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
Sep 23, 2021 • 58min
How to Build a Real Estate Portfolio From $3M to $30M Deals
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
Sep 16, 2021 • 59min
How to Resell Interests in a Securities Offering With SyndiGate
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
Sep 9, 2021 • 1h 4min
Why Having The Right Commercial Property Insurance Matters
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
Sep 2, 2021 • 45min
How To Change Your Tactics When You Can't Find Deals
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
Aug 19, 2021 • 56min
Is this Your Year to Syndicate? What Are you Waiting For?
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
Aug 16, 2021 • 52min
What’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective With Julie Peterson
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
Aug 9, 2021 • 43min
Using Tried and True Sales Techniques to Close Deals with Investors • with Mauricio Botero
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
Jul 29, 2021 • 57min
Do You Need A Securities License to Syndicate Real Estate?
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
Jul 22, 2021 • 53min
How To Bring 1031 Exchange Investors Into Your Real Estate Deals
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
Jul 15, 2021 • 54min
How to Keep CyberHacking from Happening to You
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
