Raise Private Money Legally • for Real Estate

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 entity structures their deals need to qualify, and how LIHTC programs benefit syndicators, investors and low income tenants. This knowledge is perfect for sponsors looking to enter or scale in affordable housing, or looking to maximize cash flow and tax benefits for their existing and future deals.  ChaptersIntroduction to LIHTC Programs and Types (00:04:40)Omero Cabello Jr. explained the two types of LIHTC programs: 9% program funding 70% of development costs, and 4% program with tax-exempt bonds funding about 80% of total development costs. He emphasized that each state must follow a qualified allocation plan dictating requirements and rules.Property Qualification and Requirements (00:07:28)Omero detailed that properties must maintain affordability for a minimum 30-year period. The program funds new construction, acquisition rehab, senior housing, and supportive housing for special needs populations. He emphasized their preference for mixed-income developments.Application Process and Common Challenges (00:08:18)Omero outlined that applications can be denied due to failure to meet threshold requirements, incomplete financial projections, and lack of local support. He emphasized the importance of securing resolutions from local government entities and state representatives.Sponsor Requirements and Team Composition (00:11:07)Omero detailed that sponsors must demonstrate experience, financial stability, and knowledge of compliance requirements. He highlighted the value of partnering with nonprofits or historically underutilized businesses.Compliance and Property Management (00:16:19)Omero stressed the importance of partnering with experienced property management companies that understand LIHTC programs and tenant qualification requirements. He mentioned Texas's robust compliance monitoring team overseeing 350,000 doors across 3,000 properties.

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 dangerous buzzwords, Judith shares practical advice on how to stay compliant when promoting your offering on websites, social media, newsletters, email campaigns, and more. Tune in to protect your reputation—and your deal. Chapters:Introduction to Securities Advertising Compliance (00:00:02)Krisha Young introduced the podcast focusing on raising capital legally and avoiding securities advertising pitfalls. Kim Lisa Taylor and Judith Villareal were presented as expert speakers on securities compliance.Legal Risks and Compliance Requirements (00:01:46)Judith Villareal shared her extensive experience in securities compliance, emphasizing the importance of proper advertising reviews and the risks of misleading statements that could attract regulatory attention.Fundamental Rules of Securities Advertising (00:03:58)Judith explained that advertisements must not be misleading or confusing, highlighting the different approaches between FINRA's specific rules and SEC's principles-based regime.Consequences of Non-Compliance (00:06:07)The speakers discussed potential penalties ranging from regulatory trouble to criminal prosecution, including the risk of having to rescind offerings and return investor money.Marketing Language and Disclaimers (00:11:48)The discussion covered prohibited terms and phrases in securities advertising, emphasizing the importance of accurate representation and proper disclaimers in all marketing materials.

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 they felt called to launch it now, and how it reflects their deeper mission to empower others to grow, diversify, and build legacy wealth. If you're feeling boxed in by the usual real estate routes, this conversation will expand your perspective and show you what's possible when you go beyond. Chapters: Introduction and Event Overview (00:00:00)Krisha Young introduces the podcast discussing the Go Beyond Multifamily summit, featuring Kim Lisa Taylor and Vinki Loomba as co-creators. The event aims to challenge traditional real estate investing approaches and open new wealth-building opportunities.Origin Story and Market Gap (00:02:39)Kim Lisa Taylor shares her journey into real estate investing, starting from the Learning Annex event, her experience in HUD projects, and identifying the need for education in alternative asset classes beyond multifamily investing.Vinki Loomba's Background and Approach (00:51:39)Vinki describes her transition from corporate executive to real estate investor, founding Loomba Investment Group, and her approach to building relationships with investors beyond transactions.Alternative Asset Classes Discussion (00:10:43)The speakers outline various investment opportunities beyond multifamily, including mobile home parks, RV parks, marinas, vineyards, car washes, resorts, and medical offices, emphasizing the importance of diversification.Summit Details and Speaker Lineup (00:42:54)Discussion of the virtual summit scheduled for June 6th-7th, 2025, featuring over 50 speakers, including industry leaders and experts in various real estate sectors and AI implementation. 

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 prevention and resolution. Crossroads is uniquely positioned to help you navigate these challenges. Summary:This podcast episode of Raise Capital Legally features a discussion on protecting investments from fraud, particularly in real estate syndication. Hosted by Krisha Young and attorney Kim Lisa Taylor, the episode features Marc Hurwitz from Crossroads Investigations. Marc, a former CIA officer, discusses various types of fraud prevalent in real estate investments, including partner fraud, email scams, and international investment risks. He emphasizes the importance of thorough background checks, due diligence, and using proper investigative methods. The conversation covers topics such as the 'triangle of fraud', the significance of using unrelated individuals for financial controls, and the challenges of verifying foreign investors. Marc details Crossroads' services, including comprehensive background checks starting at $500, and more in-depth investigations at $350/hour. The episode also addresses how to respond to suspected fraud and the importance of documenting communications. The discussion concludes with practical advice on protecting investments and ensuring proper due diligence.Chapters: Introduction to Crossroads Investigations and Fraud Prevention (00:00:02)Marc Hurwitz introduces Crossroads Investigations, based in Miami, founded in 2008. He shares his background as a former CIA officer and explains the company's comprehensive investigative services, including asset searches, background checks, employee screening, and international research.Common Types of Fraud in Real Estate Investments (00:03:42)Marc discusses various fraud schemes, including partners taking money and disappearing, email impersonation scams, and sophisticated methods used by fraudsters to hide their tracks, such as using crypto and anonymous LLCs.Understanding the Triangle of Fraud (00:06:44)Kim explains the triangle of fraud concept, detailing how access, unshareable need, and justification create a pathway for fraudulent behavior. She shares a case study illustrating how small thefts can escalate into larger fraud schemes.Importance of Background Checks and Due Diligence (00:14:50)Marc emphasizes the necessity of thorough background checks, including bad actor checks for syndication partners. He discusses the importance of context in evaluating past criminal records and financial issues.International Investment Risks and Due Diligence (00:26:03)Marc explains how Crossroads conducts background checks on foreign investors, including checking US federal databases and using local agents for manual records checks in other countries.Responding to Suspected Fraud (00:35:43)Marc outlines steps to take if fraud is suspected, including documenting communications, knowing which law enforcement agency to contact, and considering legal guidance for reporting.  Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

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 strategies. He breaks down the four key marketing stages for raising capital, how drip campaigns can build trust, and why an organized pipeline is crucial for turning leads into long-term investors. We also discuss how Capitallyst Pro helps founders focus on relationship-building to develop and maintain relationships with new investors. If you're looking for a done-for-you system or a DIY approach to streamline your prospective investor outreach, this episode is for you! Chapters: Introduction and Background of Capitalist Pro (00:00:02)Krisha Young introduces the podcast focusing on raising capital legally. Dallon Schultz shares his journey from being a registered nurse to creating Capitalist Pro after identifying gaps in investor relationship management.The Need for Automated Investor Relations (00:02:40)Dallon explains how a personal experience of losing a $200,000 investment opportunity led to recognizing the need for consistent investor communication and automated systems.Value-Based Communication Strategy (00:08:42)Discussion of the importance of providing value through regular communication, making strategic introductions, and maintaining an abundance mindset in investor relations.Compliance and Relationship Building (00:39:31)Exploration of maintaining compliance with 506B regulations while building substantive relationships with investors, emphasizing the importance of proper documentation and personal connections.---Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation 

In this episode of the Raise Capital Legally podcast, Daniil Kleyman, a real estate developer from Richmond, Virginia, shared his expertise on build-to-rent projects. Daniil discussed his journey from renovating houses to developing ground-up projects since 2008. He emphasized the importance of geographic concentration, managing properties within a 10-minute drive from his office, and maintaining in-house property management. Daniil detailed the five essential steps for evaluating land for development, including zoning analysis, site constraint assessment, density studies, financial feasibility analysis, and construction financing strategies. He also shared insights on construction financing, project management challenges, and the importance of building local relationships with regulators, contractors, and brokers. The discussion highlighted the current market challenges, including rising interest rates and construction costs, while emphasizing the long-term potential of real estate development.Introduction and Background of Daniil Kleyman (00:01:55)Daniil Kleyman introduced himself as a real estate developer based in Richmond, Virginia, with experience since 2006. He transitioned from renovating houses to development in 2014, specializing in building apartments, mixed-use projects, and maintaining a rental portfolio through in-house property management.Geographic Concentration and Property Management Strategy (00:04:02)Daniil discussed his strategy of maintaining tight geographic concentration, operating within three neighborhoods and keeping all properties within a 10-minute drive from his office. He emphasized the benefits of in-house property management for maintaining quality and efficiency.Land Acquisition and Financing Strategies (00:12:04)Daniil explained his approach to land acquisition, using cash for small residential lots and contract agreements for larger parcels. He detailed how he leverages land value in construction financing, allowing for greater leverage than purchasing existing assets.Development Process and Team Requirements (00:08:53)Daniil outlined the key professionals involved in development projects, including architects, surveyors, engineers, and land use attorneys. He emphasized the importance of having local experts who understand specific zoning and building codes.Financial Analysis and Market Considerations (00:24:11)Daniil discussed the importance of conducting thorough financial feasibility studies, using current market rents for projections, and maintaining realistic operating expense ratios. He emphasized the significance of long-term market analysis and rent growth potential.Construction Management and Project Challenges (00:37:41)Daniil shared insights on construction management challenges, including dealing with project delays, unforeseen site conditions, and the importance of thorough plan reviews. He discussed implementing penalty clauses in contracts to mitigate delays. 

In this episode, we explore the world of real estate investing with a focus on hard money lending and opportunistic fund strategies. Our guest shares their journey into the industry, insights on structuring a debt fund through a Series LLC, and strategies for buying defaulting loans and turning them into profitable opportunities. We discuss key investment criteria across asset classes like office spaces and retail centers, the synergy between debt and equity offerings, and the dynamics of successful business partnerships. Packed with practical advice for new investors and seasoned professionals, this episode offers a comprehensive look at creating value in real estate through innovative strategies and informed decision-making. Introduction to Bigger Pockets and Real Estate Journey (00:02:11)Don Konipol explained that Bigger Pockets, founded nearly 20 years ago, is a platform for real estate investors to share ideas and network. He shared his journey from banking in Switzerland to becoming a real estate broker in Houston in 1978, starting his investment career in 1981.Evolution into Hard Money Lending (00:06:33)Don described how he pioneered hard money lending by wrapping mortgage notes in 1981, following Jimmy Napier's 'Invest in Debt' book. He formalized his business in 2001 and currently manages a series LLC fund that allows investors to choose specific notes.Fund Structure and Investment Strategy (00:08:11)Don detailed his fund's structure, where each note is in a separate series LLC. Investors are grouped in tranches of 10, with 24-hour decision windows. He emphasized that Mitch and he personally invest 10-15% of each offering.Loan Types and Terms (00:20:00)Don explained that they focus on commercial loans, with terms of 12-24 months and interest rates of 12-13.5%. They work with various asset classes, including office spaces, retail centers, and specialty deals like marinas.Risk Management and Default Rates (00:27:20)Don shared that their default rate is 6.7%, with most defaults being short-term. He discussed their approach to managing risk through conservative loan-to-value ratios and careful asset selection.COVID-19 Impact and Recovery (00:31:47)Don described how they managed through COVID-19, including working with borrowers and their experience with retail properties purchased just before the lockdown. 

Please join Attorney Kim Lisa Taylor and co-Host Krisha Young as they interview Devana Came and Reid Stadelman. Our guests will tell us how they have created sober living facilities that provide both a community benefit and rental income. This is part of our Beyond Multi-family series, where we introduce our audience to alternative asset classes that they can turn into profitable business models (or you can just invest with our guests).Introduction to Sober Living Housing and Personal Motivations (00:00:02)Krisha Young introduced the podcast and guests Devana Came and Reed Stadelman. Devana shared her personal connection to addiction through family experiences and her motivation to create better sober living environments after seeing inadequate facilities.Operational Structure and Community Living (00:04:13)Devana explained how sober living houses function as mutually supportive environments, with residents typically coming directly from rehab facilities. She described management practices, including meeting attendance requirements and house cleaning responsibilities.Neighborhood Relations and Legal Considerations (00:09:32)The guests discussed their experiences with neighborhood relations, including dealing with pushback from neighbors and legal protections under the Federal Fair Housing Disabilities Act. They emphasized the importance of being good neighbors and maintaining property standards.Financial Aspects and Investment Considerations (00:38:07)Devana and Reed discussed the financial aspects of operating sober living facilities, including potential income levels ranging from $850 to $3,500 per bed depending on location. They emphasized the importance of maintaining quality while achieving profitability.Future Plans and Expansion (01:01:38)The guests shared their current operations of four houses with 71 beds, soon expanding to 76 beds. They also discussed plans to add residential assisted living to their portfolio to help with elderly care. 

