Raise Private Money Legally • for Real Estate: Recent Episodes

Kim Lisa Taylor

Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. On "Raise Private Money Legally," host and attorney Kim Lisa Taylor guides you through this complex and confusing world. Learn how to raise private money and avoid legal potholes. Each episode educates potential syndicators about how to raise private money legally. As well, she takes calls from the audience and answers their questions. Kim Lisa Taylor has helped investors raise over $350 million dollars in private money and purchase over a billion dollars of real estate. Kim puts her money where her mouth is; she's not just a lawyer, she's also an investor. She has owned or controlled 30 rental properties and has been a general partner in a land development project. Information discussed during this podcast is of a general, educational nature and should not be construed as a legal advice. Contact us: info@syndicationattorneys.com

In this episode, Attorney Kim Lisa Taylor sat down with Corneilous Cannon of CrowdfundMyDeal.com.

Corneilous explained how real estate sponsors can use Regulation Crowdfunding to raise capital from accredited and non-accredited investors through a registered funding portal.

We discussed how Reg CF differs from Rule 506(b) and Rule 506(c), which deals are best suited for this exemption, and what sponsors should know before launching an offering.

📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30-minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In this episode, Attorney Mola Bosland an Krisha Young sit down with Greg Donahue to unpack what’s actually happening in the multifamily market after the post-COVID slowdown—and what operators should be paying attention to now. Greg shares how pricing has reset, where deals are finally penciling again, and why smaller operators with strong local partnerships may be better positioned than ever.

They dive into Greg’s strategy of focusing on 5–25 unit properties in New England while scaling into larger assets in other markets, the importance of true boots-on-the-ground asset management, and why many sponsors underestimate what it takes to operate well over a full hold period. The conversation also explores investor return expectations, preferred returns, split structures, and why chasing headline returns can backfire in today’s environment.

📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free!
Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30-minute consultation with one of our business development team:
https://syndicationattorneys.com/consultation

Before anyone raises capital, they tend to ask the same questions. What is a security, really? Why does my deal fall under securities laws? Why do I need so much paperwork? And why does everyone keep pointing me to Regulation D?

In this episode, Corporate Securities Attorney Kim Lisa Taylor and Syndication Attorneys’ Client Success Coach Krisha Young break down the top seven questions they hear from potential clients before they ever become clients. In plain English, the hosts explain what a security actually is, why it’s fundamentally a contractual agreement, and how the rules governing private capital raises are created and enforced.

The conversation covers Regulation D, the practical differences between Rule 506(b) and Rule 506(c), why Rule 506 is the most commonly used exemption, and why alternatives like Rule 504 rarely make sense for nationwide raises. We also explain why changes to securities laws, like changing accredited investor definitions take time, including the roles of Congress, the SEC, FINRA, and state regulators.

If you’re considering raising capital and feel confused or overwhelmed by the rules, this episode answers the exact questions most people ask at the beginning and explains why the answers are never as simple as they wish they were.

📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free!
Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30-minute consultation with one of our business development team:
https://syndicationattorneys.com/consultation

Kim Lisa Taylor and Krisha Young welcome back Cherif Medawar — renowned investor, fund manager, and educator — for a deep dive on how business owners and entrepreneurs can scale using his triple-net (NNN) lease model. Cherif breaks down how NNN properties work, why they provide stable and predictable cash flow, and how you can leverage them to expand your portfolio or business without unnecessary risk - and with his assistance. He also shares practical strategies for structuring deals, raising capital, and building win-win partnerships that fuel long-term growth. Whether you’re just starting out or ready to level up, this episode gives you the roadmap to scale your business from NNN to millions.

📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free!
Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30-minute consultation with one of our business development team:
https://syndicationattorneys.com/consultation

When a syndicated property goes back to the bank, it can feel like the end of the road—but it doesn’t have to be. In this episode, commercial mortgage expert Eric Stewart joins us to unpack what really happens when a syndicator loses a property to foreclosure, how lenders evaluate your future loan applications after a loss, and what you can do to rebuild your reputation and credit.

We also dive into the darker side of “non-recourse” loans—those comforting words that sometimes come with hidden teeth. Eric explains how certain borrower actions, even accidental ones, can trigger bad boy carve-outs, turning a non-recourse loan into a personal liability nightmare.

Whether you’re navigating a distressed asset or just trying to stay out of hot water, this conversation will arm you with practical strategies to mitigate risk, negotiate smarter, and recover stronger.

📚 Get one of our #1 Amazon best-selling books on capital Raising – totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Join Kim Lisa Taylor and Krisha Young as they sit down again with Troy Eckard, founder of Eckard Enterprises, to explore how oil and gas mineral rights have become a compelling alternative investment. Troy shares how his team evaluates opportunities, the unique advantages compared to traditional oil and gas deals, and why investors are increasingly turning to minerals as a stable, income-generating asset. From self-directed IRAs and 1031 exchanges to appraisal differences and wealth manager strategies, Troy reveals what investors need to know about entering this space. Whether you’re looking to diversify your portfolio or understand how alternative assets work, this episode will open the door to a world of energy-based wealth creation.

📚 Get one of our #1 Amazon best-selling books on capital Raising – totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Kim Lisa Taylor and Krisha Young welcome Bob Bowman, the creator of Commercial Underwriter, one of the most popular commercial underwriting software platforms in the industry. Bob has built a reputation for helping real estate syndicators analyze deals with accuracy and speed. In this episode, he shares the secrets behind successful underwriting, what makes or breaks a deal, and how technology is reshaping the way professionals evaluate commercial real estate. Whether you’re new to underwriting or looking to sharpen your skills, Bob’s insights will help you approach your next deal with confidence and clarity.

📚 Get one of our #1 Amazon best-selling books on capital Raising – totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Affordable housing is one of the most pressing issues today, and Levi Aberle is leading the charge with an innovative solution: barndominiums. In this episode, Levi, the founder of Fortified Buildings LLC, shares how his own experience of building a combination horse barn and house led to the creation of a new kind of affordable, energy-efficient home. With steel framing, radiant floor systems, and creative construction methods, Levi's company is developing subdivisions of homes that cost less, use less energy, and look just like traditional houses.

Join hosts Mola Bosland & Krisha Young as they dive into Levi's journey from Colorado to Indiana, the rise of barndominiums across the U.S., and how this unique approach to housing is making homeownership more accessible for all.

In this episode, you’ll learn:
✔️ The story behind Levi’s vision for affordable housing
✔️ How barndominiums offer a cost-effective and energy-efficient solution
✔️ The benefits of steel framing and radiant floor systems in construction
✔️ Why barndominiums are quickly gaining popularity across the country

Don't miss out on this insightful conversation about the future of affordable housing!

Join the conversation and learn how to use your personal story to connect with ideal investors and take your real estate business to new heights.

🔔 Subscribe to our channel and hit the bell icon to never miss an episode on real estate and investment strategies!

📚 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 a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/cons...

NowItsDone #AIInRealEstate #RealEstateAutomation #SmallBusinessGrowth #Entrepreneurship #BusinessEfficiency #RealEstateSyndication #AIForBusiness #capitalraising

In this video, we sit down with George Knowlton, the creator of the NowItsDone system, a groundbreaking AI-powered tool that’s revolutionizing how real estate syndicators and small business owners streamline their operations. George shares his journey into real estate and what inspired him to develop a system that simplifies the complexities of managing multiple aspects of business.

The NowItsDone system is designed to automate key tasks, including acquisition processes, asset management, and the day-to-day operations that often overwhelm business owners. This innovative tool is changing the way entrepreneurs handle these critical functions, enabling them to save time, reduce errors, and improve efficiency. By leveraging artificial intelligence, the system not only takes on repetitive tasks but also provides smarter ways to manage business growth.

Throughout the video, George explains how his system addresses the unique pain points of real estate professionals and small business owners, offering practical insights into how automation can help businesses thrive. If you've ever wished for a way to finally stop feeling overwhelmed by the constant demands of running a business, this episode will give you a glimpse into how technology can simplify your life and put you on the path to more growth and success.

Join the conversation and learn how to use your personal story to connect with ideal investors and take your real estate business to new heights.

🔔 Subscribe to our channel and hit the bell icon to never miss an episode on real estate and investment strategies!

📚 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 a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/cons...

NowItsDone #AIInRealEstate #RealEstateAutomation #SmallBusinessGrowth #Entrepreneurship #BusinessEfficiency #RealEstateSyndication #AIForBusiness #AutomationTools #BusinessSystems #StreamlineOperations #GeorgeKnowlton

In this insightful episode, co-hosts Kim Lisa Taylor and Krisha Young chat with Marcin Drozdz, a capital-raising expert and investor mentor, about the concept of "The Unfair Advantage"—a powerful strategy for attracting the right investors. Marcin dives into how your unique background, mindset, skills, and life experience, when understood and communicated properly, can become your biggest asset in raising capital.

Join the conversation and learn how to use your personal story to connect with ideal investors and take your real estate business to new heights.

🔔 Subscribe to our channel and hit the bell icon to never miss an episode on real estate and investment strategies!

📚 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 a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/cons...

RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome

In this episode, Hector Hernandez, founder of HDZ Partners, shares his journey of launching and managing his first investment fund. He reveals the hard-earned lessons he's learned along the way, from deciding what to offer investors to assembling a credible team and balancing capital raising with deal flow. Hector talks about the real-world challenges that aren't often covered in textbooks, including the temptation to deploy funds too quickly and how he navigated those decisions.

Hector also highlights the strategies that worked for him, like building a team with strong professional networks, maintaining valuable relationships with capital raisers and legal advisers, and staying true to the fund's original mission. Whether you're considering starting your own fund or advising someone in the process, this episode is packed with practical insights you won’t want to miss.

