Library

Articles

Opportunity Zones for Syndicators

By now many taxpayers have heard about Opportunity Zones enacted under the Tax Cuts and Jobs Act 2017. As a quick recap, the objective of...

What is a Sources and Uses Statement in a Private Placement Memorandum?

One of the essential elements for any Private Placement Memorandum (PPM) is the Sources and Uses Statement. This is required PPM content by the...

What is a Fund of Funds?

A fund of funds is an investment vehicle that allows a syndicator to pool funds from a group of investors into a single company that invests in...

Can I Use a Consulting Agreement to Raise Money for Someone Else’s Syndicate?

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...

What is Real Estate Syndication?

If you have a self-directed IRA or substantial investment funds, you probably have considered investing in real estate. But perhaps you have...

What’s in a Securities Offering?

A Private Placement Securities Offering includes a number of documents, which collectively comprise the Offering Package. Each document has the...

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White Papers

How to Borrow Money to Fund Your Real Estate or Startup Business

For most real estate investors contemplating a deal of significant size, a major consideration will be where and how to get the money to fund the venture. This white paper will walk you through the process.

Crowdfunding: A Guide to the Basics

Crowdfunding is all the buzz in the real estate investing world. Many people think it’s a no-brainer as a way to raise private money for their deals. But it’s not that simple, and it’s not for everyone. This white paper explains how to know if it’s an appropriate strategy for you and then how to use it to raise money for your deals.

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FAQs

How Should a Syndicate Manager take title to its Carried Interest or Promote?

My syndicate is structured with 2 classes of Members. Class A is for cash-paying investors. Class B is reserved for management. If I am...

Is This Ad Legal?

An advertisement containing the following language was forwarded to me, with the question, “Is this ad legal?” 12+% AVERAGE CASHFLOW!! 82+% 5-YEAR...

Is a ‘Prequalification Questionnaire’ all I need to have completed by an investor before I can ask them to invest in my Rule 506(b) Offering?

QUESTION: “I have a pre-qualification questionnaire that lists the qualifications for an Accredited Investor. Is this all I need to have completed...

Can A Syndicator Use SCOR And Rule 147 To Allow Non-Accredited Investors To Invest In A Deal?

Rule 147 is a federal rule that basically says that as long as you, all investors and usually 80% of the assets owned by the company are all...

Are All Group Investments Syndicates That Require Compliance With Securities Laws?

There is a distinction between a joint venture, where all members are responsible for generating their own profits and where securities compliance...

Where Can I Meet Syndicators Who Allow Unaccredited Investors?

Go to as many networking and “guru” events as possible where people are learning to buy the same thing you want to buy. For instance, if you want to...

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Teleseminars

Opportunity Zones — The Next Big Thing in Multifamily?

Investing in Opportunity Zones has been a hot topic for investors since the program was introduced with the 2017 Tax Cuts and Jobs Act. While some...

Marketing Materials

Professional marketing materials can help you raise money faster and from higher net worth investors. We offer professionally written and designed...

Deal Structuring Trends in Commercial Real Estate

In this teleseminar, Kim Lisa Taylor is joined by Jake Marmulstein, Founder, President and CEO of Groundbreaker Technologies, creator of an...

10 Steps to Becoming a Successful Real Estate Syndicator

In this teleseminar, Kim Lisa Taylor teaches “10 Steps to Becoming a Successful Real Estate Syndicator,” based on her 10 years of experience and...

Surviving Today’s Multifamily Market Conditions

In this teleseminar, host Kim Lisa Taylor is joined by special guest David Lindahl, who shares his insights and tips regarding surviving and...

10 Steps to Becoming a Successful Real Estate Syndicator

In this teleseminar, Vinney Chopra, now a highly successful multifamily investor and syndicator, will share the story of how he arrived in the U.S....

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Podcasts

7 Rules for Real Estate Investing

Raising money for real estate deals, or just considering it? Either way, this episode of “7 Rules For Real Estate Investing," hosted by Nick...

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...

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...

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...

Are You Breaking the Law by Not Filing Proper Paperwork for Your Deals?

If you have been borrowing money from individuals consistently, you may have been selling a security without even knowing. Kim Lisa Taylor discusses...

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...

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News

What’s the Difference Between a Broker-Dealer and an Investment Adviser?

As more Americans become actively involved in investing to help fund their portfolios for retirement, education or other needs, the question arises:...