In this episode, we explore the evolving landscape of capital raising in the commercial real estate industry. Is traditional syndication still a viable method, or are investors gravitating toward new strategies? Join our expert panel as they discuss emerging trends, innovative funding approaches, and the role of technology in reshaping how deals are structured. Whether you're a seasoned investor or just curious about the state of real estate financing, this episode offers valuable insights and actionable takeaways. SummaryIn this episode of the RAISE Capital Legally podcast, hosts Krisha Young and attorney Kim Lisa Taylor interviewed Adrian Fajardo from Cashflow Portal to discuss the evolving landscape of capital raising in commercial real estate. Adrian, a senior account executive at Cashflow Portal, shared insights about the changing methods of capital raising, particularly in relation to syndication. He noted that while syndication is not dead, it has become more competitive, leading investors to explore alternative methods such as blind pool funds and series LLCs. Introduction to the Podcast and Guests (00:00:02)Krisha Young introduced the Raise Capital Legally podcast, co-hosting with attorney Kim Lisa Taylor. They welcomed Adrian Fajardo from Cashflow Portal to discuss capital raising trends in commercial real estate.Overview of Cashflow Portal and Adrian's Role (00:03:47)Adrian Fajardo introduced himself as the senior account executive for Cashflow Portal, managing $10 billion of equity across multiple asset classes. He explained his role in sales, marketing, and client support, emphasizing the platform's evolution and commitment to continuous improvement.Discussion on Syndication and Capital Raising Methods (00:06:42)Adrian discussed the changing landscape of syndication, explaining that while the method is still used, competition has increased. He emphasized that syndication is just one tool among many, with emerging alternatives like blind pool funds and customizable series LLCs gaining popularity.Technology's Role in Capital Raising (00:17:10)Adrian explained how technology platforms like Cashflow Portal enhance the investment process, providing security and efficiency. He emphasized the importance of creating a secure, user-friendly experience for both investors and operators.Emerging Trends in Asset Classes (00:21:44)The discussion covered various asset classes gaining popularity, including development projects, flex-use buildings, assisted living, and alternative investments like oil and gas. Adrian noted significant growth in oil and gas investments, particularly at industry events.Legal Considerations and Compliance (00:45:43)Kim Lisa Taylor provided insights on securities law compliance, discussing 506B and 506C offerings. She emphasized the importance of establishing pre-existing relationships with investors and maintaining proper documentation. Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

In this episode, we dive into the world of real estate investment and explore how Accessory Dwelling Units (ADUs) can become powerful tools for generating profits. Learn the ins and outs of ADU development, key strategies to maximize your returns, and tips for navigating local regulations. Whether you're an experienced investor or just getting started, this episode will show you how to unlock the potential of ADUs and create sustainable income streams in today's housing market.Understanding ADUs and Their Popularity (00:05:33)Brent explained that ADUs are secondary housing units added to existing properties, popular in California due to their flexibility for family living, rental income, and lower cost compared to purchasing new properties.Construction Costs and Planning (00:06:59)Brent discussed construction costs in San Diego, ranging from $250 to $500 per square foot, and emphasized the importance of proper planning, including site assessment, utility access, and zoning considerations.Legal and Professional Considerations (00:09:07)Brent outlined the various professionals needed for ADU development, including attorneys, architects, engineers, and utility consultants, emphasizing the importance of building a knowledgeable team.Financing Options for ADUs (00:24:48)Brent discussed various financing options, including home equity lines of credit, FHA 203K loans, Fannie Mae Homestyle loans, and private money options, highlighting the flexibility in funding ADU projects.San Diego's Bonus ADU Program (00:28:15)Brent explained how San Diego's bonus ADU program allows for additional units in exchange for providing affordable housing, detailing the requirements and benefits of the program.Challenges and Neighborhood Impact (00:33:12)Brent discussed the challenges of maintaining neighborhood character while increasing housing supply, addressing concerns about design conformity and community resistance. 

In this episode, which is part of our Beyond Multi-family Series of Interviews, we explore the lucrative world of medical office building (MOB) investments with our client and special guest AJ Peak, Founder of Health Wealth Capital. As a seasoned expert in healthcare real estate, AJ reveals the secrets behind achieving massive profits by investing in medical office buildings. Learn how Health Wealth Capital is creating robust opportunities for investors through its focus on healthcare-related assets, offering stable returns in a recession-resistant industry.  Introduction to Medical Office Building Investment (00:00:56)Krisha Young and Kim Lisa Taylor introduced AJ Peak, founder of Health Wealth Capital, discussing the potential of medical office building investments as part of their 'beyond multifamily' series.AJ Peak's Background and Business Evolution (00:02:43)AJ Peak shared his journey from McKinsey consultant to building a $100 million dental business, which led to his entry into medical office building investments through Health Wealth Capital.Medical Office Building Investment Benefits (00:09:09)AJ Peak outlined five key differences of medical office investments: premium tenants, long lease durations (10-15 years), strong credit risk assessment, minimal operating expense risk through triple net leases, and predictable returns.Fund Structure and Returns (00:12:34)AJ Peak detailed the fund's structure, offering 15-19% IRR to LP investors with 8% preferred returns and monthly distributions, with potential upside of 25% through REIT premium purchases.Risk Management and Mitigation Strategies (00:31:39)AJ Peak discussed risk management through recession-resistant tenants, thorough financial due diligence, long-term leases, and strong lease guarantees. 

In this episode, we sit down with Blake Janover, founder of Janover.co, to explore how artificial intelligence is transforming the world of deal funding. Blake walks us through the suite of services his company offers, from streamlining financing options including loan sourcing, crowdfunding, and investor management tools, while leveraging AI for faster, smarter decisions. If you're looking to fund your next deal more efficiently, this conversation will provide actionable insights and cutting-edge tools to help you succeed. Tune in to discover the future of financing in the AI-driven world! Introduction and Overview of Janover Co (00:03:05)Blake Janover introduced his company's vision of connecting the commercial real estate industry across multiple sectors including multifamily, office, industrial, retail, and storage. He explained how they connect GPs, LPs, family offices, and various types of investors.Janover's Core Services and AI Integration (00:04:11)Blake detailed their debt vertical (Janover Pro), which includes partnerships with 10% of US banks and 35% of top credit unions. He explained their Connect platform for investor management and their GP-LP marketplace with 40,000 LPs in their database.Platform Access and Pricing Discussion (00:08:41)Blake discussed how clients can access their platform through direct contact, offering competitive pricing with subscriptions starting at approximately $399 monthly, providing significant cost savings compared to traditional broker fees.AI Implementation and Future Developments (00:30:53)The discussion covered how AI has enhanced their operations, with Blake noting improved sales and productivity despite reducing staff. Kim Lisa Taylor shared insights about using AI for document improvement and business operations.

Introduction and Real Estate Professional Status RequirementsKim Lisa Taylor introduced the topic of taxation for LPs and GPs in syndications. Ryan explained the two key criteria for real estate professional status: 750 hours annually in real estate activities and spending more than 50% of working time in real estate business. Cost Segregation and Tax Benefits (00:15:24)Ryan described cost segregation as allowing investors to accelerate depreciation deductions, typically accessing 25-30% of total depreciation value in the first year instead of spreading over 39 years. Austin explained how this can be particularly beneficial when combined with real estate professional status.Structuring Syndications for Tax Efficiency (00:30:15)Kim Lisa Taylor outlined the recommended structure using an investment level LLC with Class A and Class B interests, and a separate management entity. This structure helps characterize earnings appropriately between active management fees and passive investment income.Carried Interest and Fee Treatment (00:45:30)The experts discussed how carried interest allows recharacterizing what would be ordinary income into capital gains. Ryan explained strategies for GPs to minimize taxes on acquisition fees by reinvesting them into deals as Class A interests. 

