Before anyone raises capital, they tend to ask the same questions. What is a security, really? Why does my deal fall under securities laws? Why do I need so much paperwork? And why does everyone keep pointing me to Regulation D?

In this episode, Corporate Securities Attorney Kim Lisa Taylor and Syndication Attorneys’ Client Success Coach Krisha Young break down the top seven questions they hear from potential clients before they ever become clients. In plain English, the hosts explain what a security actually is, why it’s fundamentally a contractual agreement, and how the rules governing private capital raises are created and enforced.

The conversation covers Regulation D, the practical differences between Rule 506(b) and Rule 506(c), why Rule 506 is the most commonly used exemption, and why alternatives like Rule 504 rarely make sense for nationwide raises. We also explain why changes to securities laws, like changing accredited investor definitions take time, including the roles of Congress, the SEC, FINRA, and state regulators.

If you’re considering raising capital and feel confused or overwhelmed by the rules, this episode answers the exact questions most people ask at the beginning and explains why the answers are never as simple as they wish they were.

📚 Get one of our #1 Amazon best-selling books on capital Raising – totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Kim Lisa Taylor and Krisha Young welcome back Cherif Medawar — renowned investor, fund manager, and educator — for a deep dive on how business owners and entrepreneurs can scale using his triple-net (NNN) lease model. Cherif breaks down how NNN properties work, why they provide stable and predictable cash flow, and how you can leverage them to expand your portfolio or business without unnecessary risk - and with his assistance. He also shares practical strategies for structuring deals, raising capital, and building win-win partnerships that fuel long-term growth. Whether you’re just starting out or ready to level up, this episode gives you the roadmap to scale your business from NNN to millions.

📚 Get one of our #1 Amazon best-selling books on capital Raising – totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

When a syndicated property goes back to the bank, it can feel like the end of the road—but it doesn’t have to be. In this episode, commercial mortgage expert Eric Stewart joins us to unpack what really happens when a syndicator loses a property to foreclosure, how lenders evaluate your future loan applications after a loss, and what you can do to rebuild your reputation and credit. 

We also dive into the darker side of “non-recourse” loans—those comforting words that sometimes come with hidden teeth. Eric explains how certain borrower actions, even accidental ones, can trigger bad boy carve-outs, turning a non-recourse loan into a personal liability nightmare. 

Whether you’re navigating a distressed asset or just trying to stay out of hot water, this conversation will arm you with practical strategies to mitigate risk, negotiate smarter, and recover stronger. 

📚 Get one of our #1 Amazon best-selling books on capital Raising – totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Join Kim Lisa Taylor and Krisha Young as they sit down again with Troy Eckard, founder of Eckard Enterprises, to explore how oil and gas mineral rights have become a compelling alternative investment. Troy shares how his team evaluates opportunities, the unique advantages compared to traditional oil and gas deals, and why investors are increasingly turning to minerals as a stable, income-generating asset. From self-directed IRAs and 1031 exchanges to appraisal differences and wealth manager strategies, Troy reveals what investors need to know about entering this space. Whether you’re looking to diversify your portfolio or understand how alternative assets work, this episode will open the door to a world of energy-based wealth creation.

📚 Get one of our #1 Amazon best-selling books on capital Raising – totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Kim Lisa Taylor and Krisha Young welcome Bob Bowman, the creator of Commercial Underwriter, one of the most popular commercial underwriting software platforms in the industry. Bob has built a reputation for helping real estate syndicators analyze deals with accuracy and speed. In this episode, he shares the secrets behind successful underwriting, what makes or breaks a deal, and how technology is reshaping the way professionals evaluate commercial real estate. Whether you’re new to underwriting or looking to sharpen your skills, Bob’s insights will help you approach your next deal with confidence and clarity.

📚 Get one of our #1 Amazon best-selling books on capital Raising – totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Affordable housing is one of the most pressing issues today, and Levi Aberle is leading the charge with an innovative solution: barndominiums. In this episode, Levi, the founder of Fortified Buildings LLC, shares how his own experience of building a combination horse barn and house led to the creation of a new kind of affordable, energy-efficient home. With steel framing, radiant floor systems, and creative construction methods, Levi's company is developing subdivisions of homes that cost less, use less energy, and look just like traditional houses.

Join hosts Mola Bosland & Krisha Young as they dive into Levi's journey from Colorado to Indiana, the rise of barndominiums across the U.S., and how this unique approach to housing is making homeownership more accessible for all.

In this episode, you’ll learn:
✔️ The story behind Levi’s vision for affordable housing
✔️ How barndominiums offer a cost-effective and energy-efficient solution
✔️ The benefits of steel framing and radiant floor systems in construction
✔️ Why barndominiums are quickly gaining popularity across the country

Don't miss out on this insightful conversation about the future of affordable housing!

Join the conversation and learn how to use your personal story to connect with ideal investors and take your real estate business to new heights.

🔔 Subscribe to our channel and hit the bell icon to never miss an episode on real estate and investment strategies!

📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free... 

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/cons...

#NowItsDone #AIInRealEstate #RealEstateAutomation #SmallBusinessGrowth #Entrepreneurship #BusinessEfficiency #RealEstateSyndication #AIForBusiness #capitalraising 

In this video, we sit down with George Knowlton, the creator of the NowItsDone system, a groundbreaking AI-powered tool that’s revolutionizing how real estate syndicators and small business owners streamline their operations. George shares his journey into real estate and what inspired him to develop a system that simplifies the complexities of managing multiple aspects of business.

The NowItsDone system is designed to automate key tasks, including acquisition processes, asset management, and the day-to-day operations that often overwhelm business owners. This innovative tool is changing the way entrepreneurs handle these critical functions, enabling them to save time, reduce errors, and improve efficiency. By leveraging artificial intelligence, the system not only takes on repetitive tasks but also provides smarter ways to manage business growth.

Throughout the video, George explains how his system addresses the unique pain points of real estate professionals and small business owners, offering practical insights into how automation can help businesses thrive. If you've ever wished for a way to finally stop feeling overwhelmed by the constant demands of running a business, this episode will give you a glimpse into how technology can simplify your life and put you on the path to more growth and success.

Join the conversation and learn how to use your personal story to connect with ideal investors and take your real estate business to new heights.

🔔 Subscribe to our channel and hit the bell icon to never miss an episode on real estate and investment strategies!

📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free... 

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/cons...

#NowItsDone #AIInRealEstate #RealEstateAutomation #SmallBusinessGrowth #Entrepreneurship #BusinessEfficiency #RealEstateSyndication #AIForBusiness #AutomationTools #BusinessSystems #StreamlineOperations #GeorgeKnowlton

In this insightful episode, co-hosts Kim Lisa Taylor and Krisha Young chat with Marcin Drozdz, a capital-raising expert and investor mentor, about the concept of "The Unfair Advantage"—a powerful strategy for attracting the right investors. Marcin dives into how your unique background, mindset, skills, and life experience, when understood and communicated properly, can become your biggest asset in raising capital.

Join the conversation and learn how to use your personal story to connect with ideal investors and take your real estate business to new heights.

🔔 Subscribe to our channel and hit the bell icon to never miss an episode on real estate and investment strategies!

📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free... 

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/cons...

#RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome

In this episode, Hector Hernandez, founder of HDZ Partners, shares his journey of launching and managing his first investment fund. He reveals the hard-earned lessons he's learned along the way, from deciding what to offer investors to assembling a credible team and balancing capital raising with deal flow. Hector talks about the real-world challenges that aren't often covered in textbooks, including the temptation to deploy funds too quickly and how he navigated those decisions.

Hector also highlights the strategies that worked for him, like building a team with strong professional networks, maintaining valuable relationships with capital raisers and legal advisers, and staying true to the fund's original mission. Whether you're considering starting your own fund or advising someone in the process, this episode is packed with practical insights you won’t want to miss.

🎙️ Guest: Hector Hernandez, Founder of HDZ Partners
🎤 Podcast Hosts: Kim Lisa Taylor & Krisha Young

Time Stamps:
0:00 - Introduction
2:30 - The Challenges of Starting an Investment Fund
6:15 - Balancing Capital Raising with Deal Flow
10:00 - Assembling a Functional and Credible Team
14:00 - Leveraging Networks for Success
18:00 - The Temptation to Deploy Funds Too Soon
22:30 - Staying True to Your Fund’s Mission
26:00 - Lessons Learned and What Went Right
30:00 - Final Thoughts and Advice for Aspiring Fund Managers

Don't forget to like, subscribe, and hit the notification bell for more in-depth conversations on starting and growing investment funds!

🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies!

📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free... 

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/cons...

Don’t forget to subscribe to our channel for more tips on raising capital legally and networking to grow your real estate business.

#RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome
Transcript

How to Turn Networking Events into Deal-Making Opportunities | Raise Capital Legally Podcast

In this episode of the Raise Capital Legally Podcast, Krisha Young and attorney Kim Lisa Taylor dive into the strategies for turning networking events into gold mines! Joining them is real estate expert David Lindahl, who shares his insider playbook for mastering first impressions, building authentic connections, and following up to make lasting partnerships.

Topics Discussed:
✅ Mastering networking at events, including the Ultimate Partnering Event
✅ Proven strategies to connect with VIPs without the awkwardness
✅ Effective post-event follow-up tactics to turn relationships into real results
✅ The power of content marketing and AI in building relationships
✅ The mindset shift needed to scale from small investments to large portfolios

If you want to learn how to network confidently, develop strong business partnerships, and make your next event work for you, this episode is a must-listen!

🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies!

📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/ 

🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

Don’t forget to subscribe to our channel for more tips on raising capital legally and networking to grow your real estate business.

#RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome