Shows
Raise Capital LegallyFrom Medicine to Real Estate Millions: Dr. Tyson Cobb's Transition to Real Estate Wealth FormulaFrom Medicine to Real Estate Millions: Dr. Tyson Cobb's Transition to Real Estate Wealth FormulaIn this episode, join Attorney Kim Lisa Taylor and co-host Krisha Young as they sit down with Dr. Tyson Cobb, a semi-retired orthopedic surgeon who turned his passion for real estate into a thriving empire. With over 40 years of experience, Dr. Cobb has successfully built a diverse portfolio worth over $1 billion, including multifamily properties, RV parks, Texas vineyards, hotels, and more.As the founder of Timberview Capital, Dr. Cobb now helps professionals achieve financial independence through real estate...2025-08-0758 minRaise Capital LegallyFrom Multifamily to Market Mastery: Raising Capital in Uncertain Times with Hunter ThompsonFrom Multifamily to Market Mastery: Raising Capital in Uncertain Times with Hunter Thompson | Raise Capital Legally PodcastIn this episode of Raise Capital Legally, hosts Kim Lisa Taylor and Krisha Young are joined by Hunter Thompson, founder of RaisingCapital.com and creator of the RaiseMasters coaching program. Hunter is also the author of Raising Capital for Real Estate and has deep experience in navigating market cycles.In this conversation, Hunter shares valuable insights on the multifamily asset class, the dangers of high projected IRRs, and how to structure investor deals during challenging times. He also...2025-08-011h 09
Accredited Investors Only | Presented by Accredited LifeAvoiding Legal Pitfalls in Real Estate Syndications with Kim Lisa Taylor | 041In this deep-dive episode, I sit down with Kim Lisa Taylor, a corporate securities attorney and the founder of Syndication Attorneys, to explore the legal foundations of raising capital for private real estate and business ventures. Kim shares her experience guiding clients through over $5 billion in securities offerings, and she walks us through the legal structures, compliance requirements, and must-know insights for both active and passive investors.We cover the essentials—from accredited investor definitions and Regulation D rules to how to analyze offering documents and why investor communication is non-negotiable. Kim also shares co...2025-07-1158 min
Raise Capital LegallyCracking the Code on Tax Credit Housing: What Syndicators Need to Know to Compete NationwideKim Lisa Taylor and Krisha Young of Syndication Attorneys PLLC welcome Homero Cabello Jr., the Deputy Executive Director at the Texas Department of Housing and Community Affairs. Homero shares insights from his decades of experience managing affordable housing programs and tax credit compliance that can be applied to projects nationwide. We'll discuss what it takes to qualify for Low-Income Housing Tax Credits (LIHTC), what entity structures their deals need to qualify, and how LIHTC programs benefit syndicators, investors and low income tenants. This knowledge is perfect for sponsors looking to enter or scale in affordable housing, or looking to...2025-05-2258 min
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 01Raise 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 01
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 minRaise 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 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
Raise Capital Legally‘Everything You Always Wanted to Know About Starting an Investment Club’ With Kim Lisa TaylorYou know the benefits of wise investing, but what about your friends? One way to introduce them to investing and help educate them is through an investment club. What exactly is involved in overseeing an investment club? And how do you go about creating one? In this podcast, Kim Lisa Taylor tells you how.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2022-09-1856 min
Raise Capital LegallyBuild to Rent Strategies for Syndicators w/ Dave SeymourIn this podcast, host Kim Lisa Taylor, Esq. interviews Dave Seymour, co-star of the A&E Network television show “Flipping Boston.” Dave shared his experience on build-to-rent strategies for Syndicators, and he and Kim discussed favorable markets, phases of a build-to-rent syndicate, economic risk factors you need to consider, when to raise the money, and other important considerations.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicati...2022-07-051h 00
Raise Capital LegallyTax-Smart Strategies for Syndicators with Thomas CastelliIn this podcast, host Kim Lisa Taylor, Esq., interiewed special guest Thomas Castelli of The Real Estate CPA. Thomas has been our podcast guest a number of times and is a valuable source of tax information for Syndicators.Kim and Thomas discussed some of the most popular and lucrative tax strategies out there for investors, and Thomas shared opportunities for you to get in-depth training on the subject.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2022-06-1559 min
Raise Capital Legally"Using Analytics to Scale Your Business" with Val DespardDuring this podcast, guest speaker Val Despard of Despard Analytics and host Kim Lisa Taylor, Esq. discussed how using the right analytics for your deals can make or break your offering and minimize risks for your investors.Not only can a professional analytics consultant save you hours of time, it can give your investors (and you) confidence in your numbers — making them more likely to invest, and you more likely to hit your targets. You’ll want to hear our guest speaker’s insights.Contact: emailSyndication Attorneys WebsiteIn...2022-05-2453 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP10: Understanding Real Estate Investing Laws with Kim Lisa TaylorEpisode 10: Show Notes.
