Syndication Articles
‘So You Want to be a Real Estate Developer’ With Daniil Kleyman
What do You Have to do to Verify Repeat Investors for Rule 506(c) Offerings?
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...
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...
‘Raise More Capital Through Digital Automation’ With Dr. Adam Gower, Ph.D.
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.[1] But investors and property owners throughout the...
Do I Need a PPM?
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...
‘Increasing Your Multifamily Profits Through Cost Segregation,’ With Stacy Sherman
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?
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...
What is a Real Estate Syndication, with Seth Bradley
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....