🎙️ Guest: Hector Hernandez, Founder of HDZ Partners
🎤 Podcast Hosts: Kim Lisa Taylor & Krisha Young

Time Stamps:
0:00 - Introduction
2:30 - The Challenges of Starting an Investment Fund
6:15 - Balancing Capital Raising with Deal Flow
10:00 - Assembling a Functional and Credible Team
14:00 - Leveraging Networks for Success
18:00 - The Temptation to Deploy Funds Too Soon
22:30 - Staying True to Your Fund’s Mission
26:00 - Lessons Learned and What Went Right
30:00 - Final Thoughts and Advice for Aspiring Fund Managers

Don't forget to like, subscribe, and hit the notification bell for more in-depth conversations on starting and growing investment funds!

🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies!

📚 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 a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/cons...

Don’t forget to subscribe to our channel for more tips on raising capital legally and networking to grow your real estate business.

RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome

Transcript

How to Turn Networking Events into Deal-Making Opportunities | Raise Capital Legally Podcast

In this episode of the Raise Capital Legally Podcast, Krisha Young and attorney Kim Lisa Taylor dive into the strategies for turning networking events into gold mines! Joining them is real estate expert David Lindahl, who shares his insider playbook for mastering first impressions, building authentic connections, and following up to make lasting partnerships.

Topics Discussed:
✅ Mastering networking at events, including the Ultimate Partnering Event
✅ Proven strategies to connect with VIPs without the awkwardness
✅ Effective post-event follow-up tactics to turn relationships into real results
✅ The power of content marketing and AI in building relationships
✅ The mindset shift needed to scale from small investments to large portfolios

If you want to learn how to network confidently, develop strong business partnerships, and make your next event work for you, this episode is a must-listen!

🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies!

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Don’t forget to subscribe to our channel for more tips on raising capital legally and networking to grow your real estate business.

RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome

In this episode, Kim Lisa Taylor and Krisha Young sit down with Beth Bungay, the powerhouse behind Cash Cow Investments, to discuss her crucial role as a loan guarantor, due diligence expert, and capital raiser in real estate syndications. With decades of financial experience, Beth shares her insights on what it takes to elevate deals and investor relations, offering a wealth of knowledge for anyone serious about syndication.

🕒 Timestamps:
0:00 - Introduction to Beth Bungay and her role at Cash Cow Investments
3:00 - Beth's journey and experience in the financial industry
5:30 - The importance of due diligence in syndications
9:15 - Key factors Beth considers when evaluating a deal
14:00 - Protecting both personal and investor interests in a deal
18:45 - How to assess and back the right sponsorship team
22:30 - Beth's advice for new and experienced investors
26:00 - The importance of investor communication in syndication
29:30 - Closing thoughts and final tips on successful syndication

🔑 Key Takeaways:

Understanding due diligence in real estate syndications

How to evaluate and protect investments

Why the right sponsorship team matters

Tips on raising capital and investor communication

Don’t miss out on Beth’s invaluable advice for anyone looking to succeed in real estate syndications!

🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies!

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

RealEstateSyndication #CapitalRaising #DueDiligence #InvestmentTips #CashCowInvestments #KimLisaTaylor #KrishaYoung #RealEstatePodcast #FinancialExpert #LoanGuarantor

From Medicine to Real Estate Millions: Dr. Tyson Cobb's Transition to Real Estate Wealth Formula

In 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 syndications. In this conversation, he shares the key strategies and mindset shifts that allowed him to transition from a high-pressure medical career to full-time real estate investing.

Whether you're just starting out in real estate or looking for ways to scale your portfolio, this episode is packed with valuable insights on escaping the traditional career grind and creating long-term wealth in real estate.

Key Takeaways:

Transitioning from medicine to real estate
Dr. Cobb's $1B real estate portfolio
The power of syndications and passive income
How to achieve financial independence through smart real estate investments

Don't forget to like, share, and subscribe for more episodes that unlock the secrets to building wealth in real estate!

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

RealEstateInvesting #FinancialIndependence #PassiveIncome #RealEstateSyndication #InvestingStrategies

From Multifamily to Market Mastery: Raising Capital in Uncertain Times with Hunter Thompson | Raise Capital Legally Podcast

In 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 emphasizes the importance of advertising compliance and discusses the growing role of business acquisitions in today’s investment landscape.

If you’re new to raising capital or facing uncertain market conditions, this episode is a must-listen. Hunter’s advice will help you navigate the complexities of real estate investing and capital raising with confidence.

Timestamps:
0:00 - Introduction
2:30 - Hunter’s journey through market cycles
8:15 - Understanding IRRs and investor expectations
15:00 - The role of advertising compliance in capital raising
22:10 - Structuring deals in challenging times
30:50 - Why business acquisitions are becoming more important
37:30 - Key takeaways for investors

Don’t forget to like, subscribe, and hit the bell for more insights from top industry experts!

RaiseCapitalLegally #RaisingCapital #RealEstateInvesting #CapitalRaising #HunterThompson #MultifamilyInvesting #RealEstateTips #InvestorDeals #AdvertisingCompliance #RealEstateBusiness

Krisha Young:
Great intro! I agree, that was really amazing. I’m so excited to dive into this. So, I’m in business development at the law firm, but I’m also the capital raising success coach. I'm really passionate about the topic of faith and building a business from the inside out. And it sounds like that’s exactly what you guys have done, so I’m really looking forward to learning more about your journey.

Chapter 1: TR3 Capital and the Beginnings
00:03:02.280 - Matthew Teifke:
TR3 Capital is really just me and Robert McLeod—my best friend growing up. Robert was actually a Navy SEAL, and he’s one of those guys that nobody thought would make it, but I never doubted him. There’s a lot to that story. After Robert got out of the Navy, he asked me, "Matt, I want to be an asset. What should I do?" I suggested he go to Texas A&M. That way, his college would be paid for, and they had a Master's program in Land Development. I had gone through a Masters of Real Estate program, so it made sense.

Chapter 2: The Role of Family and Mentorship
00:03:44.490 - Matthew Teifke:
He ended up going for a year and a half. Then Alex Kaufman, another one of my partners, who’s my brother’s best friend, got involved. My mom was basically a second mom to both of them. We'd come home from high school, and Robert would be raiding the fridge—family, you know?

Chapter 3: The Early Influence of Mom’s Journey
00:04:04.520 - Matthew Teifke:
The story really started with my mom. She was a single mom who raised my brother and me. My brother ended up becoming a reconnaissance marine, and I took the real estate route. Now, my brother is a preacher. My mom was literally cleaning houses, and by the time I was 17, she had 15 rental properties.

Chapter 4: Lessons Learned from Mom's Real Estate Journey
00:04:34.710 - Matthew Teifke:
What I’ve always admired about that was how she showed me that anything is possible. She taught me what it looked like to build that kind of portfolio. But, she also showed me that acquiring houses doesn’t make you independently wealthy—you still have mortgage payments and expenses.

Chapter 5: Getting Started in Real Estate
00:04:54.780 - Matthew Teifke:
That’s what got me into real estate. I got my real estate license in college when I was 18. My whole goal was to invest and own. I really wanted to learn every aspect of real estate. I was the first one in and the last one out of my real estate brokerage. I took notes every day.

Chapter 6: Evolution into Syndication and Business Growth
00:05:14.190 - Matthew Teifke:
Now, 16 years later, we’re syndicating deals. I own a real estate brokerage in Austin, Texas, and we started a property management company that we’ve since sold. I also had a construction company that we sold. It’s been a lot of lessons, learning, and challenges. Even though I feel like I’ve been doing this for a long time, this is the first time I’ve dealt with a downturn in the market, so it’s been a learning experience.

Chapter 7: Expanding the Portfolio with New Ventures
00:05:43.778 - Matthew Teifke:
We’ve bought houses, mobile home parks, RV parks, laundromats, and now, my partners and I—Alex and Robert—are focused on multifamily properties. We’re buying distressed debt on deals that people purchased in 2021, and the properties are performing well. Just two days ago, Robert and Alex signed a deal, and they’re touring every single unit today. Meanwhile, I’m working on making new connections and finding people who see the value in these kinds of deals.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Kim 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 maximize cash flow and tax benefits for their existing and future deals.

ChaptersIntroduction to LIHTC Programs and Types (00:04:40)

Omero Cabello Jr. explained the two types of LIHTC programs: 9% program funding 70% of development costs, and 4% program with tax-exempt bonds funding about 80% of total development costs. He emphasized that each state must follow a qualified allocation plan dictating requirements and rules.

Property Qualification and Requirements (00:07:28)

Omero detailed that properties must maintain affordability for a minimum 30-year period. The program funds new construction, acquisition rehab, senior housing, and supportive housing for special needs populations. He emphasized their preference for mixed-income developments.

Application Process and Common Challenges (00:08:18)

Omero outlined that applications can be denied due to failure to meet threshold requirements, incomplete financial projections, and lack of local support. He emphasized the importance of securing resolutions from local government entities and state representatives.

Sponsor Requirements and Team Composition (00:11:07)

Omero detailed that sponsors must demonstrate experience, financial stability, and knowledge of compliance requirements. He highlighted the value of partnering with nonprofits or historically underutilized businesses.

Compliance and Property Management (00:16:19)

Omero stressed the importance of partnering with experienced property management companies that understand LIHTC programs and tenant qualification requirements. He mentioned Texas's robust compliance monitoring team overseeing 350,000 doors across 3,000 properties.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In 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.

Chapters:

Introduction to Securities Advertising Compliance (00:00:02)

Krisha Young introduced the podcast focusing on raising capital legally and avoiding securities advertising pitfalls. Kim Lisa Taylor and Judith Villareal were presented as expert speakers on securities compliance.

