In this podcast episode, “How to Source Deals and Investors,” Kim Lisa Taylor interviewed Joe Mendoza, a real estate coach, podcaster and author of two books, “Flex with a Plex” and “Make It a Comeback.” Joe shared his views on how to source deals, how to source investors, and how a coach can help you stay on track as you build your syndication business.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

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: emailSyndication Attorneys WebsiteInvestor Marketing Materials

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 with an estimated value of $100 Million, using specially developed analytics and technology to select, evaluate, structure, finance, improve, manage, and sell assets.If you aspire to build your own massive real estate portfolio, while optimizing your time and effort, you’ll want to be sure to go back and listen to this interview and all the insights Danny had to offer.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

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: emailSyndication Attorneys WebsiteInvestor 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 to avoid and how to make it profitable.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

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: emailSyndication Attorneys WebsiteInvestor Marketing Materials

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 necessary education, how they began raising money from investors to finance bigger and better deals, and what they’re doing now. As you listen to their story, you’re sure to be inspired.Among other points discussed:How they delegate tasks between themHow they reach out to investorsWhat kind of followup it takes to get someone to investHow they develop relationships with co-guarantorsWhat they would do differently if they were to start all over againHow they have been able to upgrade properties using 1031 ExchangeStatus of current dealContact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

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 your real estate syndicate — or perhaps you want someone else out.Your syndicate is approaching its end date, and your investors want out but you want to keep it.You have a lender that needs to be paid off, but the property doesn’t qualify for refinancing yet.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

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 the difference in getting your property and liability insurance claims adequately covered.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

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: emailSyndication Attorneys WebsiteInvestor Marketing Materials