Raise Capital Legally

🔊 The Raise Capital Legally Podcast: Investing in Mobile Home Parks with Ali Nasir Ali🎙️ Episode Overview:In this episode of The Raise Capital Legally Podcast, we sit down with Ali Nasir Ali, an eighth-generation real estate investor specializing in mobile home parks (MHPs) and permanent resident communities. With a deep passion for affordable housing solutions, Ali has built his business by acquiring and revitalizing underperforming mobile home parks, turning them into thriving communities.We explore:✅ Ali’s family’s real estate journey—from India to Pakistan to the U.S.✅ Why mobile home park investing is a resilient asset class in any market condition✅ Investment strategies for high cash-on-cash returns (12-18%)✅ How to identify and improve underperforming MHPs✅ The benefits of land leasing vs. property management✅ Best secondary markets for MHP investments🎧 Listen now to gain valuable insights on mobile home park investing, secondary markets, and cash flow strategies!📌 Episode Chapters & Key Takeaways⏳ [00:00:02] Introduction & BackgroundAli shares his family's real estate legacy dating back generations.How his father built a successful real estate portfolio in Orange County, California.⏳ [00:09:22] Transition from RV Parks to MHPsThe strategic shift from RV parks to mobile home parks.Why land leasing is more profitable than home rentals.⏳ [00:18:18] Investment Strategies & Market FocusWhy Ali focuses on secondary markets like Bakersfield & Riverside County.The advantages of investing in mid-sized cities over tertiary markets.⏳ [00:23:23] How to Add Value to Underperforming MHPsIdentifying “silver bullet” opportunities for property improvements.Leveraging rent control ordinances to enhance park performance.⏳ [00:59:19] Financial Metrics & Performance GoalsHow Ali achieves 12-18% cash-on-cash returns & 22-25% IRR on exits.The buy high cap rates, sell low cap rates strategy for profitability.📚 Free Resources for Capital Raisers📖 Get our #1 Amazon Best-Selling Book on Capital Raising—FREE! 🚀Claim your copy here: https://syndicationattorneys.com/free-book/🗓️ Book a Free 30-Minute Strategy Call with our business development team:https://syndicationattorneys.com/consultation

In this episode of the Raise Capital Legally podcast, Daniil Kleyman, a real estate developer from Richmond, Virginia, shared his expertise on build-to-rent projects. Daniil discussed his journey from renovating houses to developing ground-up projects since 2008. He emphasized the importance of geographic concentration, managing properties within a 10-minute drive from his office, and maintaining in-house property management. Daniil detailed the five essential steps for evaluating land for development, including zoning analysis, site constraint assessment, density studies, financial feasibility analysis, and construction financing strategies. He also shared insights on construction financing, project management challenges, and the importance of building local relationships with regulators, contractors, and brokers. The discussion highlighted the current market challenges, including rising interest rates and construction costs, while emphasizing the long-term potential of real estate development.Introduction and Background of Daniil Kleyman (00:01:55)Daniil Kleyman introduced himself as a real estate developer based in Richmond, Virginia, with experience since 2006. He transitioned from renovating houses to development in 2014, specializing in building apartments, mixed-use projects, and maintaining a rental portfolio through in-house property management.Geographic Concentration and Property Management Strategy (00:04:02)Daniil discussed his strategy of maintaining tight geographic concentration, operating within three neighborhoods and keeping all properties within a 10-minute drive from his office. He emphasized the benefits of in-house property management for maintaining quality and efficiency.Land Acquisition and Financing Strategies (00:12:04)Daniil explained his approach to land acquisition, using cash for small residential lots and contract agreements for larger parcels. He detailed how he leverages land value in construction financing, allowing for greater leverage than purchasing existing assets.Development Process and Team Requirements (00:08:53)Daniil outlined the key professionals involved in development projects, including architects, surveyors, engineers, and land use attorneys. He emphasized the importance of having local experts who understand specific zoning and building codes.Financial Analysis and Market Considerations (00:24:11)Daniil discussed the importance of conducting thorough financial feasibility studies, using current market rents for projections, and maintaining realistic operating expense ratios. He emphasized the significance of long-term market analysis and rent growth potential.Construction Management and Project Challenges (00:37:41)Daniil shared insights on construction management challenges, including dealing with project delays, unforeseen site conditions, and the importance of thorough plan reviews. He discussed implementing penalty clauses in contracts to mitigate delays. 📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/ 🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