Legal Risks and Compliance Requirements (00:01:46)

Judith Villareal shared her extensive experience in securities compliance, emphasizing the importance of proper advertising reviews and the risks of misleading statements that could attract regulatory attention.

Fundamental Rules of Securities Advertising (00:03:58)

Judith explained that advertisements must not be misleading or confusing, highlighting the different approaches between FINRA's specific rules and SEC's principles-based regime.

Consequences of Non-Compliance (00:06:07)

The speakers discussed potential penalties ranging from regulatory trouble to criminal prosecution, including the risk of having to rescind offerings and return investor money.

Marketing Language and Disclaimers (00:11:48)

The discussion covered prohibited terms and phrases in securities advertising, emphasizing the importance of accurate representation and proper disclaimers in all 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://syndicationattorneys.com/free-book/

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In 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 usual real estate routes, this conversation will expand your perspective and show you what's possible when you go beyond.

Chapters:
Introduction and Event Overview (00:00:00)

Krisha Young introduces the podcast discussing the Go Beyond Multifamily summit, featuring Kim Lisa Taylor and Vinki Loomba as co-creators. The event aims to challenge traditional real estate investing approaches and open new wealth-building opportunities.

Origin Story and Market Gap (00:02:39)

Kim Lisa Taylor shares her journey into real estate investing, starting from the Learning Annex event, her experience in HUD projects, and identifying the need for education in alternative asset classes beyond multifamily investing.

Vinki Loomba's Background and Approach (00:51:39)

Vinki describes her transition from corporate executive to real estate investor, founding Loomba Investment Group, and her approach to building relationships with investors beyond transactions.

Alternative Asset Classes Discussion (00:10:43)

The speakers outline various investment opportunities beyond multifamily, including mobile home parks, RV parks, marinas, vineyards, car washes, resorts, and medical offices, emphasizing the importance of diversification.

Summit Details and Speaker Lineup (00:42:54)

Discussion of the virtual summit scheduled for June 6th-7th, 2025, featuring over 50 speakers, including industry leaders and experts in various real estate sectors and AI implementation.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In 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, particularly in real estate syndication. Hosted by Krisha Young and attorney Kim Lisa Taylor, the episode features Marc Hurwitz from Crossroads Investigations. Marc, a former CIA officer, discusses various types of fraud prevalent in real estate investments, including partner fraud, email scams, and international investment risks. He emphasizes the importance of thorough background checks, due diligence, and using proper investigative methods. The conversation covers topics such as the 'triangle of fraud', the significance of using unrelated individuals for financial controls, and the challenges of verifying foreign investors. Marc details Crossroads' services, including comprehensive background checks starting at $500, and more in-depth investigations at $350/hour. The episode also addresses how to respond to suspected fraud and the importance of documenting communications. The discussion concludes with practical advice on protecting investments and ensuring proper due diligence.

Chapters: Introduction to Crossroads Investigations and Fraud Prevention (00:00:02)

Marc Hurwitz introduces Crossroads Investigations, based in Miami, founded in 2008. He shares his background as a former CIA officer and explains the company's comprehensive investigative services, including asset searches, background checks, employee screening, and international research.

Common Types of Fraud in Real Estate Investments (00:03:42)

Marc discusses various fraud schemes, including partners taking money and disappearing, email impersonation scams, and sophisticated methods used by fraudsters to hide their tracks, such as using crypto and anonymous LLCs.

Understanding the Triangle of Fraud (00:06:44)

Kim explains the triangle of fraud concept, detailing how access, unshareable need, and justification create a pathway for fraudulent behavior. She shares a case study illustrating how small thefts can escalate into larger fraud schemes.

Importance of Background Checks and Due Diligence (00:14:50)

Marc emphasizes the necessity of thorough background checks, including bad actor checks for syndication partners. He discusses the importance of context in evaluating past criminal records and financial issues.

International Investment Risks and Due Diligence (00:26:03)

Marc explains how Crossroads conducts background checks on foreign investors, including checking US federal databases and using local agents for manual records checks in other countries.

Responding to Suspected Fraud (00:35:43)

Marc outlines steps to take if fraud is suspected, including documenting communications, knowing which law enforcement agency to contact, and considering legal guidance for reporting.

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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In this episode of the Raise Capital Legally podcast, we sit down with Dallon Schultz, founder of Capitallyst Pro, to explore how capital raisers can automate and streamline their investor relationships while staying compliant with 506(b) regulations.

Dallon shares how Capitallyst Pro helps syndicators and fund managers attract, nurture, and convert investors using pre-built systems, CRM tools, quiz funnels, and automation strategies. He breaks down the four key marketing stages for raising capital, how drip campaigns can build trust, and why an organized pipeline is crucial for turning leads into long-term investors.

We also discuss how Capitallyst Pro helps founders focus on relationship-building to develop and maintain relationships with new investors.

If you’re looking for a done-for-you system or a DIY approach to streamline your prospective investor outreach, this episode is for you!

Chapters: Introduction and Background of Capitalist Pro (00:00:02)

Krisha Young introduces the podcast focusing on raising capital legally. Dallon Schultz shares his journey from being a registered nurse to creating Capitalist Pro after identifying gaps in investor relationship management.

The Need for Automated Investor Relations (00:02:40)

Dallon explains how a personal experience of losing a $200,000 investment opportunity led to recognizing the need for consistent investor communication and automated systems.

Value-Based Communication Strategy (00:08:42)

Discussion of the importance of providing value through regular communication, making strategic introductions, and maintaining an abundance mindset in investor relations.

Compliance and Relationship Building (00:39:31)

Exploration of maintaining compliance with 506B regulations while building substantive relationships with investors, emphasizing the importance of proper documentation and personal connections.

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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

🔊 The Raise Capital Legally Podcast: Investing in Mobile Home Parks with Ali Nasir Ali

🎙️ Episode Overview:
In this episode of The Raise Capital Legally Podcast, we sit down with Ali Nasir Ali, an eighth-generation real estate investor specializing in mobile home parks (MHPs) and permanent resident communities. With a deep passion for affordable housing solutions, Ali has built his business by acquiring and revitalizing underperforming mobile home parks, turning them into thriving communities.

We explore:
✅ Ali’s family’s real estate journey—from India to Pakistan to the U.S.
✅ Why mobile home park investing is a resilient asset class in any market condition
✅ Investment strategies for high cash-on-cash returns (12-18%)
✅ How to identify and improve underperforming MHPs
✅ The benefits of land leasing vs. property management
✅ Best secondary markets for MHP investments

🎧 Listen now to gain valuable insights on mobile home park investing, secondary markets, and cash flow strategies!

📌 Episode Chapters & Key Takeaways

⏳ [00:00:02] Introduction & Background

Ali shares his family's real estate legacy dating back generations.
How his father built a successful real estate portfolio in Orange County, California.

⏳ [00:09:22] Transition from RV Parks to MHPs

The strategic shift from RV parks to mobile home parks.
Why land leasing is more profitable than home rentals.

⏳ [00:18:18] Investment Strategies & Market Focus

Why Ali focuses on secondary markets like Bakersfield & Riverside County.
The advantages of investing in mid-sized cities over tertiary markets.

⏳ [00:23:23] How to Add Value to Underperforming MHPs

Identifying “silver bullet” opportunities for property improvements.
Leveraging rent control ordinances to enhance park performance.

⏳ [00:59:19] Financial Metrics & Performance Goals

How Ali achieves 12-18% cash-on-cash returns & 22-25% IRR on exits.
The buy high cap rates, sell low cap rates strategy for profitability.

📚 Free Resources for Capital Raisers

📖 Get our #1 Amazon Best-Selling Book on Capital Raising—FREE! 🚀
Claim your copy here: https://syndicationattorneys.com/free-book/

🗓️ Book a Free 30-Minute Strategy Call with our business development team:
https://syndicationattorneys.com/consultation

In this episode of the Raise Capital Legally podcast, Daniil Kleyman, a real estate developer from Richmond, Virginia, shared his expertise on build-to-rent projects. Daniil discussed his journey from renovating houses to developing ground-up projects since 2008. He emphasized the importance of geographic concentration, managing properties within a 10-minute drive from his office, and maintaining in-house property management. Daniil detailed the five essential steps for evaluating land for development, including zoning analysis, site constraint assessment, density studies, financial feasibility analysis, and construction financing strategies. He also shared insights on construction financing, project management challenges, and the importance of building local relationships with regulators, contractors, and brokers. The discussion highlighted the current market challenges, including rising interest rates and construction costs, while emphasizing the long-term potential of real estate development.

Introduction and Background of Daniil Kleyman (00:01:55)
Daniil Kleyman introduced himself as a real estate developer based in Richmond, Virginia, with experience since 2006. He transitioned from renovating houses to development in 2014, specializing in building apartments, mixed-use projects, and maintaining a rental portfolio through in-house property management.

Geographic Concentration and Property Management Strategy (00:04:02)
Daniil discussed his strategy of maintaining tight geographic concentration, operating within three neighborhoods and keeping all properties within a 10-minute drive from his office. He emphasized the benefits of in-house property management for maintaining quality and efficiency.

Land Acquisition and Financing Strategies (00:12:04)
Daniil explained his approach to land acquisition, using cash for small residential lots and contract agreements for larger parcels. He detailed how he leverages land value in construction financing, allowing for greater leverage than purchasing existing assets.

Development Process and Team Requirements (00:08:53)
Daniil outlined the key professionals involved in development projects, including architects, surveyors, engineers, and land use attorneys. He emphasized the importance of having local experts who understand specific zoning and building codes.

Financial Analysis and Market Considerations (00:24:11)
Daniil discussed the importance of conducting thorough financial feasibility studies, using current market rents for projections, and maintaining realistic operating expense ratios. He emphasized the significance of long-term market analysis and rent growth potential.

Construction Management and Project Challenges (00:37:41)
Daniil shared insights on construction management challenges, including dealing with project delays, unforeseen site conditions, and the importance of thorough plan reviews. He discussed implementing penalty clauses in contracts to mitigate delays.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In this episode, we explore the world of real estate investing with a focus on hard money lending and opportunistic fund strategies. Our guest shares their journey into the industry, insights on structuring a debt fund through a Series LLC, and strategies for buying defaulting loans and turning them into profitable opportunities. We discuss key investment criteria across asset classes like office spaces and retail centers, the synergy between debt and equity offerings, and the dynamics of successful business partnerships. Packed with practical advice for new investors and seasoned professionals, this episode offers a comprehensive look at creating value in real estate through innovative strategies and informed decision-making.

Introduction to Bigger Pockets and Real Estate Journey (00:02:11)

Don Konipol explained that Bigger Pockets, founded nearly 20 years ago, is a platform for real estate investors to share ideas and network. He shared his journey from banking in Switzerland to becoming a real estate broker in Houston in 1978, starting his investment career in 1981.

Evolution into Hard Money Lending (00:06:33)

Don described how he pioneered hard money lending by wrapping mortgage notes in 1981, following Jimmy Napier's 'Invest in Debt' book. He formalized his business in 2001 and currently manages a series LLC fund that allows investors to choose specific notes.

Fund Structure and Investment Strategy (00:08:11)

Don detailed his fund's structure, where each note is in a separate series LLC. Investors are grouped in tranches of 10, with 24-hour decision windows. He emphasized that Mitch and he personally invest 10-15% of each offering.

Loan Types and Terms (00:20:00)

Don explained that they focus on commercial loans, with terms of 12-24 months and interest rates of 12-13.5%. They work with various asset classes, including office spaces, retail centers, and specialty deals like marinas.

Risk Management and Default Rates (00:27:20)

Don shared that their default rate is 6.7%, with most defaults being short-term. He discussed their approach to managing risk through conservative loan-to-value ratios and careful asset selection.

COVID-19 Impact and Recovery (00:31:47)

Don described how they managed through COVID-19, including working with borrowers and their experience with retail properties purchased just before the lockdown.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Please 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. Devana shared her personal connection to addiction through family experiences and her motivation to create better sober living environments after seeing inadequate facilities.

Operational Structure and Community Living (00:04:13)

Devana explained how sober living houses function as mutually supportive environments, with residents typically coming directly from rehab facilities. She described management practices, including meeting attendance requirements and house cleaning responsibilities.

Neighborhood Relations and Legal Considerations (00:09:32)

The guests discussed their experiences with neighborhood relations, including dealing with pushback from neighbors and legal protections under the Federal Fair Housing Disabilities Act. They emphasized the importance of being good neighbors and maintaining property standards.

Financial Aspects and Investment Considerations (00:38:07)

Devana and Reid discussed the financial aspects of operating sober living facilities, including potential income levels ranging from $850 to $3,500 per bed depending on location. They emphasized the importance of maintaining quality while achieving profitability.

Future Plans and Expansion (01:01:38)

The guests shared their current operations of four houses with 71 beds, soon expanding to 76 beds. They also discussed plans to add residential assisted living to their portfolio to help with elderly care.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In 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 interviewed Adrian Fajardo from Cashflow Portal to discuss the evolving landscape of capital raising in commercial real estate. Adrian, a senior account executive at Cashflow Portal, shared insights about the changing methods of capital raising, particularly in relation to syndication. He noted that while syndication is not dead, it has become more competitive, leading investors to explore alternative methods such as blind pool funds and series LLCs.

Introduction to the Podcast and Guests (00:00:02)

Krisha Young introduced the Raise Capital Legally podcast, co-hosting with attorney Kim Lisa Taylor. They welcomed Adrian Fajardo from Cashflow Portal to discuss capital raising trends in commercial real estate.

Overview of Cashflow Portal and Adrian's Role (00:03:47)

Adrian Fajardo introduced himself as the senior account executive for Cashflow Portal, managing $10 billion of equity across multiple asset classes. He explained his role in sales, marketing, and client support, emphasizing the platform's evolution and commitment to continuous improvement.

Discussion on Syndication and Capital Raising Methods (00:06:42)

Adrian discussed the changing landscape of syndication, explaining that while the method is still used, competition has increased. He emphasized that syndication is just one tool among many, with emerging alternatives like blind pool funds and customizable series LLCs gaining popularity.

Technology's Role in Capital Raising (00:17:10)

Adrian explained how technology platforms like Cashflow Portal enhance the investment process, providing security and efficiency. He emphasized the importance of creating a secure, user-friendly experience for both investors and operators.

Emerging Trends in Asset Classes (00:21:44)

The discussion covered various asset classes gaining popularity, including development projects, flex-use buildings, assisted living, and alternative investments like oil and gas. Adrian noted significant growth in oil and gas investments, particularly at industry events.

Legal Considerations and Compliance (00:45:43)

Kim Lisa Taylor provided insights on securities law compliance, discussing 506B and 506C offerings. She emphasized the importance of establishing pre-existing relationships with investors and maintaining proper documentation.

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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In this episode, we dive into the world of real estate investment and explore how Accessory Dwelling Units (ADUs) can become powerful tools for generating profits. Learn the ins and outs of ADU development, key strategies to maximize your returns, and tips for navigating local regulations. Whether you're an experienced investor or just getting started, this episode will show you how to unlock the potential of ADUs and create sustainable income streams in today's housing market.

Understanding ADUs and Their Popularity (00:05:33)

Brent explained that ADUs are secondary housing units added to existing properties, popular in California due to their flexibility for family living, rental income, and lower cost compared to purchasing new properties.

Construction Costs and Planning (00:06:59)

Brent discussed construction costs in San Diego, ranging from $250 to $500 per square foot, and emphasized the importance of proper planning, including site assessment, utility access, and zoning considerations.

Legal and Professional Considerations (00:09:07)

Brent outlined the various professionals needed for ADU development, including attorneys, architects, engineers, and utility consultants, emphasizing the importance of building a knowledgeable team.

Financing Options for ADUs (00:24:48)

Brent discussed various financing options, including home equity lines of credit, FHA 203K loans, Fannie Mae Homestyle loans, and private money options, highlighting the flexibility in funding ADU projects.

San Diego's Bonus ADU Program (00:28:15)

Brent explained how San Diego's bonus ADU program allows for additional units in exchange for providing affordable housing, detailing the requirements and benefits of the program.

Challenges and Neighborhood Impact (00:33:12)

Brent discussed the challenges of maintaining neighborhood character while increasing housing supply, addressing concerns about design conformity and community resistance.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In 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 and Kim Lisa Taylor introduced AJ Peak, founder of Health Wealth Capital, discussing the potential of medical office building investments as part of their 'beyond multifamily' series.

AJ Peak's Background and Business Evolution (00:02:43)

AJ Peak shared his journey from McKinsey consultant to building a $100 million dental business, which led to his entry into medical office building investments through Health Wealth Capital.

Medical Office Building Investment Benefits (00:09:09)

AJ Peak outlined five key differences of medical office investments: premium tenants, long lease durations (10-15 years), strong credit risk assessment, minimal operating expense risk through triple net leases, and predictable returns.

Fund Structure and Returns (00:12:34)

AJ Peak detailed the fund's structure, offering 15-19% IRR to LP investors with 8% preferred returns and monthly distributions, with potential upside of 25% through REIT premium purchases.

Risk Management and Mitigation Strategies (00:31:39)

AJ Peak discussed risk management through recession-resistant tenants, thorough financial due diligence, long-term leases, and strong lease guarantees.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In 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)

Blake Janover introduced his company's vision of connecting the commercial real estate industry across multiple sectors including multifamily, office, industrial, retail, and storage. He explained how they connect GPs, LPs, family offices, and various types of investors.

Janover's Core Services and AI Integration (00:04:11)

Blake detailed their debt vertical (Janover Pro), which includes partnerships with 10% of US banks and 35% of top credit unions. He explained their Connect platform for investor management and their GP-LP marketplace with 40,000 LPs in their database.

Platform Access and Pricing Discussion (00:08:41)

Blake discussed how clients can access their platform through direct contact, offering competitive pricing with subscriptions starting at approximately $399 monthly, providing significant cost savings compared to traditional broker fees.

AI Implementation and Future Developments (00:30:53)

The discussion covered how AI has enhanced their operations, with Blake noting improved sales and productivity despite reducing staff. Kim Lisa Taylor shared insights about using AI for document improvement and business operations.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Introduction and Real Estate Professional Status Requirements

Kim 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 when combined with real estate professional status.

Structuring Syndications for Tax Efficiency (00:30:15)

Kim Lisa Taylor outlined the recommended structure using an investment level LLC with Class A and Class B interests, and a separate management entity. This structure helps characterize earnings appropriately between active management fees and passive investment income.

Carried Interest and Fee Treatment (00:45:30)

The experts discussed how carried interest allows recharacterizing what would be ordinary income into capital gains. Ryan explained strategies for GPs to minimize taxes on acquisition fees by reinvesting them into deals as Class A interests.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

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 considerations (00:04:36)

Kim Lisa Taylor and Michael Parks discuss different types of rentals, including short-term (7 days or less) and mid-term rentals. They emphasize the importance of considering seasonality when selecting a rental property location, noting that even areas with short peak seasons can attract renters for various reasons throughout the year.

Steps to turn a vacation home into a rental property (00:07:08)

Michael Parks outlines key steps for turning a vacation home into a rental property. These include understanding the local market, working with a property manager to estimate rents and occupancy rates, utilizing platforms like Airbnb and VRBO for marketing, and focusing on getting great reviews by ensuring property quality and guest satisfaction.

