Podcast appearances and mentions of kim lisa taylor

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

Send us a textIn this powerful episode of The Real Estate Vibe Show, Vinki Loomba is joined by a true industry expert, Kim Lisa Taylor, a nationally recognized corporate securities attorney and Amazon bestselling author of How to Legally Raise Private Money. Kim shares her wealth of knowledge on smart deal structures, scaling beyond multifamily, and navigating the complexities of the current market.Episode Highlights:Market Challenges: Kim discusses the economic factors making multifamily investments more challenging right now, from rising interest rates to tighter lending. She reveals how competition in the multifamily space has made finding viable deals harder, leaving many investors hesitant.The Shift Beyond Multifamily: The conversation turns to the need for savvy investors to explore alternative asset classes. Kim highlights the growing interest in self-storage, mobile home parks, and industrial properties—investment opportunities offering strong cash flow, recession resistance, and lower competition.The Value of Diversification: Kim emphasizes the importance of diversifying investment strategies beyond multifamily. With the right education and mentorship, investors can expand into these profitable asset classes with confidence.Key Takeaway: In today's unpredictable market, investors need to be open to alternative asset classes to mitigate risk and maximize returns. Kim advises learning about new models, teaming up with experienced investors, and connecting with mentors to broaden your horizons.

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, 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. 

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 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

To learn more about how Vinney can help you, click here - https://linktr.ee/VinneySmileChopra   Smile Always and Be Happy!   ---     Vinney, a seasoned real estate investor, joins forces with nationally recognized corporate securities attorney Kim Lisa Taylor to share his expertise on syndication success. In this insightful podcast episode, Vinney and Kim dive deep into the world of real estate syndication, covering essential topics such as:  

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

Ready to unlock the secrets of real estate syndications and take your investment game to the next level? With nearly $3 billion of security offerings drafted under her belt, Kim spills the beans on setting up syndications, compliance mastery, and strategies for syndicating with success. From newbie investors to seasoned pros, get ready to revolutionize your syndication approach! Key Takeaways: Learning the Rules of Syndication: Kim's analogy of learning to drive shines a light on the importance of mastering the legal rules of syndication to confidently navigate the landscape and drive deals to success. Preferred Returns and Deal Analysis: Delve into the world of preferred returns with Kim and discover the magic number for cash-on-cash returns that makes investors sit up and take notice — it's not what you think! Long-Term Hold Strategies: Uncover the wisdom behind aligning investor interests with realistic hold periods, and get the lowdown on market shifts that are influencing syndicators' strategies.   {{cta('67f3c6dc-3f15-4d23-a73d-1d3c3872dac4')}} Kim Lisa Taylor | Real Estate Background Securities attorney and founder of Syndication Attorneys Portfolio: $2.75B+ in securities offerings drafted for clients Based in: FL Say hi to her at:  syndicationattorneys.com Best Ever Book: How to Raise Capital for Real Estate Legally by Kim Lisa Taylor and The 1-Page Marketing Plan by Allan Dib Greatest Lesson: Every one of our clients needs a real estate coach!   Click here to learn more about our sponsors: Techvestor Rent to Retirement Delete Me BAM Capital

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

Raising private money is a viable option for entrepreneurs and business owners who are looking to fund their ventures without relying solely on traditional sources of funding such as banks or venture capital firms. However, it is important to remember that the process of raising private money is subject to a number of legal requirements and regulations which must be followed in order to ensure compliance and protect both the investor and the entrepreneur.Kim Lisa Taylor is a nationally recognized corporate securities attorney, speaker and the author of the No. 1 Amazon best selling book “How to Legally Raise Private Money". She is the founder of Syndication Attorneys, PLLC and InvestorMarketingMaterials.com and has been the responsible attorney for hundreds of securities offerings for real estate entrepreneurs who are raising money from private investors. In this Episode, Vinki & Kim chat about⁠:⁠- Kim's journey raising over 2.75 billion in offerings- How to know if you're legally selling securities- Finding the right exemption when raising capital- Why does the securities act exist?- How to structure a deal that is not considered a security- Expert insights into the regulations- When you should say no to moneyContact Kim Lisa Taylor: https://www.linkedin.com/in/kimlisataylor/If you've liked this episode, please leave us feedback through a five-star rating and comments below! Also be sure to like, share, and subscribe!The Real Estate Vibe Show!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvestmenthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

