Raise Private Money Legally artwork

Raise Private Money Legally

176 episodes - English - Latest episode: about 20 hours ago - ★★★★★ - 5 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.

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Episodes

How To Use Regulation Crowdfunding To Advertise For Investors

April 25, 2024 06:00 - 1 hour - 43.2 MB

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 th...

Learn How to Syndicate Real Estate in One Day Preview

April 10, 2024 05:00 - 1 hour - 43.7 MB

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 begin...

How To Profit By Accepting IRA Investors In Your Syndicate

March 28, 2024 06:00 - 1 hour - 44.4 MB

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 d...

How the Right Technology Can Help You Manage Your Investors With Special Guest Perry Zheng

March 14, 2024 06:00 - 1 hour - 41.8 MB

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 oper...

How To Turn Neglected Homes Into Profitable Student Housing With Special Guest David Schwartz

February 29, 2024 07:00 - 1 hour - 42.1 MB

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 assets The business strategy David employs when looking at student housing How to determine if a...

How to Be Successfully Unemployed with Real Estate With Special Guest Dustin Heiner

January 18, 2024 07:00 - 1 hour - 42 MB

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 estate Where should som...

12 Ways You Can Earn Money As A Syndicator

January 04, 2024 07:00 - 1 hour - 43.2 MB

 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 Sy...

How to Avoid Losing Money in Today's Real Estate Market

December 14, 2023 20:00 - 1 hour - 52.2 MB

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 t...

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

December 01, 2023 07:00 - 59 minutes - 41 MB

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. 

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

November 16, 2023 07:00 - 53 minutes - 36.9 MB

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...

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

November 02, 2023 06:00 - 56 minutes - 39 MB

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 Buildings What Kind of ...

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

September 29, 2023 06:00 - 57 minutes - 39.8 MB

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 space The best strategy for sending LOI's What you should...

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

September 22, 2023 06:00 - 56 minutes - 39 MB

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 tenan...

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

August 28, 2023 19:00 - 56 minutes - 38.6 MB

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 Multifamily Maximizing Wealth in Emerging Markets The Holy Trinity of R...

How To Make Managing Investor Funds Easier With a Fund Administrator

August 17, 2023 06:00 - 54 minutes - 37.7 MB

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: How a fund administrator helps ensure your peace of mind How and when you need a fund administrator How having a fund administrator will elevate your credibility with investors

Mobile Park Investing: The Affordable Housing Alternative to Multi-Family

August 03, 2023 06:00 - 1 hour - 44 MB

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 t...

How to Build Your Empire Investing in Small Apartment Projects Close to Home with Chris Pomerleau

July 20, 2023 06:00 - 1 hour - 50.9 MB

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: The pros and cons of investing in small multifamily complexes How to gauge the viability of potential deals How to best manage your investments And the outlook for the market in the coming months Gue...

How to Get Your Message Across to Investors with Niko Ludwig

June 01, 2023 06:00 - 57 minutes - 39.5 MB

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: Discussion about the challenges of creating financial models and pitch decks Explanation of real estate priva...

Is Your Offering Viable?

May 18, 2023 11:00 - 55 minutes - 38.2 MB

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:  Two hurdles in determining the viability of an offering Exploring the intricacies of Rule 506(b) and Rule 506(c) Learn to distinguish specified and unspecified funds Why you should avoid "kitchen sink offerings" Understanding investor preferences and ...

How To Legally Compensate Capital Raisers And Finders And What Happens When You Don’t

May 04, 2023 06:00 - 1 hour - 41.5 MB

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:  What is a securities broker-dealer? What are finder’s fees? How to develop pre-existing substantive relationships before you make offers to investors under Rule 506(b) What is Regulation D Rule 506(c) and what d...

How to Set Up a Residential Assisted Living Syndicate with Isabelle Guarino

April 20, 2023 11:00 - 45 minutes - 31.3 MB

In this podcast, host Kim Lisa Taylor and special guest Isabelle Guarino of RAL (Residential Assisted Living) Academy explore the nuts and bolts of setting up a residential assisted living facility, including using syndication to fund acquisition and retro-fitting of the building, obtaining the appropriate licenses, setting up operations, and more.  The episode at a glance; -What is Residential Assisted Living -The difference between an RAL and a nursing home or "big box" facility -What kin...