There are so many ways to get in trouble in the syndication business! For example, how are you finding investors? Are you allowed to advertise? How do you set up a syndication? How do you resolve issues or disputes?
The legal formation at the beginning is the foundation of everything! Learn how to do it right with Kim Lisa Taylor, founder of Syndication Attorneys, PLLC. She'll explain the main rule in syndication in detail: Regulation D Rule 506(b). Know and understand the rules so you wouldn't get involved in a deal where...2022-04-0330 min
Raise Capital LegallyHow to Build Your Own Crowdfunding Platform’ With Adam Gower, Ph.DIn “How to Build Your Own Crowdfunding Platform,” host Kim Lisa Taylor interviewed Adam Gower, Ph.D., a true visionary and innovator whose system for raising capital online is revolutionizing the world of syndication.You will want to be sure to tune in to this podcast as he discusses how you can create a crowdfunding platform and automate your money-raising efforts so that you can concentrate on the deals themselves.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2022-03-301h 04Raise Capital LegallyShould You Really Start A Fund?In “Should You Really Start a Fund?” host Kim Lisa Taylor, Esq. explored the issues you should take into consideration before employing this strategy to raise funds for your real estate deals. She also listed 7 prerequisites to help you know whether you are ready to take the leap.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2022-03-151h 04
Raise Capital LegallyRod Khleif’s Predictions for Multi-Family Investing in 2022Our Feb. 3, 2022, podcast featured a very special guest, esteemed real estate entrepreneur and trainer Rod Khleif, who shared his “Predictions for Multi-Family Investing in 2022.”Among the topics Rod discussed with host Kim Lisa Taylor:The biggest challenges facing multi-family investors this yearThe markets with the most promise — and those to avoid!What syndicators can do to minimize risk for your investors in these uncertain economic timesWhat you should be doing now to grow your syndication business in 2022Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2022-02-1057 min
The Wealth Vibe Show!Episode # 38: When do you say 'No' to money! It's a very important question! - Kim Lisa TaylorSend us a textKim Lisa Taylor, a renowned securities attorney! Kim started her career as an environmental consultant and then transitioned to pursue her long-time passion for law. Today, Kim is a renowned securities attorney! An episode full of golden nuggets!!Kim Lisa Taylor is currently launching, Crowdfund Your Syndicate, LLC, up and hope to that up and running in near future!Contact: Syndication Attorneys PLLCIf you've liked this episode, please give us good comments and five star rating below!Would love your feedback. Please feel free t...2022-02-0849 minRaise Capital LegallyRaising Capital: What Works and What Doesn’t - with Bill BrancucciIn this podcast episode, “Raising Capital: What Works and What Doesn’t,” Kim Lisa Taylor interviewed seasoned syndicator Bill Brancucci of Citadel Real Estate Group. Bill and his Citadel partner, Patrick Castelli, are among Syndication Attorneys’ most successful clients. Bill shared what the firm is doing and how they built the business into the success that it is today — valuable and inspiring information for other syndicators and those contemplating becoming one.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2022-01-271h 01Raise Capital LegallyHow to Source Deals and Investors, With Real Estate Coach Joe MendozaIn this podcast episode, “How to Source Deals and Investors,” Kim Lisa Taylor interviewed Joe Mendoza, a real estate coach, podcaster and author of two books, “Flex with a Plex” and “Make It a Comeback.” Joe shared his views on how to source deals, how to source investors, and how a coach can help you stay on track as you build your syndication business.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2022-01-141h 00Raise Capital LegallyCapital Raisers and Finders Fees with Michael FuglerOur October-November 2021 podcast, “Capital Raisers & Finders Fees,” featured special guest Michael Fugler, a Securities Attorney with 50 years’ experience. He and Kim discussed the need for anyone raising capital to strictly adhere to SEC and state securities regulations in order to avoid severe civil or criminal charges.