Podcast Appearances

What It Takes To Become A Successful Syndicator

In a second appearance on the Old Dawg’s REI Network Podcast, Kim and host Bill Manassero explore some of the more important details involved in becoming a successful syndicator. From her experience both as a leading syndication securities attorney and as a real estate investor herself, Kim shares practical, easy-to-understand tips on how you can both learn and become successful as a real estate syndicator.

Click here to listen to the podcast.

You can access the complete transcript by clicking here.

For Show Notes from the Old Dawg himself, click here.

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Case Study: Walking Through the Syndication Process

On the “Commit to Wealth Podcast,” Kim Lisa Taylor discusses the syndication process with host Juan Vargas in “case study” fashion. The podcast takes listeners through the real estate securities and syndication process, including when to engage the help of a securities attorney.

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Introduction to Syndication and Securities Law

On a recent episode of Jake & Gino (hosted by Jake Stenziano and Gino Barbaro), Kim shared a presentation explaining the basics of Syndication and Securities Law, entitled, “What’s a Security and Why it Matters.” Among some of the points discussed:

  • What are Securities
  • Understanding How Securities Laws Apply
  • Determining Your Business Structure
  • Preparing the Offering Package

Click here to view and listen to the webinar.

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Creating and managing successful real estate investment ventures

In an interview with Rod Khleif on “The Lifetime Cash Flow Through Real Estate Investing Podcast,” Kim talks about creating and managing successful real estate ventures. As a Securities attorney — and an investor herself — Kim helps real estate investors with all aspects of raising money through private investors.

rod-khleifAmong the topics covered in the podcast (Episode #58):

  • The typical timeline of a syndication.
  • When is the right time to hire a syndication attorney?
  • The most effective way to develop a database of potential investors.
  • What is a security and what are security laws?
  • The 2 laws that apply to all real estate investors.
  • When do securities laws apply?
  • What is a passive investor?
  • What is an active investor?
  • The 2 most commonly used exemptions for real estate offerings.
  • The 3 types of investors.
  • What is an accredited investor?
  • What is a sophisticated investor?
  • What is “The Three Touch Rule?”
  • What is a 506 (b) offering?
  • What is a 506 (c) offering?
  • What is a blind pool?
  • What is an investment summary?

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The ABCs of Multifamily Syndication

If you are planning to purchase multifamily properties – especially larger ones – you no doubt will want to consider syndication as a means to financing them. Often, the investor knows little about what syndication even is – or what it involves. In a November 2016 interview with Bill Manassero on his “Old Dawgs REI Network Podcast,” Kim answers those and many other questions in this primer on multifamily syndication. Sit back, listen and enjoy! And then we invite you to contact us to learn even more. Click here to listen.

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