36 min
Real Estate Syndication Law Lessons for Passive Investors with Kim Lisa Taylor Passive Wealth Strategy Show - Real Estate for Busy Pros
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- Investing
In this episode, Kim Lisa Taylor digs into syndication lessons and knowledge for the passive investors who are thinking of getting internal estate syndications. Kim shares what red flags we should look out for, as well as basics of real estate and other things about syndication every investor should know.
[00:01 - 05:33] Opening Segment
Kim shares about her background and how her business helps people in syndication
Helping investors invest in other peoples deals
Providing help to investors in the private placement offering space related to real estate
[05:34 - 08:20] What to Look Out for in Syndicating
Investors can educate themselves thru the SEC website
Understand what a syndicator is supposed to do
Know what to look out for in documents related to syndication
[08:21- 16:08] What is Syndication in Real Estate
Someone who gathers a group of people to buy commercial real estate
They help investors generate money in the deal
There are fixed and equity investors
A syndicator has a exit strategy for each deal
Distinguishing what's legal and whats marketable
[16:09 - 30:57] How to Tell if Sponsors Intend to make a Return
Charging fees that are the industry norm
Fees could be an acquisition fee
Asset management fee is different from property management fee
Passive investors can boosts their returns
There are additional risks factors
[30:58 - 36:09] Closing Segment
Quick break for our sponsors The first step to growing your wealth is tracking your wealth, income spending and everything else about your finances, you can start tracking your wealth for free and get six free months of wealth advisor. Learn more about Personal Capital at escapingwallstreet.com
What is your favourite book?The one page marketing plan
Kim Lisa Taylor’s indispensable tool Dropbox
Asana’s project management software
What are you looking forward to in 2023? Spring European trip
Connect with Kim Lisa Taylor:
Website:https://syndicationattorneys.com/
Invest passively in multiple commercial real estate assets such as apartments, self-storage, medical facilities, hotels, and more through https://www.passivewealthstrategy.com/crowdstreet/
Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms.
Join our Passive Investor Club for access to passive commercial real estate investment opportunities.
LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes
Tweetable Quotes:
“Learn how to analyze deals for yourself.” - Kim Lisa Taylor
In this episode, Kim Lisa Taylor digs into syndication lessons and knowledge for the passive investors who are thinking of getting internal estate syndications. Kim shares what red flags we should look out for, as well as basics of real estate and other things about syndication every investor should know.
[00:01 - 05:33] Opening Segment
Kim shares about her background and how her business helps people in syndication
Helping investors invest in other peoples deals
Providing help to investors in the private placement offering space related to real estate
[05:34 - 08:20] What to Look Out for in Syndicating
Investors can educate themselves thru the SEC website
Understand what a syndicator is supposed to do
Know what to look out for in documents related to syndication
[08:21- 16:08] What is Syndication in Real Estate
Someone who gathers a group of people to buy commercial real estate
They help investors generate money in the deal
There are fixed and equity investors
A syndicator has a exit strategy for each deal
Distinguishing what's legal and whats marketable
[16:09 - 30:57] How to Tell if Sponsors Intend to make a Return
Charging fees that are the industry norm
Fees could be an acquisition fee
Asset management fee is different from property management fee
Passive investors can boosts their returns
There are additional risks factors
[30:58 - 36:09] Closing Segment
Quick break for our sponsors The first step to growing your wealth is tracking your wealth, income spending and everything else about your finances, you can start tracking your wealth for free and get six free months of wealth advisor. Learn more about Personal Capital at escapingwallstreet.com
What is your favourite book?The one page marketing plan
Kim Lisa Taylor’s indispensable tool Dropbox
Asana’s project management software
What are you looking forward to in 2023? Spring European trip
Connect with Kim Lisa Taylor:
Website:https://syndicationattorneys.com/
Invest passively in multiple commercial real estate assets such as apartments, self-storage, medical facilities, hotels, and more through https://www.passivewealthstrategy.com/crowdstreet/
Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms.
Join our Passive Investor Club for access to passive commercial real estate investment opportunities.
LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes
Tweetable Quotes:
“Learn how to analyze deals for yourself.” - Kim Lisa Taylor
36 min