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/

Kim Lisa Taylor is a corporate securities attorney from a firm that specializes in helping real estate investors set up their businesses and individuals to get into deals legally. Her main responsibility is to help private investors and syndicators understand securities laws that they need to comply with so they can execute their deals successfully and legally.    Listen now to learn more about Kim, the importance of securities laws, and what we need to know if we're planning to become passive investors!   Key Talking Points of the Episode   00:00 Introduction 00:30 Who is Kim Lisa Taylor? 01:42 What is a private investor? 02:35 What liabilities come with being a private investor? 04:05 Why should people work with someone like Kim before investing with anybody? 05:18 What regulatory agencies does Kim help investors deal with? 06:50 What made Kim decide to be in this business? 07:40 What mistakes are people making when they first start investing in syndications? 09:44 Why is it important to vet the people you're investing with thoroughly? 10:06 What mistakes are investors and syndicators making with securities laws? 11:43 What is an exempt offering? 12:35 How do corporate securities attorneys help syndicators with exemptions? 13:15 What are the common exemptions that syndicators qualify for? 14:56 Why do federal exemptions require accredited investors to be part of the deal? 17:00 Why would people choose to not advertise their investments? 18:02 What is the importance of your track record in commercial real estate? 19:02 What is the best way to connect with Kim?   Quotables   “My favorite part is helping them figure out how to do it and how to structure it with their investors so that it's fair for everybody.”   “If you don't know them, you wanna make sure they have a track record doing what they're asking you to participate in now.”   “You wanna make sure that you understand securities laws so you understand what they have to be doing in order to legally invite you into their deals.”   “When somebody is offering an investment of money in a common enterprise with an expectation of profits based solely on the efforts of the promoter, that's called an investment contract.”   “You're gonna have to follow an exemption, so based on what you tell us on our initial interview, we'll be able to figure out which exemption is appropriate for you.”   Links   Book: How to Legally Raise Private Money https://www.amazon.com/How-Legally-Raise-Private-Money/dp/1079151885   Website: Syndication Attorneys https://syndicationattorneys.com/

Raising Capital Legally With SEC Attorney Kim Lisa Taylor   On this episode, SEC Attorney Kim Lisa Taylor, succinctly shares the most important considerations when using social media to offer deals and raise capital. These tips will not only keep your business compliant, but they will help you build lasting investor relationships.   What you'll discover: - The four types of people who don't follow securities laws - How to avoid legal trouble when posting deals online - The easiest way to structure your offerings - Why specified offerings are 85% likely close - Why fund deals are only about 15% successful and how to improve your close rate - The importance of corporate structure and securities compliance   More about Kim:   Kim Lisa Taylor, Esq., is the founder of Syndication Attorneys PLLC, a boutique corporate securities law firm that helps clients nationwide with their federal real estate securities offerings. Licensed as an attorney in California since 2002, Kim has made corporate securities law her primary focus since 2008. She has been licensed as an attorney in Florida since 2012. Kim has written more than 100 Securities Offerings and numerous Joint Venture Agreements for entrepreneurs raising money — $50,000 to $100,000 or more at a time.   Ways to connect with Kim:   https://syndicationattorneys.com/   For a free physical copy of her book, “How to Legally Raise Private Money”, visit https://syndicationattorneys.com/how-to-legally-raise-private-money/ or text “SYNDICATE” to 844-796-3428 Free Trainings on “How To Raise More Capital & Find High Net-Worth Investors on Auto-Pilot”: findmoreinvestors.com/capital   Enter our monthly raffle by leaving a 5-star review and emailing a screenshot to: reviews@findmoreinvestors.com   Connect with Yakov: https://www.linkedin.com/in/yakovsavitskiy/ https://www.instagram.com/yakovsmart7/ https://www.facebook.com/yakov.smart3   The following music was used for this media project: Music: Positive Fat Bass Intro Loop by WinnieTheMoog Free download: https://filmmusic.io/song/6093-positive-fat-bass-intro-loop License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://linktr.ee/taigasoundprod   The following music was used for this media project: Music: Just Keep Going (Loopable) by chilledmusic Free download: https://filmmusic.io/song/7245-just-keep-going-loopable License (CC BY 4.0): https://filmmusic.io/standard-license   The following music was used for this media project: Music: Business Of Dreams by MusicLFiles Free download: https://filmmusic.io/song/9392-business-of-dreams License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://cemmusicproject.wixsite.com/musiclibraryfiles   #realestateinvesting #capitalraising #realestate #passiveinvesting

