In this podcast episode, “How to Source Deals and Investors,” Kim Lisa Taylor interviewed Joe Mendoza, a real estate coach, podcaster and author of two books, “Flex with a Plex” and “Make It a Comeback.” Joe shared his views on how to source deals, how to source investors, and how a coach can help you stay on track as you build your syndication business.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

Our October-November 2021 podcast, “Capital Raisers & Finders Fees,” featured special guest Michael Fugler, a Securities Attorney with 50 years’ experience. He and Kim discussed the need for anyone raising capital to strictly adhere to SEC and state securities regulations in order to avoid severe civil or criminal charges.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

This episode of the podcast featured special guest Danny Kattan discussing “The Impact of Technology on Real Estate.”

Danny is a Founder and the Managing Partner of Capital Markets for PIA Residential (PIA), a multifamily private equity real estate investment firm that has purchased more than 500 properties since its establishment in 2009. PIA currently manages a proprietary real estate portfolio with an estimated value of $100 Million, using specially developed analytics and technology to select, evaluate, structure, finance, improve, manage, and sell assets.

If you aspire to build your own massive real estate portfolio, while optimizing your time and effort, you’ll want to be sure to go back and listen to this interview and all the insights Danny had to offer.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

Pending Legislation Alert for Syndicators & Self-Directed IRA Investors” featured special guest Kaaren Hall, CEO of uDirect IRA Services & Board Member of the Retirement Industry Trust Association, who explained current proposed legislation and its potential effects on you and your ability to raise money.
 
Briefly, the proposed $3.5 trillion Reconciliation Bill currently being debated by Congress (as of September 2021) may prohibit investors with Self-Directed IRAs from investing in Private Placements that require the IRA owner to meet certain minimum financial, educational or licensing requirements — i.e., Regulation D, Rule 506 Offerings. Worse yet, those with current investments could be required to divest them within a couple of years — requiring recapitalization of the investment or loss of IRA tax benefits for IRA funds that remain invested beyond the deadline.
 
Kaaren’s message: Take action now! Let your federal legislators know of the postential harm these provisions could have on their constitutents.

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)

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In this episode of our podcast — “What’s the Skinny on Assisted Living Investments?” — special guest Vinney Chopra spoke with host Kim Lisa Taylor  about his many pursuits, including his latest experience with assisted living investments.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

This conversation with Daniil Kleyman is your chance to learn the ins and outs from a real estate development expert.

Daniil has not only done ground-up development, he’s also written a training course on it.  Instead of looking for value-add deals that are hard to find, you could be overlooking profitable development opportunities in your own back yard. Daniil will teach us what to look for, what to avoid and how to make it profitable.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

In this episode, Kim Lisa Taylor interviewed Stacy Sherman of Cost Segregation Services, Inc. Their discussion focused on how cost segregation can save investors a lot of money on their syndication deals, meaning there’s more money to share with investors and more money perhaps for the management team as well – and far less going to the IRS.

Contact:
email
Syndication Attorneys Website
Investor Marketing Materials

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 Materials

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 Materials