Raise Capital Legally

Our October-November 2021 podcast, “Capital Raisers & Finders Fees,” featured special guest Michael Fugler, a Securities Attorney with 50 years’ experience. He and Kim discussed the need for anyone raising capital to strictly adhere to SEC and state securities regulations in order to avoid severe civil or criminal charges. Contact : email Syndication Attorneys Website Investor Marketing Materi...

This episode of the podcast featured special guest Danny Kattan discussing “The Impact of Technology on Real Estate.” Danny is a Founder and the Managing Partner of Capital Markets for PIA Residential (PIA), a multifamily private equity real estate investment firm that has purchased more than 500 properties since its establishment in 2009. PIA currently manages a proprietary real estate portfolio...

In this episode of our podcast — “What’s the Skinny on Assisted Living Investments?” — special guest Vinney Chopra spoke with host Kim Lisa Taylor  about his many pursuits, including his latest experience with assisted living investments. Contact : email Syndication Attorneys Website Investor Marketing Materials

This conversation with Daniil Kleyman is your chance to learn the ins and outs from a real estate development expert. Daniil has not only done ground-up development, he’s also written a training course on it.  Instead of looking for value-add deals that are hard to find, you could be overlooking profitable development opportunities in your own back yard. Daniil will teach us what to look for, what...

In this episode, Kim Lisa Taylor interviewed Stacy Sherman of Cost Segregation Services, Inc. Their discussion focused on how cost segregation can save investors a lot of money on their syndication deals, meaning there’s more money to share with investors and more money perhaps for the management team as well – and far less going to the IRS. Contact : email Syndication Attorneys Website Investor M...

In this episode, Kim interviews longtime Syndication Attorneys, PLLC clients Bill Brancucci and Patrick Castelli about their journey from beginning syndicators just five years ago to now running Citadel Real Estate Group, a multimillion-dollar investment firm with $110 million in assets under management for some 250 investors. Bill and Patrick share how they got started, where they turned for the...

In this episode, Kim Lisa Taylor, Esq., welcomed guests Simen Ruge and Jackson Stith, co-founders of SyndiGate Capital, LLC, which focuses exclusively on brokering secondary equity positions in middle-market commercial real estate investments. They discussed various scenarios in which an investor might want to exit a syndicate, or change its terms, including: You as an investor may want out of you...

Insurance can be a complex and/or intimidating topic to many investors, but this is one subject you want to fully understand. In this episode, special guest Jeff Jones from Insurance Office of America guides us through the ins and outs of having the right insurance and making sure your claims get properly covered. Not having the right insurance, or using the wrong company or agent, can mean all th...

We know the current market cycle is making it hard to find deals. Prices are high; cap rates are low; interest rates are on the rise; and the good deals seem to be drying up. If you have chosen the path of a real estate syndicator, what can you do? In this episode, we share some actionable steps you can use now so you don’t lose any of your momentum. Contact : email Syndication Attorneys Website I...

Syndication is all about fundraising, and successful fundraising requires having a database of investors who are ready, willing and able to invest once you get a deal that needs cash. In this episode, we teach you how to create an Investor Marketing Plan that will give you all of the tools, confidence and investors you need to successfully fund your deals. We show you what you should be doing righ...

In this episode of our podcast, host Kim Lisa Taylor, Esq. interviewed special guest Julie Peterson, a senior director at Old Capital Commercial Real Estate Debt & Equity. Julie spoke on the topic: “What’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective.” Among the areas explored in the interview: Why use a mortgage broker instead of going directly to a lender? How has COVID...

In this podcast, host Kim Lisa Taylor, Esq., explored “Using Tried and True Sales Techniques to Close Deals with Investors” with special guest Mauricio Botero. If you’re in the capital raising business, you need to learn sales skills. In this podcast you will learn how mastering tried and true sales techniques can help you raise money from private investors faster than ever. And it could even help...

Our guests for this episode: Jim Raper, Chief Compliance Officer, and Tim Boykin, Corporate Counsel, from WealthForge, who discuss the whys and hows of securities licensing. Among the points addressed:  Who needs a securities license? When should you get a license? What is the process of becoming licensed? What does a license allow you to do? What if you don’t get a license? Contact : email Syndic...

