Kim Lisa Taylor, Esq., hosts a free, 30- to 40-minute teleseminar every month (usually the third Thursday). Each teleseminar is designed to educate participants about raising money from private investors legally, ethically and profitably for your real estate ventures. The last 10 minutes is reserved for Q&A on topics of a general nature.

Our monthly newsletter, Syndication Snapshot, provides details of each upcoming teleseminar. You can sign up for our newsletters here and join our growing list of subscribers. Newsletters are distributed via email the first week of each month.

Missed one of our earlier broadcasts? Access our archives:

To listen to past teleseminars, simply click on the appropriate link below:


»»» July 26, 2018 – Securities Licensing Requirements for Syndicators in Regulation D, Rule 506 & Regulation A+ Securities Offerings 

Our guests for this teleseminar: Jim Raper, Chief Compliance Officer, and Tim Boykin, Corporate Counsel, from WealthForge, who discuss the whys and hows of securities licensing. Among the points addressed:
• Who needs a securities license?
• When should you get a license?
• What is the process of becoming licensed?
• What does a license allow you to do?
• What if you don’t get a license?
To download the WealthForge e-book, “Am I Selling a Real Estate Security?” click here.
Click here for a free e-book from WealthForge, “To Register or Not to Register: A Definitive Guide to Understanding the Broker Registration Requirement.”
For information on how someone with a license can work with WealthForge, click here.



»»» June 28, 2018 – 60 Years of Wisdom in Raising Money for Real Estate Investments, with Sam Freshman

Our esteemed guest for this teleseminar was Sam Freshman, author of the book, “Principles of Real Estate Syndication” (over 50,000 copies sold). This broadcast truly was a treasure trove of information for listeners, and a chance to learn from one of the leading syndication experts in the country.


»»» May 31, 2018 – 1031 Exchanges: DSTs, TICs and Syndicates

Guest speaker Mark Hodges, owner of the Real Estate Law Firm, 1031 Exchange Services, and  Real  Estate IRA Services, helps us take a look at the advantages and disadvantages of various group investment structures a syndicator can pursue in working with 1031 investors, including TICs and Delaware Statutory Trusts (DSTs), and their relation to syndication.


»»» April 26, 2018 – Determining Investor Suitability and Establishing Pre-Existing Relationships

In this teleseminar, we focus on these often-confusing aspects of adhering to SEC rules regarding securities offerings: How do you determine investor suitability and when is it necessary to do so? And what about pre-existing relationships?


»»» March 29, 2018 – Don’t Let Cyber Hacking Happen to You; How to Protect Yourself and Your Clients

As a syndicator, you too are at risk of hackers and other cybercriminals seeking to exploit you and your database of investors. In this teleseminar, we focus on this important topic in an effort to help you protect you and your investors, who are trusting you to keep their personal and financial information secure. Our guest is cybersecurity expert Jeff Green of Jeffware.


»»» Feb. 28, 2018 – HUD Financing for Commercial Properties & Development Projects: What You Should Know

Did you know the U.S. Department of Housing and Urban Development (HUD) insures loans on commercial properties, including multifamily and assisted living facilities? It’s a great tool to add to your financing arsenal for commercial real estate, with distinct advantages over traditional Fannie Mae and Freddie Mac loans. In this teleseminar, HUD financing consultants Lynn Daugherty and John Peter Panagako provide an overview.


»»» Jan. 10, 2018 – How to Structure a Real Estate Syndicate

There are numerous ways of structuring a commercial income-producing property; in this teleseminar, we look at how to match the right strategy to your needs.


»»» Nov. 17, 2017 – Crowdfunding With CrowdStreet; What Investors Want

CrowdStreet CEO and co-founder Tore Steen discusses various aspects of crowdfunding with Kim Lisa Taylor, including:

  • How sponsors get their deals posted on CrowdStreet’s platform, and the due diligence process
  • What type of experience CrowdStreet looks for in a sponsor 
  • How long it typically takes to get documents posted and funds raised 
  • What portion of the raise CrowdStreet typically wants to do
  • What deal parameters CrowdStreet looks for in specified offerings (minimum investment amounts, annualized returns, overall IRRs, duration of investment)

»»» Oct. 26, 2017 – Which Securities Offering Type is Right for You?

Choosing the right offering type — specified, semi-specified, blind pool or segregated — is one of the most important matters you’ll need to consider when creating a securities offering to legally pool money from private investors. In this teleseminar, we examine the four to help you determine which is the best fit for your situation.

»»» Sept. 28, 2017: Simplified Deal Evaluation for Syndicators, At Last!

Experienced syndicator Bob Bowman describes his new software, called Commercial Underwriter, which he says will enable you to underwrite a deal in 5 minutes (of course, you would do a more in-depth analysis before you write the offer).

»»» Aug. 24, 2017: Dating for Dollars

Meeting investors and developing effective relationships is an integral part of success in syndication. In this teleseminar, Kim shares:
  • How to develop a database of potential investors you can draw on fast when you need to fund a deal
  • What marketing tools you need to be able to show investors you are serious about your business
  • How to legally get other people to share their investor contacts with you
  • How you can leverage your investors to get into other people’s deals, and be legally compensated for it

»»» June 15, 2017: How to Earn Money as a Real Estate Syndicator

How do you make money as a real estate syndicator? It’s a common question from those who are new to or who are continuing to master this wealth-building strategy.

»»» May 18, 2017: Joint Venture or Securities?

What you don’t know CAN hurt you, particularly when you’re using other people’s money for your real estate investments. In this teleseminar, we discuss the difference between joint ventures and securities and why you need to know which you’re dealing with.

»»» April 13, 2017: Rookie Syndicator Mistakes

Our special guest is Vinney Chopra, a longterm syndication client who came to the United States from India in 1976 with just $7 in his pockets. Since syndicating his first multi-family property in 2009, Vinney has gone on to syndicate 26 multi-family properties ranging from 14 to 267 units. Currently, he controls 2,300 units. Vinney and his investment teams have successfully raised more than $70 million from private investors. He shares his insights about what beginning syndicators encounter.

»»» March 16, 2017: Setting the Stage for Syndication Success

In this teleseminar we cover:

  • The definitions of “syndicate” and “syndicator”
  • Why one would want to syndicate
  • Eight steps to set the stage for syndication success



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