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Raise Capital Legally
Raise Capital Legally episodes
- How to Build a Real Estate Portfolio From $3M to $30M Deals
In this episode, Kim interviews longtime Syndication Attorneys, PLLC clients Bill Brancucci and Patrick Castelli about their journey from beginning syndicators just five years ago to now running Citadel Real Estate Group, a multimillion-dollar investment firm with $110 million in assets under management for some 250 investors.
Bill and Patrick share how they got started, where they turned for the necessary education, how they began raising money from investors to finance bigger and better deals, and what they’re doing now. As you listen to their story, you’re sure to be inspired.
Among other points discussed:
- How they delegate tasks between them
- How they reach out to investors
- What kind of followup it takes to get someone to invest
- How they develop relationships with co-guarantors
- What they would do differently if they were to start all over again
- How they have been able to upgrade properties using 1031 Exchange
- Status of current deal
Contact:
email
Syndication Attorneys Website
Investor Marketing Materials58 min - How to Resell Interests in a Securities Offering With SyndiGate
In this episode, Kim Lisa Taylor, Esq., welcomed guests Simen Ruge and Jackson Stith, co-founders of SyndiGate Capital, LLC, which focuses exclusively on brokering secondary equity positions in middle-market commercial real estate investments. They discussed various scenarios in which an investor might want to exit a syndicate, or change its terms, including:
- You as an investor may want out of your real estate syndicate — or perhaps you want someone else out.
- Your syndicate is approaching its end date, and your investors want out but you want to keep it.
- You have a lender that needs to be paid off, but the property doesn’t qualify for refinancing yet.
Contact:
email
Syndication Attorneys Website
Investor Marketing Materials1 hr - Why Having The Right Commercial Property Insurance Matters
Insurance can be a complex and/or intimidating topic to many investors, but this is one subject you want to fully understand. In this episode, 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.
Contact:
email
Syndication Attorneys Website
Investor Marketing Materials1 hr 5 min - How To Change Your Tactics When You Can't Find Deals
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 episode, we share some actionable steps you can use now so you don’t lose any of your momentum.
Contact:
email
Syndication Attorneys Website
Investor Marketing Materials46 min - Waiting for the Techno Revolution? It’s Already Here! With Scott PurcellIn this episode, 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.Contact: ema...41 min
- 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 episode, 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.
Contact:
email
Syndication Attorneys Website57 min - What’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective With Julie Peterson
In this episode of our podcast, host Kim Lisa Taylor, Esq. interviewed special guest Julie Peterson, a senior director at Old Capital Commercial Real Estate Debt & Equity. Julie spoke on the topic: “What’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective.”
Among the areas explored in the interview:
- Why use a mortgage broker instead of going directly to a lender?
- How has COVID changed lending requirements?
- How can investors be best prepared for financing a commercial multifamily asset?
- What direction are interest rates trending?
- And more.
Contact:
email
Syndication Attorneys Website
Investor Marketing Materials52 min - Crowdfunding: Selling Your Deal to Strangers with Darren Powderly
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 episode, 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.
Contact:
email
Syndication Attorneys Website
Investor Marketing Materials1 hr - Mastering the Raise with Jake Marmulstein
In this episode, Kim Lisa Taylor talks to Jake Marmulstein about mastering the raise. Jake's platform Groundbreaker enables real estate syndicators to find, manage and verify investors; receive payments; and show off property profiles.
Contact:
email
Syndication Attorneys Website
Investor Marketing Materials48 min - Using Tried and True Sales Techniques to Close Deals with Investors • with Mauricio Botero
In this podcast, host Kim Lisa Taylor, Esq., explored “Using Tried and True Sales Techniques to Close Deals with Investors” with special guest Mauricio Botero. If you’re in the capital raising business, you need to learn sales skills. In this podcast you will learn how mastering tried and true sales techniques can help you raise money from private investors faster than ever. And it could even help you land a few more deals!
Contact:
email
Syndication Attorneys Website
Investor Marketing Materials43 min
About Raise Capital Legally
From the publisher's feed
Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Capital Legally" host and Corporate Securities Attorney Kim Lisa Taylor, and…
co-host Krisha Young guides you through this complex and confusing world. Learn how to raise all the capital you need for real estate or small business and avoid legal potholes.
Each episode either teaches a subject related to capital raising or interviews service providers who offer services investors need as they grow their businesses. At the end of each show, Kim and her guests take live questions from the audience.
Kim is not just an attorney, she's also an investor. She has owned or controlled 30 rental properties; has been a general partner in a land development project; and currently owns vacation rentals. She is also the author of two Amazon best sellers on how to raise capital legally. Kim and her team have helped hundreds of clients raise ~$4B.
Information discussed during this podcast is of a general, educational nature and should not be construed as a legal advice.
Get one of our Amazon Best-Sellers mailed to you. Text the word SYNDICATE to 844-796-3428 and give us your address.
Each episode either teaches a subject related to capital raising or interviews service providers who offer services investors need as they grow their businesses. At the end of each show, Kim and her guests take live questions from the audience.
Kim is not just an attorney, she's also an investor. She has owned or controlled 30 rental properties; has been a general partner in a land development project; and currently owns vacation rentals. She is also the author of two Amazon best sellers on how to raise capital legally. Kim and her team have helped hundreds of clients raise ~$4B.
Information discussed during this podcast is of a general, educational nature and should not be construed as a legal advice.
Get one of our Amazon Best-Sellers mailed to you. Text the word SYNDICATE to 844-796-3428 and give us your address.
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