

Raise Capital Legally
Kim Lisa Taylor
Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Capital Legally" host and Corporate Securities Attorney Kim Lisa Taylor, and co-host Krisha Young guides you through this complex and confusing world. Learn how to raise all the capital you need for real estate or small business and avoid legal potholes. Each episode either teaches a subject related to capital raising or interviews service providers who offer services investors need as they grow their businesses. At the end of each show, Kim and her guests take live questions from the audience. Kim is not just an attorney, she's also an investor. She has owned or controlled 30 rental properties; has been a general partner in a land development project; and currently owns vacation rentals. She is also the author of two Amazon best sellers on how to raise capital legally. Kim and her team have helped hundreds of clients raise ~$4B.Information discussed during this podcast is of a general, educational nature and should not be construed as a legal advice. Get one of our Amazon Best-Sellers mailed to you. Text the word SYNDICATE to 844-796-3428 and give us your address.
Episodes
Mentioned books

May 30, 2024 • 1h 26min
Why Good Underwriting is So Important in Syndicated Deals
Join us as our host, Attorney Kim Lisa Taylor interviews Hitomi Yasuda and Hans Christian Seelinger about why competent underwriting is so important when evaluating potential deals for real estate syndication purposes. Kim and her guests delve deep into real estate underwriting, explaining the common mistakes real estate investors make and how you can avoid them.Episode at a glance:Hans' self-taught real estate journey from Venezuela.Hitomi's transition from the clothing industry to real estate.Key underwriting principles and risk assessment.Challenges of managing tenants, vendors, and staff.Best practices for conservative underwriting and market cycles.📚 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👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/_F1eDZj0GNE

May 16, 2024 • 51min
How to Own Mineral Rights as an Alternative Asset with Special Guest Troy Eckard
Attorney Kim Lisa Taylor interviews Troy Eckard, founder of Eckard Enterprises, about investment opportunities in mineral rights on properties that get leased to big oil companies for oil field development.Learn the difference between mineral rights and real property ownership, how mineral rights are packaged and leased, and whether mineral rights are a viable alternative to investing in real estate.Episode at a glance:What are "mineral rights"? Strategy for buying mineral rightsHow do you get someone to lease the mineral rights you've acquired?The primary risks of investing in mineral rights related to oil and gas📚 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👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/pD8Fnc_wwwg

Apr 25, 2024 • 1h 3min
How To Use Regulation Crowdfunding To Advertise For Investors
Join us as our host, Attorney Kim Lisa Taylor, interviews Fred Peña of Ridge Crowdfunding about how you can use the Regulation Crowdfunding exemption to freely advertise your deals and raise capital from anyone.They discuss the rules, limitations, mechanics and advantages of this important exemption - and how you can use it to help even non-accredited, unsophisticated investors participate in your real estate offerings – with no pre-existing or substantive relationship required! During this podcast, you'll learn how using this game-changing exemption can help you reach a wider audience of potential investors.Episode at a glance:What is Regulation Crowdfunding and how is it different from Reg D, Rule 506? Learn about what funding portals are and how they workDiscover the dollar limit an issuer can raise in a 12 month periodWhen are audits triggered and how frequently are they required? 📚 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👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/AJshTOFEr5A

Mar 28, 2024 • 1h 5min
How To Profit By Accepting IRA Investors In Your Syndicate
Kaaren Hall, a thought leader in the self-directed IRA space, shares insights on the benefits of investing with an IRA and red flags to watch out for. The discussion covers the difference between retirement accounts and self-directed IRAs, the impact of UBIT on IRA investors, and how to navigate complexities when incorporating IRA investors into syndicates.

Mar 14, 2024 • 1h 1min
How the Right Technology Can Help You Manage Your Investors With Special Guest Perry Zheng
Join Perry Zheng, Founder of CashFlow Portal, as he talks about technology transforming real estate investing. Topics include AI, investor management platforms, blockchain, and the integration of AI in syndication. Learn how technology enhances operations and communication in commercial real estate investing.

Jan 18, 2024 • 1h 1min
How to Be Successfully Unemployed with Real Estate With Special Guest Dustin Heiner
Kim Lisa Taylor interviews Dustin Heiner, founder of Master Passive Income, about building lasting wealth with real estate investing. They discuss starting in real estate, finding properties, building generational wealth, and unique real estate conference experiences.

Jan 4, 2024 • 1h 3min
12 Ways You Can Earn Money As A Syndicator
Attorney Kim Lisa Taylor divulges the "12 Ways You Can Earn Money as a Syndicator."She discusses how syndication works and how it can benefit both seasoned and novice real estate entrepreneurs and their passive investors. She also covers the risks, rewards, and the process involved.Episode at a glance: What is Real Estate Syndication? The Benefits of Real Estate Syndication How Does Real Estate Syndication Work? Types of Real Estate Syndication Risks Involved in Real Estate Syndication How to Invest in Real Estate Syndications How is Cash Distributed in a Syndicate? The 12 Ways a Syndicator Can Be Compensated What are the Rewards of Syndication for Passive Investors? 📚 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👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/K0dOCLCNo3A

Dec 14, 2023 • 1h 16min
How to Avoid Losing Money in Today's Real Estate Market
Attorney Kim Lisa Taylor, quizzes Jen and Stacy Conkey regarding their best tips on how to avoid losing money in real estate, especially in today's market.Stacy and Jen have 20+ years experience as entrepreneurs and real estate investors. Through their diverse real estate experiences, Jen and Stacy know what it takes to identify deals and make offers on properties that will build a long-lasting wealth portfolio. Jen and Stacy have taught thousands of people across the globe what it takes to succeed in multifamily real estate investing over the last 10 years.Episode at a glance:How to you know if you have a good dealA red flag in a real estate deal that would cause Jen and Stacy to walk away fromHow did Jen and Stacey got 28k people in your database📚 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👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/ZreadWuYxA4

Dec 1, 2023 • 60min
How to Overcome Challenges in Self-Storage Syndication with Christopher Cashman and Terry Morrison
Attorney Kim Lisa Taylor interviews Christopher Cashman and Terry Morrison of Equanimity Capital Partners LLC who share insights on building a profitable self-storage business. They discuss the appeal of self-storage, the importance of a strong team, investor management platforms, integrity in business, raising funds, using prefab units, and embracing challenges in self-storage syndication.

Nov 16, 2023 • 54min
7 Ways A Commercial Real Estate Attorney Can Help Syndicators Do Better Deals
If you don't understand the difference between real estate counsel and corporate securities counsel, here's your chance to hear it from 2 experts. During this Podcast, Attorney Kim Lisa Taylor will interview Bishoy Habib, a Commercial Real Estate Attorney and Syndication Attorneys' Team Member. Bishoy will explain why having a Commercial Real Estate Attorney involved in your syndicated deals is crucial to your success. He will help you understand why going it alone can cost you big, in terms of time, money, and lost opportunities. Episode at a glance:Learn what a PSA is and why you shouldn't just use a template for oneGain an understanding of why it is important to have an attorney help with review of loan documentsDiscover what you should be looking for in a title insurance commitmentExplore the types of legal agreements commonly required by commercial real estate investors📚 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👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/GW0HYGnpdr4