Maximizing rental income and guest satisfaction (00:08:43)

The discussion covers strategies for maximizing rental income and guest satisfaction. This includes maintaining property quality, being responsive to guests, providing local information, and actively seeking positive reviews. Michael emphasizes the importance of asking for reviews and setting expectations for five-star ratings.

Financial considerations and property management (00:16:00)

The conversation shifts to financial aspects of vacation rentals, including how to evaluate rental property locations, underwrite properties, and manage expenses. Michael offers to share his spreadsheet template for property analysis and discusses the importance of accurate rent and occupancy estimates.

Legal and insurance considerations (00:49:51)

Kim Lisa Taylor discusses legal considerations for vacation rentals, including the importance of liability protection. She suggests strategies such as using family trusts or LLCs to hold properties and ensuring proper insurance coverage. The conversation also touches on local regulations and the need to comply with short-term rental laws.

Investment opportunities in vacation rentals (00:54:53)

The hosts and guest discuss various investment opportunities in vacation rentals, including creating blind pool funds to buy rental properties and using series LLCs for individual investors on specific properties. They also touch on market-specific challenges, such as high insurance rates in Florida.

Introduction to Michael's lending fund (00:56:35)

Michael Parks introduces his hard money lending fund, which provides first position loans for fix and flip projects on one to four-unit properties in the Massachusetts, Rhode Island, and Southern New Hampshire area. He describes the fund's structure, target returns, and risk profile.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Are 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 growth fund. The income fund offers fixed returns for 9 months to 5 years, while the growth fund provides preferred returns with profit sharing. Both funds focus on workforce-affordable single-family homes and duplexes, typically buying distressed properties in Baltimore and Philadelphia.

Investment Strategy and Market Focus (00:07:49)

Peter explains their investment strategy: buying severely distressed properties at low prices, renovating them, and holding them for the long term. He emphasizes the benefits of workforce affordable housing, including high demand and supply constraints. Peter also discusses their buy-and-hold approach and the potential for institutional exits in the future.

Financing Strategies and Portfolio Management (00:11:40)

Peter Neill details their financing strategies, including using portfolio loans and lines of credit. He explains their 'buy, rehab, rent, refinance, repeat' (BRRR) strategy and the benefits of long-term, fixed-rate debt. Peter also discusses how they manage investor exits and capital deployment.

Team Dynamics and Partnership Success (00:12:11)

Peter shares insights on building and managing a successful team. He highlights the importance of complementary skills among partners and staying in one's lane while understanding the overall business. Peter emphasizes the value of having in-house construction and property management capabilities.

Advantages of Single-Family Investments (00:17:16)

Peter Neill explains why they favor single-family homes and duplexes over larger multifamily properties. He cites their ability to execute effectively in this space, the supply-demand dynamics, and the lack of institutional competition in workforce affordable housing as key advantages.

Branding and Company Values (00:54:54)

Peter discusses the significance of their company name, GSP (German Short Hair Pointer), and how it reflects their values and approach to business. He explains how the characteristics of the dog breed embody their brand, including loyalty, focus, and high energy.

Future Trends and AI in Real Estate (00:59:19)

The conversation touches on future trends in real estate investing. Peter mentions the potential of AI to improve efficiency, particularly in areas like property management and investment analysis. He also discusses the importance of staying focused on core competencies while being open to new opportunities as the company grows.

📚 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-minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Join 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 & Hedging
Dave discusses real estate, gold, silver, and crypto as hedges against currency devaluation. Banks are reluctant to foreclose, but this could change with better resale prices.

Strategies for Underperforming Properties
When facing potential foreclosure, Dave advises exploring short sales, negotiating with lenders, and prioritizing a strong track record over foreclosure.

Market Cycles & Strategies
Understanding and adjusting to market cycles is crucial. Dave's book, 'Emerging Real Estate Markets,' dives into strategies for each cycle phase.

2025 Strategies & Networking
Dave emphasizes building networks, broker relationships, and starting locally before investing in emerging markets. Consistently making offers will be key in 2025.

Holy Trinity Criteria
For deals, aim for an 8% cap rate, 12% cash-on-cash return, and 1.6+ debt coverage ratio to mitigate risk.

Raising Capital
Shift from “asking for money” to offering diversification opportunities. Building relationships and networks is critical.

AI's Role in Real Estate
AI boosts efficiency in underwriting and deal sourcing. Lindahl mentions companies like Janover for AI-powered commercial loan sourcing.

Upcoming Events & Resources
Dave’s Ultimate Partnering event in Nashville and books like 'Multifamily Millions' offer additional insights.

📚 Get a #1 Amazon best-seller on capital raising for free: https://syndicationattorneys.com/free-book

🗓️ Schedule a free 30-min consultation: https://syndicationattorneys.com/consultation

Krisha 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 Background (00:02:41)

Introduction of the podcast hosts, Krisha Young and Kim Lisa Taylor, and their guest, Jeannie Orlowski, a long-time coach at RE Mentor. Jeannie shares her background and how she started working with Dave Lindahl, the founder of RE Mentor, initially as a real estate agent and notary public.

Effective Capital Raising Strategies (00:18:30)

Jeannie emphasizes the importance of thoroughly understanding and being able to explain every aspect of a property investment opportunity to potential investors. She stresses the need for complete transparency, honesty, and open communication throughout the capital raising process. Jeannie shares an anecdote about refusing to accept an investor's wire transfer until receiving all required documentation, highlighting the significance of following proper procedures.

Key Financial Metrics for Investors (00:36:19)

The discussion covers the key financial metrics that real estate investors look for when evaluating investment opportunities. Jeannie explains that investors are primarily interested in the projected end date of the investment and the expected returns, including preferred returns and overall average annual returns. She suggests aiming for mid to high teens in terms of average annual returns to attract investors successfully.

Common Questions and Challenges (00:54:06)

The group addresses common questions and challenges faced by those raising capital for real estate investments. Topics include capital calls, opportunity zones, partnering with sponsors, and the importance of clear and consistent communication with investors. Jeannie and Kim provide insights and recommendations based on their extensive experience in the industry.

Investor Communication and Transparency (01:03:04)

The discussion emphasizes the importance of maintaining open and transparent communication with investors throughout the investment process. Jeannie and Kim stress the need to disclose any issues or challenges promptly and provide regular updates to investors. They also highlight the value of personal communication, such as phone calls and in-person meetings, in building trust and resolving potential conflicts.

RE Mentor Events and Resources (01:05:11)

The video promotes various RE Mentor events and resources, including the Private Money Bootcamp, Multifamily Millions, Immersion Training, and the Ultimate Partnering Event. These events are designed to provide in-depth training, networking opportunities, and access to industry experts for those interested in multi-family real estate investing and capital raising.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In 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 Raise Capital (00:03:28)
Kim Lisa Taylor suggests raising capital locally while investing globally. Building relationships with investors through local events, meetups, and networking is key. Hosting live events, one-on-one meetings, or informal gatherings like cocktail parties helps expand your network and meet potential investors.

Key Financial Metrics for Investors (00:09:24)
Investors want to know how long their money will be tied up, expected returns, and exit strategies like refinancing or selling. They compare metrics to other opportunities and also assess the team and their relationship with the syndicator.

Types of Funding for Real Estate Projects (00:12:07)
Syndicators often need both investor and lender financing. Lender financing is typically cheaper, so combining both can help maximize returns for investors. Calculating cash-on-cash returns and distributable cash is vital for assessing a project’s viability.

Determining Capital Needed for a Project (00:20:06)
Syndicators should calculate the total costs, including purchase price, closing costs (3%), acquisition fees (1-5%), capital improvement budget, operating capital, reserves, and pre-closing expenses. The amount needed from investors is the total minus lender financing.

Legal and Regulatory Requirements (00:25:44)
Syndicators must comply with securities laws, often using federal exemptions like Regulation D Rules 506(b) or 506(c). This involves preparing legal documents, filing forms with the SEC, and ensuring investors are qualified. Corporate structuring is crucial for liability protection and control.

Maintaining Control Over Projects (00:41:39)
Syndicators can maintain control by raising capital from individual investors rather than venture capitalists or private equity firms, who often want a say in decision-making. Individual investors are more likely to allow the syndicator to manage the project as long as they act in the investors' best interests.

Common Mistakes When Pitching Deals (00:43:09)
A common mistake is failing to present a clear, coherent story about the project’s vision, plan, and projected returns. Syndicators should organize information logically, explain assumptions clearly, and keep investors informed of any changes.

Fostering Long-term Investor Relationships (00:48:41)
Building lasting relationships with investors involves keeping them informed about current and future investments, market conditions, and potential impacts on deals. Listening to investors’ input and maintaining transparency helps build trust and ensures ongoing support.

📚 Get one of our #1 Amazon best-selling books on capital raising shipped to your house – totally free! Click here: https://syndicationattorneys.com/free-book/

🗓️ Book a free 30-minute consultation with our business development team: https://syndicationattorneys.com/consultation

Join 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 real estate sector.

Introduction to Residential Assisted Living (00:02:03)
Isabel Guarino explains that residential assisted living homes are single-family homes housing 6 to 16 seniors, providing the same level of care as larger facilities but with better staff-to-resident ratios of 4 or 5 to 1, compared to 30 to 1 in big box facilities. This ensures seniors receive quality care and attention.

Isabel's Personal Connection to the Industry (00:03:43)
Isabel shares her family's journey into the assisted living industry, which began when her grandmother needed 24/7 care. Her father, a real estate investor, realized he could own and operate an assisted living business and provide free care for her grandmother while generating cash flow. Although her grandmother passed before moving in, her father fell in love with the industry, and the family continued expanding their assisted living business.

