Teleseminars

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.

GET NOTIFIED OF UPCOMING TELESEMINARS

Missed one of our earlier broadcasts? To listen to or read transcripts from past teleseminars, simply click on the appropriate link below.

 

Marketing Materials

Professional marketing materials can help you raise money faster and from higher net worth investors. We offer professionally written and designed marketing materials for your Securities Offerings and syndications through our Web Store, including Investment Summaries, Property Summaries, Pitch Decks, Investor Marketing Plans, Company Brochures, Track Records, Websites, White Papers and more. All are prepared by professional editors and graphic designers and reviewed by our legal team.

10 steps to becoming a successful real estate syndicator

In this teleseminar, Kim Lisa Taylor teaches “10 Steps to Becoming a Successful Real Estate Syndicator,” based on her 10 years of experience and over 300 offerings as a corporate securities attorney. Mastering real estate syndication is really not as hard as you might think. Just like dancing, once you learn the steps, you just have to put them all together (in the right order) and the next thing you know, you’re “Dancing with the Stars!” Find out what steps you should be taking now to launch your own successful real estate syndication business.

10 steps to becoming a successful real estate syndicator

In this teleseminar, Vinney Chopra, now a highly successful multifamily investor and syndicator, will share the story of how he arrived in the U.S. from India with only $7 in his pocket and built a multimillion-dollar investing portfolio with hard work, a clear vision and an unending positive attitude. 

Surviving Today’s Multifamily Market Conditions

In this teleseminar, host Kim Lisa Taylor is joined by special guest David Lindahl, who shares his insights and tips regarding surviving and prospering in today’s multifamily market. David is one of the best-known educators in the multifamily investing space, having founded RE Mentor nearly 20 years ago. Thousands of investors have attended RE Mentor’s training events over the years.

Why Having the Right Insurance can Save You and Your Investors from Losing Your assets!

Insurance can be a complex and/or intimidating topic to many investors, but this is one subject you want to fully understand.   In this teleseminar, special guest Jeff Jones from Insurance Office of America guides us through the ins and outs of having the right insurance and making sure your claims get properly covered. Not having the right insurance, or using the wrong company or agent, can mean all the difference in getting your property and liability insurance claims adequately covered.

Yes, you should write a book!

There’s no substitute for the name recognition and credibility that a well-researched and -written book can bring. Yet so many syndicators and investors shy away, fearing they either aren’t capable or simply don’t have the time. In our May 2019 free educational teleseminar,  we tell you how you really can write a book – and it’s easier than you might think. Nick Raithel, host of the podcast “7 Rules for Real Estate Investing with Nick Raithel” and the man behind “The 7-Hour Book,” is our guest speaker. He explains not only how to create your own book to promote your business in just 7 hours – but more importantly,  WHY this makes good business sense for you.

What to do when you Can’t find deals that make sense

We know the current market cycle is making it hard to find deals. Prices are high; cap rates are low; interest rates are on the rise; and the good deals seem to be drying up. If you have chosen the path of a real estate syndicator, what can you do? In this teleseminar, we share some actionable steps you can use now so you don’t lose any of your momentum.

Waiting for the techno revolution?
It’s already here!

In this teleseminar, we are joined by Scott Purcell, CEO and Chief Trust Officer of Prime Trust, who helps explain how financial technology is transforming the investing landscape and what that means for you. We look specifically at custodial accounts and how to safely get funds from Non-U.S. Persons into the United States and securely keep that money here, the implications for syndicators using such funds, and how to use blockchain technology in financial transactions with investors.

Is this your year to syndicate?
What are you waiting for?

Syndication is all about fundraising, and successful fundraising requires having a database of investors who are ready, willing and able to invest once you get a deal that needs cash. In this teleseminar, we teach you how to create an Investor Marketing Plan that will give you all of the tools, confidence and investors you need to successfully fund your deals. We show you what you should be doing right now to launch your syndication business.

Click below for related resource material:

Download our special report, “Marketing Tools You Need to be a Successful Syndicator.”

Don’t have time to read the report? Click here for our Quickstart Guide.

Crowdfunding: Partner with High-Net-Worth Individuals to Fund Your Next Deal

Many people think crowdfunding is a no-brainer as a way to raise private money for their deals. But it’s not that simple, and it’s not for everyone. In this broadcast, with guest speaker Darren Powderly of Crowdstreet, we explain how to know if it’s an appropriate strategy for you and then how to use it to raise money for your deals.

Click below for related content: 

Understanding the Basics of Crowdfunding 

SA Special Report: A Guide to the Basics of Crowdfunding

Opportunity Zones

The U.S. Department of Treasury and the Internal Revenue Service recently announced an exciting tax benefit: You can set up a Qualified Opportunity Fund (QOF) that could allow your investors to take advantage of a permanent exclusion from federal income tax on capital gains when they invest in your fund.

During this teleseminar, representatives of the accounting firm The Real Estate CPA joined us to discuss this new program and how you might be able to use it in your syndication business.

Click below for related content:

Qualified Opportunity Funds – Coming to a Community Near You

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?
ADDITIONAL RESOURCES:
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.

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.

Click below for related content:

The 1031 Dilemma – Tenants in Common, Delaware Statutory Trusts & Syndicates

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?

Click below for related content:

Determining Investor Suitability for 506(b) Offerings

Soliciting Investors for a Rule 506(b) Private Placement Offering

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.

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.

Click below for related content:

HUD Loans For Construction, Rehab & Refinancing

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.

Click below for related content:

How to Structure a Real Estate Syndicate

Joint Ventures & Co-Investments — Typical Structures & Applications

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)

Click below for related content: 

Understanding the Basics of Crowdfunding

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.

Click below for related content:

Specified, Semi-Specified, Segregated or Blind Pool — Which Offering Type is Right for You?

Crowdfunding with Crowdstreet; What Investors Want

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).

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

Click below for related content:

Determining Investor Suitability for 506(b) Offerings

The Legal Aspects of Raising Money from Private Investors-Rule 506(b)

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.

Click below for related content: 

12 Ways You Can Earn Money as a Real Estate Syndicator

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.

Click below for related content:

Joint Ventures or Securities – What’s the Difference?

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.

Click below for related content:

The Legal Aspects of Raising Money from Private Investors-Rule 506(b)

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

Click below for related content:

What is Real Estate Syndication?

What You Should Know Before Investing in a Syndication

How to Structure a Real Estate Syndicate

Download our Free EbookHow to Legally Raise Private Money

Are You Raising Private Money LEGALLY?  Would You Like to Have More Investors Than You Need? 

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