Syndication Articles
What’s a Pre-existing Substantive Relationship for Rule 506(b) Investors?
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 Investors Raise Capital Legally’ With Vinney Chopra
In this April 5, 2021, guest appearance on Vinney Chopra’s podcast “Syndication Made Easy,” Kim Lisa Taylor, Esq., discussed various considerations for syndicators to ensure they are doing everything according to the book and avoiding any issues with SEC compliance....
‘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 & education. As Kim noted,...
What do You Have to do to Verify Repeat Investors for Rule 506(c) Offerings?
In the SEC’s publication Facilitating Capital Formation and Expanding Investment Opportunities by Improving Access to Capital in Private Markets[1], the SEC relaxed the standards for verifying investors by including the following language: (E) In regard to any person...
JV Partnerships, Syndication and SEC Updates, with Bill Manassero
In this return guest appearance on Bill Manassero's podcast, "Old Dawgs REI Network," Kim Lisa Taylor shares how and when these two structures - JV Partnerships or Syndications - come into play, as well as sharing the latest SEC updates for 2021. Listen to the...
Transcript: ‘Raise More Capital Through Digital Automation’ With Special Guest Dr. Adam Gower, Ph.D.
Edited Transcript from the Raise Private Money Legally Podcast ‘Raise More Capital Through Digital Automation’ With Special Guest Dr. Adam Gower, Ph.D. Originally Broadcast on Feb. 18, 2021 Watch/listen to the Podcast. Kim Lisa Taylor: Welcome to...
‘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 syndication. We've told...
What to do When Disaster Strikes Your Syndicated Property
Disasters at income properties come in many forms. Over our years of practice, our clients have had fires, major wind damage, hurricane flooding, COVID, partner embezzlement, and even murder. When disaster strikes, you need a plan for dealing with your tenants and...
‘Eviction Cloud’ Expected to Have Nationwide Fallout
An “eviction cloud” that is likely to have dramatic impact not only on tenants but also rental property owners hangs over Florida, as described in a recent entry on the Business Law Section Blog of the Florida Bar. But investors and property owners throughout the...
Do I Need a PPM?
Recently, we were asked: "I know someone who does deals with the same group of investors over and over and just uses a limited partnership agreement without a subscription agreement, PPM, or securities notice filings. Can I do that?" The answer is: If all investors...
Transcript: ‘Increasing Your Multifamily Profits Through Cost Segregation’
Edited Transcript from the Webinar ‘Increasing Your Multifamily Profits Through Cost Segregation’ With Special Guest Stacy Sherman Originally Broadcast on Jan. 21, 2021 Watch/listen to the Webinar. Kim Lisa Taylor: Welcome to Syndication Attorneys,...
‘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 share with investors...
Transcript: ’10 Things To Do When You Can’t Find Deals That Make Sense’
Edited Transcript from the Webinar, “10 Things To Do When You Can't Find Deals That Make Sense” Originally broadcast April 4, 2019 Listen to the teleseminar Kim Lisa Taylor: Welcome to Syndication Attorney's free monthly teleseminar where we talk about topics...