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

Please join Attorney Kim Lisa Taylor and co-Host Krisha Young as they interview Devana Came and Reid Stadelman. Our guests will tell us how they have created sober living facilities that provide both a community benefit and rental income. This is part of our Beyond Multi-family series, where we introduce our audience to alternative asset classes that they can turn into profitable business models (or you can just invest with our guests).Introduction to Sober Living Housing and Personal Motivations (00:00:02)Krisha Young introduced the podcast and guests Devana Came and Reid Stadelman. Devana shared her personal connection to addiction through family experiences and her motivation to create better sober living environments after seeing inadequate facilities.Operational Structure and Community Living (00:04:13)Devana explained how sober living houses function as mutually supportive environments, with residents typically coming directly from rehab facilities. She described management practices, including meeting attendance requirements and house cleaning responsibilities.Neighborhood Relations and Legal Considerations (00:09:32)The guests discussed their experiences with neighborhood relations, including dealing with pushback from neighbors and legal protections under the Federal Fair Housing Disabilities Act. They emphasized the importance of being good neighbors and maintaining property standards.Financial Aspects and Investment Considerations (00:38:07)Devana and Reid discussed the financial aspects of operating sober living facilities, including potential income levels ranging from $850 to $3,500 per bed depending on location. They emphasized the importance of maintaining quality while achieving profitability.Future Plans and Expansion (01:01:38)The guests shared their current operations of four houses with 71 beds, soon expanding to 76 beds. They also discussed plans to add residential assisted living to their portfolio to help with elderly care. 📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/ 🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation 

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

In this episode, we dive into the world of real estate investment and explore how Accessory Dwelling Units (ADUs) can become powerful tools for generating profits. Learn the ins and outs of ADU development, key strategies to maximize your returns, and tips for navigating local regulations. Whether you're an experienced investor or just getting started, this episode will show you how to unlock the potential of ADUs and create sustainable income streams in today's housing market.Understanding ADUs and Their Popularity (00:05:33)Brent explained that ADUs are secondary housing units added to existing properties, popular in California due to their flexibility for family living, rental income, and lower cost compared to purchasing new properties.Construction Costs and Planning (00:06:59)Brent discussed construction costs in San Diego, ranging from $250 to $500 per square foot, and emphasized the importance of proper planning, including site assessment, utility access, and zoning considerations.Legal and Professional Considerations (00:09:07)Brent outlined the various professionals needed for ADU development, including attorneys, architects, engineers, and utility consultants, emphasizing the importance of building a knowledgeable team.Financing Options for ADUs (00:24:48)Brent discussed various financing options, including home equity lines of credit, FHA 203K loans, Fannie Mae Homestyle loans, and private money options, highlighting the flexibility in funding ADU projects.San Diego's Bonus ADU Program (00:28:15)Brent explained how San Diego's bonus ADU program allows for additional units in exchange for providing affordable housing, detailing the requirements and benefits of the program.Challenges and Neighborhood Impact (00:33:12)Brent discussed the challenges of maintaining neighborhood character while increasing housing supply, addressing concerns about design conformity and community resistance. 📚 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. 📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/ 🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation 

In this episode, we 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.📚 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

Ryan Bakey and Austin Prevost, both CPAs specializing in real estate taxation, reveal crucial strategies for maximizing tax savings in real estate syndications. They clarify the requirements for achieving real estate professional status and discuss how cost segregation can accelerate depreciation deductions. The duo emphasizes structuring syndications for tax efficiency and the benefits of carried interest, enabling general partners to minimize taxes effectively. Their insights are essential for both limited and general partners seeking to optimize returns.

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. 📚 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