Raise Private Money Legally Kim Lisa Taylor
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- Business
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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.
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How To Use Regulation Crowdfunding To Advertise For Investors
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:
What is Regulation Crowdfunding and how is it different from Reg D, Rule 506? Learn about what funding portals are and how they workDiscover the dollar limit an issuer can raise in a 12 month periodWhen are audits triggered and how frequently are they required? -
How To Profit By Accepting IRA Investors In Your Syndicate
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:
The difference between a retirement account and a self-directed IRAThe benefits of investing with an IRARed flags that could prevent a custodian from releasing an investor’s funds to a SyndicateWhat is UBIT and how does it affect an IRA Investor? -
How the Right Technology Can Help You Manage Your Investors With Special Guest Perry Zheng
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:
Explore the benefits of utilizing an investor management platform to streamline operations, enhance communication, and improve investment management for both syndicators and their investors.Investigate and understand the impact of emerging technology trends on commercial real estate investing, including the roles of blockchain, artificial intelligence, and the Internet of Things in transforming property transactions, management, and market analysis.Explore the integration of artificial intelligence with CashFlow Portal to enhance the capabilities of real estate syndicators, focusing on potential applications and benefits. -
How To Turn Neglected Homes Into Profitable Student Housing With Special Guest David Schwartz
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:
Why student housing over other assetsThe business strategy David employs when looking at student housingHow to determine if a property is viableUncovering the risks involved in investing in student housingHow David manages small properties and tenants -
How to Be Successfully Unemployed with Real Estate With Special Guest Dustin Heiner
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:
The primary reasons ordinary people want to invest in real estateWhere should someone start their real estate journeyHow to find properties Strategies for building generational wealthHow to scale -
12 Ways You Can Earn Money As A Syndicator
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:
What is Real Estate Syndication? The Benefits of Real Estate Syndication How Does Real Estate Syndication Work? Types of Real Estate Syndication Risks Involved in Real Estate Syndication How to Invest in Real Estate Syndications How is Cash Distributed in a Syndicate? The 12 Ways a Syndicator Can Be Compensated What are the Rewards of Syndication for Passive Investors?
Customer Reviews
Very useful no -fluff knowledge!!!!
Kim Lisa Taylor explains in simple language all the concepts of Syndicating a deal and do it right!!! She and her team members are true professionals. She has prepared over 26 PPM & Docs offerings for me and my companies. I highly recommend her services‼️‼️‼️🙌🙌 Thank You! Kim.
Vinney Smile Chopra CEO- MONEIL Investment Group MONEIL Senior Living
Kim is phenomenal and highly qualified
Kim Lisa Taylor is amazing at what she does: representing her clients and holding the highest fiduciary interest for her endeavors. A phenomenal and well educated individual, I recommend anyone to look into her podcast and legal services seriously!
Great info!
Attorney Taylor provides excellent information that even seasoned capital raisers tend to overlook or need a refresher on. In fact, the semi specified offerings are another way for structure that I will be looking into. Thanks Kim! These pods are great!
Kevin Dureiko
Principle Fund Manager at BirchDobson.com