Financial Potential of Assisted Living Homes (00:15:16)
Isabel provides insights into the financial potential of owning an assisted living home. With an average monthly cost of $5,500 per resident and an average of 10 residents, a home can generate $55,000 in gross monthly revenue. After expenses like mortgages ($10,000 per month) and operational costs ($35,000 per month), the owner can potentially cash flow $10,000 to $40,000 per month from a single home.

Staffing Challenges and Solutions (00:26:51)
Isabel acknowledges that staffing is one of the biggest challenges in the industry, with a national shortage of caregivers. She suggests that residential assisted living homes offer better working conditions with lower staff-to-resident ratios, making them more attractive to caregivers. She also discusses the potential of hiring immigrants with medical backgrounds from their home countries.

The Role of Technology in Assisted Living (00:31:18)
Isabel highlights the increasing role of technology in the assisted living industry, including electronic medical record systems, menu planning apps, and wearable technology that can track residents' movements, vital signs, and alert caregivers in case of emergencies.

Location Considerations for Assisted Living Homes (00:25:02)
When choosing a location for an assisted living home, Isabel recommends targeting areas with a high concentration of upper-middle-class residents aged 50 to 70, as they are often the decision-makers for placing loved ones in care.
The Residential Assisted Living National Convention (RAL NatCon) (00:39:04)
Isabel promotes the upcoming RAL NatCon conference in October 2023 in Phoenix, Arizona. The conference offers networking opportunities, educational sessions on various aspects of the assisted living industry, and insights from speakers like Kim Kiyosaki and Ed Mylett. A discount code "cashflow" is provided for listeners.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Please join our host, Attorney Mola Bosland, as she interviews Syndication Attorneys’ long-time clients Jake Stenziano and Gino Barbaro about their new educational course, "Passive Investing Pro”. They have created this course to help passive investors learn how to protect themselves and their hard-earned investment dollars when evaluating group real estate investment opportunities. Jake and Gino will share with the audience what their passive investing course entails and how it can help ensure an alignment of interests between passive and active investors in syndicated real estate projects.

Common mistakes made by passive investors (00:02:13)

One of the biggest mistakes discussed is investing solely based on the sponsor's perceived credibility or popularity, such as having a podcast or writing a book, without verifying their actual track record and performance history with previous investors. The importance of truly knowing, liking, and trusting the sponsor is emphasized, but it is also stressed that passive investors need to go beyond that and conduct thorough due diligence.

The three-step framework: Sponsor, Alignment of Interests, and the Deal (00:06:22)

Jake and Gino introduce their three-step framework for evaluating passive investment opportunities: 1) The Sponsor (the jockey), 2) Alignment of Interests (the saddle), and 3) The Deal (the horse). They emphasize the importance of thoroughly vetting the sponsor team's experience, track record, and business plan, as well as ensuring that the interests of passive and active investors are aligned.

Evaluating the Sponsor (00:13:31)

When evaluating the sponsor, Jake and Gino recommend looking beyond just their years of experience and instead focusing on their actual track record and performance history with previous investors. They suggest asking about deals where the sponsor may have lost money and how they handled those situations.

Alignment of Interests (00:19:01)

Jake and Gino stress the importance of ensuring that the interests of passive and active investors are aligned. This includes understanding the fee structure, verifying that the sponsor has their own capital invested in the deal (skin in the game), and ensuring that the distribution of returns and cashflows is structured in a way that incentivizes the sponsor to perform well on behalf of passive investors.

Evaluating the Deal (00:21:10)

When evaluating the deal itself, Jake and Gino recommend focusing on factors like the property's vintage and condition, median income of the area, current rents versus market rents and the sponsor's assumptions for rent growth, the quality of the property management company, and the financing terms (e.g., agency debt versus bridge loans). They also suggest requesting the sponsor's underwriting assumptions, rent rolls, and other documentation to verify the deal's viability.

Current market conditions and opportunities (00:51:05)

Towards the end of the discussion, Gino expresses his belief that the current market conditions present an opportune time for investing in real estate, likening it to the 2010-2011 period following the previous recession. He encourages viewers to tune out the noise and negative sentiment, as he sees opportunities arising over the next 12-24 months for those willing to take a long-term perspective.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Attorney Mola Bosland interviews Syndication Attorneys' client Kevin Thueson. This is part of our Beyond Multi-family ebook Series, teaching our audience about other asset classes they can invest in.

Our guests will share valuable insights on what sets campgrounds apart from other real estate asset classes and how to handle the unique challenge of seasonality. Learn the art of balancing long-term tenants with transient guests, and the marketing strategies that keep parks bustling year-round. We'll also discuss the pros and cons of the franchise model, as well as financing challenges and the evolving landscape of investor returns.

In this episode of the Raise Capital Legally podcast, Krisha Young, Mola Bosland, and Kevin Thurston dive deep into the world of campground and RV park investments. Kevin, who owns seven campgrounds across multiple states under the KOA franchise, shares his experience and insights into this unique asset class including valuable insights on what sets campgrounds apart from other real estate asset classes and how to handle the unique challenge of seasonality.

Learn the art of balancing long-term tenants with transient guests, and the marketing strategies that keep parks bustling year-round. We'll also discuss the pros and cons of the franchise model, as well as financing challenges and the evolving landscape of investor returns.

Key Discussion Points:

Introduction & Background (00:00): Krisha introduces the topic and guests, including Kevin’s journey from CPA to campground investor.
Kevin's Portfolio (00:03:23): An overview of Kevin's campground portfolio and the benefits of location selection.
Due Diligence & Value-Add Strategies (00:11:30): Kevin details his process for site inspections, market analysis, and revenue enhancement.
Growth Plans (00:18:35): Ambitious plans to expand a $200 million portfolio, leveraging undervalued assets.
Challenges & Seasonality (00:23:12): How to navigate seasonality, manage operations, and mitigate risks in campground investments.
Marketing & Guest Experience (00:35:21): Marketing strategies and ensuring top-tier hospitality for guests.
Q&A Session (00:56:01): Kevin answers audience questions on various investment-related topics.

Join us to learn how Kevin successfully navigates this fragmented industry and his strategies for long-term growth. Don't forget to like, subscribe, and hit the notification bell for more insightful discussions on legal capital raising and real estate investments!

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Join 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 Items

00:06:08 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 geographic area where you have a proven track record.

00:24:23 Thoroughly review and understand loan terms, particularly for bridge debt, and seek long-term loans or extensions whenever possible to mitigate risks.

00:20:37 Hire securities attorneys during the due diligence period when a purchase and sale agreement is signed and after reviewing property financials.

00:26:29 File securities notices with the SEC and state agencies within required deadlines to avoid fines, loss of exemptions, or regulatory actions.

00:31:57 Fully disclose compensation structures for the management team to investors in the private placement memorandum (PPM) or explicitly state that compensation amounts are unknown but could be substantial.

00:46:57 Seek out reputable coaching programs or experienced mentors, particularly for new syndicators, to avoid common pitfalls and develop necessary skills.

📚 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 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

👀 Watch this episode through our YouTube Channel or Podcast. Click here: https://www.youtube.com/channel/UCHUaGIZSVbtJp7-gSqKGcbg

In 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.

Highlights

Marcin’s book, "Unlimited Investor Leads," covers deal structuring, splitting money fairly with investors, cash distributions, and waterfalls. It also outlines his "Easy Method" process method.

Email Marcin at marcin@marcindrost.com to receive a free digital copy of his book or purchase the physical copy on Amazon.

Marcin will be presenting the keynote speech at the Limitless: The Financial Freedom Expo 2024 in Dallas at the end of August 2024.

Among his suggestions:

Choose a software portal for your investment that is easy for investors to navigate, without too many unnecessary bells and whistles.
In the early stages, focus spending on legal, accounting, and getting in front of investors rather than expensive software.
Consider implementing a "Code of Honor" with core beliefs and principles to build a high-performance team

Please join our host, Attorney Kim Lisa Taylor, as she interviews Syndication Attorneys' very own Client Success Coach, Krisha Young, about how to overcome mental barriers that may be holding you back from achieving your real estate syndication or investing goals.

Krisha has experience as a personal development coach. She is a regular co-host of our Clients-Only Weekly Masterminds and also helps our clients create their Investor Marketing Plans.

Episode at a glance:

What mental barriers are, including past programming, fear, and negative self-talk, and strategies to bring them to the forefront and overcome them.
The difference between fixed and growth mindsets, common misconceptions that hinder goal achievement, and how to address them effectively.
The importance of consistent habits and routines in overcoming mental barriers, and tips for cultivating positive self-talk through practices like gratitude and celebrating wins.
Practical tools for overcoming self-imposed barriers, such as visualization and goal-setting techniques, and how to create a supportive environment through awareness of one's surroundings and influences.

Join 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 cycles.

Attorney 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 rights
How do you get someone to lease the mineral rights you've acquired?
The primary risks of investing in mineral rights related to oil and gas

Join 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 glance:

What is Regulation Crowdfunding and how is it different from Reg D, Rule 506?
Learn about what funding portals are and how they work
Discover the dollar limit an issuer can raise in a 12 month period
When are audits triggered and how frequently are they required?

Please 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 IRA
The benefits of investing with an IRA
Red flags that could prevent a custodian from releasing an investor’s funds to a Syndicate
What is UBIT and how does it affect an IRA Investor?

Join 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 trends on commercial real estate investing, including the roles of blockchain, artificial intelligence, and the Internet of Things in transforming property transactions, management, and market analysis.
Explore the integration of artificial intelligence with CashFlow Portal to enhance the capabilities of real estate syndicators, focusing on potential applications and benefits.

