20 min
EP86: The Mistakes Investors Make When Investing in Syndications with Kim Lisa Taylor Eat, Sleep, Invest
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- Investing
Kim Lisa Taylor is a corporate securities attorney from a firm that specializes in helping real estate investors set up their businesses and individuals to get into deals legally. Her main responsibility is to help private investors and syndicators understand securities laws that they need to comply with so they can execute their deals successfully and legally.
Listen now to learn more about Kim, the importance of securities laws, and what we need to know if we’re planning to become passive investors!
Key Talking Points of the Episode
00:00 Introduction
00:30 Who is Kim Lisa Taylor?
01:42 What is a private investor?
02:35 What liabilities come with being a private investor?
04:05 Why should people work with someone like Kim before investing with anybody?
05:18 What regulatory agencies does Kim help investors deal with?
06:50 What made Kim decide to be in this business?
07:40 What mistakes are people making when they first start investing in syndications?
09:44 Why is it important to vet the people you’re investing with thoroughly?
10:06 What mistakes are investors and syndicators making with securities laws?
11:43 What is an exempt offering?
12:35 How do corporate securities attorneys help syndicators with exemptions?
13:15 What are the common exemptions that syndicators qualify for?
14:56 Why do federal exemptions require accredited investors to be part of the deal?
17:00 Why would people choose to not advertise their investments?
18:02 What is the importance of your track record in commercial real estate?
19:02 What is the best way to connect with Kim?
Quotables
“My favorite part is helping them figure out how to do it and how to structure it with their investors so that it’s fair for everybody.”
“If you don’t know them, you wanna make sure they have a track record doing what they’re asking you to participate in now.”
“You wanna make sure that you understand securities laws so you understand what they have to be doing in order to legally invite you into their deals.”
“When somebody is offering an investment of money in a common enterprise with an expectation of profits based solely on the efforts of the promoter, that’s called an investment contract.”
“You’re gonna have to follow an exemption, so based on what you tell us on our initial interview, we’ll be able to figure out which exemption is appropriate for you.”
Links
Book: How to Legally Raise Private Money
https://www.amazon.com/How-Legally-Raise-Private-Money/dp/1079151885
Website: Syndication Attorneys
https://syndicationattorneys.com/
Kim Lisa Taylor is a corporate securities attorney from a firm that specializes in helping real estate investors set up their businesses and individuals to get into deals legally. Her main responsibility is to help private investors and syndicators understand securities laws that they need to comply with so they can execute their deals successfully and legally.
Listen now to learn more about Kim, the importance of securities laws, and what we need to know if we’re planning to become passive investors!
Key Talking Points of the Episode
00:00 Introduction
00:30 Who is Kim Lisa Taylor?
01:42 What is a private investor?
02:35 What liabilities come with being a private investor?
04:05 Why should people work with someone like Kim before investing with anybody?
05:18 What regulatory agencies does Kim help investors deal with?
06:50 What made Kim decide to be in this business?
07:40 What mistakes are people making when they first start investing in syndications?
09:44 Why is it important to vet the people you’re investing with thoroughly?
10:06 What mistakes are investors and syndicators making with securities laws?
11:43 What is an exempt offering?
12:35 How do corporate securities attorneys help syndicators with exemptions?
13:15 What are the common exemptions that syndicators qualify for?
14:56 Why do federal exemptions require accredited investors to be part of the deal?
17:00 Why would people choose to not advertise their investments?
18:02 What is the importance of your track record in commercial real estate?
19:02 What is the best way to connect with Kim?
Quotables
“My favorite part is helping them figure out how to do it and how to structure it with their investors so that it’s fair for everybody.”
“If you don’t know them, you wanna make sure they have a track record doing what they’re asking you to participate in now.”
“You wanna make sure that you understand securities laws so you understand what they have to be doing in order to legally invite you into their deals.”
“When somebody is offering an investment of money in a common enterprise with an expectation of profits based solely on the efforts of the promoter, that’s called an investment contract.”
“You’re gonna have to follow an exemption, so based on what you tell us on our initial interview, we’ll be able to figure out which exemption is appropriate for you.”
Links
Book: How to Legally Raise Private Money
https://www.amazon.com/How-Legally-Raise-Private-Money/dp/1079151885
Website: Syndication Attorneys
https://syndicationattorneys.com/
20 min