Raise Capital Legally

In this video, we sit down with George Knowlton, the creator of the NowItsDone system, a groundbreaking AI-powered tool that’s revolutionizing how real estate syndicators and small business owners streamline their operations. George shares his journey into real estate and what inspired him to develop a system that simplifies the complexities of managing multiple aspects of business.The NowItsDone system is designed to automate key tasks, including acquisition processes, asset management, and the day-to-day operations that often overwhelm business owners. This innovative tool is changing the way entrepreneurs handle these critical functions, enabling them to save time, reduce errors, and improve efficiency. By leveraging artificial intelligence, the system not only takes on repetitive tasks but also provides smarter ways to manage business growth.Throughout the video, George explains how his system addresses the unique pain points of real estate professionals and small business owners, offering practical insights into how automation can help businesses thrive. If you've ever wished for a way to finally stop feeling overwhelmed by the constant demands of running a business, this episode will give you a glimpse into how technology can simplify your life and put you on the path to more growth and success.Join the conversation and learn how to use your personal story to connect with ideal investors and take your real estate business to new heights.🔔 Subscribe to our channel and hit the bell icon to never miss an episode on real estate and investment strategies!📚 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 a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/cons...#NowItsDone #AIInRealEstate #RealEstateAutomation #SmallBusinessGrowth #Entrepreneurship #BusinessEfficiency #RealEstateSyndication #AIForBusiness #AutomationTools #BusinessSystems #StreamlineOperations #GeorgeKnowlton

Marcin Drozdz, a capital-raising expert and mentor, shares insights on leveraging your unique story to attract the right investors. He emphasizes the importance of understanding your 'Unfair Advantage'—a blend of personal narratives and experiences that resonate with potential backers. Marcin reveals strategies for crafting compelling marketing assets and maintaining strong investor relationships. He also discusses the critical role of capital raising in business growth, urging investors to prioritize storytelling as a core business function.

Hector Hernandez, founder of HDZ Real Estate Partners, shares his journey as a first-time fund manager. He discusses the nuances of launching a real estate investment fund, including the importance of crafting a compelling pitch before legal documents. Hector highlights the struggle of maintaining discipline in deploying capital, cautioning against rushing in. Team building and leveraging professional networks are key themes, as well as the lessons learned from navigating investor relations and marketing strategies. His insights are invaluable for aspiring fund managers.

How to Turn Networking Events into Deal-Making Opportunities | Raise Capital Legally PodcastIn this episode of the Raise Capital Legally Podcast, Krisha Young and attorney Kim Lisa Taylor dive into the strategies for turning networking events into gold mines! Joining them is real estate expert David Lindahl, who shares his insider playbook for mastering first impressions, building authentic connections, and following up to make lasting partnerships.Topics Discussed:✅ Mastering networking at events, including the Ultimate Partnering Event✅ Proven strategies to connect with VIPs without the awkwardness✅ Effective post-event follow-up tactics to turn relationships into real results✅ The power of content marketing and AI in building relationships✅ The mindset shift needed to scale from small investments to large portfoliosIf you want to learn how to network confidently, develop strong business partnerships, and make your next event work for you, this episode is a must-listen!🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies!📚 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/consultationDon’t forget to subscribe to our channel for more tips on raising capital legally and networking to grow your real estate business.#RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome

In this episode, Kim Lisa Taylor and Krisha Young sit down with Beth Bungay, the powerhouse behind Cash Cow Investments, to discuss her crucial role as a loan guarantor, due diligence expert, and capital raiser in real estate syndications. With decades of financial experience, Beth shares her insights on what it takes to elevate deals and investor relations, offering a wealth of knowledge for anyone serious about syndication.🕒 Timestamps:0:00 - Introduction to Beth Bungay and her role at Cash Cow Investments3:00 - Beth's journey and experience in the financial industry5:30 - The importance of due diligence in syndications9:15 - Key factors Beth considers when evaluating a deal14:00 - Protecting both personal and investor interests in a deal18:45 - How to assess and back the right sponsorship team22:30 - Beth's advice for new and experienced investors26:00 - The importance of investor communication in syndication29:30 - Closing thoughts and final tips on successful syndication🔑 Key Takeaways:Understanding due diligence in real estate syndicationsHow to evaluate and protect investmentsWhy the right sponsorship team mattersTips on raising capital and investor communicationDon’t miss out on Beth’s invaluable advice for anyone looking to succeed in real estate syndications!🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies!📚 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#RealEstateSyndication #CapitalRaising #DueDiligence #InvestmentTips #CashCowInvestments #KimLisaTaylor #KrishaYoung #RealEstatePodcast #FinancialExpert #LoanGuarantor

