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...
Transcript: How to Avoid Fraud When Investing in Real Estate
Transcript from ‘Ritter on Real Estate’ podcast With Host Kent Ritter Interviewing Kim Lisa Taylor, Esq. Originally broadcast on June 17, 2020 Listen to the podcast here Kent Ritter: Hello, fellow investors. Welcome to Ritter on Real Estate, where we...
How to Avoid Fraud When Investing in Real Estate, with Kent Ritter
In this interview with Kent Ritter on his podcast, Ritter on Real Estate, guest Kim Lisa Taylor discusses how to identify fraudulent deals and bad sponsors before it’s too late. Among the points covered: The reason people commit fraud The three types of fraud:...
10 Things You Should Know Before Accepting Preferred Equity Partners in Your Real Estate Deals
Preferred Equity typically comes from family offices, insurance companies, hedge funds, other funds, and even certain institutional investors that will take a fixed return or equity position in your real estate deal. We have assisted many clients with their Preferred...
Transcript: Multifamily Outlook Beyond COVID-19, with David Lindahl
Edited transcript from the teleseminar, “Multifamily Outlook Beyond COVID-19,” with David Lindahl Originally broadcast on May 21, 2020 Listen to the podcast here. Kim Lisa Taylor: Welcome to Syndication Attorneys' free monthly teleseminar where we talk about topics of...
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 future? What's on the...
Syndication and Accredited Investors with Chris Mills
Skyline Views is a podcast for real estate investors, both passive and active, covering various markets around the U.S. as host Chris Mills interviews experts about their respective specialties and strategies. In this episode, Chris interviews Kim Lisa Taylor about...
Joint Ventures, Syndications & Raising Money, with Anette Talie
“Real Estate Deal Closers with Anette Talie” is a podcast that focuses on the deals, while interviewing real estate “closers” who share in detail the whole process from finding a deal to closing it as well as strategies and tips to help you do the same. In this...
Avoiding Fraud in Syndication
Syndicators Beware — Your Livelihood and Reputation are On the Line if Fraud Occurs in Your Syndicate Fraud is a constant risk in any kind of transaction but even more so in a real estate syndication, which involves pooling funds from multiple investors, many of whom...
Which Fund Structure is Right for You?
There are multiple ways to set up a private equity fund. The most common types are described here. FUND STRUCTURES Whole Fund Model Under the “Whole Fund” or “Blind Pool” model, investors purchase interests in a pooled investment fund (the Fund), which is usually...
3 Reasons NOT to Do a Joint Venture with Investors When Raising Capital
The following question was recently asked of our firm: “If I’m raising less than $1 million, do I still have to follow securities laws? Can’t I just do a joint venture?” The amount of money you are raising doesn’t matter. What determines whether something is a joint...
What Do I Need to Know About Syndicating in the Wake of the Coronavirus Pandemic?
The syndication market has slowed. Proceed with caution. Give yourself long escrows and extra extensions on any new projects right now, as investors are slow to act and those whose funds are in the stock market won’t pull them out until the market recovers. Your best...
Can I Raise Capital Through Regulation D, Rule 506 for an Opportunity Zone Project?
You can raise money for an Opportunity Zone project under the Regulation D, Rule 506 securities exemption the same as you can for any other securities offering. You need to decide which of the Rule 506 exemptions you want to use - Rule 506(b) or Rule 506(c), learn the...