Our October-November 21021 podcast, “Capital Raisers & Finders Fees,” featured special guest Michael Fugler, a Securities Attorney with 50 years’ experience. He and Kim discussed the need for anyone raising capital to strictly adhere to SEC and...

In this episode of our podcast, host Kim Lisa Taylor, Esq. interviewed special guest Julie Peterson, a senior director at Old Capital Commercial Real Estate Debt & Equity. Julie spoke on the topic: "What’s Happening in Multifamily Lending? A...

This webinar features Samuel Freshman — acclaimed author, speaker, and icon in the Syndication world — in an encore appearance (his first was on our June 2018 teleseminar). In this presentation, "Real Estate Deal Structures That Stand the Test of...

In this teleseminar, Kim interviews longtime Syndication Attorneys, PLLC clients Bill Brancucci and Patrick Castelli about their journey from beginning syndicators just five years ago to now running Citadel Real Estate Group, a multimillion-dollar...

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 embraced it right away, others have waited to see how regulation of the program would take shape....

Professional marketing materials can help you raise money faster and from higher net worth investors. We offer professionally written and designed marketing materials for your Securities Offerings and syndications through our Web...

In this teleseminar, Kim Lisa Taylor is joined by Jake Marmulstein, Founder, President and CEO of Groundbreaker Technologies, creator of an all-in-one investment management software for small to medium commercial real estate investment firms that...

In this podcast, Kim Lisa Taylor teaches “10 Steps to Becoming a Successful Real Estate Syndicator,” based on her 10 years of experience and over 300 offerings as a corporate securities attorney. Mastering real estate syndication is really not as...

In this teleseminar, host Kim Lisa Taylor is joined by special guest David Lindahl, who shares his insights and tips regarding surviving and prospering in today’s multifamily market. David is one of the best-known educators in the multifamily...

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. from India with only $7 in his pocket and built a multimillion-dollar investing portfolio with hard...

There’s no substitute for the name recognition and credibility that a well-researched and -written book can bring. Yet so many syndicators and investors shy away, fearing they either aren’t capable or simply don’t have the time. In our May 2019...

Insurance can be a complex and/or intimidating topic to many investors, but this is one subject you want to fully understand.   In this teleseminar, special guest Jeff Jones from Insurance Office of America guides us through the ins and outs of...

We know the current market cycle is making it hard to find deals. Prices are high; cap rates are low; interest rates are on the rise; and the good deals seem to be drying up. If you have chosen the path of a real estate syndicator, what can you...

In this teleseminar, we are joined by Scott Purcell, CEO and Chief Trust Officer of Prime Trust, who helps explain how financial technology is transforming the investing landscape and what that means for you. We look specifically at custodial...

Syndication is all about fundraising, and successful fundraising requires having a database of investors who are ready, willing and able to invest once you get a deal that needs cash. In this teleseminar, we teach you how to create an Investor...

Many people think crowdfunding is 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. In this broadcast, with guest speaker Darren Powderly of Crowdstreet, we explain how to know...

The U.S. Department of Treasury and the Internal Revenue Service recently announced an exciting tax benefit: You can set up a Qualified Opportunity Fund (QOF) that could allow your investors to take advantage of a permanent exclusion from federal...

Our guests for this teleseminar: Jim Raper, Chief Compliance Officer, and Tim Boykin, Corporate Counsel, from WealthForge, who discuss the whys and hows of securities licensing. Among the points addressed:  Who needs a securities license? When...

Guest speaker Mark Hodges, owner of the Real Estate Law Firm, 1031 Exchange Services, and  Real  Estate IRA Services, helps us take a look at the advantages and disadvantages of various group investment structures a syndicator can pursue in working...

As a syndicator, you too are at risk of hackers and other cybercriminals seeking to exploit you and your database of investors. In this teleseminar, we focus on this important topic in an effort to help you protect you and your investors, who are...

In this podcast, we focus on these often-confusing aspects of adhering to SEC rules regarding securities offerings: How do you determine investor suitability and when is it necessary to do so? And what about pre-existing relationships? [buzzsprout...

Did you know the U.S. Department of Housing and Urban Development (HUD) insures loans on commercial properties, including multifamily and assisted living facilities? It’s a great tool to add to your financing arsenal for commercial real estate,...

There are numerous ways of structuring a commercial income-producing property; in this podcast episode, we look at how to match the right strategy to your needs. Click below for related content: How to Structure a Real Estate Syndicate Joint...

CrowdStreet CEO and co-founder Tore Steen discusses various aspects of crowdfunding with Kim Lisa Taylor, including: How sponsors get their deals posted on CrowdStreet’s platform, and the due diligence process What type of experience CrowdStreet...

Choosing the right offering type — specified, semi-specified, blind pool or segregated — is one of the most important matters you’ll need to consider when creating a securities offering to legally pool money from private investors. In this...

Experienced syndicator Bob Bowman describes his new software, called Commercial Underwriter, which he says will enable you to underwrite a deal in 5 minutes (of course, you would do a more in-depth analysis before you write the offer). [buzzsprout...

Meeting investors and developing effective relationships is an integral part of success in syndication. In this podcast, Kim shares: How to develop a database of potential investors you can draw on fast when you need to fund a deal What marketing...

How do you make money as a real estate syndicator? It’s a common question from those who are new to or who are continuing to master this wealth-building strategy. Click below for related content: 12 Ways...

What you don’t know CAN hurt you, particularly when you’re using other people’s money for your real estate investments. In this podcast, we discuss the difference between joint ventures and securities and why you need to know which you’re dealing...

Our special guest is Vinney Chopra, a longterm syndication client who came to the United States from India in 1976 with just $7 in his pockets. Since syndicating his first multi-family property in 2009, Vinney has gone on to syndicate...

In this podcast we cover: The definitions of “syndicate” and “syndicator” Why one would want to syndicate Eight steps to set the stage for syndication success Click below for related content: What is Real Estate Syndication? What You Should Know...