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2021-12-031h 01Raise Capital LegallyCrowdfunding with Crowdstreet; What Investors Want with Tore SteenCrowdStreet CEO and co-founder Tore Steen discusses various aspects of crowdfunding with Kim Lisa Taylor, including:How sponsors get their deals posted on CrowdStreet’s platform, and the due diligence processWhat type of experience CrowdStreet looks for in a sponsor How long it typically takes to get documents posted and funds raised What portion of the raise CrowdStreet typically wants to doWhat deal parameters CrowdStreet looks for in specified offerings (minimum investment amounts, annualized returns, overall IRRs, duration of investment)Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2021-10-2851 minRaise Capital LegallyWhat’s the Skinny on Assisted Living Investments? With Vinney ChopraIn this episode of our podcast — “What’s the Skinny on Assisted Living Investments?” — special guest Vinney Chopra spoke with host Kim Lisa Taylor about his many pursuits, including his latest experience with assisted living investments.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2021-10-2159 minRaise Capital LegallyIncreasing Your Multifamily Profits Through Cost Segregation, With Stacy ShermanIn this episode, Kim Lisa Taylor interviewed Stacy Sherman of Cost Segregation Services, Inc. Their discussion focused on how cost segregation can save investors a lot of money on their syndication deals, meaning there’s more money to share with investors and more money perhaps for the management team as well – and far less going to the IRS.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2021-09-3041 minRaise Capital LegallyHow to Build a Real Estate Portfolio From $3M to $30M DealsIn this episode, Kim interviews longtime Syndication Attorneys, PLLC clients Bill Brancucci and Patrick Castelli about their journey from beginning syndicators just five years ago to now running Citadel Real Estate Group, a multimillion-dollar investment firm with $110 million in assets under management for some 250 investors.Bill and Patrick share how they got started, where they turned for the necessary education, how they began raising money from investors to finance bigger and better deals, and what they’re doing now. As you listen to their story, you’re sure to be inspired.Among other points discussed:Ho...2021-09-2357 min
Make Money, Make Sense in Real Estate with Danté Belmonte087: What Makes Multifamily Real Estate a Security with Kim Lisa TaylorKim Lisa Taylor is our securities attorney for our multifamily syndications. She is an awesome resource and great member of our team at Victory Capital Group. In this weeks episode we get to talk with Kim about what makes a real estate investment a security and how to handle them.
To learn more about or connect with Kim, visit syndicationattorneys.com
We hope you were able to take some value away from todays episode. To learn more or connect with Danté or DJ visit victorycapgroup.com2021-09-1650 minRaise Capital LegallyHow to Resell Interests in a Securities Offering With SyndiGateIn this episode, Kim Lisa Taylor, Esq., welcomed guests Simen Ruge and Jackson Stith, co-founders of SyndiGate Capital, LLC, which focuses exclusively on brokering secondary equity positions in middle-market commercial real estate investments. They discussed various scenarios in which an investor might want to exit a syndicate, or change its terms, including:You as an investor may want out of your real estate syndicate — or perhaps you want someone else out.Your syndicate is approaching its end date, and your investors want out but you want to keep it.You have a lender that needs to be paid of...2021-09-1659 minRaise Capital LegallyWhat’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective With Julie PetersonIn this episode of our podcast, host Kim Lisa Taylor, Esq. interviewed special guest Julie Peterson, a senior director at Old Capital Commercial Real Estate Debt & Equity. Julie spoke on the topic: “What’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective.”Among the areas explored in the interview:Why use a mortgage broker instead of going directly to a lender?How has COVID changed lending requirements?How can investors be best prepared for financing a commercial multifamily asset?What direction are interest rates trending?And more.Contact: emailSynd...2021-08-1651 minRaise Capital LegallyMastering the Raise with Jake MarmulsteinIn this episode, Kim Lisa Taylor talks to Jake Marmulstein about mastering the raise. Jake's platform Groundbreaker enables real estate syndicators to find, manage and verify investors; receive payments; and show off property profiles. Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2021-08-1147 minRaise Capital LegallyUsing Tried and True Sales Techniques to Close Deals with Investors • with Mauricio BoteroIn this podcast, host Kim Lisa Taylor, Esq., explored “Using Tried and True Sales Techniques to Close Deals with Investors” with special guest Mauricio Botero. If you’re in the capital raising business, you need to learn sales skills. In this podcast you will learn how mastering tried and true sales techniques can help you raise money from private investors faster than ever. And it could even help you land a few more deals!Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2021-08-0942 minRaise Capital LegallyRaise More Capital Through Digital Automation, With Dr. Adam Gower, Ph.D.In this episode, “Raise More Capital Through Digital Automation,” Kim Lisa Taylor interviewed Dr. Adam Gower, Ph.D., who has created a system for raising capital online that is revolutionizing the world of syndication. We’ve told you for years that the most successful syndicators have a system in place for capturing their investors’ attention, developing relationships and keeping their attention until they are ready for their investment. And Dr. Gower is the expert at automating the capital-raising process in a systematic way that will enable you to concentrate on deals and have investors who pursue you.Contac...2021-06-2446 minRaise Capital LegallyAsset Protection in Your Syndicate: How it Works & Why it Matters, with Clint CoonsIn this episode, Kim Lisa Taylor interviewed Clint Coons, a founding partner of Anderson Law Group and current manager of Anderson’s Tacoma office, who discussed how asset protection works within a syndication framework and why it’s important to consider asset protection as you start to participate in multiple equity deals.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2021-06-1753 minRaise Capital LegallyS2E2: How to Streamline Management of Your InvestorsThis episode centers around a discussion of the benefits of using an investor management platform to manage and impress your investors, from the first meeting to investment in your offerings. Specifically, Kim talks with representatives of AgoraReal.com, an investor management platform we are partnering with to provide our syndication clients with an all-in-one solution to help you increase investors’ satisfaction, automate your back-office, and grow your business.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials2021-06-0328 min
Instant Investor PodcastEpisode 005: How to Legally Raise All the Money You Need to Fund All Your Deals with Kim Lisa Taylor Kim is a nationally recognized corporate securities attorney, speaker, and a #1 Amazon best-selling author. In this episode, we sit down and talk with her about Syndication which is like group investing. Kim Lisa Taylor is the founder of Syndication Attorneys, PLLC, a Florida-based law firm that provides Securities Offering Documents, and InvestorMarketingMaterials.com, a service firm that provides professionally edited and drafted marketing materials for clients nationwide. As the founder of Syndication Attorneys, Kim breaks down the basic meaning of Syndication, discusses the necessary steps in putting together a S...2021-06-011h 05Raise Capital LegallyCarried Interest & Other Tax Matters Related to Syndication, with Thomas CastelliIn this episode, Kim Lisa Taylor interviews special guest Thomas Castelli of The Real Estate CPA, who educates attendees about the tax ramifications of carried interest in real estate syndications and other implications of the Tax Cuts and Jobs Act of 2017.Thomas is an Advisory Manager for The Real Estate CPA. His team provides clients with top-notch tax and accounting advice and helps them build strategies, technology, and best practices. And his team invests in real estate, too, collectively owning 90+ properties and 300+ units.Contact: emailSyndication Attorneys Website...2021-05-2859 minRaise Capital LegallyMultifamily Outlook Beyond COVID-19 with David LindahlIn this episode, Kim Lisa Taylor welcomes special guest David Lindahl of REMentor, and the two prognosticate about the multifamily investing world beyond COVID-19.Get it straight from the expert:What’s happening now?What’s in the immediate future?What’s on the long-term horizon? Will there be price dips? Will lenders loosen up? Will investors flee the Wall Street roller coaster in favor of real estateContact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2021-05-2154 minRaise Capital Legally5 Things You Can Do in Your Downtime to Further Your Syndication BusinessWhen you have downtime – as most