Syndication is all about fundraising, and successful fundraising requires having a database of investors who are ready, willing and able to invest once you get a deal that needs cash. In this episode, we teach you how to create an Investor Marketing Plan that will give you all of the tools, confidence and investors you need to successfully fund your deals. We show you what you should be doing right now to launch your syndication business.Contact: emailSyndication Attorneys Website

In this episode of our podcast, host Kim Lisa Taylor, Esq. interviewed special guest Julie Peterson, a senior director at Old Capital Commercial Real Estate Debt & Equity. Julie spoke on the topic: “What’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective.”Among the areas explored in the interview:Why use a mortgage broker instead of going directly to a lender?How has COVID changed lending requirements?How can investors be best prepared for financing a commercial multifamily asset?What direction are interest rates trending?And more.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

In this podcast, host Kim Lisa Taylor, Esq., explored “Using Tried and True Sales Techniques to Close Deals with Investors” with special guest Mauricio Botero. If you’re in the capital raising business, you need to learn sales skills. In this podcast you will learn how mastering tried and true sales techniques can help you raise money from private investors faster than ever. And it could even help you land a few more deals!Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

Our guests for this episode: Jim Raper, Chief Compliance Officer, and Tim Boykin, Corporate Counsel, from WealthForge, who discuss the whys and hows of securities licensing. Among the points addressed: Who needs a securities license?When should you get a license?What is the process of becoming licensed?What does a license allow you to do?What if you don’t get a license?Contact: emailSyndication Attorneys Website

Guest speaker Mark Hodges, owner of the Real Estate Law Firm, 1031 Exchange Services, and  Real  Estate IRA Services, helps us take a look at the advantages and disadvantages of various group investment structures a syndicator can pursue in working with 1031 investors, including TICs and Delaware Statutory Trusts (DSTs), and their relation to syndication.Contact: emailSyndication Attorneys Website

As a syndicator, you too are at risk of hackers and other cybercriminals seeking to exploit you and your database of investors. In this episode, we focus on this important topic in an effort to help you protect you and your investors, who are trusting you to keep their personal and financial information secure. Our guest is cybersecurity expert Jeff Green of Jeffware.Contact: emailSyndication Attorneys Website

Did you know the U.S. Department of Housing and Urban Development (HUD) insures loans on commercial properties, including multifamily and assisted living facilities? It’s a great tool to add to your financing arsenal for commercial real estate, with distinct advantages over traditional Fannie Mae and Freddie Mac loans. In this episode, HUD financing consultants Lynn Daugherty and John Peter Panagako provide an overview.Contact: emailSyndication Attorneys Website

In this podcast, we focus on these often-confusing aspects of adhering to SEC rules regarding securities offerings: How do you determine investor suitability and when is it necessary to do so? And what about pre-existing relationships?Contact: emailSyndication Attorneys Website

In this episode, “Raise More Capital Through Digital Automation,” Kim Lisa Taylor interviewed Dr. Adam Gower, Ph.D., who has created a system for raising capital online that is revolutionizing the world of syndication. We’ve told you for years that the most successful syndicators have a system in place for capturing their investors’ attention, developing relationships and keeping their attention until they are ready for their investment. And Dr. Gower is the expert at automating the capital-raising process in a systematic way that will enable you to concentrate on deals and have investors who pursue you.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

In this episode, Kim Lisa Taylor interviewed Clint Coons, a founding partner of Anderson Law Group and current manager of Anderson’s Tacoma office, who discussed how asset protection works within a syndication framework and why it’s important to consider asset protection as you start to participate in multiple equity deals.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials