Podcasts
Did you know we have our own podcast called “Raise Private Money Legally?”
You can subscribe to it on your favorite podcast platform by using the links below, or you can listen to it here.
Looking for something? Search it below:
‘Using Analytics to Scale Your Syndication Business’ With Val Despard
During this podcast, guest speaker Val Despard of Despard Analytics and host Kim Lisa Taylor, Esq. discussed how using the right analytics for your deals can make or break your offering and minimize risks for your investors.Not only can a...
‘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 for raising capital online is revolutionizing the world of syndication. You will want to be sure to...
‘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 strategy to raise funds for your real estate deals. She also listed 7 prerequisites to help you know...
‘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 Multi-Family Investing in 2022." Among the topics Rod discussed with host Kim Lisa Taylor: The...
‘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 Real Estate Group. Bill and his Citadel partner, Patrick Castelli, are among Syndication Attorneys’...
‘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 two books, "Flex with a Plex" and "Make It a Comeback." Joe shared his views on how to source deals,...
‘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 years’ experience. He and Kim discussed the need for anyone raising capital to strictly adhere to SEC and...
‘Pending Legislation Alert for Syndicators & Self-Directed IRA Investors’ With Kaaren Hall
"Pending Legislation Alert for Syndicators & Self-Directed IRA Investors" featured special guest Kaaren Hall, CEO of uDirect IRA Services & Board Member of the Retirement Industry Trust Association, who explained current proposed...
‘The Impact of Technology on Real Estate’ With Danny Kattan
Our August 2021 podcast featured special guest Danny Kattan discussing "The Impact of Technology on Real Estate." Danny is a Founder and the Managing Partner of Capital Markets for PIA Residential (PIA), a multifamily private equity real estate...
‘Mastering the Raise’ With Jake Marmulstein
In this podcast episode, host Kim Lisa Taylor interviewed Jake Marmulstein, the founder, president and CEO of Groundbreaker Technologies, creator of one of the leading investor management portals. Groundbreaker provides excellent service for small...
‘Using Tried and True Sales Techniques to Close Deals with Investors’ With Mauricio Botero
In this podcast, host Kim Lisa Taylor, Esq., explored "Using Tried and True Sales Techniques to Close Deals with Investors" with special guest Mauricio Botero. If you’re in the capital raising business, you need to learn sales skills. In this...
‘What’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective’ With Julie Peterson
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...
‘What’s the Skinny on Assisted Living Investments?’ With Vinney Chopra
In this episode of our podcast — "What's the Skinny on Assisted Living Investments?" — special guest Vinney Chopra spoke with host Kim Lisa Taylor about his many pursuits, including his latest experience with assisted living investments. ...
‘So You Want to be a Real Estate Developer’ With Daniil Kleyman
In this podcast/webinar that was originally recorded March 25, 2021, host Kim Lisa Taylor interviewed Daniil Kleyman, owner/operator of a development company as well as a property management company and another that focuses on software &...
‘Raise More Capital Through Digital Automation’ With Dr. Adam Gower, Ph.D.
In our February 2021 free educational podcast/webinar, "Raise More Capital Through Digital Automation," Kim Lisa Taylor interviewed Dr. Adam Gower, Ph.D., who has created a system for raising capital online that is revolutionizing the world of...
‘Increasing Your Multifamily Profits Through Cost Segregation,’ With Stacy Sherman
In our January 2021 webinar, Kim Lisa Taylor interviewed Stacy Sherman of Cost Segregation Services, Inc. Their discussion focused on how cost segregation can save investors a lot of money on their syndication deals, meaning there's more money to...
SEC Updates & Multi-Family Syndication Trends
In our December 2020 free educational webinar, attorney Kim Lisa Taylor provided details of recent SEC actions and proposals that have positive implications for capital raisers. This written update from Kim was the basis of the discussion: ...
‘Asset Protection in Your Syndicate: How it Works & Why it Matters’ with Clint Coons
In this webinar, Kim Lisa Taylor interviewed Clint Coons, a founding partner of Anderson Law Group and current manager of Anderson’s Tacoma office, who discussed how asset protection works within a syndication framework and why it’s important to...
‘Real Estate Deal Structures That Stand the Test of Time,’ with Samuel Freshman
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...
How to Resell Interests in a Securities Offering
In this webinar, Kim Lisa Taylor, Esq., welcomed guests Simen Ruge and Jackson Stith, co-founders of SyndiGate Capital, LLC, which focuses exclusively on brokering secondary equity positions in middle-market commercial real estate investments. They...