of us do now under shelter-in-place rules – are you being as productive as you can regarding your syndication and real estate investing business? In this episode, Kim Lisa Taylor discusses actions you take and resources you can use to help you focus on your business now so that you maintain momentum down the road.Among the points covered:Creating an Investor Marketing PlanExpanding your marketing materials and brandingDeveloping investor relationshipsIdentifying books and other resources of valueContact: emailSyndication Attorneys WebsiteInvestor Mark...2021-05-0751 minRaise Capital LegallyHow to Get Family Offices to Invest in Your Real Estate Syndicate With Richard WilsonIn this highly educational episode, host Kim Lisa Taylor, Esq., and special guest Richard C. Wilson discuss “How to Get Family Offices to Invest in Your Real Estate Syndicates.”Richard is founder and CEO of Family Office Club, a global family office association serving more than 2,000 registered investors since 2007. Family Office Club is well known for its many educational events both across the United States and internationally each year and for the extensive resources it offers to members.Among the topics that Kim and Richard explore during the broadcast:What are family offices?How are...2021-05-0753 minRaise Capital LegallyGet The Best Multifamily Secrets From Jake And GinoIn this episode, Kim Lisa Taylor interviews Jake Stenziano and Gino Barbaro, co-founders of JakeAndGino.com, a real estate education company specializing in multifamily apartment investing. Jake and Gino also are experienced syndicators themselves and host the popular podcast, “Wheelbarrow Profits,” among other ventures.It wasn’t that long ago that these two were just sticking their toes in the water to test what this thing called real estate investing (and syndication) was all about. Now their aim is to share the knowledge they have accumulated on the road to success so you can avoid some of the pi...2021-04-2956 minRaise Capital LegallyOpportunity Zones — The Next Big Thing in Multifamily? With Matt WillsInvesting in Opportunity Zones has been a hot topic for investors since the program was introduced with the 2017 Tax Cuts and Jobs Act. While some embraced it right away, others have waited to see how regulation of the program would take shape. Could the time finally be right for you to consider such a strategy? In this episode, Kim Lisa Taylor and Matt Wills, the newest attorney on Syndication Attorneys, PLLC’s legal team, discuss the latest developments regarding Opportunity Zones.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2021-04-221h 12Raise Capital LegallyDeal Structuring Trends in Commercial Real Estate with Jake MarmulsteinIn this episode, Kim Lisa Taylor is joined by Jake Marmulstein, Founder, President and CEO of Groundbreaker Technologies, creator of an all-in-one investment management software for small to medium commercial real estate investment firms that raise outside capital. With Groundbreaker’s clients pursuing a variety of strategies, Marmulstein and his team have a good overview of what kind of deals currently exist, the audience size of each, and the current talk “on the street.” He and Kim discuss using an investment management platform as well as the latest trends in deal structuring for commercial properties, from preferred returns to profit...2021-04-151h 03Raise Capital LegallyHow To Survive Today's Multifamily Market ConditionsIn this episode, host Kim Lisa Taylor is joined by special guest David Lindahl, who shares his insights and tips regarding surviving and prospering in today’s multifamily market. David is one of the best-known educators in the multifamily investing space, having founded RE Mentor nearly 20 years ago. Thousands of investors have attended RE Mentor’s training events over the years.Contact via: emailSyndication Attorneys WebsiteInvestor Marketing Materials 2021-04-081h 16Raise Capital LegallyWhat's The Difference Between a JV and a Security?What you don’t know CAN hurt you, particularly when you’re using other people’s money for your real estate investments. In this episode, Kim Lisa Taylor discusses the difference between joint ventures and securities and why you need to know which you’re dealing with.Click below for related content:Joint Ventures or Securities – What’s the Difference?Contact via: emailSyndication Attorneys Website 2021-02-2541 minRaise Capital LegallyHow to Set the Stage for Capital Raising SuccessIn this episode, Kim Lisa Taylor discusses:The definitions of “syndicate” and “syndicator”Why one