stenziano and Gino Barbaro of the famed Jake and Gino Mutlifamily Real Estate Investing Program. Jake and Gino shared their wisdom about what multifamily syndicators should be doing right now to deal with rising interest rates and predicted times of economic stress. Is it time to do seller financing or lease-options? Should you be creating a fund to take advantage of distressed properties? Here is your chance to learn from the experts!Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials2022-10-311h 00
Instant Investor PodcastEpisode 060: Vagabonding: How to Set Yourself Free and Start Living, Working, and Playing… From Anywhere in the World – with Kim Lisa TaylorShe’s a popular, in-demand speaker, a leading influencer and thought-leader in the real estate investing industry, a #1 Amazon best-selling author, and one of the nation’s top syndication attorneys. On top of that, she’s also an active real estate investor, AirBNB host, and an entrepreneur who runs a service firm providing professionally edited marketing materials for clients nationwide. And yes… she’s able to manage it all herself! It’s quite the diversified enterprise that if not planned for and organized properly, can have you tied down to an...2022-10-3151 min
Raise Capital Legally'What to Expect in Multi-family for 2022-2023′ with David LindahlIn this episode of the Raise Private Money Legally podcast, host Kim Lisa Taylor, Esq. welcomed special guest David Lindahl of RE Mentor, who shared “What to Expect in Multi-family for 2022-2023.” Is it time to sit on the sidelines, or should you be getting your investors lined for upcoming opportunities? Listen in for guidance from the expert. Lindahl also had some exciting announcements you’ll want to know about.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials📚 Get one of our #1 Amazon best-selling books on capital Raising shipped t...2022-09-291h 01