Raise Capital Legally

In our latest podcast, our host Attorney Kim Lisa Taylor interviewed David about how mindset is THE most important thing you need to successfully raise capital. And of course, Kim also took the opportunity to pick David's brain on what he thinks is happening in the multi-family marketplace and what are his thoughts on how to get prepared for what's coming next.

Episode at a glance:

• How to Build Extreme Wealth Through Multifamily
• Maximizing Wealth in Emerging Markets
• The Holy Trinity of Real Estate
• The Power of Effective Communication
• The Importance of Building Your Investor Database

📚 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

👀 Watch this episode through our YouTube Channel. Click here:https://youtu.be/mBIvFt93mTw

For this episode of "Raise Private Money Legally," we welcome special guest John Ruszkowski from Opus Fund Services, who discusses how and when you need a professional fund manager, and how having one will elevate your credibility with investors and make your life easier.

Episode at a glance:

• How a fund administrator helps ensure your peace of mind
• How and when you need a fund administrator
• How having a fund administrator will elevate your credibility with investors

📚 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

👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/HRlrtAMkTsM

In this episode of "Raise Private Money Legally," join special guest Mario Dattilo and host Attorney Kim Lisa Taylor as they discuss "Mobile Home Park Investing: The Affordable Housing Alternative to Multi-Family." 

Mario has built a portfolio of manufactured-housing communities in the Southeast United States, primarily in Florida. He will share his knowledge of the state of mobile home park investing; why it's a great alternative to multi-family, and how you can learn more so you can add this asset class to your own toolbox.

Episode at a glance: 

• Where is the best place to buy mobile home parks?
• Characteristics to look for when buying a mobile home park
• What kind of amenities do you look for in a mobile home park?
• How Mario self-manages his mobile home parks
• How Mario found investors for his early deals

📚 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

👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/Z_RSpe2Rqw4

In this episode of "Raise Private Money Legally," host Kim Lisa Taylor, Esq. interviews longtime client Chris Pomerleau of LeavenWealth Capital LLC. Kim and Chris discuss how Chris and his team have built an empire by buying small apartment complexes close to home.

The Episode at a Glance:

• The pros and cons of investing in small multifamily complexes
• How to gauge the viability of potential deals
• How to best manage your investments
• And the outlook for the market in the coming months

Guest Bio

As Co-Founder and Director of Investment Strategy at LeavenWealth, Chris oversees the acquisitions of assets and business development activities. He also directs the overall investment strategies of LeavenWealth.

Over the past seven years, he has acquired 2,700 apartment units worth $228 million throughout the Midwest. Chris owns Brick Town Construction, Brick Town Property Management, and Liquid Lending Solutions.

📚 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

👀 Watch this episode through our YouTube Channel. Click here: https://raiseprivatemoney-re.buzzsprout.com/1610152/13253695-how-to-build-your-empire-investing-in-small-apartment-projects-close-to-home-with-chris-pomerleau

In this episode, Kim Lisa Taylor is joined by Niko Ludwig, the founder of BetterPitch, to delve into the vital role of effective communication within real estate syndication and private equity. Together, they explore the power of well-crafted pitch decks, investor reporting decks, and investment sale decks tailored explicitly for the real estate industry. 

The episode at a glance:

• Discussion about the challenges of creating financial models and pitch decks
• Explanation of real estate private equity and syndication
• Importance of investor reporting and updates
• Benefits of professional investor reporting decks
• Explanation of buyer decks and their role in property sales
• The need for professional disposition decks

In this episode, host Kim Lisa Taylor explores the legal and marketability aspects of real estate offerings, highlighting the importance of compliance, documentation, and establishing credibility in the industry.

The episode at a glance: 

• Two hurdles in determining the viability of an offering
• Exploring the intricacies of Rule 506(b) and Rule 506(c)
• Learn to distinguish specified and unspecified funds
• Why you should avoid "kitchen sink offerings"
• Understanding investor preferences and market demand
• Strategies for cultivating strong investor relationships

📚 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

👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/jfRw4Ym6JNs

The goal of this episode is to help capital raisers understand these topics and how to use them to their advantage while avoiding any legal consequences. The information being shared is based on a chapter from my new book that will be available on 5/11/23. 

Episode at a glance: 

• What is a securities broker-dealer?
• What are finder’s fees?
• How to develop pre-existing substantive relationships before you make offers to investors under Rule 506(b)
• What is Regulation D Rule 506(c) and what does it mean?
• Who is entitled to the exemption from broker-dealer registration?
• Should you use the Regulation D, Rule 506(b) or Rule 506(c) exemption for your deal?