Join 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 assets
The business strategy David employs when looking at student housing
How to determine if a property is viable
Uncovering the risks involved in investing in student housing
How David manages small properties and tenants

Kim 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 estate
Where should someone start their real estate journey
How to find properties
Strategies for building generational wealth
How to scale

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 Syndicator Can Be Compensated
What are the Rewards of Syndication for Passive Investors?

Attorney 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:

How to you know if you have a good deal
A red flag in a real estate deal that would cause Jen and Stacy to walk away from
How did Jen and Stacey got 28k people in your database

Our 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.

If 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 shouldn't just use a template for one
Gain an understanding of why it is important to have an attorney help with review of loan documents
Discover what you should be looking for in a title insurance commitment
Explore the types of legal agreements commonly required by commercial real estate investors

Join 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 Buildings
What Kind of Properties are Suitable for Co-Warehousing?
What Kind of Staff Do You Need to Man a Co-Warehousing Space?

Join 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 space
The best strategy for sending LOI's
What you should be doing if you want to find deals

Join 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 tenants
Brokers' indifference toward vacant buildings
What is NNN?
Cherif's negotiation method of a sale in 60 days with a 45-day due diligence period

In 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 Multifamily
Maximizing Wealth in Emerging Markets
The Holy Trinity of Real Estate
The Power of Effective Communication
The Importance of Building Your Investor Database

For this episode of "Raise Private Money Legally," we welcome special guest John Ruszkowski from Opus Fund Services, who discusses how and when you need a professional fund manager, and how having one will elevate your credibility with investors and make your life easier.

Episode at a glance:

How a fund administrator helps ensure your peace of mind
How and when you need a fund administrator
How having a fund administrator will elevate your credibility with investors

In 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:

Do mobile parks include RV parks?
Characteristics to look for in a mobile home park
How Mario self-manages his mobile home parks
How Mario found investors for his early deals

In 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 complexes
How to gauge the viability of potential deals
How to best manage your investments
And the outlook for the market in the coming months

Guest Bio

As Co-Founder and Director of Investment Strategy at LeavenWealth, Chris oversees the acquisitions of assets and business development activities. He also directs the overall investment strategies of LeavenWealth.

Over the past seven years, he has acquired 2,700 apartment units worth $228 million throughout the Midwest. Chris owns Brick Town Construction, Brick Town Property Management, and Liquid Lending Solutions.

In 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 decks
Explanation of real estate private equity and syndication
Importance of investor reporting and updates
Benefits of professional investor reporting decks
Explanation of buyer decks and their role in property sales
The need for professional disposition decks

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 offering
Exploring the intricacies of Rule 506(b) and Rule 506(c)
Learn to distinguish specified and unspecified funds
Why you should avoid "kitchen sink offerings"
Understanding investor preferences and market demand
Strategies for cultivating strong investor relationships

The goal of this episode is to help capital raisers understand these topics and how to use them to their advantage while avoiding any legal consequences. The information being shared is based on a chapter from my new book that will be available on 5/11/23.

Episode at a glance:

What is a securities broker-dealer?
What are finder’s fees?
How to develop pre-existing substantive relationships before you make offers to investors under Rule 506(b)
What is Regulation D Rule 506(c) and what does it mean?
Who is entitled to the exemption from broker-dealer registration?
Should you use the Regulation D, Rule 506(b) or Rule 506(c) exemption for your deal?

In 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 licensing or regulatory requirements are required for operators of RAL facilities
-Typical syndication structure for an RAL facility
-How much money is typically needed to acquire and set up an RAL facility acquisition
-How long does the process take from acquisition to full occupancy

Guest Bio

Isabelle Guarino is the COO of Impact Housing Group. She trains and coaches entrepreneurs and investors at the Residential Assisted Living Academy. With a background in Business Marketing and Communications, from interning at Walt Disney World to working at two Fortune 500 companies, she is a true leader in business development and operations. She is responsible for the creation and success of RAL National Convention, RAL National Association, Recovery Housing Academy, Pitch Masters Academy, and most of the Impact Housing Group’s companies.

For more information, head to https://residentialassistedlivingacademy.com/

In this episode, special guests Mark Purtell and Joseph Harriman of CTC Wealth Management Real Estate Funds share their criteria for co-investment partners (i.e., syndicators) including asset classes, deal structures and operator experience; and their experience raising capital for nearly $100M in offerings.

The episode at a glance;

-05:45 - What Mark and Joseph are looking for in operator experience, how they are structured and the role they fulfill for their fund.

-09:27 - The kind of deals Mark and Joseph are looking for, “we encourage any operator to bring us a deal and let us say no as opposed to assuming we’re not interested.”

-16:04 - Why Mark and Joseph’s fund won’t take the place of finding your own LP

-25:00 - Fund-raising techniques that have worked for Mark and Joseph

-29:40 - How to build investor and operator relationships

-42:42 - Proof of funds without a hard arrangement in place

Guest Bio

Joe Harriman joined CTC in April 2006 as Operations Manager and Head of Investor Relations for CTC Alternative Strategies, Ltd. Prior to CTC, he spent several years in Institutional Client Services at Calyon Financial, and the Chicago Board of Trade. Since 2006 at CTC, he has managed the operations of a multi-strategy proprietary trading company focused on global trading in equities, fixed income, and various derivatives. From 2017 to Present, he served as COO of the Manager. In this capacity, he successfully formed two real estate funds acquiring over $500 million in multi-family real estate. He received his B.S. in Finance from Arizona State University in 1995 and his M.S. in Financial Markets from the Illinois Institute of Technology in 2005. He received his CFA Charter in 2004 and is a member of the CFA Society of Chicago.

Mark Purtell joined CTC in June 2001 as a trading assistant and worked on the trading side of CTC until transitioning to Head of Real Estate Acquisitions and Development in 2020. He has split his time between trading and real estate with CTC since 2018. He expanded the network of operators to increase deal flow. He created the proprietary real estate model and is responsible for tracking existing deals in the portfolio and assisting in quarterly reporting. Since 2002, he has been active in the Chicago market for his own account with a focus on multifamily investments. He received a B.S in Finance from University of Illinois in 2001. He holds Series 4, 7, 24 and 57 licenses.

For more information, head to https://www.ctcwealthmanagement.com/, email wealthmanagement@chicagotrading.com and call 312-863-8079.

When interest rates go through what they have over the last 18 months, the biggest concern for investors is how that will impact their ability to borrow money and raise capital.

If you look at loan amounts, it might appear as if borrowers don’t want to lend, but the truth is funds are still available, we just have to have clarity around what we want to achieve.

What are some of the changes that interest rates have brought to the marketplace? How do we make sure we still reach our goals?

In this episode, commercial mortgage broker, founder of Atlantic Investment Capital, and the author of “Borrow Smart!” Eric Stewart talks about the state of loans in the way of interest rates.

Three Things You’ll Learn In This Episode-Buffer your borrowing
With interests changing frequently, how do we build flexibility into the loans we take?

-How navigate multiple lenders
Is it better to deal with a mortgage broker, or should we just go directly to the lender?

-Non-recourse vs. recourse loans
What are the options we have for loan structure?

Guest BioEric is a commercial mortgage broker, founder of Atlantic Investment Capital, and the author of “Borrow Smart!: Learn The "Not So Secret" Weapons Of Successful Commercial Real Estate Investors”. Buy the book here, to reach out to him send an email to erics@atlanticic.com or call/text 800-916-9005.

The key to more syndications and bigger deals is more capital. Connecting with high net worth investors allows us to tap into more money, but how do we find them in the first place?

By systematizing our social media platforms and outbound marketing strategies, we can make attracting investors effortless without taking up a lot of resources or personal bandwidth.

How do we connect with investors online? What messages do we need to be posting and sending out? In this episode, President at Investor Attraction Academy, Yakov Smart shares the best way to stand out to investors.

Three Things You’ll Learn In This Episode

-How to get a quick win
There are 3 levels to raising capital, what are the foundational pieces we need to have before moving onto higher bandwidth tasks?

-Social media mistakes capital raisers make
Why is it mission critical to have a funnel before we do any marketing activity?

-Why you need to have a personal brand
What are some of the best ways to stand out to investors online?

Guest Bio

Yakov Smart is the President at Investor Attraction Academy, host of The Raising Capital Show. His main focus is changing the game of raising capital and attracting investors. For more information, head to https://findmoreinvestors.com/, find Yakov on LinkedIn or send an email to yakov@linkleads.us.

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

You 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:
email
Syndication Attorneys Website
Investor Marketing Materials

Liquidity in real estate syndicates has long been an issue, but the team at the investment platform SecondRE Inc. has a solution: a place where investors can buy and sell interests in commercial syndicates on their terms, and with the syndicators’ blessing.

When investors know they can get out easily, they’ll be more likely to get in to your deals.

Special guest Gil Siedner, VP Business Development/SecondRE, explained how it works and who can cash in during this informative podcast episode.

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

During 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:
email
Syndication Attorneys Website
Investor Marketing Materials

In “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:
email
Syndication Attorneys Website
Investor Marketing Materials

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:
email
Syndication Attorneys Website
Investor Marketing Materials

Our 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 year
The markets with the most promise — and those to avoid!
What syndicators can do to minimize risk for your investors in these uncertain economic times
What you should be doing now to grow your syndication business in 2022

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

Our 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:
email
Syndication Attorneys Website
Investor Marketing Materials

This episode of the podcast featured special guest Danny Kattan discussing “The Impact of Technology on Real Estate.”

Danny is a Founder and the Managing Partner of Capital Markets for PIA Residential (PIA), a multifamily private equity real estate investment firm that has purchased more than 500 properties since its establishment in 2009. PIA currently manages a proprietary real estate portfolio with an estimated value of $100 Million, using specially developed analytics and technology to select, evaluate, structure, finance, improve, manage, and sell assets.

If you aspire to build your own massive real estate portfolio, while optimizing your time and effort, you’ll want to be sure to go back and listen to this interview and all the insights Danny had to offer.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

CrowdStreet 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 process
What 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 do
What deal parameters CrowdStreet looks for in specified offerings (minimum investment amounts, annualized returns, overall IRRs, duration of investment)

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

This conversation with Daniil Kleyman is your chance to learn the ins and outs from a real estate development expert.

Daniil has not only done ground-up development, he’s also written a training course on it. Instead of looking for value-add deals that are hard to find, you could be overlooking profitable development opportunities in your own back yard. Daniil will teach us what to look for, what to avoid and how to make it profitable.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:

How they delegate tasks between them
How they reach out to investors
What kind of followup it takes to get someone to invest
How they develop relationships with co-guarantors
What they would do differently if they were to start all over again
How they have been able to upgrade properties using 1031 Exchange
Status of current deal

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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 off, but the property doesn’t qualify for refinancing yet.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

Insurance can be a complex and/or intimidating topic to many investors, but this is one subject you want to fully understand. In this episode, special guest Jeff Jones from Insurance Office of America guides us through the ins and outs of having the right insurance and making sure your claims get properly covered. Not having the right insurance, or using the wrong company or agent, can mean all the difference in getting your property and liability insurance claims adequately covered.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

We know the current market cycle is making it hard to find deals. Prices are high; cap rates are low; interest rates are on the rise; and the good deals seem to be drying up. If you have chosen the path of a real estate syndicator, what can you do? In this episode, we share some actionable steps you can use now so you don’t lose any of your momentum.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In this episode, we are joined by Scott Purcell, CEO and Chief Trust Officer of Prime Trust, who helps explain how financial technology is transforming the investing landscape and what that means for you. We look specifically at custodial accounts and how to safely get funds from Non-U.S. Persons into the United States and securely keep that money here, the implications for syndicators using such funds, and how to use blockchain technology in financial transactions with investors.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

Syndication is all about fundraising, and successful fundraising requires having a database of investors who are ready, willing and able to invest once you get a deal that needs cash. In this episode, we teach you how to create an Investor Marketing Plan that will give you all of the tools, confidence and investors you need to successfully fund your deals. We show you what you should be doing right now to launch your syndication business.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

Many people think crowdfunding is a no-brainer as a way to raise private money for their deals. But it’s not that simple, and it’s not for everyone. In this episode, with guest speaker Darren Powderly of Crowdstreet, we explain how to know if it’s an appropriate strategy for you and then how to use it to raise money for your deals.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

The U.S. Department of Treasury and the Internal Revenue Service recently announced an exciting tax benefit: You can set up a Qualified Opportunity Fund (QOF) that could allow your investors to take advantage of a permanent exclusion from federal income tax on capital gains when they invest in your fund.

During this episode, representatives of the accounting firm The Real Estate CPA joined us to discuss this new program and how you might be able to use it in your syndication business.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

Our guests for this episode: Jim Raper, Chief Compliance Officer, and Tim Boykin, Corporate Counsel, from WealthForge, who discuss the whys and hows of securities licensing. Among the points addressed:

Who needs a securities license?
When should you get a license?
What is the process of becoming licensed?
What does a license allow you to do?
What if you don’t get a license?

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

Guest speaker Mark Hodges, owner of the Real Estate Law Firm, 1031 Exchange Services, and Real Estate IRA Services, helps us take a look at the advantages and disadvantages of various group investment structures a syndicator can pursue in working with 1031 investors, including TICs and Delaware Statutory Trusts (DSTs), and their relation to syndication.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

As a syndicator, you too are at risk of hackers and other cybercriminals seeking to exploit you and your database of investors. In this episode, we focus on this important topic in an effort to help you protect you and your investors, who are trusting you to keep their personal and financial information secure. Our guest is cybersecurity expert Jeff Green of Jeffware.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

Did you know the U.S. Department of Housing and Urban Development (HUD) insures loans on commercial properties, including multifamily and assisted living facilities? It’s a great tool to add to your financing arsenal for commercial real estate, with distinct advantages over traditional Fannie Mae and Freddie Mac loans. In this episode, HUD financing consultants Lynn Daugherty and John Peter Panagako provide an overview.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In this podcast, we focus on these often-confusing aspects of adhering to SEC rules regarding securities offerings: How do you determine investor suitability and when is it necessary to do so? And what about pre-existing relationships?

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

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.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

This episode features Samuel Freshman — acclaimed author, speaker, and icon in the Syndication world — in an encore appearance. In this presentation, “Real Estate Deal Structures That Stand the Test of Time,” Sam recounted experiences spanning more than 60 years in real estate investing. He also discussed Syndication models he has used in the past, what he’s using now, and what opportunities he sees for commercial real estate post-COVID-19.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

This 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:
email
Syndication Attorneys Website
Investor Marketing Materials

Join us while we interview Julie Anne Peterson of Old Capital Lending about current Multi-Family Lending trends. During this Podcast, we explore the benefits of using a Mortgage Broker (versus a direct lender), what's happening with loan-to-value ratios, when to use a Bridge Loan and costs associated with it; who you need on your team for financing a commercial multifamily asset; what direction are interest rates trending? And more.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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 estate

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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 they structured?
What kinds of assets do they invest in?
What do family offices look for in an investment partner?
How are deals structured with family office investors?
What do family offices require for “skin in the game” from syndicators?
How can syndicators meet family office decision-makers?
What types of education and events are offered by Family Office Club?

If you’ve considered approaching family offices to invest in your deals, you want to be sure to hear what Richard has to say, as he is considered one of the leading experts in the field.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

When 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 Plan
Expanding your marketing materials and branding
Developing investor relationships
Identifying books and other resources of value

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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 pitfalls they encountered.

Some of the insights they share in their conversation with Kim include:

How they discovered multifamily property and learned how to find deals
How many LOIs they send out each month
How they met their first investors
Their process for getting to know investors
How they communicate with the investors in their current deals
How they delegate tasks among the members of their management team
Advice for those just starting out
Programs offered by their company

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

Investing 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:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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 splits, manager fees and more.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In 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: email
Syndication Attorneys Website
Investor Marketing Materials

There’s no substitute for the name recognition and credibility that a well-researched and -written book can bring. Yet so many syndicators and investors shy away, fearing they either aren’t capable or simply don’t have the time. In this episode, we tell you how you really can write a book – and it’s easier than you might think. Nick Raithel, host of the podcast “7 Rules for Real Estate Investing with Nick Raithel” and the man behind “The 7-Hour Book,” is our guest speaker. He explains not only how to create your own book to promote your business in just 7 hours – but more importantly, WHY this makes good business sense for you.

Contact via: email
Syndication Attorneys Website
Investor Marketing Materials

This episode features special guest Sam Freshman, longtime investor, syndicator and the author of “Principles of Real Estate Syndication” (more than 50,000 copies sold). What a treat for listeners, to be able to learn from one of the leading syndication experts in the country. We urge you to tune in so that you, too, can benefit from his wisdom.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

Choosing the right offering type — specified, semi-specified, blind pool or segregated — is one of the most important matters you’ll need to consider when creating a securities offering to legally pool money from private investors. In this episode, we examine the four to help you determine which is the best fit for your situation.

Click below for related content:

Specified, Semi-Specified, Segregated or Blind Pool — Which Offering Type is Right for You?

Contact via: email
Syndication Attorneys Website
Investor Marketing Materials

Experienced syndicator Bob Bowman describes his new software, called Commercial Underwriter, which he says will enable you to underwrite a deal in 5 minutes (of course, you would do a more in-depth analysis before you write the offer).

Contact via: email
Syndication Attorneys Website
Investor Marketing Materials

How do you make money as a real estate syndicator? It’s a common question from those who are new to or who are continuing to master this wealth-building strategy.

Click below for related content:

12 Ways You Can Earn Money as a Real Estate Syndicator

Contact via: email
Syndication Attorneys Website
Investor Marketing Materials

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: email
Syndication Attorneys Website
Investor Marketing Materials

In this episode, Kim Lisa Taylor discusses:

The definitions of “syndicate” and “syndicator”
Why one would want to syndicate
Eight steps to set the stage for syndication success

Click below for related content:

What is Real Estate Syndication?

What You Should Know Before Investing in a Syndication

How to Structure a Real Estate Syndicate

Contact via: email
Syndication Attorneys Website
Investor Marketing Materials

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:
email
Syndication Attorneys Website
Investor Marketing Materials

*With special guest, Vinney Chopra

In 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:
email
Syndication Attorneys Website
Investor Marketing Materials
Vinney Chopra website

A successful real estate investor entity generates what's called distributable cash. That's what's left after you've paid off your debt service and all of your property operating expenses, after you've withheld whatever you think you need for reserves.

After you've determined what's left, you say, "Okay, this is our distributable cash."

Now what?

Resources:
How to Structure a Syndicate
https://syndicationattorneys.com/articles/structure-real-estate-syndicate/

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

This episode will clear up most - though not all - of the mysteries of syndication for you.

Of course, you need to learn how to find deals, do your due diligence, how to analyze deals, how to figure out investor returns and returns for yourselves. But until you know how to structure the deal with investors, you'll not make any progress towards your real estate investing goals.

Here's the document referred to in this episode.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

This episode provides an insider perspective on the 10 things that successful real estate syndicators do. And things they don't do as well.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

This episode discusses how to manage preexisting relationships and investor suitability.

When you're doing an offering that requires you to determine investor suitability, this is the guidance you need to keep you squarely within the rules, and off the radar of financial regulators.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials