69 episodes

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.

Raise Private Money Legally Kim Lisa Taylor

    • Business
    • 4.9 • 10 Ratings

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.

    How to Overcome Challenges in Self-Storage Syndication with Christopher Cashman and Terry Morrison

    How to Overcome Challenges in Self-Storage Syndication with Christopher Cashman and Terry Morrison

    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. 

    • 59 min
    7 Ways A Commercial Real Estate Attorney Can Help Syndicators Do Better Deals

    7 Ways A Commercial Real Estate Attorney Can Help Syndicators Do Better Deals

    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:
    Learn what a PSA is and why you shouldn't just use a template for oneGain an understanding of why it is important to have an attorney help with review of loan documentsDiscover what you should be looking for in a title insurance commitmentExplore the types of legal agreements commonly required by commercial real estate investors

    • 53 min
    How to Think Outside the Box Investing in Co-WareHousing Space with Special Guest David Fisher

    How to Think Outside the Box Investing in Co-WareHousing Space with Special Guest David Fisher

    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:
    What is Co-Warehousing Space?How To Find Tenants for Your BuildingsWhat Kind of Properties are Suitable for Co-Warehousing?  What Kind of Staff Do You Need to Man a Co-Warehousing Space?  

    • 56 min
    What Should Real Estate Investors Be Doing Right Now with Special Guests Gino Barbaro & Jake Stenziano

    What Should Real Estate Investors Be Doing Right Now with Special Guests Gino Barbaro & Jake Stenziano

    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:
    Is multi-family an over-saturated asset class?  LTV's and interest rates in the multi-family spaceThe best strategy for sending LOI'sWhat you should be doing if you want to find deals

    • 57 min
    How to Break Into the Retail Real Estate Investing Market with Special Guest Cherif Medawar

    How to Break Into the Retail Real Estate Investing Market with Special Guest Cherif Medawar

    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:
    How to spot vacant standalone buildings and approach large tenantsBrokers' indifference toward vacant buildingsWhat is NNN?Cherif's negotiation method of a sale in 60 days with a 45-day due diligence period

    • 56 min
    What Makes Mindset So Important to Capital Raisers with Special Guest David Lindahl

    What Makes Mindset So Important to Capital Raisers with Special Guest David Lindahl

    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:
    How to Build Extreme Wealth Through MultifamilyMaximizing Wealth in Emerging MarketsThe Holy Trinity of Real EstateThe Power of Effective CommunicationThe Importance of Building Your Investor Database

    • 56 min

Customer Reviews

4.9 out of 5
10 Ratings

10 Ratings

Smiling Vinney ,

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

afem11 ,

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!

KD@BD ,

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

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