📚 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

👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/bx2yNai_Xwc

In this podcast, host Kim Lisa Taylor and special guest Isabelle Guarino of RAL (Residential Assisted Living) Academy explore the nuts and bolts of setting up a residential assisted living facility, including using syndication to fund acquisition and retro-fitting of the building, obtaining the appropriate licenses, setting up operations, and more. 

The episode at a glance;
-What is Residential Assisted Living
-The difference between an RAL and a nursing home or "big box" facility
-What kind of properties should people be looking for to create an RAL facility
-What kind of licensing or regulatory requirements are required for operators of RAL facilities
-Typical syndication structure for an RAL facility
-How much money is typically needed to acquire and set up an RAL facility acquisition
-How long does the process take from acquisition to full occupancy

Guest Bio

Isabelle Guarino is the COO of Impact Housing Group. She trains and coaches entrepreneurs and investors at the Residential Assisted Living Academy. With a background in Business Marketing and Communications, from interning at Walt Disney World to working at two Fortune 500 companies, she is a true leader in business development and operations. She is responsible for the creation and success of RAL National Convention, RAL National Association, Recovery Housing Academy, Pitch Masters Academy, and most of the Impact Housing Group’s companies.

For more information, head to https://residentialassistedlivingacademy.com/

📚 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

👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/a0BmefhssNc

In this episode, special guests Mark Purtell and Joseph Harriman of CTC Wealth Management Real Estate Funds share their criteria for co-investment partners (i.e., syndicators) including asset classes, deal structures and operator experience; and their experience raising capital for nearly $100M in offerings.

The episode at a glance; 

-05:45 - What Mark and Joseph are looking for in operator experience, how they are structured and the role they fulfill for their fund.  

-09:27 - The kind of deals Mark and Joseph are looking for, “we encourage any operator to bring us a deal and let us say no as opposed to assuming we’re not interested.”

-16:04 - Why Mark and Joseph’s fund won’t take the place of finding your own LP 

-25:00 - Fund-raising techniques that have worked for Mark and Joseph

-29:40 - How to build investor and operator relationships 

-42:42 - Proof of funds without a hard arrangement in place

Guest Bio

Joe Harriman joined CTC in April 2006 as Operations Manager and Head of Investor Relations for CTC Alternative Strategies, Ltd. Prior to CTC, he spent several years in Institutional Client Services at Calyon Financial, and the Chicago Board of Trade. Since 2006 at CTC, he has managed the operations of a multi-strategy proprietary trading company focused on global trading in equities, fixed income, and various derivatives. From 2017 to Present, he served as COO of the Manager. In this capacity, he successfully formed two real estate funds acquiring over $500 million in multi-family real estate. He received his B.S. in Finance from Arizona State University in 1995 and his M.S. in Financial Markets from the Illinois Institute of Technology in 2005. He received his CFA Charter in 2004 and is a member of the CFA Society of Chicago.

Mark Purtell joined CTC in June 2001 as a trading assistant and worked on the trading side of CTC until transitioning to Head of Real Estate Acquisitions and Development in 2020.  He has split his time between trading and real estate with CTC since 2018. He expanded the network of operators to increase deal flow. He created the proprietary real estate model and is responsible for tracking existing deals in the portfolio and assisting in quarterly reporting. Since 2002, he has been active in the Chicago market for his own account with a focus on multifamily investments. He received a B.S in Finance from University of Illinois in 2001. He holds Series 4, 7, 24 and 57 licenses.

For more information, head to https://www.ctcwealthmanagement.com/, email [email protected] and call 312-863-8079.

📚 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

👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/o0cswjr1XqE

When interest rates go through what they have over the last 18 months, the biggest concern for investors is how that will impact their ability to borrow money and raise capital.

If you look at loan amounts, it might appear as if borrowers don’t want to lend, but the truth is funds are still available, we just have to have clarity around what we want to achieve.

What are some of the changes that interest rates have brought to the marketplace? How do we make sure we still reach our goals?

In this episode, commercial mortgage broker, founder of Atlantic Investment Capital, and the author of “Borrow Smart!” Eric Stewart talks about the state of loans in the way of interest rates.


Three Things You’ll Learn In This Episode

-Buffer your borrowing
With interests changing frequently, how do we build flexibility into the loans we take? 

-How navigate multiple lenders
Is it better to deal with a mortgage broker, or should we just go directly to the lender?

-Non-recourse vs. recourse loans
What are the options we have for loan structure? 

Guest Bio

Eric is a commercial mortgage broker, founder of Atlantic Investment Capital, and the author of “Borrow Smart!: Learn The "Not So Secret" Weapons Of Successful Commercial Real Estate Investors”. Buy the book here, to reach out to him send an email to [email protected] or call/text 800-916-9005. 

📚 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

👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/PpXzAGjbLaA