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Syndication Articles

Determining Investor Suitability  for 506(b) Offerings

Determining Investor Suitability for 506(b) Offerings

Question: If I am doing a 506(b) offering, do I still need a pre-existing substantive relationship before I can solicit from an Accredited Investor (AI)?  If “yes,” is there still any waiting period after I get that Accredited Investor to sign a document attesting to...

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Can a Canadian Citizen Invest in My Syndicate?

Yes, but if your investment entity is a limited liability company, they could be double-taxed in the United States and Canada unless they have their own C Corp or Limited Partnership that makes the investment on their behalf. They need to seek the advice of their own...

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Transcript: ‘What is Real Estate Syndication’

Edited Transcript from The Passive Income Attorney Podcast, episode 18, “What is a Real Estate Syndication, with Kim Lisa Taylor” Provided by Seth Bradley Originally broadcast Jan. 7, 2021     Seth Bradley: What’s up law nation? I know you all been working really...

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What is a Real Estate Syndication, with Seth Bradley

What is a Real Estate Syndication, with Seth Bradley

On this episode of The Passive Income Attorney Podcast, host Seth Bradley and Kim Lisa Taylor discuss syndications, explain the role of sponsors in syndications, what a PPM and operating agreement are, and much more.   Listen to the podcast. Read the...

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SEC Updates & Multi-Family Syndication Trends

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. Unfortunately, we encountered technical difficulties with the recording of the webinar....

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Transcript: ‘Dating for Dollars’

Edited transcript from the teleseminar, 'Dating for Dollars' Originally broadcast on Aug. 24, 2017   Listen to the teleseminar   Kim Lisa Taylor: Welcome to the free monthly teleseminar for Syndication Attorneys, PLLC. We are a Florida law firm, but we do...

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SEC Proposes Harmonization Amendments to Exempt Offerings

While everyone else has been hunkered down over the past few months, the SEC staff has been busy proposing and adopting new regulations, some of which may have a significant positive impact on raising private money. Among them are Harmonization Amendments to Exempt...

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