Raise Capital Legally

By Kim Lisa TaylorBusiness Entrepreneurship Investing

Raise Capital Legally episodes

May 29, 2021 S2E20: What’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective.
Join us while we interview Julie Anne Peterson of Old Capital Lending about current Multi-Family Lending trends. During this Podcast, we explore the benefits of using a Mortgage Broker (versus a direct lender), what's happening with loan-to-value ratios, when to use a Bridge Loan and costs associated with it; who you need on your team for financing a commercial multifamily asset; what direction are interest rates trending? And more.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials
53 min
May 28, 2021 Carried Interest & Other Tax Matters Related to Syndication, with Thomas Castelli
In this episode, Kim Lisa Taylor interviews special guest Thomas Castelli of The Real Estate CPA, who educates attendees about the tax ramifications of carried interest in real estate syndications and other implications of the Tax Cuts and Jobs Act of 2017.
Thomas is an Advisory Manager for The Real Estate CPA. His team provides clients with top-notch tax and accounting advice and helps them build strategies, technology, and best practices. And his team invests in real estate, too, collectively owning 90+ properties and 300+ units.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials
1 hr
May 21, 2021Multifamily Outlook Beyond COVID-19 with David Lindahl
In this episode, Kim Lisa Taylor welcomes special guest David Lindahl of REMentor, and the two prognosticate about the multifamily investing world beyond COVID-19.
Get it straight from the expert:
What’s happening now?
What’s in the immediate future?
What’s on the long-term horizon?
Will there be price dips?
Will lenders loosen up?
Will investors flee the Wall Street roller coaster in favor of real estate
Contact:
email
Syndication Attorneys Website
Investor Marketing Materials
55 min
May 07, 2021How to Get Family Offices to Invest in Your Real Estate Syndicate With Richard Wilson
In this highly educational episode, host Kim Lisa Taylor, Esq., and special guest Richard C. Wilson discuss “How to Get Family Offices to Invest in Your Real Estate Syndicates.”
Richard is founder and CEO of Family Office Club, a global family office association serving more than 2,000 registered investors since 2007. Family Office Club is well known for its many educational events both across the United States and internationally each year and for the extensive resources it offers to members.
Among the topics that Kim and Richard explore during the broadcast:
What are family offices?
How are they structured?
What kinds of assets do they invest in?
What do family offices look for in an investment partner?
How are deals structured with family office investors?
What do family offices require for “skin in the game” from syndicators?
How can syndicators meet family office decision-makers?
What types of education and events are offered by Family Office Club?
If you’ve considered approaching family offices to invest in your deals, you want to be sure to hear what Richard has to say, as he is considered one of the leading experts in the field.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials
54 min
May 07, 20215 Things You Can Do in Your Downtime to Further Your Syndication Business
When you have downtime – as most of us do now under shelter-in-place rules – are you being as productive as you can regarding your syndication and real estate investing business? In this episode, Kim Lisa Taylor discusses actions you take and resources you can use to help you focus on your business now so that you maintain momentum down the road.
Among the points covered:
Creating an Investor Marketing Plan
Expanding your marketing materials and branding
Developing investor relationships
Identifying books and other resources of value
Contact:
email
Syndication Attorneys Website
Investor Marketing Materials
52 min
April 29, 2021Get The Best Multifamily Secrets From Jake And Gino
In this episode, Kim Lisa Taylor interviews Jake Stenziano and Gino Barbaro, co-founders of JakeAndGino.com, a real estate education company specializing in multifamily apartment investing. Jake and Gino also are experienced syndicators themselves and host the popular podcast, “Wheelbarrow Profits,” among other ventures.
It wasn’t that long ago that these two were just sticking their toes in the water to test what this thing called real estate investing (and syndication) was all about. Now their aim is to share the knowledge they have accumulated on the road to success so you can avoid some of the pitfalls they encountered.
Some of the insights they share in their conversation with Kim include:
How they discovered multifamily property and learned how to find deals
How many LOIs they send out each month
How they met their first investors
Their process for getting to know investors
How they communicate with the investors in their current deals
How they delegate tasks among the members of their management team
Advice for those just starting out
Programs offered by their company
Contact:
email
Syndication Attorneys Website
Investor Marketing Materials
57 min
April 22, 2021 Opportunity Zones — The Next Big Thing in Multifamily? With Matt Wills
Investing in Opportunity Zones has been a hot topic for investors since the program was introduced with the 2017 Tax Cuts and Jobs Act. While some embraced it right away, others have waited to see how regulation of the program would take shape. Could the time finally be right for you to consider such a strategy? In this episode, Kim Lisa Taylor and Matt Wills, the newest attorney on Syndication Attorneys, PLLC’s legal team, discuss the latest developments regarding Opportunity Zones.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials
1 hr 13 min
April 15, 2021 Deal Structuring Trends in Commercial Real Estate with Jake Marmulstein
In this episode, Kim Lisa Taylor is joined by Jake Marmulstein, Founder, President and CEO of Groundbreaker Technologies, creator of an all-in-one investment management software for small to medium commercial real estate investment firms that raise outside capital. With Groundbreaker’s clients pursuing a variety of strategies, Marmulstein and his team have a good overview of what kind of deals currently exist, the audience size of each, and the current talk “on the street.” He and Kim discuss...
1 hr 4 min
April 08, 2021 How To Survive Today's Multifamily Market Conditions
In this episode, 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.

Contact via: email
Syndication Attorneys Website
Investor Marketing Materials
1 hr 17 min
April 01, 2021 Yes, You Should Write a Book! With Nick Raithel
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 this episode, 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 onl...
53 min

About Raise Capital Legally

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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…