Join Attorney Kim Lisa Taylor as she sits down with real estate expert Michael Parks to explore how you can turn your vacation home into a profitable investment. In this episode, they cover the essential steps to start renting out your property, how to maximize rental income, and the key strategies for balancing personal use with generating profit. Whether you're just considering purchasing a vacation home or looking to optimize an existing one, this episode will provide valuable insights on how to have your getaway pay for itself. Types of rentals and seasonality considerations (00:04:36)Kim Lisa Taylor and Michael Parks discuss different types of rentals, including short-term (7 days or less) and mid-term rentals. They emphasize the importance of considering seasonality when selecting a rental property location, noting that even areas with short peak seasons can attract renters for various reasons throughout the year.Steps to turn a vacation home into a rental property (00:07:08)Michael Parks outlines key steps for turning a vacation home into a rental property. These include understanding the local market, working with a property manager to estimate rents and occupancy rates, utilizing platforms like Airbnb and VRBO for marketing, and focusing on getting great reviews by ensuring property quality and guest satisfaction.Maximizing rental income and guest satisfaction (00:08:43)The discussion covers strategies for maximizing rental income and guest satisfaction. This includes maintaining property quality, being responsive to guests, providing local information, and actively seeking positive reviews. Michael emphasizes the importance of asking for reviews and setting expectations for five-star ratings. Financial considerations and property management (00:16:00)The conversation shifts to financial aspects of vacation rentals, including how to evaluate rental property locations, underwrite properties, and manage expenses. Michael offers to share his spreadsheet template for property analysis and discusses the importance of accurate rent and occupancy estimates.Legal and insurance considerations (00:49:51)Kim Lisa Taylor discusses legal considerations for vacation rentals, including the importance of liability protection. She suggests strategies such as using family trusts or LLCs to hold properties and ensuring proper insurance coverage. The conversation also touches on local regulations and the need to comply with short-term rental laws.Investment opportunities in vacation rentals (00:54:53)The hosts and guest discuss various investment opportunities in vacation rentals, including creating blind pool funds to buy rental properties and using series LLCs for individual investors on specific properties. They also touch on market-specific challenges, such as high insurance rates in Florida.Introduction to Michael's lending fund (00:56:35)Michael Parks introduces his hard money lending fund, which provides first position loans for fix and flip projects on one to four-unit properties in the Massachusetts, Rhode Island, and Southern New Hampshire area. He describes the fund's structure, target returns, and risk profile. 

Are single-family homes and duplexes the overlooked gems of real estate investing? Join us as host Attorney Kim Lisa Taylor interviews a seasoned real estate expert who shares the secrets to profiting from these smaller properties that many investors ignore. Whether you're a new investor or a seasoned pro, this episode will offer actionable insights and expert advice on how to turn modest investments into significant returns.  GSP Real Estate Investments and Fund Structures (00:16:17)Peter Neill discusses his company, GSP Real Estate Investments, and its two main funds: the income fund and the growth fund. The income fund offers fixed returns for 9 months to 5 years, while the growth fund provides preferred returns with profit sharing. Both funds focus on workforce-affordable single-family homes and duplexes, typically buying distressed properties in Baltimore and Philadelphia.Investment Strategy and Market Focus (00:07:49)Peter explains their investment strategy: buying severely distressed properties at low prices, renovating them, and holding them for the long term. He emphasizes the benefits of workforce affordable housing, including high demand and supply constraints. Peter also discusses their buy-and-hold approach and the potential for institutional exits in the future.Financing Strategies and Portfolio Management (00:11:40)Peter Neill details their financing strategies, including using portfolio loans and lines of credit. He explains their 'buy, rehab, rent, refinance, repeat' (BRRR) strategy and the benefits of long-term, fixed-rate debt. Peter also discusses how they manage investor exits and capital deployment. Team Dynamics and Partnership Success (00:12:11)Peter shares insights on building and managing a successful team. He highlights the importance of complementary skills among partners and staying in one's lane while understanding the overall business. Peter emphasizes the value of having in-house construction and property management capabilities. Advantages of Single-Family Investments (00:17:16)Peter Neill explains why they favor single-family homes and duplexes over larger multifamily properties. He cites their ability to execute effectively in this space, the supply-demand dynamics, and the lack of institutional competition in workforce affordable housing as key advantages. Branding and Company Values (00:54:54)Peter discusses the significance of their company name, GSP (German Short Hair Pointer), and how it reflects their values and approach to business. He explains how the characteristics of the dog breed embody their brand, including loyalty, focus, and high energy. Future Trends and AI in Real Estate (00:59:19)The conversation touches on future trends in real estate investing. Peter mentions the potential of AI to improve efficiency, particularly in areas like property management and investment analysis. He also discusses the importance of staying focused on core competencies while being open to new opportunities as the company grows. 

Join Attorney Kim Lisa Taylor's interview with expert investor David Lindahl as he shares strategies for succeeding in the evolving multifamily housing market. Lindahl will cover key trends, challenges, and opportunities as 2025 approaches. Whether you're experienced or just starting, you'll gain actionable insights to stay competitive and thrive.Motivated Sellers and Opportunities  Lindahl explains how decreasing interest rates can lead to motivated sellers and buying opportunities. Buying during the market's down cycle may position investors for appreciation as conditions improve.Currency Debasement & HedgingDave discusses real estate, gold, silver, and crypto as hedges against currency devaluation. Banks are reluctant to foreclose, but this could change with better resale prices.Strategies for Underperforming PropertiesWhen facing potential foreclosure, Dave advises exploring short sales, negotiating with lenders, and prioritizing a strong track record over foreclosure.Market Cycles & StrategiesUnderstanding and adjusting to market cycles is crucial. Dave's book, 'Emerging Real Estate Markets,' dives into strategies for each cycle phase.2025 Strategies & Networking Dave emphasizes building networks, broker relationships, and starting locally before investing in emerging markets. Consistently making offers will be key in 2025.Holy Trinity Criteria For deals, aim for an 8% cap rate, 12% cash-on-cash return, and 1.6+ debt coverage ratio to mitigate risk.Raising Capital  Shift from “asking for money” to offering diversification opportunities. Building relationships and networks is critical.AI's Role in Real EstateAI boosts efficiency in underwriting and deal sourcing. Lindahl mentions companies like Janover for AI-powered commercial loan sourcing.Upcoming Events & Resources Dave's Ultimate Partnering event in Nashville and books like 'Multifamily Millions' offer additional insights.

