Raise Private Money Legally • for Real Estate

Raise Private Money Legally • for Real Estate

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

Episodes

May 7, 2021 53 min

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 e...

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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 ma...
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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 ...

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    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...

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    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 ...

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    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
    Invest...

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    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 behin...

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    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

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    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 Ty...

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    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

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    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

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    February 25, 2021 41 min

    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


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    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

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    February 11, 2021 55 min

    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

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    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
    Syndicati...

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    February 11, 2021 43 min

    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 ...

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    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://syndic...

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    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 episod...

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    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

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