In this episode, Kim Lisa Taylor digs into syndication lessons and knowledge for the passive investors who are thinking of getting internal estate syndications. Kim shares what red flags we should look out for, as well as basics of real estate  and other things about syndication every investor should know. [00:01 - 05:33] Opening Segment Kim shares about her background and how her business helps people in syndication Helping investors invest in other peoples deals  Providing help to investors in the private placement offering space related to real estate   [05:34 - 08:20] What to Look Out for in Syndicating   Investors can educate themselves thru the SEC website  Understand what a syndicator is supposed to do  Know what to look out for in documents related to syndication   [08:21- 16:08] What is Syndication in Real Estate  Someone who gathers a group of people to buy commercial real estate They help investors generate money in the deal  There are fixed and equity investors  A syndicator has a exit strategy for each deal Distinguishing what's legal and whats marketable    [16:09 - 30:57] How to Tell if Sponsors Intend to make a Return  Charging fees that are the industry norm  Fees could be an acquisition fee Asset management fee is different from property management fee Passive investors can boosts their returns  There are additional risks factors    [30:58 - 36:09] Closing Segment Quick break for our sponsors The first step to growing your wealth is tracking your wealth, income spending and everything else about your finances, you can start tracking your wealth for free and get six free months of wealth advisor.  Learn more about Personal Capital at escapingwallstreet.com  What is your favourite book?The one page marketing plan Kim Lisa Taylor's indispensable tool  Dropbox Asana's project management software   What are you looking forward to in 2023? Spring European trip Connect with Kim Lisa Taylor: Website:https://syndicationattorneys.com/ Invest passively in multiple commercial real estate assets such as apartments, self-storage, medical facilities, hotels, and more through https://www.passivewealthstrategy.com/crowdstreet/ Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. Join our Passive Investor Club for access to passive commercial real estate investment opportunities. LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes             Tweetable Quotes: “Learn how to analyze deals for yourself.” - Kim Lisa Taylor

She's a popular, in-demand speaker, a leading influencer and thought-leader in the real estate investing industry, a #1 Amazon best-selling author, and one of the nation's top syndication attorneys.   On top of that, she's also an active real estate investor, AirBNB host, and an entrepreneur who runs a service firm providing professionally edited marketing materials for clients nationwide.    And yes… she's able to manage it all herself!   It's quite the diversified enterprise that if not planned for and organized properly, can have you tied down to an office or specific location… and being a slave to your business.   But that's not the case for Kim.   Sometimes she's in Florida overlooking the Atlantic… or in San Diego paddling in the Pacific… or in Yuma soaking in the sun… or for this interview, we happened to catch her in the Pacific Northwest before she hit the lake to go boating.   Yup, she's figured out a way become totally location-independent… and can now live, work, and play from anywhere she wants in the world!   Like the idea of doing the same?   Pull out your notebook and start taking some copious notes… Kim lays out the blueprint with tips, tools, and resources on how anyone can start living a life of more fun and adventure NOW… rather than someday!   For contact info and links to resources mentioned, visit our website www.GimmeSomeMORE.info/episodes and type in the search bar: Kim Lisa Taylor

In this podcast, host Kim Lisa Taylor interviewed Jake Stenziano and Gino Barbaro of the famed Jake and Gino Mutlifamily Real Estate Investing Program. Jake and Gino shared their wisdom about what multifamily syndicators should be doing right now to deal with rising interest rates and predicted times of economic stress. Is it time to do seller financing or lease-options? Should you be creating a fund to take advantage of distressed properties? Here is your chance to learn from the experts!Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

In this episode of the Raise Private Money Legally podcast, host Kim Lisa Taylor, Esq. welcomed special guest David Lindahl of RE Mentor, who shared “What to Expect in Multi-family for 2022-2023.” Is it time to sit on the sidelines, or should you be getting your investors lined for upcoming opportunities? Listen in for guidance from the expert. Lindahl also had some exciting announcements you'll want to know about.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