would want to syndicateEight steps to set the stage for syndication successClick below for related content:What is Real Estate Syndication?What You Should Know Before Investing in a SyndicationHow to Structure a Real Estate SyndicateContact via: emailSyndication Attorneys Website 2021-02-1836 minRaise Capital LegallyWhat's The Best Way to Develop Relationships with Investors?In this episode, Kim discusses "dating for dollars." also known as "How to Raise Money Legally for a Rule 506(b) Offering." She also talks teaches you how to develop a database of potential investors. Finally, she'll guide will help you through the process to create a marketing plan that gives you the best possible opportunity for success in fundraising once you have an offering in hand. Contact: emailSyndication Attorneys Website 2021-02-1259 minRaise Capital LegallyHow to Avoid Mistakes Rookie Investors MakeWith special guest, Vinney ChopraIn 1976, Vinney came to the U.S. from India with $7 in his pocket. He syndicated his first multifamily property in 2009, and he has gone on to syndicate 26 multifamily properties ranging from 14 to 267 units. His company currently controls 2300 units. Vinney and his investment team have successfully raised more than $70 million from private investors. In this episode, Vinney and Kim discuss some of the mistakes beginning syndicators make, and how to avoid them.Contact: emailSyndication Attorneys WebsiteVinney Chopra...2021-02-1143 min
Raise the BarEP 18 | WHAT IS A REAL ESTATE SYNDICATION WITH KIM LISA TAYLOROn this episode of The Passive Income Attorney, Seth speaks with Kim Lisa Taylor of Syndication Attorneys. Seth and Kim discuss syndications, explain the role of sponsors in syndications, what a PPM and operating agreement is, and much more. Enjoy!
2021-01-0745 minStrategic Multifamily Investing PodcastInterview with Kim Lisa Taylor about Legal Syndication MattersKim Lisa Taylor is the founder of Syndication Attorneys PLLC, a nationwide virtual law practice that drafts corporate and securities offering documents entrepreneurs need to legally raise money from private investors under federal securities laws. She has been the responsible attorney for hundreds of securities offerings, enabling her clients to raise an estimated $1 Billion for commercial and residential real estate acquisition and development projects, with offerings ranging in size from $250,000 to $200 Million.
Kim is a nationally recognized corporate securities attorney licensed in California and Florida. She is the author of the Amazon #1 Best Selling book “How to Leg...2020-11-1546 min
Ritter on Real EstateExplaining the SEC’s New Accredited Investor Guidelines with Kim Lisa Taylor, EsqThe SEC recently adopted amendments to the “accredited investor” definition, one of the principal tests for determining who is eligible to participate in private capital markets, and today’s guest, Kim Lisa Taylor, is just the person to explain them. Kim is a nationally recognized corporate securities attorney, speaker, and author of the number one Amazon bestselling book, How to Legally Raise Private Money. She’s is also the founder of Syndication Attorneys, PLLC, and investormarketingmaterials.com. Its purpose is to provide quality legal advice, offering documents and professionally designed marketing materials for clients nationwide. Kim has been a responsi...2020-09-0928 min
The Real Estate Raw ShowSan Diego Real Estate: Kim Lisa TaylorWe’re back with another exciting episode of “Real Estate Raw.” This time, we’re joined by attorney and real estate investment guru Kim Lisa Taylor. I’ve had the pleasure of knowing Kim for many years and have watched her career blow up from day one. She joined me recently to talk about some of the finer points of real estate investment, including different ways that investors can raise funds and use securities to accomplish their investment goals. To hear our full conversation, watch the latest episode here. About Joe: Mr. Mendoza has a long track r...2020-09-0426 min
Tax Smart Real Estate Investors Podcast111. Carried Interest and Management Fee Tax Issues for Sponsors (GPs) Explained w/ Kim Lisa TaylorThis week we're releasing a recording of Kim Lisa Taylor, Esq., founder of The Syndication Attorneys and Thomas Castelli, CPA discussing the tax treatment of carried interest and other fees that General Partners (GPs) of real estate syndicates and funds receive.
This recording includes important information about taxes as they relate to the structure of a deal, K-1s and 1099s, and a Q&A session with Thomas and Kim Lisa.
