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Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Private Money Legally" host and Corporate Securities Attorney Kim Lisa Taylor guides you through this complex and confusing world. Learn how to raise private money and avoid legal potholes.
Each episode introduces syndicators to services they need as they grow their syndication businesses. As well, Kim takes calls from the audience and answers their questions. Her law firm has helped clients raise ~$4,000,000,000 in private money.
Kim is not just a lawyer, she's also an investor. She has owned or controlled 30 rental properties; has been a general partner in a land development project; and currently owns vacation rentals.
Information discussed during this podcast is of a general, educational nature and should not be construed as a legal advice.
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75 Episodes
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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 winThere 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 makeWhy is it mission critical to have a funnel before we do any marketing activity? -Why you need to have a personal brandWhat are some of the best ways to stand out to investors online? Guest BioYakov 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 episode of the Raise Private Money Legally podcast, host Kim Lisa Taylor, Esq. welcomed special guest David Lindahl of RE Mentor, who shared “What to Expect in Multi-family for 2022-2023.” Is it time to sit on the sidelines, or should you be getting your investors lined for upcoming opportunities? Listen in for guidance from the expert. Lindahl also had some exciting announcements you’ll want to know about.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials
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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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 yearThe markets with the most promise — and those to avoid!What syndicators can do to minimize risk for your investors in these uncertain economic timesWhat you should be doing now to grow your syndication business in 2022Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials
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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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 themHow they reach out to investorsWhat kind of followup it takes to get someone to investHow they develop relationships with co-guarantorsWhat they would do differently if they were to start all over againHow they have been able to upgrade properties using 1031 ExchangeStatus of current dealContact: emailSyndication Attorneys WebsiteInvestor Marketing Materials
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