You know the benefits of wise investing, but what about your friends? One way to introduce them to investing and help educate them is through an investment club. What exactly is involved in overseeing an investment club? And how do you go about creating one? In this podcast, Kim Lisa Taylor tells you how.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

Welcome to Syndication Made Easy with Vinney Chopra! Today we have Securities Attorney Kim Lisa as a guest on our weekly show. Kim Lisa Taylor is a nationally recognized corporate securities attorney, speaker and author of the No. 1 Amazon best-selling book “How to Legally Raise Private Money". She is the founder of Syndication Attorneys, PLLC and InvestorMarketingMaterials.com, whose purpose is to provide quality legal advice, offering documents, and professionally designed marketing materials for clients nationwide. Kim has been the responsible attorney for hundreds of securities offerings. She routinely teaches subjects related to legally raising private money in front of groups ranging from 50 to 1,000+ attendees.  Never forget to share this podcast, leave comments, and give 5 Star reviews! Thank you so much!  ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ ------------------------------------------------

Kim Lisa Taylor is a nationally recognized corporate securities attorney, speaker and author of the No. 1 Amazon best-selling book “How to Legally Raise Private Money". She is the founder of Syndication Attorneys, PLLC, Startup Securities Law LLP, InvestorMarketingMaterials.com, and SyndicationEducation.com, whose collective purpose is to provide quality legal advice, plain English offering documents, professionally designed marketing materials, and education for clients who are raising money for real estate, startups or growing companies. Episode Spotlights- Look out for these in your PPM - Amendments to accredited investor status- Regulation D Rule 506, Regulation S, & OFAC- Performing due diligence on foreign investors- How 1031 exchanges are applicable in syndications?- SCC laws for Fund of Fund dealsBook Recommendation:- Miracle Morning Connect with Kim- Podcast: Raise Private Money Legally - Website: https://syndicationattorneys.com/ - Grab your freebie - Tips for Multifamily Investing at www.ushacapital.comFound this episode insightful? Show us some love by spreading the word on social media or  rating and reviewing the show here - https://podcasts.apple.com/us/podcast/multifamily-ap360/id1522097213Follow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.comDisruption Works Chit Chat - Chatbots, Voicebots & Automation, with the odd lobster!Lively chats about discussing how to automate your conversation without annoying customersListen on: Apple Podcasts Spotify

In this podcast, host Kim Lisa Taylor, Esq. interviews Dave Seymour, co-star of the A&E Network television show “Flipping Boston.” Dave shared his experience on build-to-rent strategies for Syndicators, and he and Kim discussed favorable markets, phases of a build-to-rent syndicate, economic risk factors you need to consider, when to raise the money, and other important considerations.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

In this podcast, host Kim Lisa Taylor, Esq., interiewed special guest Thomas Castelli of The Real Estate CPA. Thomas has been our podcast guest a number of times and is a valuable source of tax information for Syndicators.Kim and Thomas discussed some of the most popular and lucrative tax strategies out there for investors, and Thomas shared opportunities for you to get in-depth training on the subject.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

During this podcast, guest speaker Val Despard of Despard Analytics and host Kim Lisa Taylor, Esq. discussed how using the right analytics for your deals can make or break your offering and minimize risks for your investors.Not only can a professional analytics consultant save you hours of time, it can give your investors (and you) confidence in your numbers — making them more likely to invest, and you more likely to hit your targets. You'll want to hear our guest speaker's insights.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

Syndication Made Easy with Kim Lisa Taylor Kim Lisa Taylor is a nationally recognized corporate securities attorney, speaker and the author of the No. 1 Amazon bestselling book “How to Legally Raise Private Money". She is the founder of Syndication Attorneys, PLLC and InvestorMarketingMaterials.com and has been the responsible attorney for hundreds of securities offerings for clients who are raising money from private investors.  ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ ------------------------------------------------

Syndication Made Easy with Kim Lisa Taylor Kim Lisa Taylor is a nationally recognized corporate securities attorney, speaker and the author of the No. 1 Amazon bestselling book “How to Legally Raise Private Money". She is the founder of Syndication Attorneys, PLLC and InvestorMarketingMaterials.com and has been the responsible attorney for hundreds of securities offerings for clients who are raising money from private investors.  ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ ------------------------------------------------