Orginal recording: https://syndicationattorneys.com/teleseminars/carried-interest-other-tax-matters-related-to-syndication-with-thomas-castelli/
Learn more about Kim Lisa Taylor and her work: https://syndicationattorneys.com/
Join our Facebook group, the one-stop-shop for real estate investors...2020-08-0450 min
Ritter on Real EstateHow to Avoid Fraud when Investing in Real Estate with Kim Lisa Taylor, Esq.If you are a real estate investor, this is a must listen to protect yourself!Fraud is a risk that we usually don’t consider as we evaluate deals, but it definitely should be. Kim Lisa Taylor is here today to talk to us about how fraud happens in deals and how as investors we can ask the right questions to avoid getting involved with a bad sponsor.Kim Lisa Taylor is a nationally recognized corporate securities attorney, speaker and author of the No. 1 Amazon best-selling book “How to Legally Raise Private Money". She...2020-06-1749 min
Cashflow Ninja547: Kim Lisa Taylor: How To Legally Raise Private MoneyMy guest in this episode is Kim Lisa Taylor. Kim is a nationally recognized corporate securities attorney and best selling author. She is the founder of Syndication Attorneys, PLLC, a Florida based law firm that provides Securities Offering Documents and Investor Marketing Materials for clients nationwide. Kim has been the responsible attorney for well over 300 securities offerings. If you have not checked out my new podcast, Cashflow Investing Secrets, I would highly recommend it- it is a shorter show, 10 minutes or less where I share one concept and or idea at a time what I have learned from i...2019-12-0543 min
The Opportunity Zone Expo PodcastKim Lisa Taylor - How to Manage Mixed-Fund Investing in the Opportunity Zone SpaceKim Lisa Taylor is one of those rare individuals who makes a huge career change later in life. She left a successful career as geologist to become an lawyer. The courage, wisdom and smarts it took to succeed at that transition places her at the forefront of Opportunity Zone tax attorneys. She's a nationwide speaker at investing and crowdfunding events, the founding attorney at Syndication Attorneys PLLC, and she's our guest on this episode of The OZExpo Podcast.Host: Jack HealdGuest: Kim Lisa Taylor, Esq.2019-06-2833 min
Multifamily InsightsThe Dos and Don’ts of Raising Capital with Kim Lisa TaylorThe SEC has set forth clear guidelines of what is acceptable when raising capital for real estate. Nonetheless, some investors have made missteps that have exposed them to harsh punishments. To understand the dos and don’ts of raising capital, we sat down with securities attorney Kim Lisa Taylor. Kim is the founder of Syndication Attorneys whose sole purpose is to help entrepreneurs create sustainable, successful investment companies. On this episode, she clarifies the difference between a JV and a security, what constitutes a pre-existing relationship, and why you need to have a customer relationship marketing (CRM) system. ...2019-05-0750 min
Tax Smart Real Estate Investors Podcast40. Understanding Real Estate Syndication Law and More with Kim Lisa TaylorIn this episode, we're joined by real estate syndication attorney Kim Lisa Taylor to discuss just about everything you need to know regarding syndication law, including when an offering becomes a security, rules for selling securities, accredited investors, syndication structures, and much more!
You can learn more about Kim Lisa Taylor's work at https://syndicationattorneys.com/
Link to our blog on this topic: https://www.therealestatecpa.com/ultimate-guide-irs-schedule-e/
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
For an initial...2019-03-1935 min
Women Investing Network PodcastPreparing Your Future Self for Retirement and Using Other People's Money with Kim Lisa TaylorElisabeth kicks off the show with a reminder course in finding your financial freedom number. It's critical you understand your budget today, and then understand what sustainable cash flow your future self will need. Then, Jason Hartman talks with Kim Lisa Taylor, author, real estate investor, and nationally recognized speaker. She often writes articles on how to legally use OPM (other people’s money), and has been featured in many publications, including Personal Real Estate Investor Magazine. She is the author of Syndicate Anything; How to Legally Find Private Investors to Fund Your Dreams While Helping Them Ac...2017-09-2347 min