Distribution Waterfalls and How Cash Flows in a Syndicate
In this podcast, host and Syndication Attorneys, PLLC founding attorney Kim Lisa Taylor, Esq., educates participants about how cash flows in a syndicate, including an explanation of trends in distribution waterfalls. Read the transcript...
How to Streamline Management of Your Investors
This teleseminar centers around a discussion of the benefits of using an investor management platform to manage and impress your investors, from the first meeting to investment in your offerings. Specifically, Kim talks with representatives of...
Carried Interest & Other Tax Matters Related to Syndication, with Thomas Castelli
In this episode, Kim Lisa Taylor interviews special guest Thomas Castelli of The Real Estate CPA, who educates attendees about the tax ramifications of carried interest in real estate syndications and other implications of the Tax Cuts and Jobs Act...
Multifamily Outlook Beyond COVID-19 with David Lindahl
In this teleseminar, Kim Lisa Taylor welcomes special guest David Lindahl of REMentor, and the two prognosticate about the multifamily investing world beyond COVID-19. Get it straight from the expert: What's happening now? What's in the immediate...
5 Things You Can Do in Your Downtime to Further Your Syndication Business
When you have downtime – as most of us do now under shelter-in-place rules – are you being as productive as you can regarding your syndication and real estate investing business? In this teleseminar, Kim Lisa Taylor discusses actions you take and...
How to Get Family Offices to Invest in Your Real Estate Syndicate
In this highly educational broadcast, host Kim Lisa Taylor, Esq., and special guest Richard C. Wilson discuss “How to Get Family Offices to Invest in Your Real Estate Syndicates.” Richard is founder and CEO of Family Office Club, a global family...
Multifamily Investing Insights, with Jake and Gino
In this teleseminar, Kim Lisa Taylor interviews Jake Stenziano and Gino Barbaro, co-founders of JakeAndGino.com, a real estate education company specializing in multifamily apartment investing. Jake and Gino also are experienced syndicators...
Citadel Real Estate Group: Another Syndication Success Story with Bill Brancucci and Patrick Castelli
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...
Opportunity Zones — The Next Big Thing in Multifamily? With Matt Wills
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....
Marketing Materials
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...
Deal Structuring Trends in Commercial Real Estate with Jake Marmulstein
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...
10 Steps to Becoming a Successful Real Estate Syndicator
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...
Surviving Today’s Multifamily Market Conditions with David Lindahl
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...
One Syndicator’s Path to Success with Vinny Chopra
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...
Yes, You Should Write a Book! With Nick Raithel
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...
Why Having the Right Insurance Can Save Your Investors from Losing Your Assets! With Jeff Jones
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...
What to do When You Can’t Find Deals That Make Sense
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...
Waiting for the Techno Revolution? It’s Already Here! With Scott Purcell
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...
Is This Your Year to Syndicate? What Are You Waiting For?
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...
Crowdfunding: Selling Your Deal to Strangers with Darren Powderly
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...
Opportunity Zones
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...
Securities Licensing Requirements For Syndicators in Regulation D, Rule 506 & Regulation A+ Securities Offerings with Jim Raper and Tim Boykin
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...
60 Years of Wisdom in Raising Money for Real Estate Investments with Sam Freshman
This teleseminar features special guest Sam Freshman, longtime investor, syndicator and the author of "Principles of Real Estate Syndication" (more than 50,000 copies sold). What a treat for listeners, to be able to learn from one of the...
1031 Exchanges: DSTS, TICS and Syndicates with Mark Hodges
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...
Don’t Let Cyber Hacking Happen to You; How to Protect Yourself and Your Clients with Jeff Green
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...
Determining Investor Suitability and Establishing Pre-Existing Relationships
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...
HUD Financing for Commercial Properties & Development Projects: What You Should Know with Lynn Daugherty and John Peter Panagako
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,...
How to Structure a Real Estate Syndicate
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...
Crowdfunding with Crowdstreet; What Investors Want with Tore Steen
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...
Which Securities Offering Type is Right For You
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...
Simplified Deal Evaluation Help for Syndicators, At Last! With Bob Bowman
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...
Dating for Dollars
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 to Earn Money as a Real Estate Syndicator
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...
Joint Venture or Securities?
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...
Rookie Syndicator Mistakes with Vinney Chopra
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...
Setting the Stage for Syndication Success
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...