Today' guest is Kim Lisa Taylor is the founder of Syndication Attorneys PLLC, a boutique corporate securities law firm that provides Securities OfferingDocuments and Investor Marketing Materials for clients nationwide. Kim has been the responsible attorney for well over 300 securities offerings. Kim and the other members of the Syndication Attorneys team focus on helping small business owners/developers structure and convey their investment opportunities in a way that will attract private investors, both domestic and foreign. She routinely teaches subjects related to raising private money in front of groups ranging from 50 to 1,000+ attendees. Kim has the unique ability to convey complex legal subjects in understandable terms to audiences large and small. What you will learn Get a coach Band your company What are you buying? Why are you buying it? What are you going to do with it? Relationships are key Keep records SEC rulings Types of investors LOI's Raising money Offerings Commissions Fund of funds Kim Lisa Taylor, a long time friend of Vinney Chopra, gives the goods in this episode. If you are looking for the answer on how to pull money together, then this podcast is for you. Kim goes into detail on the 10 steps to becoming a successful real estate syndicator. This podcast has so many golden nuggets; it is incredible. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ ------------------------------------------------

This week, Vinney and I had the privilege to have Kim Lisa Taylor, Vinney's go-to SEC attorney on the show. Vinney and Kim have done 26 syndications together. She gives the do's and don'ts of the syndication rules when it comes to complying with the rules of the SEC. Kim explains the difference in how to market to different types of investors and the difference between 501B and 501C. She also gives invaluable information to keep your business and investors protected. Kim makes sure that her clients have a deep understanding of the SEC rules and regulations when dealing with other people's money. The wealth of knowledge that Kim brings to the table is impeccable. If you are in the syndication space, you need someone like Kim on your side. She goes into so much detail in this podcast that she probably should have charged us for the education. MUST LISTEN TO…….. - What are the top 3 mistakes that new syndicators make? - How do you raise money for your syndications? - Transparency is key. - Take care of your investor's money before yours. - Follow the rules and be trustworthy. - Can you market for investors on social media? - Can you find the deal and then find the investors? - 1-2-3 Rule - Keep records Kim Lisa Taylor, Esq. Syndication Attorneys, PLLC Saint Augustine, FL office (904) 584-4055 Kim@SyndicationAttorneys.com www.SyndicationAttorneys.com Kim Lisa Taylor is a nationally recognized corporate securities attorney and best selling author. She is the founder of Syndication Attorneys, PLLC, a Florida based law firm that provides Securities Offering Documents and Investor Marketing Materials for clients nationwide. Kim has been the responsible attorney for hundreds of securities offerings. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ ------------------------------------------------

Episode 10: Show Notes.There are so many ways to get in trouble in the syndication business! For example, how are you finding investors? Are you allowed to advertise? How do you set up a syndication? How do you resolve issues or disputes?The legal formation at the beginning is the foundation of everything! Learn how to do it right with Kim Lisa Taylor, founder of Syndication Attorneys, PLLC. She'll explain the main rule in syndication in detail: Regulation D Rule 506(b). Know and understand the rules so you wouldn't get involved in a deal where somebody's breaking the law and get in trouble eventually. Listen to this episode now!Key Points from This Episode:Learn about the main rule that everybody – syndicators and investors – should follow: Regulation D Rule 506(b).Rule 506(b) allows somebody to put together a group with an unlimited number of accredited investors and 35 non-accredited but sophisticated investors. This rule prohibits finding investors through any means of general advertising or solicitation.Kim explains how the syndicator can prove that they have a substantive relationship with their investors before making investment opportunities available to them.Kim expounds on why it's a legal requirement for syndicators to ask investors questions about their finances. Kim shares the best practice for documentation and why it's important to have an investor management platform.Kim talks about her book and why it is helpful for both the syndicators and investors.Kim mentions specific information that people should know before they invest in a syndication.The best and most successful ones are those whose documents are written in plain English that people can understand what they're getting into, what to expect, and when to expect it.When you're investing in a real estate syndicate, you're investing for the duration of time that that property is owned, which could be indefinite.Kim talks about making sure you understand the property before you invest in it.What other information should the sponsor be able to provide?What if something happens and you need money? Could you withdraw your investment?What if the members have a dispute with the management? What do you need to consider about voting rights?Kim believes that you shouldn't invest if you can't see a way that the sponsor is getting paid while you're owning the property. Why?What is a private placement memorandum required by the SEC?What wou

