Raise Capital Legally

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...

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&ap...

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, Puer...

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 t...

For this episode of "Raise Private Money Legally," we welcome special guest John Ruszkowski from Opus Fund Services, who discusses how and when you need a professional fund manager, and how having one will elevate your credibility with investors and make your life easier. Episode at a glance: How a fund administrator helps ensure your peace of mind How and when you need a fund administra...

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 mo...

In this episode of "Raise Private Money Legally," host Kim Lisa Taylor, Esq. interviews longtime client Chris Pomerleau of LeavenWealth Capital LLC. Kim and Chris discuss how Chris and his team have built an empire by buying small apartment complexes close to home. The Episode at a Glance: The pros and cons of investing in small multifamily complexes How to gauge the viability of potenti...

In this episode, host Kim Lisa Taylor explores the legal and marketability aspects of real estate offerings, highlighting the importance of compliance, documentation, and establishing credibility in the industry. The episode at a glance:  Two hurdles in determining the viability of an offering Exploring the intricacies of Rule 506(b) and Rule 506(c) Learn to distinguish specified and unspecified f...

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...

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 As...

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 experi...

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 in...

The key to more syndications and bigger deals is more capital. Connecting with high net worth investors allows us to tap into more money, but how do we find them in the first place?  By systematizing our social media platforms and outbound marketing strategies, we can make attracting investors effortless without taking up a lot of resources or personal bandwidth.    How do we connect with investor...

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 f...

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 w...

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 : email Syndication Attorneys Website Investor Marketing Materials

Liquidity in real estate syndicates has long been an issue, but the team at the investment platform SecondRE Inc. has a solution: a place where investors can buy and sell interests in commercial syndicates on their terms, and with the syndicators’ blessing.  When investors know they can get out easily, they’ll be more likely to get in to your deals.  Special guest Gil Siedner, VP Business Developm...

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...

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 s...

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, a...

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...

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 : email Syndication Attorneys Website Investor Marketing Materials

Our Feb. 3, 2022, podcast featured a very special guest, esteemed real estate entrepreneur and trainer Rod Khleif, who shared his “Predictions for Multi-Family Investing in 2022.” Among the topics Rod discussed with host Kim Lisa Taylor: The biggest challenges facing multi-family investors this year The markets with the most promise — and those to avoid! What syndicators can do to minimize risk fo...

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 in...

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 : email Syndication Attorneys Websi...