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Articles
What Might Happen if I Lie About My Financial Qualifications to Get Into a Deal?
What Might Happen if I Lie About My Financial Qualifications to Get Into a Deal? Some securities exemptions like Regulation D, Rule 506(b) (and...
Joint Ventures & Co-Investments — Typical Structures & Applications
What is a joint venture? Two or more parties who join together to achieve a common goal. In this article we will focus on some typical joint venture...
Don’t Blow Your Exemption! SEC Form D Filings and Blue Sky Filing Requirements for Reg D Offerings
QUESTION: What notices must be filed with securities agencies for an exempt real estate syndication under Regulation D, Rule 506? The following...
FAQs
How Do I Split Money With Investors?
How Do I Split Money With Investors? There is no “right” answer on how to split money with investors. The answer depends on the deal. In your early...
What Might Happen if I Lie About My Financial Qualifications to Get Into a Deal?
What Might Happen if I Lie About My Financial Qualifications to Get Into a Deal? Some securities exemptions like Regulation D, Rule 506(b) (and...
Can I Have a Meeting With Some Investors Without Including Others?
Yes, it’s generally permissible to hold a private conference call with certain investors. There is no requirement under federal securities laws that...
Why You Can’t Be Anonymous When Raising Capital—and Who to Keep Out of Syndicate Management
FAQ 1:Can I stay Anonymous When Raising Capital from Investors? No, you can’t. If you are raising capital from private investors, you must be...
Can I Remain Anonymous When Raising Capital from Investors
No, you can’t. If you are raising capital from private investors, you must be completely transparent. In fact, if you are doing a Federal offering...
Who Should NOT Be in Management of a Syndicate?
Here are four considerations when deciding whether someone is— or is not — a good fit for your Syndicate management team: 1- Don’t Allow...
How Can I Raise Money for a Development Project?
For development projects, the raise is often done in phases. Phase 1, Land Acquisition and Entitlement: The first phase requires raising...
Can I Apply Unpaid Fees or Unreimbursed Expenses Toward the Purchase of Investor Interests in my Syndicate?
Yes, you can exchange any unpaid expenses or fees toward the purchase of Investor Units if the project is still in need of money at the time you...
Our Podcasts
From NNN to Millions: Cherif Medawar Shows You How to Scale Your Business with Triple-Net Investments
Kim Lisa Taylor and Krisha Young welcome back Cherif Medawar — renowned investor, fund manager, and educator — for a deep dive on how business...
Commercial Loan Defaults: How to Handle Lenders and Avoid Triggering Bad Boy Carve-Outs
When a syndicated property goes back to the bank, it can feel like the end of the road—but it doesn’t have to be. In this episode, commercial...
Unlocking Energy Wealth: Troy Eckard Explains Mineral Rights as an Alternative Real Estate Investment
Cracking the Code of Commercial Real Estate: Bob Bowman Discusses Smarter Underwriting
Kim Lisa Taylor and Krisha Young welcome Bob Bowman, the creator of Commercial Underwriter, one of the most popular commercial underwriting software...
Building Affordable Communities with Barndominiums: Levi Aberle’s Vision for Housing Innovation
From Chaos to Clarity: How George Knowlton’s NowItsDone System Transforms Real Estate and Business
eBooks
How to Borrow Money to Fund Your Real Estate or Startup Business
Crowdfunding: A Guide to the Basics
Other’s Podcasts
‘Unveiling the Secrets of Successful Real Estate Syndication’ with Benson Juarez
https://www.youtube.com/watch?v=W8OoM2tEtMI
How to Legally Raise Money for a First Deal in Apartment Syndication, with Ola Ibiwoye
Are you interested in getting into apartment syndication, but don’t know how to raise money for your first deal? Raising capital can be a daunting...
Real Estate Syndication Law Lessons for Passive Investors, with Taylor Loht
As a guest on Taylor Loht’s podcast The Passive Wealth Strategy Show, Kim Lisa Taylor offered syndication lessons and knowledge for passive...
Fund Manager Accelerator Bootcamp, With Lisa Hylton
Syndication Attorneys founding attorney Kim Lisa Taylor was interviewed recently by Lisa Hylton for her workshop, “Fund Manager Accelerator...
REI Mastermind Network – Real Estate Investing Tips & Strategies, With Jack Hoss
‘The Real Estate Vibe!’ With Vinki Loomba
As a guest on the podcast "The Real Estate Vibe!" hosted by Vinki Loomba of Loomba Investment Group, Kim Lisa Taylor discussed "When do you say 'no'...
FAQs: Audio Shorts
Books
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