This episode features Samuel Freshman — acclaimed author, speaker, and icon in the Syndication world — in an encore appearance. In this presentation, “Real Estate Deal Structures That Stand the Test of Time,” Sam recounted experiences spanning more than 60 years in real estate investing. He also discussed Syndication models he has used in the past, what he’s using now, and what opportunities he sees for commercial real estate post-COVID-19.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

In this episode, Kim Lisa Taylor interviews special guest Thomas Castelli of The Real Estate CPA, who educates attendees about the tax ramifications of carried interest in real estate syndications and other implications of the Tax Cuts and Jobs Act of 2017.Thomas is an Advisory Manager for The Real Estate CPA. His team provides clients with top-notch tax and accounting advice and helps them build strategies, technology, and best practices. And his team invests in real estate, too, collectively owning 90+ properties and 300+ units.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

In this episode, Kim Lisa Taylor welcomes special guest David Lindahl of REMentor, and the two prognosticate about the multifamily investing world beyond COVID-19.Get it straight from the expert:What’s happening now?What’s in the immediate future?What’s on the long-term horizon? Will there be price dips? Will lenders loosen up? Will investors flee the Wall Street roller coaster in favor of real estateContact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

When you have downtime – as most of us do now under shelter-in-place rules – are you being as productive as you can regarding your syndication and real estate investing business? In this episode, Kim Lisa Taylor discusses actions you take and resources you can use to help you focus on your business now so that you maintain momentum down the road.Among the points covered:Creating an Investor Marketing PlanExpanding your marketing materials and brandingDeveloping investor relationshipsIdentifying books and other resources of valueContact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

In this highly educational episode, host Kim Lisa Taylor, Esq., and special guest Richard C. Wilson discuss “How to Get Family Offices to Invest in Your Real Estate Syndicates.”Richard is founder and CEO of Family Office Club, a global family office association serving more than 2,000 registered investors since 2007. Family Office Club is well known for its many educational events both across the United States and internationally each year and for the extensive resources it offers to members.Among the topics that Kim and Richard explore during the broadcast:What are family offices?How are they structured?What kinds of assets do they invest in?What do family offices look for in an investment partner?How are deals structured with family office investors?What do family offices require for “skin in the game” from syndicators?How can syndicators meet family office decision-makers?What types of education and events are offered by Family Office Club?If you’ve considered approaching family offices to invest in your deals, you want to be sure to hear what Richard has to say, as he is considered one of the leading experts in the field.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

In this episode, Kim Lisa Taylor interviews Jake Stenziano and Gino Barbaro, co-founders of JakeAndGino.com, a real estate education company specializing in multifamily apartment investing. Jake and Gino also are experienced syndicators themselves and host the popular podcast, “Wheelbarrow Profits,” among other ventures.It wasn’t that long ago that these two were just sticking their toes in the water to test what this thing called real estate investing (and syndication) was all about. Now their aim is to share the knowledge they have accumulated on the road to success so you can avoid some of the pitfalls they encountered.Some of the insights they share in their conversation with Kim include:How they discovered multifamily property and learned how to find dealsHow many LOIs they send out each monthHow they met their first investorsTheir process for getting to know investorsHow they communicate with the investors in their current dealsHow they delegate tasks among the members of their management teamAdvice for those just starting outPrograms offered by their companyContact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

Investing in Opportunity Zones has been a hot topic for investors since the program was introduced with the 2017 Tax Cuts and Jobs Act. While some embraced it right away, others have waited to see how regulation of the program would take shape. Could the time finally be right for you to consider such a strategy? In this episode, Kim Lisa Taylor and Matt Wills, the newest attorney on Syndication Attorneys, PLLC’s legal team, discuss the latest developments regarding Opportunity Zones.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

In this episode, host Kim Lisa Taylor is joined by special guest David Lindahl, who shares his insights and tips regarding surviving and prospering in today’s multifamily market. David is one of the best-known educators in the multifamily investing space, having founded RE Mentor nearly 20 years ago. Thousands of investors have attended RE Mentor’s training events over the years.Contact via: emailSyndication Attorneys WebsiteInvestor Marketing Materials

This episode features special guest Sam Freshman, longtime investor, syndicator and the author of “Principles of Real Estate Syndication” (more than 50,000 copies sold). What a treat for listeners, to be able to learn from one of the leading syndication experts in the country. We urge you to tune in so that you, too, can benefit from his wisdom.Contact: emailSyndication Attorneys Website

Choosing the right offering type — specified, semi-specified, blind pool or segregated — is one of the most important matters you’ll need to consider when creating a securities offering to legally pool money from private investors. In this episode, we examine the four to help you determine which is the best fit for your situation.Click below for related content:Specified, Semi-Specified, Segregated or Blind Pool — Which Offering Type is Right for You?Contact via: emailSyndication Attorneys Website