From Medicine to Real Estate Millions: Dr. Tyson Cobb's Transition to Real Estate Wealth FormulaIn this episode, join Attorney Kim Lisa Taylor and co-host Krisha Young as they sit down with Dr. Tyson Cobb, a semi-retired orthopedic surgeon who turned his passion for real estate into a thriving empire. With over 40 years of experience, Dr. Cobb has successfully built a diverse portfolio worth over $1 billion, including multifamily properties, RV parks, Texas vineyards, hotels, and more.As the founder of Timberview Capital, Dr. Cobb now helps professionals achieve financial independence through real estate syndications. In this conversation, he shares the key strategies and mindset shifts that allowed him to transition from a high-pressure medical career to full-time real estate investing.Whether you're just starting out in real estate or looking for ways to scale your portfolio, this episode is packed with valuable insights on escaping the traditional career grind and creating long-term wealth in real estate.Key Takeaways:Transitioning from medicine to real estateDr. Cobb's $1B real estate portfolioThe power of syndications and passive incomeHow to achieve financial independence through smart real estate investmentsDon't forget to like, share, and subscribe for more episodes that unlock the secrets to building wealth in real estate!📚 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#RealEstateInvesting #FinancialIndependence #PassiveIncome #RealEstateSyndication #InvestingStrategies

Hunter Thompson, founder of RaisingCapital.com and expert in real estate, shares his insights on navigating investment in uncertain times. He discusses the pitfalls of high projected IRRs and highlights the importance of structuring deals carefully. Hunter emphasizes advertising compliance and the rising trend of business acquisitions as investment opportunities. Listeners gain valuable strategies for adapting to market cycles and diversifying beyond multifamily real estate, empowering them to thrive in a complex landscape.

Krisha Young: Great intro! I agree, that was really amazing. I’m so excited to dive into this. So, I’m in business development at the law firm, but I’m also the capital raising success coach. I'm really passionate about the topic of faith and building a business from the inside out. And it sounds like that’s exactly what you guys have done, so I’m really looking forward to learning more about your journey. Chapter 1: TR3 Capital and the Beginnings00:03:02.280 - Matthew Teifke:TR3 Capital is really just me and Robert McLeod—my best friend growing up. Robert was actually a Navy SEAL, and he’s one of those guys that nobody thought would make it, but I never doubted him. There’s a lot to that story. After Robert got out of the Navy, he asked me, "Matt, I want to be an asset. What should I do?" I suggested he go to Texas A&M. That way, his college would be paid for, and they had a Master's program in Land Development. I had gone through a Masters of Real Estate program, so it made sense.Chapter 2: The Role of Family and Mentorship00:03:44.490 - Matthew Teifke:He ended up going for a year and a half. Then Alex Kaufman, another one of my partners, who’s my brother’s best friend, got involved. My mom was basically a second mom to both of them. We'd come home from high school, and Robert would be raiding the fridge—family, you know?Chapter 3: The Early Influence of Mom’s Journey00:04:04.520 - Matthew Teifke:The story really started with my mom. She was a single mom who raised my brother and me. My brother ended up becoming a reconnaissance marine, and I took the real estate route. Now, my brother is a preacher. My mom was literally cleaning houses, and by the time I was 17, she had 15 rental properties.Chapter 4: Lessons Learned from Mom's Real Estate Journey00:04:34.710 - Matthew Teifke:What I’ve always admired about that was how she showed me that anything is possible. She taught me what it looked like to build that kind of portfolio. But, she also showed me that acquiring houses doesn’t make you independently wealthy—you still have mortgage payments and expenses.Chapter 5: Getting Started in Real Estate00:04:54.780 - Matthew Teifke:That’s what got me into real estate. I got my real estate license in college when I was 18. My whole goal was to invest and own. I really wanted to learn every aspect of real estate. I was the first one in and the last one out of my real estate brokerage. I took notes every day.Chapter 6: Evolution into Syndication and Business Growth00:05:14.190 - Matthew Teifke:Now, 16 years later, we’re syndicating deals. I own a real estate brokerage in Austin, Texas, and we started a property management company that we’ve since sold. I also had a construction company that we sold. It’s been a lot of lessons, learning, and challenges. Even though I feel like I’ve been doing this for a long time, this is the first time I’ve dealt with a downturn in the market, so it’s been a learning experience.Chapter 7: Expanding the Portfolio with New Ventures00:05:43.778 - Matthew Teifke:We’ve bought houses, mobile home parks, RV parks, laundromats, and now, my partners and I—Alex and Robert—are focused on multifamily properties. We’re buying distressed debt on deals that people purchased in 2021, and the properties are performing well. Just two days ago, Robert and Alex signed a deal, and they’re touring every single unit today. Meanwhile, I’m working on making new connections and finding people who see the value in these kinds of deals.📚 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

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.📚 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, 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.📚 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