In “How to Build Your Own Crowdfunding Platform,” host Kim Lisa Taylor interviewed Adam Gower, Ph.D., a true visionary and innovator whose system for raising capital online is revolutionizing the world of syndication.You will want to be sure to tune in to this podcast as he discusses how you can create a crowdfunding platform and automate your money-raising efforts so that you can concentrate on the deals themselves.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

Kim Lisa Yalor is a nationally recognized corporate securities attorney, speaker, and Amazon best-selling author. Having made corporate securities law her primary focus since 2008, Kim is well qualified and highly sought-after as a teacher and presenter at events as well as smaller gatherings of investors who want to learn more about syndication. She regularly presents educational programs and conducts training at entrepreneur, real estate investing, and crowdfunding conferences to help investors understand the complexities involved in raising private money and to keep them on the right side of the law. We chat about: Legally Raising Money From Private Investors Blind Pools and Other Types of Syndicates The JOBS Act, Crowdfunding and Advertising for Investors Writing Effective Investment Summaries for Investors Different Means of Taking Title to Investment Real Estate Selecting the Proper Securities Exemption Setting Up a Hard Money Loan Fund Using Other People's Money and Self-Directed IRAs to Fund Real Estate Transactions Including Foreign Investors in a U.S. Securities Offering Structuring Group Investments for Multifamily and Commercial Real Estate Transactions Structuring Group Investments for Hard Money Lenders Connect with Kim Kisa Taylor! Website: https://syndicationattorneys.com/ (https://syndicationattorneys.com/) LIKE • SHARE • JOIN • REVIEW http://reimastermind.net/ (Website) https://reimastermindnetwork.locals.com/ (Join the REI Mastermind Network on Locals!) https://podcasts.apple.com/us/podcast/rei-mastermind-network-real-estate-investing-strategies/id1227366661 (Apple Podcasts) https://podcasts.google.com/feed/aHR0cDovL3JlaXJvb2tpZXMubGlic3luLmNvbS9yc3M (Google Podcasts) https://www.youtube.com/channel/UC_6OpKSfSGvgGDG1qtBQw9Q (YouTube) https://open.spotify.com/show/4P66jm0Q4PMl7OoZzHMUUZ (Spotify) https://www.stitcher.com/show/rei-rookies (Stitcher) https://www.deezer.com/us/show/2148782 (Deezer) https://www.facebook.com/REIMastermindNet (Facebook) https://twitter.com/rei_mastermind (Twitter) https://www.instagram.com/reimastermindnet/ (Instagram) SUPPORT THE SHOW! Self Managing Your Rental Properties? https://app.rentredi.com/signUp/JCH191 (Get 6 months of RentRedi for $1! Click this link!) https://www.patreon.com/reimastermind (Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermind) https://bit.ly/reiappsumo (Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo) https://drop.com/?referer=3DC729 (Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729) "You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - Jack

Kim Lisa Yalor is a nationally recognized corporate securities attorney, speaker, and Amazon best-selling author.Having made corporate securities law her primary focus since 2008, Kim is well qualified and highly sought-after as a teacher and presenter at events as well as smaller gatherings of investors who want to learn more about syndication.She regularly presents educational programs and conducts training at entrepreneur, real estate investing, and crowdfunding conferences to help investors understand the complexities involved in raising private money and to keep them on the right side of the law.We chat about:Legally Raising Money From Private InvestorsBlind Pools and Other Types of SyndicatesThe JOBS Act, Crowdfunding and Advertising for InvestorsWriting Effective Investment Summaries for InvestorsDifferent Means of Taking Title to Investment Real EstateSelecting the Proper Securities ExemptionSetting Up a Hard Money Loan FundUsing Other People's Money and Self-Directed IRAs to Fund Real Estate TransactionsIncluding Foreign Investors in a U.S. Securities OfferingStructuring Group Investments for Multifamily and Commercial Real Estate TransactionsStructuring Group Investments for Hard Money LendersConnect with Kim Kisa Taylor!Website: https://syndicationattorneys.com/LIKE • SHARE • JOIN • REVIEWWebsiteJoin the REI Mastermind Network on Locals!Apple PodcastsGoogle PodcastsYouTubeSpotifyStitcherDeezerFacebookTwitterInstagramSUPPORT THE SHOW!Self Managing Your Rental Properties? Get 6 months of RentRedi for $1! Click this link!Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermindGet $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumoGet $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729"You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - Jack

In “Should You Really Start a Fund?” host Kim Lisa Taylor, Esq. explored the issues you should take into consideration before employing this strategy to raise funds for your real estate deals. She also listed 7 prerequisites to help you know whether you are ready to take the leap.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

Kim Lisa Taylor, a renowned securities attorney! Kim started her career as an environmental consultant and then transitioned to pursue her long-time passion for law. Today, Kim is a renowned securities attorney! An episode full of golden nuggets!!Kim Lisa Taylor is currently launching, Crowdfund Your Syndicate, LLC, up and hope to that up and running in near future!Contact: Syndication Attorneys PLLCIf you've liked this episode, please give us good comments and  five star rating below!Would love your feedback. Please feel free to contact us @ info@loombainvest.com Download your free ebook copy (7 reasons why syndications build long term wealth) @: https://www.loombainvest.comFollow us @: https://twitter.com/loombainvest https://www.instagram.com/loombainvestmenthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba

In this podcast episode, “Raising Capital: What Works and What Doesn't,” Kim Lisa Taylor interviewed seasoned syndicator Bill Brancucci of Citadel Real Estate Group. Bill and his Citadel partner, Patrick Castelli, are among Syndication Attorneys' most successful clients. Bill shared what the firm is doing and how they built the business into the success that it is today — valuable and inspiring information for other syndicators and those contemplating becoming one.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

In this podcast episode, “How to Source Deals and Investors,” Kim Lisa Taylor interviewed Joe Mendoza, a real estate coach, podcaster and author of two books, “Flex with a Plex” and “Make It a Comeback.” Joe shared his views on how to source deals, how to source investors, and how a coach can help you stay on track as you build your syndication business.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

CrowdStreet CEO and co-founder Tore Steen discusses various aspects of crowdfunding with Kim Lisa Taylor, including:How sponsors get their deals posted on CrowdStreet's platform, and the due diligence processWhat type of experience CrowdStreet looks for in a sponsor How long it typically takes to get documents posted and funds raised What portion of the raise CrowdStreet typically wants to doWhat deal parameters CrowdStreet looks for in specified offerings (minimum investment amounts, annualized returns, overall IRRs, duration of investment)Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

How do you legally syndicate real estate? By complying with securities laws! Not sure what they are and where you should start? Jay Tenenbaum & Seti Gershberg welcomes Kim Lisa Taylor, Esq., the founder of Syndication Attorneys, PLLC, and InvestorMarketingMaterials.com. The Investor Marketing Materials' purpose is to provide quality legal advice, plain English offering documents, and professionally designed marketing materials for clients nationwide. So if you're looking to understand what real estate syndication is and how to begin, this episode's for you. Kim has been the responsible attorney for hundreds of securities offerings. You wouldn't want to miss her in this episode. Tune in!Love the show? Subscribe, rate, review, and share! https://www.remastermind.live/

Kim is a nationally recognized corporate securities attorney, speaker, and a #1 Amazon best-selling author. In this episode, we sit down and talk with her about Syndication which is like group investing. Kim Lisa Taylor is the founder of Syndication Attorneys, PLLC, a Florida-based law firm that provides Securities Offering Documents, and InvestorMarketingMaterials.com, a service firm that provides professionally edited and drafted marketing materials for clients nationwide.  As the founder of Syndication Attorneys, Kim breaks down the basic meaning of Syndication, discusses the necessary steps in putting together a Syndication, and ways one can structure Syndication. She also talks about foreign investors, and biggest mistakes made by beginning Syndicators.  Kim has been the responsible attorney for well over 300 securities offerings.  She routinely teaches subjects related to legally raising private money in front of groups ranging from 50 to 1,000+ attendees, and is featured in the Spring 2020 edition of The Top 100 People in Finance Magazine. To schedule a free 30-minute consultation, head over to www.SyndicationAttorneys.com. Check out the profile of Kim Lisa Taylor on their website which you can read here: https://syndicationattorneys.com/about-our-founder/

On this episode of The Passive Income Attorney, Seth speaks with Kim Lisa Taylor of Syndication Attorneys. Seth and Kim discuss syndications, explain the role of sponsors in syndications, what a PPM and operating agreement is, and much more. Enjoy!