by Kim Lisa Taylor | Oct 29, 2019
As more Americans become actively involved in investing to help fund their portfolios for retirement, education or other needs, the question arises: What type of financial professional is best suited to help? To answer that and to address other key considerations of... by Kim Lisa Taylor | Oct 29, 2019
One of the essential elements for any Private Placement Memorandum (PPM) is the Sources and Uses Statement. This is required PPM content by the Securities and Exchange Commission and is good business practice for any startup or ongoing business. Simply stated, the... by Kim Lisa Taylor | Oct 4, 2019
We get this question all the time, and our answer is always the same. Only a licensed securities broker-dealer can raise money for a third party and earn a commission. As such, you cannot enter into an agreement to be an outside consultant or independent contractor to... 
by Kim Lisa Taylor | Jun 24, 2019
Here’s a 10-step checklist on how to start a Real Estate Syndication: 1 – Select an asset class Figure out what asset class you want to buy (multifamily, shopping centers, hospitality, self-storage, development projects, single family residential, etc.). 2... 
by Kim Lisa Taylor | Jun 11, 2019
It’s not as easy as you think to raise money in advance. We have had many clients try to do this with very limited success. Most have gone back to raising funds when they get something under contract or have a specific project to invest in. There are two ways you can...