

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

Nov 2, 2023 • 57min
How to Think Outside the Box Investing in Co-WareHousing Space with Special Guest David Fisher
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 Glance:What is Co-Warehousing Space?How To Find Tenants for Your BuildingsWhat Kind of Properties are Suitable for Co-Warehousing? What Kind of Staff Do You Need to Man a Co-Warehousing Space? 📚 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/W8-PGTnBJpc

Sep 29, 2023 • 58min
What Should Real Estate Investors Be Doing Right Now with Special Guests Gino Barbaro & Jake Stenziano
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's and interest rates in the multi-family spaceThe best strategy for sending LOI'sWhat you should be doing if you want to find 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👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/ALRxhWXYidE

Sep 22, 2023 • 57min
How to Break Into the Retail Real Estate Investing Market with Special Guest Cherif Medawar
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, Puerto Rico.Episode at a Glance:How to spot vacant standalone buildings and approach large tenantsBrokers' indifference toward vacant buildingsWhat is NNN?Cherif's negotiation method of a sale in 60 days with a 45-day due diligence period📚 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/Hdq7QlWqftQ

Aug 28, 2023 • 56min
What Makes Mindset So Important to Capital Raisers with Special Guest David Lindahl
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 to Build Extreme Wealth Through MultifamilyMaximizing Wealth in Emerging MarketsThe Holy Trinity of Real EstateThe Power of Effective CommunicationThe Importance of Building Your Investor 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/mBIvFt93mTw

Aug 17, 2023 • 55min
How To Make Managing Investor Funds Easier With a Fund Administrator
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 mindHow and when you need a fund administratorHow having a fund administrator will elevate your credibility with 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/HRlrtAMkTsM

Aug 3, 2023 • 1h 4min
Mobile Park Investing: The Affordable Housing Alternative to Multi-Family
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 mobile home park investing; why it's a great alternative to multi-family, and how you can learn more so you can add this asset class to your own toolbox.Episode at a glance: Where is the best place to buy mobile home parks?Characteristics to look for when buying a mobile home parkWhat kind of amenities do you look for in a mobile home park?How Mario self-manages his mobile home parksHow Mario found investors for his early 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👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/Z_RSpe2Rqw4

Jul 20, 2023 • 1h 14min
How to Build Your Empire Investing in Small Apartment Projects Close to Home with Chris Pomerleau
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 complexesHow to gauge the viability of potential dealsHow to best manage your investmentsAnd the outlook for the market in the coming monthsGuest BioAs Co-Founder and Director of Investment Strategy at LeavenWealth, Chris oversees the acquisitions of assets and business development activities. He also directs the overall investment strategies of LeavenWealth.Over the past seven years, he has acquired 2,700 apartment units worth $228 million throughout the Midwest. Chris owns Brick Town Construction, Brick Town Property Management, and Liquid Lending Solutions.📚 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://raiseprivatemoney-re.buzzsprout.com/1610152/13253695-how-to-build-your-empire-investing-in-small-apartment-projects-close-to-home-with-chris-pomerleau

May 18, 2023 • 55min
Is Your Offering Viable?
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 offeringExploring the intricacies of Rule 506(b) and Rule 506(c)Learn to distinguish specified and unspecified fundsWhy you should avoid "kitchen sink offerings"Understanding investor preferences and market demandStrategies for cultivating strong investor relationships📚 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/jfRw4Ym6JNs

May 4, 2023 • 1h
How To Legally Compensate Capital Raisers And Finders And What Happens When You Don’t
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 you make offers to investors under Rule 506(b)What is Regulation D Rule 506(c) and what does it mean?Who is entitled to the exemption from broker-dealer registration?Should you use the Regulation D, Rule 506(b) or Rule 506(c) exemption for your deal?📚 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/bx2yNai_Xwc

Apr 20, 2023 • 45min
How to Set Up a Residential Assisted Living Syndicate with Isabelle Guarino
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 Assisted Living-The difference between an RAL and a nursing home or "big box" facility-What kind of properties should people be looking for to create an RAL facility-What kind of licensing or regulatory requirements are required for operators of RAL facilities-Typical syndication structure for an RAL facility-How much money is typically needed to acquire and set up an RAL facility acquisition-How long does the process take from acquisition to full occupancyGuest BioIsabelle Guarino is the COO of Impact Housing Group. She trains and coaches entrepreneurs and investors at the Residential Assisted Living Academy. With a background in Business Marketing and Communications, from interning at Walt Disney World to working at two Fortune 500 companies, she is a true leader in business development and operations. She is responsible for the creation and success of RAL National Convention, RAL National Association, Recovery Housing Academy, Pitch Masters Academy, and most of the Impact Housing Group’s companies.For more information, head to https://residentialassistedlivingacademy.com/📚 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/a0BmefhssNc