Please join Attorney Kim Lisa Taylor as she interviews Yohannes Cramlet of Go Raise AI Syndication CRM. Their system can set you up to attract, grow, engage, and close more Investors faster and more efficiently than you can do on your own. They offer DIY or full concierge options that can help you capture, follow up with investor leads, and create content in no time. Unlike most investor management platforms that offer customer relationship managers (CRMs) as an afterthought, this is a true CRM system built specifically for real estate syndicators. Listen and learn how you can put it to work for you. Overview of Go Raise AI (00:01:17)Johannes Cramlet introduces himself and provides an overview of Go Raise AI. He explains that it is a CRM and marketing platform designed specifically for capital raisers and investor relations professionals in the real estate syndication and fund management space. The platform includes tools for managing contacts, automating follow-ups, creating email campaigns, hosting webinars, and building credibility with potential investors. Cramlet shares that through Go Raise AI, they have helped raise just under $100 million in capital over the past 48 months. Importance of Developing Relationships (00:07:01)Taylor and Cramlet discuss the importance of developing relationships with potential investors, as required by SEC regulations for certain types of securities offerings. They emphasize the need to document these relationships, have suitability conversations, and understand the investors' goals and interests before making offers. Cramlet highlights how Go Raise AI's CRM and automation features can assist with this process while saving time and effort. Differentiating Go Raise AI from Other Platforms (00:44:10)Taylor and Cramlet clarify the differences between Go Raise AI and other platforms like investor management software and crowdfunding platforms. Go Raise AI is focused on building relationships and marketing before deals are available, while investor management software is used to manage investors and deals once they are in place. Crowdfunding platforms, on the other hand, market deals to their own databases of investors for a fee, but may not be suitable for those without a substantial track record. Using AI and Automation (00:30:08)Cramlet discusses how Go Raise AI leverages AI and automation to streamline various tasks, such as generating email subject lines, creating content, and automating follow-ups. He emphasizes the importance of using technology to save time on administrative tasks, allowing capital raisers to focus on building personal connections and having meaningful conversations with potential investors. Audience Questions and Resources (00:42:11)Towards the end of the video, Taylor and Cramlet address questions from the audience, including inquiries about the types of investors using Go Raise AI, integrating broker relationships, and leveraging AI for content creation. They also provide information on how to access Taylor's books on raising capital legally and schedule consultations with their respective teams. 

Krisha Young & Kim Lisa Taylor talk with Jeannie Orlowski, a long-time coach at RE Mentor, a renowned multi-family real estate training company. The discussion focuses on effective strategies for raising capital for real estate investments, key financial metrics investors look for, and common questions about capital raising. Jeannie shares her extensive experience working with Dave Lindahl and RE Mentor, emphasizing the importance of thorough preparation, honest communication, and an entrepreneurial mindset when raising capital. Key topics include preferred returns, average annual returns, capital calls, opportunity zones, partnering with sponsors, and investor communication strategies. Introduction and Background (00:02:41)  Introduction of the podcast hosts, Krisha Young and Kim Lisa Taylor, and their guest, Jeannie Orlowski, a long-time coach at RE Mentor. Jeannie shares her background and how she started working with Dave Lindahl, the founder of RE Mentor, initially as a real estate agent and notary public. Effective Capital Raising Strategies (00:18:30) Jeannie emphasizes the importance of thoroughly understanding and being able to explain every aspect of a property investment opportunity to potential investors. She stresses the need for complete transparency, honesty, and open communication throughout the capital raising process. Jeannie shares an anecdote about refusing to accept an investor's wire transfer until receiving all required documentation, highlighting the significance of following proper procedures. Key Financial Metrics for Investors (00:36:19)The discussion covers the key financial metrics that real estate investors look for when evaluating investment opportunities. Jeannie explains that investors are primarily interested in the projected end date of the investment and the expected returns, including preferred returns and overall average annual returns. She suggests aiming for mid to high teens in terms of average annual returns to attract investors successfully.Common Questions and Challenges (00:54:06)The group addresses common questions and challenges faced by those raising capital for real estate investments. Topics include capital calls, opportunity zones, partnering with sponsors, and the importance of clear and consistent communication with investors. Jeannie and Kim provide insights and recommendations based on their extensive experience in the industry. Investor Communication and Transparency (01:03:04)The discussion emphasizes the importance of maintaining open and transparent communication with investors throughout the investment process. Jeannie and Kim stress the need to disclose any issues or challenges promptly and provide regular updates to investors. They also highlight the value of personal communication, such as phone calls and in-person meetings, in building trust and resolving potential conflicts. RE Mentor Events and Resources (01:05:11)The video promotes various RE Mentor events and resources, including the Private Money Bootcamp, Multifamily Millions, Immersion Training, and the Ultimate Partnering Event. These events are designed to provide in-depth training, networking opportunities, and access to industry experts for those interested in multi-family real estate investing and capital raising. 

In this episode, Syndication Attorneys' Founder Kim Lisa Taylor and Business Development Director Krisha Young discuss capital raising for real estate syndicators, fund managers, and developers. Whether you're starting or scaling your portfolio, understanding how to secure capital is essential. We'll explore effective capital-raising strategies, key financial metrics investors focus on, and the types of funding available. We'll cover legal and regulatory considerations, offer advice on avoiding common mistakes, and provide strategies for building strong relationships with passive investors. Whether navigating your first deal or refining your strategy, this episode will offer valuable insights.Effective Ways to Raise Capital (00:03:28)Kim Lisa Taylor suggests raising capital locally while investing globally. Building relationships with investors through local events, meetups, and networking is key. Hosting live events, one-on-one meetings, or informal gatherings like cocktail parties helps expand your network and meet potential investors.Key Financial Metrics for Investors (00:09:24)Investors want to know how long their money will be tied up, expected returns, and exit strategies like refinancing or selling. They compare metrics to other opportunities and also assess the team and their relationship with the syndicator.Types of Funding for Real Estate Projects (00:12:07)Syndicators often need both investor and lender financing. Lender financing is typically cheaper, so combining both can help maximize returns for investors. Calculating cash-on-cash returns and distributable cash is vital for assessing a project's viability.Determining Capital Needed for a Project (00:20:06)Syndicators should calculate the total costs, including purchase price, closing costs (3%), acquisition fees (1-5%), capital improvement budget, operating capital, reserves, and pre-closing expenses. The amount needed from investors is the total minus lender financing.Legal and Regulatory Requirements (00:25:44)Syndicators must comply with securities laws, often using federal exemptions like Regulation D Rules 506(b) or 506(c). This involves preparing legal documents, filing forms with the SEC, and ensuring investors are qualified. Corporate structuring is crucial for liability protection and control.Maintaining Control Over Projects (00:41:39)Syndicators can maintain control by raising capital from individual investors rather than venture capitalists or private equity firms, who often want a say in decision-making. Individual investors are more likely to allow the syndicator to manage the project as long as they act in the investors' best interests.Common Mistakes When Pitching Deals (00:43:09)A common mistake is failing to present a clear, coherent story about the project's vision, plan, and projected returns. Syndicators should organize information logically, explain assumptions clearly, and keep investors informed of any changes.Fostering Long-term Investor Relationships (00:48:41)Building lasting relationships with investors involves keeping them informed about current and future investments, market conditions, and potential impacts on deals. Listening to investors' input and maintaining transparency helps build trust and ensures ongoing support.

