Raise Private Money Legally
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. Get one of our Amazon Best-Sellers mailed to you. Text the word SYNDICATE to 844-796-3428 and give us your address.
Episodes
Join us as our host, Attorney Kim Lisa Taylor, interviews Fred Peña of Ridge Crowdfunding about how you can use the Regulation Crowdfunding exemption to freely advertise your deals and raise capital from anyone.
They discuss the rules, limitations, mechanics and advantages of this important exemption - and how you can use it to help even non-accredited, unsophisticated investors participate in your real estate offerings – with no p...
Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and legislative fronts. We also ask her to share some of her marketing secrets (so you can use them to meet your own investors), as she is one of the m...
Join our host, Attorney Kim Lisa Taylor, and her esteemed guest, Perry Zheng, founder of CashFlow Portal. Before founding CashFlow Portal, Perry was an engineering manager at Lyft and worked as a software engineer at both Twitter and Amazon. He will share his experience and insights into how software, artificial intelligence and technology are reshaping the real estate investing world.
Episode at a glance:
- Explore the b...
Join our host, Attorney Kim Lisa Taylor, as she interviews David Schwartz, whose successful business model is making targeted improvements to older homes and turning them into profitable student housing. Among the issues we'll discuss are complexities in the permitting process and the screening process David uses to get high-quality tenants.
Episode at a glance:
- Why student housing over other assets
- The business str...
Kim Lisa Taylor, Esq., interviews Dustin Heiner, founder of Master Passive Income, about his system for building lasting wealth with real estate investing.
Dustin's expert team teaches beginners how to become successful real estate investors and create their own passive real estate income business from scratch. His ultimate goal is to help you quit your job with real estate investing.
Episode at a glance:
- The prima...
Attorney Kim Lisa Taylor divulges the "12 Ways You Can Earn Money as a Syndicator."
She discusses how syndication works and how it can benefit both seasoned and novice real estate entrepreneurs and their passive investors. She also covers the risks, rewards, and the process involved.
Episode at a glance:
- What is Real Estate Syndication?
- The Benefits of Real Estate Syndication
- How Does Real Estate Sy...
Attorney Kim Lisa Taylor, quizzes Jen and Stacy Conkey regarding their best tips on how to avoid losing money in real estate, especially in today's market.
Stacy and Jen have 20+ years experience as entrepreneurs and real estate investors. Through their diverse real estate experiences, Jen and Stacy know what it takes to identify deals and make offers on properties that will build a long-lasting wealth portfolio. Jen and Stacy ...
Our host, Attorney Kim Lisa Taylor, interviews Christopher Cashman and Terry Morrison of Equanimity Capital Partners LLC, who have built a portfolio of more than 3,100 storage units, plus 188 RV parking stalls, in five states (GA, NC, SC, AR, UT) using more than $10M in private capital in just 2.5 years! Kim gets these two pros to share their insider's view on what it takes to build a profitable self-storage business.
If you don't understand the difference between real estate counsel and corporate securities counsel, here's your chance to hear it from 2 experts. During this Podcast, Attorney Kim Lisa Taylor will interview Bishoy Habib, a Commercial Real Estate Attorney and Syndication Attorneys' Team Member. Bishoy will explain why having a Commercial Real Estate Attorney involved in your syndicated deals is crucial to your succes...
Join David Fisher of Kefi Spaces and host Attorney Kim Lisa Taylor as they explore some groundbreaking ideas in commercial real estate investing.
David will share how you can buy large warehouses and carve them into small co-warehousing spaces. He maximizes profits for his investors by renting out spaces to entrepreneurs who need smaller spaces to make, sell, and ship their products.
Episode at a Glance:
- What is Co-Ware...
Join our host Attorney Kim Lisa Taylor as she delves deep into the minds of real estate investing experts Gino Barbaro and Jake Stenziano about the current state of multi-family investing. We'll ask them what real estate investors should be doing right now to survive (and even thrive) under current market conditions.
Episode at a glance:
- Is multi-family an over-saturated asset class?
- LTV's and interest rates ...
Join our host Attorney Kim Lisa Taylor as she interviews renowned real estate mogul Cherif Medawar. Cherif will share his secrets on finding the right retail spaces and the right tenants to fill them. With this knowledge, you can break away from the multi-family crowd and make your own fortune in retail real estate. Cherif has used these techniques to become the biggest landowner in San Juan, Puerto Rico.
Episode at a Glan...
In our latest podcast, our host Attorney Kim Lisa Taylor interviewed David about how mindset is THE most important thing you need to successfully raise capital. And of course, Kim also took the opportunity to pick David's brain on what he thinks is happening in the multi-family marketplace and what are his thoughts on how to get prepared for what's coming next.
Episode at a glance:
- How to Build Extreme Wealth ...
For this episode of "Raise Private Money Legally," we welcome special guest John Ruszkowski from Opus Fund Services, who discusses how and when you need a professional fund manager, and how having one will elevate your credibility with investors and make your life easier.
Episode at a glance:
- How a fund administrator helps ensure your peace of mind
- How and when you need a fund administrator
- How having a fund adm...
In this episode of "Raise Private Money Legally," join special guest Mario Dattilo and host Attorney Kim Lisa Taylor as they discuss "Mobile Home Park Investing: The Affordable Housing Alternative to Multi-Family."
Mario has built a portfolio of manufactured-housing communities in the Southeast United States, primarily in Florida. He will share his knowledge of the state of mobile home park investing; ...
In this episode of "Raise Private Money Legally," host Kim Lisa Taylor, Esq. interviews longtime client Chris Pomerleau of LeavenWealth Capital LLC. Kim and Chris discuss how Chris and his team have built an empire by buying small apartment complexes close to home.
The Episode at a Glance:
- The pros and cons of investing in small multifamily complexes
- How to gauge the viability of potential deals
- How to best mana...
In this episode, host Kim Lisa Taylor explores the legal and marketability aspects of real estate offerings, highlighting the importance of compliance, documentation, and establishing credibility in the industry.
The episode at a glance:
- Two hurdles in determining the viability of an offering
- Exploring the intricacies of Rule 506(b) and Rule 506(c)
- Learn to distinguish specified and unspecified funds
- Why you should avoid ...
The goal of this episode is to help capital raisers understand these topics and how to use them to their advantage while avoiding any legal consequences. The information being shared is based on a chapter from my new book that will be available on 5/11/23.
Episode at a glance:
- What is a securities broker-dealer?
- What are finder’s fees?
- How to develop pre-existing substantive relationships before you make offers to inves...
-What is Residential Assisted...
In this episode, special guests Mark Purtell and Joseph Harriman of CTC Wealth Management Real Estate Funds share their criteria for co-investment partners (i.e., syndicators) including asset classes, deal structures and operator experience; and their experience raising capital for nearly $100M in offerings.
The episode at a glance;
-05:45 - What Mark and Joseph are looking for in operator experience, how they are structured and the...
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