Guest speaker Mark Hodges, owner of the Real Estate Law Firm, 1031 Exchange Services, and  Real  Estate IRA Services, helps us take a look at the advantages and disadvantages of various group investment structures a syndicator can pursue in working with 1031 investors, including TICs and Delaware Statutory Trusts (DSTs), and their relation to syndication. Contact : email Syndication Attorneys Webs...

As a syndicator, you too are at risk of hackers and other cybercriminals seeking to exploit you and your database of investors. In this episode, we focus on this important topic in an effort to help you protect you and your investors , who are trusting you to keep their personal and financial information secure. Our guest is cybersecurity expert Jeff Green of Jeffware. Contact : email Syndication...

Did you know the U.S. Department of Housing and Urban Development (HUD) insures loans on commercial properties, including multifamily and assisted living facilities? It’s a great tool to add to your financing arsenal for commercial real estate, with distinct advantages over traditional Fannie Mae and Freddie Mac loans. In this episode, HUD financing consultants Lynn Daugherty and John Peter Panaga...

In this podcast, we focus on these often-confusing aspects of adhering to SEC rules regarding securities offerings: How do you determine investor suitability and when is it necessary to do so? And what about pre-existing relationships? Contact : email Syndication Attorneys Website

In this episode, “Raise More Capital Through Digital Automation,” Kim Lisa Taylor interviewed Dr. Adam Gower, Ph. D., who has created a system for raising capital online that is revolutionizing the world of syndication. We’ve told you for years that the most successful syndicators have a system in place for capturing their investors’ attention, developing relationships and keeping their attention...

In this episode, Kim Lisa Taylor interviewed Clint Coons, a founding partner of Anderson Law Group and current manager of Anderson’s Tacoma office, who discussed how asset protection works within a syndication framework and why it’s important to consider asset protection as you start to participate in multiple equity deals. Contact : email Syndication Attorneys Website Investor Marketing Materials

This episode features Samuel Freshman — acclaimed author, speaker, and icon in the Syndication world — in an encore appearance. In this presentation, “Real Estate Deal Structures That Stand the Test of Time,” Sam recounted experiences spanning more than 60 years in real estate investing. He also discussed Syndication models he has used in the past, what he’s using now, and what opportunities he se...

In this episode, Kim Lisa Taylor interviews special guest Thomas Castelli of The Real Estate CPA , who educates attendees about the tax ramifications of carried interest in real estate syndications and other implications of the Tax Cuts and Jobs Act of 2017. Thomas is an Advisory Manager for The Real Estate CPA. His team provides clients with top-notch tax and accounting advice and helps them buil...

In this episode, Kim Lisa Taylor welcomes special guest David Lindahl of REMentor, and the two prognosticate about the multifamily investing world beyond COVID-19. Get it straight from the expert: What’s happening now? What’s in the immediate future? What’s on the long-term horizon?  Will there be price dips?  Will lenders loosen up?  Will investors flee the Wall Street roller coaster in favor of...

In this highly educational episode, host Kim Lisa Taylor, Esq., and special guest Richard C. Wilson discuss “How to Get Family Offices to Invest in Your Real Estate Syndicates.” Richard is founder and CEO of Family Office Club , a global family office association serving more than 2,000 registered investors since 2007. Family Office Club is well known for its many educational events both across th...

When you have downtime – as most of us do now under shelter-in-place rules – are you being as productive as you can regarding your syndication and real estate investing business? In this episode, Kim Lisa Taylor discusses actions you take and resources you can use to help you focus on your business now so that you maintain momentum down the road. Among the points covered: Creating an Investor Mark...

In this episode, Kim Lisa Taylor interviews Jake Stenziano and Gino Barbaro, co-founders of JakeAndGino.com, a real estate education company specializing in multifamily apartment investing. Jake and Gino also are experienced syndicators themselves and host the popular podcast, “Wheelbarrow Profits,” among other ventures. It wasn’t that long ago that these two were just sticking their toes in the w...