Join host Krisha Young as she interviews Isabelle Guarino of the Residential Assisted Living National Convention (RAL NAT CON). In this insightful episode, Isabelle shares her expertise on the growing field of assisted living real estate, offering a deep dive into what makes it different from traditional nursing homes and “big box” facilities.  Whether you're interested in the financial potential of owning RAL homes or wondering if now is the right time to get involved given economic uncertainties, this episode offers practical advice and strategic insights and is a must-listen for anyone considering expanding into the assisted living real estate sector.   Introduction to Residential Assisted Living (00:02:03)Isabel Guarino explains that residential assisted living homes are single-family homes housing 6 to 16 seniors, providing the same level of care as larger facilities but with better staff-to-resident ratios of 4 or 5 to 1, compared to 30 to 1 in big box facilities. This ensures seniors receive quality care and attention. Isabel's Personal Connection to the Industry (00:03:43)Isabel shares her family's journey into the assisted living industry, which began when her grandmother needed 24/7 care. Her father, a real estate investor, realized he could own and operate an assisted living business and provide free care for her grandmother while generating cash flow. Although her grandmother passed before moving in, her father fell in love with the industry, and the family continued expanding their assisted living business. Financial Potential of Assisted Living Homes (00:15:16)Isabel provides insights into the financial potential of owning an assisted living home. With an average monthly cost of $5,500 per resident and an average of 10 residents, a home can generate $55,000 in gross monthly revenue. After expenses like mortgages ($10,000 per month) and operational costs ($35,000 per month), the owner can potentially cash flow $10,000 to $40,000 per month from a single home. Staffing Challenges and Solutions (00:26:51)Isabel acknowledges that staffing is one of the biggest challenges in the industry, with a national shortage of caregivers. She suggests that residential assisted living homes offer better working conditions with lower staff-to-resident ratios, making them more attractive to caregivers. She also discusses the potential of hiring immigrants with medical backgrounds from their home countries. The Role of Technology in Assisted Living (00:31:18)Isabel highlights the increasing role of technology in the assisted living industry, including electronic medical record systems, menu planning apps, and wearable technology that can track residents' movements, vital signs, and alert caregivers in case of emergencies.  Location Considerations for Assisted Living Homes (00:25:02)When choosing a location for an assisted living home, Isabel recommends targeting areas with a high concentration of upper-middle-class residents aged 50 to 70, as they are often the decision-makers for placing loved ones in care. The Residential Assisted Living National Convention (RAL NatCon) (00:39:04)Isabel promotes the upcoming RAL NatCon conference in October 2023 in Phoenix, Arizona. The conference offers networking opportunities, educational sessions on various aspects of the assisted living industry, and insights from speakers like Kim Kiyosaki and Ed Mylett. A discount code "cashflow" is provided for listeners. 

Please join our host, Attorney Mola Bosland, as she interviews Syndication Attorneys' long-time clients Jake Stenziano and Gino Barbaro about their new educational course, "Passive Investing Pro”. They have created this course to help passive investors learn how to protect themselves and their hard-earned investment dollars when evaluating group real estate investment opportunities. Jake and Gino will share with the audience what their passive investing course entails and how it can help ensure an alignment of interests between passive and active investors in syndicated real estate projects.  Common mistakes made by passive investors (00:02:13)One of the biggest mistakes discussed is investing solely based on the sponsor's perceived credibility or popularity, such as having a podcast or writing a book, without verifying their actual track record and performance history with previous investors. The importance of truly knowing, liking, and trusting the sponsor is emphasized, but it is also stressed that passive investors need to go beyond that and conduct thorough due diligence. The three-step framework: Sponsor, Alignment of Interests, and the Deal (00:06:22)Jake and Gino introduce their three-step framework for evaluating passive investment opportunities: 1) The Sponsor (the jockey), 2) Alignment of Interests (the saddle), and 3) The Deal (the horse). They emphasize the importance of thoroughly vetting the sponsor team's experience, track record, and business plan, as well as ensuring that the interests of passive and active investors are aligned. Evaluating the Sponsor (00:13:31)When evaluating the sponsor, Jake and Gino recommend looking beyond just their years of experience and instead focusing on their actual track record and performance history with previous investors. They suggest asking about deals where the sponsor may have lost money and how they handled those situations. Alignment of Interests (00:19:01)Jake and Gino stress the importance of ensuring that the interests of passive and active investors are aligned. This includes understanding the fee structure, verifying that the sponsor has their own capital invested in the deal (skin in the game), and ensuring that the distribution of returns and cashflows is structured in a way that incentivizes the sponsor to perform well on behalf of passive investors.Evaluating the Deal (00:21:10)When evaluating the deal itself, Jake and Gino recommend focusing on factors like the property's vintage and condition, median income of the area, current rents versus market rents and the sponsor's assumptions for rent growth, the quality of the property management company, and the financing terms (e.g., agency debt versus bridge loans). They also suggest requesting the sponsor's underwriting assumptions, rent rolls, and other documentation to verify the deal's viability.Current market conditions and opportunities (00:51:05)Towards the end of the discussion, Gino expresses his belief that the current market conditions present an opportune time for investing in real estate, likening it to the 2010-2011 period following the previous recession. He encourages viewers to tune out the noise and negative sentiment, as he sees opportunities arising over the next 12-24 months for those willing to take a long-term perspective.

Attorney Mola Bosland interviews Syndication Attorneys' client Kevin Thueson. This is part of our Beyond Multi-family ebook Series, teaching our audience about other asset classes they can invest in.  Our guests will share valuable insights on what sets campgrounds apart from other real estate asset classes and how to handle the unique challenge of seasonality. Learn the art of balancing long-term tenants with transient guests, and the marketing strategies that keep parks bustling year-round. We'll also discuss the pros and cons of the franchise model, as well as financing challenges and the evolving landscape of investor returns. In this episode of the Raise Capital Legally podcast, Krisha Young, Mola Bosland, and Kevin Thurston dive deep into the world of campground and RV park investments. Kevin, who owns seven campgrounds across multiple states under the KOA franchise, shares his experience and insights into this unique asset class including valuable insights on what sets campgrounds apart from other real estate asset classes and how to handle the unique challenge of seasonality. Learn the art of balancing long-term tenants with transient guests, and the marketing strategies that keep parks bustling year-round. We'll also discuss the pros and cons of the franchise model, as well as financing challenges and the evolving landscape of investor returns. Key Discussion Points:Introduction & Background (00:00): Krisha introduces the topic and guests, including Kevin's journey from CPA to campground investor.Kevin's Portfolio (00:03:23): An overview of Kevin's campground portfolio and the benefits of location selection.Due Diligence & Value-Add Strategies (00:11:30): Kevin details his process for site inspections, market analysis, and revenue enhancement.Growth Plans (00:18:35): Ambitious plans to expand a $200 million portfolio, leveraging undervalued assets.Challenges & Seasonality (00:23:12): How to navigate seasonality, manage operations, and mitigate risks in campground investments.Marketing & Guest Experience (00:35:21): Marketing strategies and ensuring top-tier hospitality for guests.Q&A Session (00:56:01): Kevin answers audience questions on various investment-related topics.Join us to learn how Kevin successfully navigates this fragmented industry and his strategies for long-term growth. Don't forget to like, subscribe, and hit the notification bell for more insightful discussions on legal capital raising and real estate investments!

