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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? If so, 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. And 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
17 Episodes
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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
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: emailSyndication Attorneys WebsiteInvestor 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 SyndicatorContact via: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor Marketing Materials
In this episode, Kim Lisa Taylor discusses:The definitions of “syndicate” and “syndicator”Why one would want to syndicateEight steps to set the stage for syndication successClick below for related content:What is Real Estate Syndication?What You Should Know Before Investing in a SyndicationHow to Structure a Real Estate SyndicateContact via: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor Marketing Materials
With special guest, Vinney ChopraIn 1976, Vinney came to the U.S. from India with $7 in his pocket. He syndicated his first multifamily property in 2009, and he has gone on to syndicate 26 multifamily properties ranging from 14 to 267 units. His company currently controls 2300 units. Vinney and his investment team have successfully raised more than $70 million from private investors. In this episode, Vinney and Kim discuss some of the mistakes beginning syndicators make, and how to avoid them.Contact: emailSyndication Attorneys WebsiteInvestor Marketing MaterialsVinney 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 Syndicatehttps://syndicationattorneys.com/articles/structure-real-estate-syndicate/ Contact: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor 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: emailSyndication Attorneys WebsiteInvestor Marketing Materials
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