Capital Raising & Co-Investing with Mark Purtell & Joseph Harriman

April 10, 2023 12:00 - 53 minutes - 36.8 MB

In this episode, special guests Mark Purtell and Joseph Harriman of CTC Wealth Management Real Estate Funds share their criteria for co-investment partners (i.e., syndicators) including asset classes, deal structures and operator experience; and their experience raising capital for nearly $100M in offerings. The episode at a glance;  -05:45 - What Mark and Joseph are looking for in operator experience, how they are structured and the role they fulfill for their fund.   -09:27 - The kind o...

Mortgage Trends in the Wake of Rising Interest Rates w/Eric Stewart

March 23, 2023 07:00 - 59 minutes - 41.1 MB

When interest rates go through what they have over the last 18 months, the biggest concern for investors is how that will impact their ability to borrow money and raise capital. If you look at loan amounts, it might appear as if borrowers don’t want to lend, but the truth is funds are still available, we just have to have clarity around what we want to achieve. What are some of the changes that interest rates have brought to the marketplace? How do we make sure we still reach our goals? I...

How to Attract High Net Worth Investors on Autopilot w/Yakov Smart

March 09, 2023 08:00 - 58 minutes - 40.3 MB

The key to more syndications and bigger deals is more capital. Connecting with high net worth investors allows us to tap into more money, but how do we find them in the first place?  By systematizing our social media platforms and outbound marketing strategies, we can make attracting investors effortless without taking up a lot of resources or personal bandwidth.    How do we connect with investors online? What messages do we need to be posting and sending out? In this episode,  President ...

S3E21: How to Prepare for Multi-Family Investing in Times of Rising Interest Rates and Economic Stress with Jake & Gino

October 31, 2022 19:00 - 59 minutes - 41.2 MB

In this podcast, host Kim Lisa Taylor interviewed Jake Stenziano and Gino Barbaro of the famed Jake and Gino Mutlifamily Real Estate Investing Program. Jake and Gino shared their wisdom about what multifamily syndicators should be doing right now to deal with rising interest rates and predicted times of economic stress. Is it time to do seller financing or lease-options? Should you be creating a fund to take advantage of distressed properties? Here is your chance to learn from the experts! ...

How to Prepare for Multi-Family Investing in Times of Rising Interest Rates and Economic Stress with Jake & Gino

October 31, 2022 19:00 - 1 hour - 41.4 MB

In this podcast, host Kim Lisa Taylor interviewed Jake Stenziano and Gino Barbaro of the famed Jake and Gino Mutlifamily Real Estate Investing Program. Jake and Gino shared their wisdom about what multifamily syndicators should be doing right now to deal with rising interest rates and predicted times of economic stress. Is it time to do seller financing or lease-options? Should you be creating a fund to take advantage of distressed properties? Here is your chance to learn from the experts! ...

S3E21: How to Prepare for Multi-Family Investing in Times of Rising Interest Rates and Economic Stress

October 31, 2022 19:00 - 59 minutes - 41.2 MB

In this podcast, host Kim Lisa Taylor interviewed Jake Stenziano and Gino Barbaro of the famed Jake and Gino Mutlifamily Real Estate Investing Program. Jake and Gino shared their wisdom about what multifamily syndicators should be doing right now to deal with rising interest rates and predicted times of economic stress. Is it time to do seller financing or lease-options? Should you be creating a fund to take advantage of distressed properties? Here is your chance to learn from the experts! ...