Join Our Very Own Securities Attorneys, Kim Lisa Taylor and Mola Bosland, as they discuss the common mistakes Real Estate Syndicators make and how you can avoid them. During this event, Kim and Mola will share some of the things that have caused their clients' offerings to fail; and some tips that can help you succeed.Action Items00:06:08 Build an investor database by talking to potential investors daily, networking, and establishing relationships before seeking capital for deals.00:14:07 Avoid over-diversifying fund offerings by focusing on a specific asset class and geographic area where you have a proven track record.00:24:23 Thoroughly review and understand loan terms, particularly for bridge debt, and seek long-term loans or extensions whenever possible to mitigate risks.00:20:37 Hire securities attorneys during the due diligence period when a purchase and sale agreement is signed and after reviewing property financials.00:26:29 File securities notices with the SEC and state agencies within required deadlines to avoid fines, loss of exemptions, or regulatory actions.00:31:57 Fully disclose compensation structures for the management team to investors in the private placement memorandum (PPM) or explicitly state that compensation amounts are unknown but could be substantial.00:46:57 Seek out reputable coaching programs or experienced mentors, particularly for new syndicators, to avoid common pitfalls and develop necessary skills.

In this podcast, host Kim Lisa Taylor, Esq. interviewed Marcin Drozdz, an active investor and entrepreneur who has raised significant capital for businesses and real estate acquisitions. Key topics included Marcin's background and inspiration for becoming an entrepreneur, his approach to capital raising, positioning deals in the marketplace, generating investor leads, and structuring the investor process. He emphasized the importance of focusing on one's strengths, building a high-performance team aligned with the company's values and beliefs, and maintaining leverage by cultivating a base of smaller investors rather than being beholden to large institutional investors. HighlightsMarcin's book, "Unlimited Investor Leads," covers deal structuring, splitting money fairly with investors, cash distributions, and waterfalls. It also outlines his "Easy Method" process method.Email Marcin at marcin@marcindrost.com to receive a free digital copy of his book or purchase the physical copy on Amazon.Marcin will be presenting the keynote speech at the Limitless: The Financial Freedom Expo 2024 in Dallas at the end of August 2024.Among his suggestions:Choose a software portal for your investment that is easy for investors to navigate, without too many unnecessary bells and whistles. In the early stages, focus spending on legal, accounting, and getting in front of investors rather than expensive software.Consider implementing a "Code of Honor" with core beliefs and principles to build a high-performance team

Please join our host, Attorney Kim Lisa Taylor, as she interviews Syndication Attorneys' very own Client Success Coach, Krisha Young, about how to overcome mental barriers that may be holding you back from achieving your real estate syndication or investing goals.Krisha has experience as a personal development coach. She is a regular co-host of our Clients-Only Weekly Masterminds and also helps our clients create their Investor Marketing Plans.Episode at a glance:What mental barriers are, including past programming, fear, and negative self-talk, and strategies to bring them to the forefront and overcome them.The difference between fixed and growth mindsets, common misconceptions that hinder goal achievement, and how to address them effectively.The importance of consistent habits and routines in overcoming mental barriers, and tips for cultivating positive self-talk through practices like gratitude and celebrating wins.Practical tools for overcoming self-imposed barriers, such as visualization and goal-setting techniques, and how to create a supportive environment through awareness of one's surroundings and influences.

Join us as our host, Attorney Kim Lisa Taylor interviews  Hitomi Yasuda and Hans Christian Seelinger about why competent underwriting is so important when evaluating potential deals for real estate syndication purposes. Kim and her guests delve deep into real estate underwriting, explaining the common mistakes real estate investors make and how you can avoid them.Episode at a glance:Hans' self-taught real estate journey from Venezuela.Hitomi's transition from the clothing industry to real estate.Key underwriting principles and risk assessment.Challenges of managing tenants, vendors, and staff.Best practices for conservative underwriting and market cycles.

Attorney Kim Lisa Taylor interviews Troy Eckard, founder of Eckard Enterprises, about investment opportunities in mineral rights on properties that get leased to big oil companies for oil field development.Learn the difference between mineral rights and real property ownership, how mineral rights are packaged and leased, and whether mineral rights are a viable alternative to investing in real estate.Episode at a glance:What are "mineral rights"?  Strategy for buying mineral rightsHow do you get someone to lease the mineral rights you've acquired?The primary risks of investing in mineral rights related to oil and gas

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 pre-existing or substantive relationship required! During this podcast, you'll learn how using this game-changing exemption can help you reach a wider audience of potential investors.Episode at a glance:What is Regulation Crowdfunding and how is it different from Reg D, Rule 506?  Learn about what funding portals are and how they workDiscover the dollar limit an issuer can raise in a 12 month periodWhen are audits triggered and how frequently are they required? 

Join us as our host and Attorney Kim Lisa Taylor and Syndicator Vinney Chopra preview their upcoming one-day virtual event called "Learn How to Syndicate Real Estate in One Day." What is real estate syndication? Pooling funds from private investors so you can buy more and bigger real estate deals of any asset class.During this podcast, Kim and Vinney — both pros in the real estate syndication world — will discuss what it takes to successfully syndicate real estate, the top mistakes beginning syndicators make, and what holds people back from achieving their investing goals.Episode at a glance:Getting comfortable as a syndicatorCommon things that hold people back from achieving their real estate investing goals What happens when people try to syndicate on their own without getting proper training or guidance

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 most effective marketers we know.Episode at a glance:The difference between a retirement account and a self-directed IRAThe benefits of investing with an IRARed flags that could prevent a custodian from releasing an investor's funds to a SyndicateWhat is UBIT and how does it affect an IRA Investor?

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 benefits of utilizing an investor management platform to streamline operations, enhance communication, and improve investment management for both syndicators and their investors.Investigate and understand the impact of emerging technology trends on commercial real estate investing, including the roles of blockchain, artificial intelligence, and the Internet of Things in transforming property transactions, management, and market analysis.Explore the integration of artificial intelligence with CashFlow Portal to enhance the capabilities of real estate syndicators, focusing on potential applications and benefits.

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 assetsThe business strategy David employs when looking at student housingHow to determine if a property is viableUncovering the risks involved in investing in student housingHow David manages small properties and tenants 

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 primary reasons ordinary people want to invest in real estateWhere should someone start their real estate journeyHow to find properties Strategies for building generational wealthHow to scale

 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 Syndication Work? Types of Real Estate Syndication Risks Involved in Real Estate Syndication How to Invest in Real Estate Syndications How is Cash Distributed in a Syndicate? The 12 Ways a Syndicator Can Be Compensated What are the Rewards of Syndication for Passive Investors? 

