Raise Private Money Legally
Business & Economics Podcasts
Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Private Money Legally" host and Corporate Securities Attorney Kim Lisa Taylor guides you through this complex and confusing world. Learn how to raise private money and avoid legal potholes.
Each episode introduces syndicators to services they need as they grow their syndication businesses. As well, Kim takes calls from the audience and answers their questions. Her law firm has helped clients raise ~$4,000,000,000 in private money.
Kim is not just a lawyer, 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.
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.
Location:
United States
Description:
Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Private Money Legally" host and Corporate Securities Attorney Kim Lisa Taylor guides you through this complex and confusing world. Learn how to raise private money and avoid legal potholes. Each episode introduces syndicators to services they need as they grow their syndication businesses. As well, Kim takes calls from the audience and answers their questions. Her law firm has helped clients raise ~$4,000,000,000 in private money. Kim is not just a lawyer, 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. 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.
Twitter:
@kimlisataylor
Language:
English
Episodes
How To Use Regulation Crowdfunding To Advertise For Investors
4/25/2024
Join us as our host, Attorney Kim Lisa Taylor, interviews Fred Peña of Ridge Crowdfunding about how you can use the Regulation Crowdfunding exemption to freely advertise your deals and raise capital from anyone.
They discuss the rules, limitations, mechanics and advantages of this important exemption - and how you can use it to help even non-accredited, unsophisticated investors participate in your real estate offerings – with no pre-existing or substantive relationship required! During this podcast, you'll learn how using this game-changing exemption can help you reach a wider audience of potential investors.
Episode at a glance:
Duration:01:02:54
Learn How to Syndicate Real Estate in One Day Preview
4/10/2024
Join us as our host and Attorney Kim Lisa Taylor and Syndicator Vinney Chopra preview their upcoming one-day virtual event called "Learn How to Syndicate Real Estate in One Day."
What is real estate syndication? Pooling funds from private investors so you can buy more and bigger real estate deals of any asset class.
During this podcast, Kim and Vinney — both pros in the real estate syndication world — will discuss what it takes to successfully syndicate real estate, the top mistakes beginning syndicators make, and what holds people back from achieving their investing goals.
Episode at a glance:
Duration:01:03:32
How To Profit By Accepting IRA Investors In Your Syndicate
3/28/2024
Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and legislative fronts. We also ask her to share some of her marketing secrets (so you can use them to meet your own investors), as she is one of the most effective marketers we know.
Episode at a glance:
Duration:01:04:36
How the Right Technology Can Help You Manage Your Investors With Special Guest Perry Zheng
3/14/2024
Join our host, Attorney Kim Lisa Taylor, and her esteemed guest, Perry Zheng, founder of CashFlow Portal. Before founding CashFlow Portal, Perry was an engineering manager at Lyft and worked as a software engineer at both Twitter and Amazon. He will share his experience and insights into how software, artificial intelligence and technology are reshaping the real estate investing world.
Episode at a glance:
Duration:01:00:45
How To Turn Neglected Homes Into Profitable Student Housing With Special Guest David Schwartz
2/29/2024
Join our host, Attorney Kim Lisa Taylor, as she interviews David Schwartz, whose successful business model is making targeted improvements to older homes and turning them into profitable student housing. Among the issues we'll discuss are complexities in the permitting process and the screening process David uses to get high-quality tenants.
Episode at a glance:
Duration:01:01:16
How to Be Successfully Unemployed with Real Estate With Special Guest Dustin Heiner
1/18/2024
Kim Lisa Taylor, Esq., interviews Dustin Heiner, founder of Master Passive Income, about his system for building lasting wealth with real estate investing.
Dustin's expert team teaches beginners how to become successful real estate investors and create their own passive real estate income business from scratch. His ultimate goal is to help you quit your job with real estate investing.
Episode at a glance:
Duration:01:01:02
12 Ways You Can Earn Money As A Syndicator
1/4/2024
Attorney Kim Lisa Taylor divulges the "12 Ways You Can Earn Money as a Syndicator."
She discusses how syndication works and how it can benefit both seasoned and novice real estate entrepreneurs and their passive investors. She also covers the risks, rewards, and the process involved.
Episode at a glance:
Duration:01:02:50
How to Avoid Losing Money in Today's Real Estate Market
12/14/2023
Attorney Kim Lisa Taylor, quizzes Jen and Stacy Conkey regarding their best tips on how to avoid losing money in real estate, especially in today's market.
Stacy and Jen have 20+ years experience as entrepreneurs and real estate investors. Through their diverse real estate experiences, Jen and Stacy know what it takes to identify deals and make offers on properties that will build a long-lasting wealth portfolio. Jen and Stacy have taught thousands of people across the globe what it takes to succeed in multifamily real estate investing over the last 10 years.
Episode at a glance:
Duration:01:15:52
How to Overcome Challenges in Self-Storage Syndication with Christopher Cashman and Terry Morrison
12/1/2023
Our host, Attorney Kim Lisa Taylor, interviews Christopher Cashman and Terry Morrison of Equanimity Capital Partners LLC, who have built a portfolio of more than 3,100 storage units, plus 188 RV parking stalls, in five states (GA, NC, SC, AR, UT) using more than $10M in private capital in just 2.5 years! Kim gets these two pros to share their insider's view on what it takes to build a profitable self-storage business.
