Syndication Articles
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...
How to Syndicate Legally, with Dan Krueger and Anthony Vicino
Dan Krueger and Anthony Vicino, hosts of the podcast "Multifamily Investing Made Simple," welcome Kim Lisa Taylor as guest speaker. Kim outlines the basics guidelines that syndicators need to follow to stay within SEC regulations in "How to Syndicate Legally." Listen...
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...
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...
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...
Transcript: ‘Mistakes Rookie Syndicators Make’ with Vinney Chopra
Edited transcript from the teleseminar ‘Mistakes Rookie Syndicators Make’ With special guest Vinney Chopra Originally broadcast in April 2017 Listen to the teleseminar Kim Lisa Taylor: Welcome to Syndication Attorneys, PLLC’s monthly free teleconference,...
Transcript: ‘10 Steps to Becoming a Successful Real Estate Syndicator’
Edited transcript of the teleseminar ‘10 Steps to Becoming a Successful Real Estate Syndicator’ Originally broadcast on Aug. 29, 2019 Listen to the teleseminar. Kim Lisa Taylor: Thank you, everyone, for joining our call today. We really appreciate...
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....
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...
Transcript: ‘Fund Creation and Fund Structures’ on Ruben Greth’s The Capital Raiser Show
Edited Transcript from ‘The Capital Raiser Show’ Hosted by: Ruben Greth Special Guest: Kim Lisa Taylor, Esq. Originally Broadcast on Oct. 30, 2020 Listen to the podcast Ruben Greth: I have Kim Lisa Taylor, Esq., on “The Capital Raiser Show.” Thank you so...
SEC Update: Proposed Finder’s Exemption for Private Offerings
On October 7, 2020, the SEC proposed a new Finders exemption that would allow commissions to be paid to certain unlicensed persons who refer Accredited investors to private securities offerings. This is a proposed rule that creates two “tiers” of Finders who can...
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...
Transcript: ‘Asset Protection in Your Syndicate: How it Works & Why it Matters’
Edited Transcript from the Webinar ‘Asset Protection in Your Syndicate: How it Works & Why it Matters’ With Special Guest Clint Coons Originally Broadcast on Nov. 19, 2020 Watch the webinar. Listen to the audio-only recording. Kim Lisa...