Raise Capital Legally

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 eve...

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 ...

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...

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 an...

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 eva...

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, Le...

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 aut...

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...

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 dep...

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 t...

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.
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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 multifam...

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 cycl...

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 ...

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 en...

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 ...

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 th...

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 preventi...

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 strategi...