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 have taught thousands of people across the globe what it takes to succeed in multifamily real estate investing over the last 10 years.Episode at a glance:How to you know if you have a good dealA red flag in a real estate deal that would cause Jen and Stacy to walk away fromHow did Jen and Stacey got 28k people in your database 

Our host, Attorney Kim Lisa Taylor,  will be interviewing 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 will get 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 success. He will help you understand why going it alone can cost you big, in terms of time, money, and lost opportunities.   Episode at a glance:Learn what a PSA is and why you shouldn't just use a template for oneGain an understanding of why it is important to have an attorney help with review of loan documentsDiscover what you should be looking for in a title insurance commitmentExplore the types of legal agreements commonly required by commercial real estate investors

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-Warehousing Space?How To Find Tenants for Your BuildingsWhat Kind of Properties are Suitable for Co-Warehousing?  What Kind of Staff Do You Need to Man a Co-Warehousing Space?  

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 in the multi-family spaceThe best strategy for sending LOI'sWhat you should be doing if you want to find deals

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 Glance:How to spot vacant standalone buildings and approach large tenantsBrokers' indifference toward vacant buildingsWhat is NNN?Cherif's negotiation method of a sale in 60 days with a 45-day due diligence period

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 Through MultifamilyMaximizing Wealth in Emerging MarketsThe Holy Trinity of Real EstateThe Power of Effective CommunicationThe Importance of Building Your Investor Database

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 mindHow and when you need a fund administratorHow having a fund administrator will elevate your credibility with investors

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; why it's a great alternative to multi-family, and how you can learn more so you can add this asset class to your own toolbox.Episode at a glance: Do mobile parks include RV parks?Characteristics to look for in a mobile home parkHow Mario self-manages his mobile home parksHow Mario found investors for his early deals

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 complexesHow to gauge the viability of potential dealsHow to best manage your investmentsAnd the outlook for the market in the coming monthsGuest BioAs Co-Founder and Director of Investment Strategy at LeavenWealth, Chris oversees the acquisitions of assets and business development activities. He also directs the overall investment strategies of LeavenWealth.Over the past seven years, he has acquired 2,700 apartment units worth $228 million throughout the Midwest. Chris owns Brick Town Construction, Brick Town Property Management, and Liquid Lending Solutions.

In this episode, Kim Lisa Taylor is joined by Niko Ludwig, the founder of BetterPitch, to delve into the vital role of effective communication within real estate syndication and private equity. Together, they explore the power of well-crafted pitch decks, investor reporting decks, and investment sale decks tailored explicitly for the real estate industry. The episode at a glance:Discussion about the challenges of creating financial models and pitch decksExplanation of real estate private equity and syndicationImportance of investor reporting and updatesBenefits of professional investor reporting decksExplanation of buyer decks and their role in property salesThe need for professional disposition decks

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 offeringExploring the intricacies of Rule 506(b) and Rule 506(c)Learn to distinguish specified and unspecified fundsWhy you should avoid "kitchen sink offerings"Understanding investor preferences and market demandStrategies for cultivating strong investor relationships

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 investors under Rule 506(b)What is Regulation D Rule 506(c) and what does it mean?Who is entitled to the exemption from broker-dealer registration?Should you use the Regulation D, Rule 506(b) or Rule 506(c) exemption for your deal?

In this podcast, host Kim Lisa Taylor and special guest Isabelle Guarino of RAL (Residential Assisted Living) Academy explore the nuts and bolts of setting up a residential assisted living facility, including using syndication to fund acquisition and retro-fitting of the building, obtaining the appropriate licenses, setting up operations, and more. The episode at a glance;-What is Residential Assisted Living-The difference between an RAL and a nursing home or "big box" facility-What kind of properties should people be looking for to create an RAL facility-What kind of licensing or regulatory requirements are required for operators of RAL facilities-Typical syndication structure for an RAL facility-How much money is typically needed to acquire and set up an RAL facility acquisition-How long does the process take from acquisition to full occupancyGuest BioIsabelle Guarino is the COO of Impact Housing Group. She trains and coaches entrepreneurs and investors at the Residential Assisted Living Academy. With a background in Business Marketing and Communications, from interning at Walt Disney World to working at two Fortune 500 companies, she is a true leader in business development and operations. She is responsible for the creation and success of RAL National Convention, RAL National Association, Recovery Housing Academy, Pitch Masters Academy, and most of the Impact Housing Group's companies.For more information, head to https://residentialassistedlivingacademy.com/

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 role they fulfill for their fund.  -09:27 - The kind of deals Mark and Joseph are looking for, “we encourage any operator to bring us a deal and let us say no as opposed to assuming we're not interested.”-16:04 - Why Mark and Joseph's fund won't take the place of finding your own LP -25:00 - Fund-raising techniques that have worked for Mark and Joseph-29:40 - How to build investor and operator relationships -42:42 - Proof of funds without a hard arrangement in placeGuest BioJoe Harriman joined CTC in April 2006 as Operations Manager and Head of Investor Relations for CTC Alternative Strategies, Ltd. Prior to CTC, he spent several years in Institutional Client Services at Calyon Financial, and the Chicago Board of Trade. Since 2006 at CTC, he has managed the operations of a multi-strategy proprietary trading company focused on global trading in equities, fixed income, and various derivatives. From 2017 to Present, he served as COO of the Manager. In this capacity, he successfully formed two real estate funds acquiring over $500 million in multi-family real estate. He received his B.S. in Finance from Arizona State University in 1995 and his M.S. in Financial Markets from the Illinois Institute of Technology in 2005. He received his CFA Charter in 2004 and is a member of the CFA Society of Chicago. Mark Purtell joined CTC in June 2001 as a trading assistant and worked on the trading side of CTC until transitioning to Head of Real Estate Acquisitions and Development in 2020.  He has split his time between trading and real estate with CTC since 2018. He expanded the network of operators to increase deal flow. He created the proprietary real estate model and is responsible for tracking existing deals in the portfolio and assisting in quarterly reporting. Since 2002, he has been active in the Chicago market for his own account with a focus on multifamily investments. He received a B.S in Finance from University of Illinois in 2001. He holds Series 4, 7, 24 and 57 licenses.For more information, head to https://www.ctcwealthmanagement.com/, email wealthmanagement@chicagotrading.com and call 312-863-8079. 

When interest rates go through what they have over the last 18 months, the biggest concern for investors is how that will impact their ability to borrow money and raise capital.If you look at loan amounts, it might appear as if borrowers don't want to lend, but the truth is funds are still available, we just have to have clarity around what we want to achieve.What are some of the changes that interest rates have brought to the marketplace? How do we make sure we still reach our goals?In this episode, commercial mortgage broker, founder of Atlantic Investment Capital, and the author of “Borrow Smart!” Eric Stewart talks about the state of loans in the way of interest rates.Three Things You'll Learn In This Episode-Buffer your borrowingWith interests changing frequently, how do we build flexibility into the loans we take? -How navigate multiple lendersIs it better to deal with a mortgage broker, or should we just go directly to the lender?-Non-recourse vs. recourse loansWhat are the options we have for loan structure? Guest BioEric is a commercial mortgage broker, founder of Atlantic Investment Capital, and the author of “Borrow Smart!: Learn The "Not So Secret" Weapons Of Successful Commercial Real Estate Investors”. Buy the book here, to reach out to him send an email to erics@atlanticic.com or call/text 800-916-9005.