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
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
Jul 8, 2021 • 51min
How to Get HUD Financing for Multifamily and Assisted Living Properties
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
Jul 1, 2021 • 56min
How To Determine Investor Suitability And Establish Substantive Relationships
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
Jun 24, 2021 • 46min
Raise More Capital Through Digital Automation, With Dr. Adam Gower, Ph.D.
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
Jun 17, 2021 • 53min
Asset Protection in Your Syndicate: How it Works & Why it Matters, with Clint Coons
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
Jun 10, 2021 • 1h 9min
Real Estate Deal Structures That Stand the Test of Time, with Samuel Freshman
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
