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Creating and managing successful real estate investment ventures with Rod Khleif

Kim was interviewed on “The Lifetime Cash Flow Through Real Estate Investing Podcast,” hosted by Rod Khleif in late 2016 and talked 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?

Click here to listen.

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★★★★★

“Very useful, no-fluff knowledge!!!!”

Kim Lisa Taylor explains in simple language all the concepts of Syndicating a deal and do it right!!! She and her team members are true professionals. She has prepared over 26 PPM & Docs offerings for me and my companies. I highly recommend her services‼️‼️‼️🙌🙌 Thank You! Kim.

Vinney Smile Chopra
CEO of MONEIL Investment Group

★★★★★

“Kim is phenomenal and highly qualified”

Kim Lisa Taylor is amazing at what she does: representing her clients and holding the highest fiduciary interest for her endeavors. A phenomenal and well educated individual, I recommend anyone to look into her podcast and legal services seriously!

Apple Podcast Listener

★★★★★

“Great info!”

Attorney Taylor provides excellent information that even seasoned capital raisers tend to overlook or need a refresher on. In fact, the semi specified offerings are another way for structure that I will be looking into. Thanks Kim! These pods are great!

Kevin Dureiko
Principle Fund Manager at BirchDobson.com

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