S3E20: 'What to Expect in Multi-family for 2022-2023′ with David Lindahl

September 29, 2022 18:00 - 1 hour - 42.1 MB

In this episode of the Raise Private Money Legally podcast, host Kim Lisa Taylor, Esq. welcomed special guest David Lindahl of RE Mentor, who shared “What to Expect in Multi-family for 2022-2023.” Is it time to sit on the sidelines, or should you be getting your investors lined for upcoming opportunities? Listen in for guidance from the expert. Lindahl also had some exciting announcements you’ll want to know about. Contact: email Syndication Attorneys Website Investor Marketing Materials

'What to Expect in Multi-family for 2022-2023′ with David Lindahl

September 29, 2022 18:00 - 1 hour - 42.2 MB

In this episode of the Raise Private Money Legally podcast, host Kim Lisa Taylor, Esq. welcomed special guest David Lindahl of RE Mentor, who shared “What to Expect in Multi-family for 2022-2023.” Is it time to sit on the sidelines, or should you be getting your investors lined for upcoming opportunities? Listen in for guidance from the expert. Lindahl also had some exciting announcements you’ll want to know about. Contact: email Syndication Attorneys Website Investor Marketing Materials

‘Everything You Always Wanted to Know About Starting an Investment Club’ With Kim Lisa Taylor

September 17, 2022 23:00 - 56 minutes - 38.9 MB

You know the benefits of wise investing, but what about your friends? One way to introduce them to investing and help educate them is through an investment club. What exactly is involved in overseeing an investment club? And how do you go about creating one? In this podcast, Kim Lisa Taylor tells you how. Contact: email Syndication Attorneys Website Investor Marketing Materials

S3E19: ‘Everything You Always Wanted to Know About Starting an Investment Club’ With Kim Lisa Taylor

September 17, 2022 23:00 - 56 minutes - 38.7 MB

You know the benefits of wise investing, but what about your friends? One way to introduce them to investing and help educate them is through an investment club. What exactly is involved in overseeing an investment club? And how do you go about creating one? In this podcast, Kim Lisa Taylor tells you how. Contact: email Syndication Attorneys Website Investor Marketing Materials

Liquidity for Syndicators at Last with Gil Siedner

August 18, 2022 06:00 - 56 minutes - 38.9 MB

Liquidity in real estate syndicates has long been an issue, but the team at the investment platform SecondRE Inc. has a solution: a place where investors can buy and sell interests in commercial syndicates on their terms, and with the syndicators’ blessing.  When investors know they can get out easily, they’ll be more likely to get in to your deals.  Special guest Gil Siedner, VP Business Development/SecondRE, explained how it works and who can cash in during this informative podcast episo...

S3E18: Liquidity for Syndicators at Last with Gil Siedner

August 18, 2022 06:00 - 56 minutes - 38.8 MB

Liquidity in real estate syndicates has long been an issue, but the team at the investment platform SecondRE Inc. has a solution: a place where investors can buy and sell interests in commercial syndicates on their terms, and with the syndicators’ blessing.  When investors know they can get out easily, they’ll be more likely to get in to your deals.  Special guest Gil Siedner, VP Business Development/SecondRE, explained how it works and who can cash in during this informative podcast episo...

S3E17: Build to Rent Strategies for Syndicators w/ Dave Seymour

July 05, 2022 21:00 - 1 hour - 41.6 MB

In this podcast, host Kim Lisa Taylor, Esq. interviews Dave Seymour, co-star of the A&E Network television show “Flipping Boston.” Dave shared his experience on build-to-rent strategies for Syndicators, and he and Kim discussed favorable markets, phases of a build-to-rent syndicate, economic risk factors you need to consider, when to raise the money, and other important considerations. Contact: email Syndication Attorneys Website Investor Marketing Materials

S3E17 Build to Rent Strategies for Syndicators with Dave Seymour

July 05, 2022 21:00 - 1 hour - 41.6 MB

In this podcast, host Kim Lisa Taylor, Esq. interviews Dave Seymour, co-star of the A&E Network television show “Flipping Boston.” Dave shared his experience on build-to-rent strategies for Syndicators, and he and Kim discussed favorable markets, phases of a build-to-rent syndicate, economic risk factors you need to consider, when to raise the money, and other important considerations. Contact: email Syndication Attorneys Website Investor Marketing Materials

Build to Rent Strategies for Syndicators w/ Dave Seymour

July 05, 2022 21:00 - 1 hour - 41.8 MB

In this podcast, host Kim Lisa Taylor, Esq. interviews Dave Seymour, co-star of the A&E Network television show “Flipping Boston.” Dave shared his experience on build-to-rent strategies for Syndicators, and he and Kim discussed favorable markets, phases of a build-to-rent syndicate, economic risk factors you need to consider, when to raise the money, and other important considerations. Contact: email Syndication Attorneys Website Investor Marketing Materials

S3E16: ‘Tax-Smart Strategies for Syndicators’ With Thomas Castelli

June 15, 2022 21:00 - 59 minutes - 40.6 MB

In this podcast, host Kim Lisa Taylor, Esq., interiewed special guest Thomas Castelli of The Real Estate CPA. Thomas has been our podcast guest a number of times and is a valuable source of tax information for Syndicators. Kim and Thomas discussed some of the most popular and lucrative tax strategies out there for investors, and Thomas shared opportunities for you to get in-depth training on the subject. Contact: email Syndication Attorneys Website Investor Marketing Materials

Tax-Smart Strategies for Syndicators with Thomas Castelli

June 15, 2022 21:00 - 59 minutes - 40.7 MB

In this podcast, host Kim Lisa Taylor, Esq., interiewed special guest Thomas Castelli of The Real Estate CPA. Thomas has been our podcast guest a number of times and is a valuable source of tax information for Syndicators. Kim and Thomas discussed some of the most popular and lucrative tax strategies out there for investors, and Thomas shared opportunities for you to get in-depth training on the subject. Contact: email Syndication Attorneys Website Investor Marketing Materials

S3E16: Tax-Smart Strategies for Syndicators with Thomas Castelli

June 15, 2022 21:00 - 59 minutes - 40.6 MB

In this podcast, host Kim Lisa Taylor, Esq., interiewed special guest Thomas Castelli of The Real Estate CPA. Thomas has been our podcast guest a number of times and is a valuable source of tax information for Syndicators. Kim and Thomas discussed some of the most popular and lucrative tax strategies out there for investors, and Thomas shared opportunities for you to get in-depth training on the subject. Contact: email Syndication Attorneys Website Investor Marketing Materials

"Using Analytics to Scale Your Business" with Val Despard

May 24, 2022 18:00 - 53 minutes - 36.7 MB

During this podcast, guest speaker Val Despard of Despard Analytics and host Kim Lisa Taylor, Esq. discussed how using the right analytics for your deals can make or break your offering and minimize risks for your investors. Not only can a professional analytics consultant save you hours of time, it can give your investors (and you) confidence in your numbers — making them more likely to invest, and you more likely to hit your targets. You’ll want to hear our guest speaker’s insights. Cont...

S3E15: "Using Analytics to Scale Your Business" with Val Despard

May 24, 2022 18:00 - 53 minutes - 36.5 MB

During this podcast, guest speaker Val Despard of Despard Analytics and host Kim Lisa Taylor, Esq. discussed how using the right analytics for your deals can make or break your offering and minimize risks for your investors. Not only can a professional analytics consultant save you hours of time, it can give your investors (and you) confidence in your numbers — making them more likely to invest, and you more likely to hit your targets. You’ll want to hear our guest speaker’s insights. Cont...

S3E14: How to Build Your Own Crowdfunding Platform’ With Adam Gower, Ph.D

March 30, 2022 21:00 - 1 hour - 44 MB

In “How to Build Your Own Crowdfunding Platform,” host Kim Lisa Taylor interviewed Adam Gower, Ph.D., a true visionary and innovator whose system for raising capital online is revolutionizing the world of syndication. You will want to be sure to tune in to this podcast as he discusses how you can create a crowdfunding platform and automate your money-raising efforts so that you can concentrate on the deals themselves. Contact: email Syndication Attorneys Website Investor Marketing Materia...

How to Build Your Own Crowdfunding Platform’ With Adam Gower, Ph.D

March 30, 2022 21:00 - 1 hour - 44.2 MB

In “How to Build Your Own Crowdfunding Platform,” host Kim Lisa Taylor interviewed Adam Gower, Ph.D., a true visionary and innovator whose system for raising capital online is revolutionizing the world of syndication. You will want to be sure to tune in to this podcast as he discusses how you can create a crowdfunding platform and automate your money-raising efforts so that you can concentrate on the deals themselves. Contact: email Syndication Attorneys Website Investor Marketing Materia...

S3E13: Should You Really Start A Fund?

March 15, 2022 18:00 - 1 hour - 44 MB

In “Should You Really Start a Fund?” host Kim Lisa Taylor, Esq. explored the issues you should take into consideration before employing this strategy to raise funds for your real estate deals. She also listed 7 prerequisites to help you know whether you are ready to take the leap. Contact: email Syndication Attorneys Website Investor Marketing Materials

Should You Really Start A Fund?

March 15, 2022 18:00 - 1 hour - 44.2 MB

In “Should You Really Start a Fund?” host Kim Lisa Taylor, Esq. explored the issues you should take into consideration before employing this strategy to raise funds for your real estate deals. She also listed 7 prerequisites to help you know whether you are ready to take the leap. Contact: email Syndication Attorneys Website Investor Marketing Materials

S3E12 - Rod Khleif’s Predictions for Multi-Family Investing in 2022

February 10, 2022 15:00 - 57 minutes - 39.7 MB

Our Feb. 3, 2022, podcast featured a very special guest, esteemed real estate entrepreneur and trainer Rod Khleif, who shared his “Predictions for Multi-Family Investing in 2022.” Among the topics Rod discussed with host Kim Lisa Taylor: The biggest challenges facing multi-family investors this year The markets with the most promise — and those to avoid! What syndicators can do to minimize risk for your investors in these uncertain economic times What you should be doing now to grow you...

Rod Khleif’s Predictions for Multi-Family Investing in 2022

February 10, 2022 15:00 - 57 minutes - 39.9 MB

Our Feb. 3, 2022, podcast featured a very special guest, esteemed real estate entrepreneur and trainer Rod Khleif, who shared his “Predictions for Multi-Family Investing in 2022.” Among the topics Rod discussed with host Kim Lisa Taylor: The biggest challenges facing multi-family investors this year The markets with the most promise — and those to avoid! What syndicators can do to minimize risk for your investors in these uncertain economic times What you should be doing now to grow you...

S3E11 - Raising Capital: What Works and What Doesn’t - with Bill Brancucci

January 27, 2022 00:00 - 1 hour - 42.2 MB

In this podcast episode, “Raising Capital: What Works and What Doesn’t,” Kim Lisa Taylor interviewed seasoned syndicator Bill Brancucci of Citadel Real Estate Group. Bill and his Citadel partner, Patrick Castelli, are among Syndication Attorneys’ most successful clients. Bill shared what the firm is doing and how they built the business into the success that it is today — valuable and inspiring information for other syndicators and those contemplating becoming one. Contact: email Syndicati...

Raising Capital: What Works and What Doesn’t - with Bill Brancucci

January 27, 2022 00:00 - 1 hour - 42.3 MB

In this podcast episode, “Raising Capital: What Works and What Doesn’t,” Kim Lisa Taylor interviewed seasoned syndicator Bill Brancucci of Citadel Real Estate Group. Bill and his Citadel partner, Patrick Castelli, are among Syndication Attorneys’ most successful clients. Bill shared what the firm is doing and how they built the business into the success that it is today — valuable and inspiring information for other syndicators and those contemplating becoming one. Contact: email Syndicati...

S3E10 - How to Source Deals and Investors’ With Real Estate Coach Joe Mendoza

January 14, 2022 01:00 - 1 hour - 41.8 MB

In this podcast episode, “How to Source Deals and Investors,” Kim Lisa Taylor interviewed Joe Mendoza, a real estate coach, podcaster and author of two books, “Flex with a Plex” and “Make It a Comeback.” Joe shared his views on how to source deals, how to source investors, and how a coach can help you stay on track as you build your syndication business. Contact: email Syndication Attorneys Website Investor Marketing Materials