Duration:00:59:36
7 Ways A Commercial Real Estate Attorney Can Help Syndicators Do Better Deals
11/16/2023
If you don't understand the difference between real estate counsel and corporate securities counsel, here's your chance to hear it from 2 experts. During this Podcast, Attorney Kim Lisa Taylor will interview Bishoy Habib, a Commercial Real Estate Attorney and Syndication Attorneys' Team Member. Bishoy will explain why having a Commercial Real Estate Attorney involved in your syndicated deals is crucial to your success. He will help you understand why going it alone can cost you big, in terms of time, money, and lost opportunities.
Episode at a glance:
Duration:00:53:41
How to Think Outside the Box Investing in Co-WareHousing Space with Special Guest David Fisher
11/2/2023
Join David Fisher of Kefi Spaces and host Attorney Kim Lisa Taylor as they explore some groundbreaking ideas in commercial real estate investing.
David will share how you can buy large warehouses and carve them into small co-warehousing spaces. He maximizes profits for his investors by renting out spaces to entrepreneurs who need smaller spaces to make, sell, and ship their products.
Episode at a Glance:
Duration:00:56:38
What Should Real Estate Investors Be Doing Right Now with Special Guests Gino Barbaro & Jake Stenziano
9/29/2023
Join our host Attorney Kim Lisa Taylor as she delves deep into the minds of real estate investing experts Gino Barbaro and Jake Stenziano about the current state of multi-family investing. We'll ask them what real estate investors should be doing right now to survive (and even thrive) under current market conditions.
Episode at a glance:
Duration:00:57:49
How to Break Into the Retail Real Estate Investing Market with Special Guest Cherif Medawar
9/22/2023
Join our host Attorney Kim Lisa Taylor as she interviews renowned real estate mogul Cherif Medawar. Cherif will share his secrets on finding the right retail spaces and the right tenants to fill them. With this knowledge, you can break away from the multi-family crowd and make your own fortune in retail real estate. Cherif has used these techniques to become the biggest landowner in San Juan, Puerto Rico.
Episode at a Glance:
Duration:00:56:39
What Makes Mindset So Important to Capital Raisers with Special Guest David Lindahl
8/28/2023
In our latest podcast, our host Attorney Kim Lisa Taylor interviewed David about how mindset is THE most important thing you need to successfully raise capital. And of course, Kim also took the opportunity to pick David's brain on what he thinks is happening in the multi-family marketplace and what are his thoughts on how to get prepared for what's coming next.
Episode at a glance:
Duration:00:56:03
How To Make Managing Investor Funds Easier With a Fund Administrator
8/17/2023
For this episode of "Raise Private Money Legally," we welcome special guest John Ruszkowski from Opus Fund Services, who discusses how and when you need a professional fund manager, and how having one will elevate your credibility with investors and make your life easier.
Episode at a glance:
Duration:00:54:49
Mobile Park Investing: The Affordable Housing Alternative to Multi-Family
8/3/2023
In this episode of "Raise Private Money Legally," join special guest Mario Dattilo and host Attorney Kim Lisa Taylor as they discuss "Mobile Home Park Investing: The Affordable Housing Alternative to Multi-Family."
Mario has built a portfolio of manufactured-housing communities in the Southeast United States, primarily in Florida. He will share his knowledge of the state of mobile home park investing; why it's a great alternative to multi-family, and how you can learn more so you can add this asset class to your own toolbox.
Episode at a glance:
Duration:01:03:59
How to Build Your Empire Investing in Small Apartment Projects Close to Home with Chris Pomerleau
7/20/2023
In this episode of "Raise Private Money Legally," host Kim Lisa Taylor, Esq. interviews longtime client Chris Pomerleau of LeavenWealth Capital LLC. Kim and Chris discuss how Chris and his team have built an empire by buying small apartment complexes close to home.
The Episode at a Glance:
Guest Bio
As Co-Founder and Director of Investment Strategy at LeavenWealth, Chris oversees the acquisitions of assets and business development activities. He also directs the overall investment strategies of LeavenWealth.
Over the past seven years, he has acquired 2,700 apartment units worth $228 million throughout the Midwest. Chris owns Brick Town Construction, Brick Town Property Management, and Liquid Lending Solutions.
Duration:01:13:59
How to Get Your Message Across to Investors with Niko Ludwig
6/1/2023
In this episode, Kim Lisa Taylor is joined by Niko Ludwig, the founder of BetterPitch, to delve into the vital role of effective communication within real estate syndication and private equity. Together, they explore the power of well-crafted pitch decks, investor reporting decks, and investment sale decks tailored explicitly for the real estate industry.
The episode at a glance:
Duration:00:57:26
Is Your Offering Viable?
5/18/2023
In this episode, host Kim Lisa Taylor explores the legal and marketability aspects of real estate offerings, highlighting the importance of compliance, documentation, and establishing credibility in the industry.
The episode at a glance:
Duration:00:55:28
How To Legally Compensate Capital Raisers And Finders And What Happens When You Don’t
5/4/2023
The goal of this episode is to help capital raisers understand these topics and how to use them to their advantage while avoiding any legal consequences. The information being shared is based on a chapter from my new book that will be available on 5/11/23.
Episode at a glance:
Duration:00:59:59