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Raise Private Money Legally • for Real Estate
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Raise Private Money Legally • for Real Estate

Author: Kim Lisa Taylor

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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
30 Episodes
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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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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 estateContact: emailSyndication Attorneys WebsiteInvestor 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 PlanExpanding your marketing materials and brandingDeveloping investor relationshipsIdentifying books and other resources of valueContact: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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 dealsHow many LOIs they send out each monthHow they met their first investorsTheir process for getting to know investorsHow they communicate with the investors in their current dealsHow they delegate tasks among the members of their management teamAdvice for those just starting outPrograms offered by their companyContact: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor Marketing Materials
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