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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, such as the Regulation D, Rule 506(b)...
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 and your...
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, such as the Regulation D, Rule 506(b)...
What is a ‘Sophisticated Investor’?
To be “sophisticated,” the Investor must have, under Rule 506(b)(2)(ii), “either alone or with his purchaser representative(s) such knowledge...
Can I Accept an Investor Who is Referred By a Friend in my Regulation D, Rule 506(b) Offering?
You need to determine every investor’s “suitability” to invest before you offer them the investment opportunity, regardless of how they were...
Why Can’t Investors Self-Certify That They are Accredited for a Rule 506(c) Offering?
The short answer is, “Because the SEC says so.”. Here’s why: The SEC stated in the rules authorizing Rule 506(c) that the issuer must have a...
How Should You Carve up Management Earnings in a Syndicate?
Here’s how we suggest people carve up ownership in the management of a syndicate (and seems to be consistent with what we see our clients doing). As...
Can I Show Past Deals To Prospective Investors?
This is a common question we hear in the real estate securities law industry so we wanted to answer it here. Until you have established a...
What if I have a Rule 506(c) offering, but want to admit a self-directed IRA Investor who is not accredited?
What if I have a Rule 506(c) offering, but want to admit a self-directed IRA Investor who is not accredited? You can’t allow this investor to...
Our Podcasts
‘How to Build Your Own Crowdfunding Platform’ With Adam Gower, Ph.D
In "How to Build Your Own Crowdfunding Platform," host Kim Lisa Taylor interviewed Adam Gower, Ph.D., a true visionary and innovator whose system...
‘Should You Really Start a Fund?’
In "Should You Really Start a Fund?" host Kim Lisa Taylor, Esq. explored the issues you should take into consideration before employing this...
‘Rod Khleif’s Predictions for Multi-Family Investing in 2022’
Our Feb. 3, 2022, podcast featured a very special guest, esteemed real estate entrepreneur and trainer Rod Khleif, who shared his "Predictions for...
‘Raising Capital: What Works and What Doesn’t,’ With Bill Brancucci
In this podcast episode, “Raising Capital: What Works and What Doesn't,” Kim Lisa Taylor interviewed seasoned syndicator Bill Brancucci of Citadel...
‘How to Source Deals and Investors’ With Real Estate Coach Joe Mendoza
In this podcast episode, “How to Source Deals and Investors,” Kim Lisa Taylor interviewed Joe Mendoza, a real estate coach, podcaster and author of...
‘Capital Raisers & Finders Fees’ With Attorney Michael Fugler
Our October-November 21021 podcast, “Capital Raisers & Finders Fees,” featured special guest Michael Fugler, a Securities Attorney with 50...
White Papers
How to Borrow Money to Fund Your Real Estate or Startup Business
Crowdfunding: A Guide to the Basics
Other’s Podcasts
REI Mastermind Network – Real Estate Investing Tips & Strategies, With Jack Hoss
Syndication Attorneys, PLLC founding attorney Kim Lisa Taylor was the featured guest for Episode 328 of REI Mastermind Network —Real Estate...
‘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'...
‘Real Estate Syndication and Legally Raising Capital’ With Vinki Loomba
In this Jan. 20, 2022, video from the Loomba Investment Group, hosted by Vinki Loomba of Loomba Investment Group, special guest Kim Lisa Taylor...
“Ask the Attorney” with Kim Lisa Taylor from Syndication Attorneys PLLC
Each week on “Ask The Attorney”, Alex Alexander talks with attorneys from around the area to ask the important questions. Today, Alex sat down with...
‘How Investors Raise Capital Legally’ With Vinney Chopra
In this April 5, 2021, guest appearance on Vinney Chopra’s podcast “Syndication Made Easy,” Kim Lisa Taylor, Esq., discussed various considerations...
JV Partnerships, Syndication and SEC Updates, with Bill Manassero
In this return guest appearance on Bill Manassero's podcast, "Old Dawgs REI Network," Kim Lisa Taylor shares how and when these two structures - JV...
News
‘Eviction Cloud’ Expected to Have Nationwide Fallout
An “eviction cloud” that is likely to have dramatic impact not only on tenants but also rental property owners hangs over Florida, as described in a...
Court Ruling Spotlights ‘Cryptocurrency as Securities’ Question
A recent court ruling is providing more clarity to the question of when digital assets are subject to securities laws and serves as notice to...
SEC ‘Blacklist’ Shines Spotlight on Companies Making False Claims to Investors
Did You Know that the U.S. Securities and Exchange Commission (SEC) maintains a list with the names of companies that “falsely claim to be...
Apartment Sector Could See a Sell-Off During Q1-Q2 2020
As the 2020 presidential election looms, apartment sales could take off during the first half of the year. Given that a new advisory study released...
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:...
Raising Money in Advance — It’s Not as Easy as You Think
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...