Join us as our host, Attorney Kim Lisa Taylor,  interviews Fred Peña of Ridge Crowdfunding about how you can use the Regulation Crowdfunding exemption to freely advertise your deals and raise capital from anyone.They discuss the rules, limitations, mechanics and advantages of this important exemption - and how you can use it to help even non-accredited, unsophisticated investors participate in your real estate offerings – with no pre-existing or substantive relationship required! During this podcast, you'll learn how using this game-changing exemption can help you reach a wider audience of potential investors.Episode at a glance:What is Regulation Crowdfunding and how is it different from Reg D, Rule 506?  Learn about what funding portals are and how they workDiscover the dollar limit an issuer can raise in a 12 month periodWhen are audits triggered and how frequently are they required?

Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and legislative fronts. We also ask her to share some of her marketing secrets (so you can use them to meet your own investors), as she is one of the most effective marketers we know.Episode at a glance:The difference between a retirement account and a self-directed IRAThe benefits of investing with an IRARed flags that could prevent a custodian from releasing an investor’s funds to a SyndicateWhat is UBIT and how does it affect an IRA Investor?

Join our host, Attorney Kim Lisa Taylor, and her esteemed guest, Perry Zheng, founder of CashFlow Portal. Before founding CashFlow Portal, Perry was an engineering manager at Lyft and worked as a software engineer at both Twitter and Amazon. He will share his experience and insights into how software, artificial intelligence and technology are reshaping the real estate investing world.Episode at a glance:Explore the benefits of utilizing an investor management platform to streamline operations, enhance communication, and improve investment management for both syndicators and their investors.Investigate and understand the impact of emerging technology trends on commercial real estate investing, including the roles of blockchain, artificial intelligence, and the Internet of Things in transforming property transactions, management, and market analysis.Explore the integration of artificial intelligence with CashFlow Portal to enhance the capabilities of real estate syndicators, focusing on potential applications and benefits.

Join our host, Attorney Kim Lisa Taylor, as she interviews David Schwartz, whose successful business model is making targeted improvements to older homes and turning them into profitable student housing. Among the issues we'll discuss are complexities in the permitting process and the screening process David uses to get high-quality tenants.Episode at a glance:Why student housing over other assetsThe business strategy David employs when looking at student housingHow to determine if a property is viableUncovering the risks involved in investing in student housingHow David manages small properties and tenants

Kim Lisa Taylor, Esq., interviews Dustin Heiner, founder of Master Passive Income, about his system for building lasting wealth with real estate investing.Dustin's expert team teaches beginners how to become successful real estate investors and create their own passive real estate income business from scratch. His ultimate goal is to help you quit your job with real estate investing. Episode at a glance:The primary reasons ordinary people want to invest in real estateWhere should someone start their real estate journeyHow to find properties Strategies for building generational wealthHow to scale

Attorney Kim Lisa Taylor divulges the "12 Ways You Can Earn Money as a Syndicator."She discusses how syndication works and how it can benefit both seasoned and novice real estate entrepreneurs and their passive investors. She also covers the risks, rewards, and the process involved.Episode at a glance: What is Real Estate Syndication? The Benefits of Real Estate Syndication How Does Real Estate Syndication Work? Types of Real Estate Syndication Risks Involved in Real Estate Syndication How to Invest in Real Estate Syndications How is Cash Distributed in a Syndicate? The 12 Ways a Syndicator Can Be Compensated What are the Rewards of Syndication for Passive Investors?

Attorney Kim Lisa Taylor, quizzes Jen and Stacy Conkey regarding their best tips on how to avoid losing money in real estate, especially in today's market.Stacy and Jen have 20+ years experience as entrepreneurs and real estate investors. Through their diverse real estate experiences, Jen and Stacy know what it takes to identify deals and make offers on properties that will build a long-lasting wealth portfolio. Jen and Stacy have taught thousands of people across the globe what it takes to succeed in multifamily real estate investing over the last 10 years.Episode at a glance:How to you know if you have a good dealA red flag in a real estate deal that would cause Jen and Stacy to walk away fromHow did Jen and Stacey got 28k people in your database

Our host, Attorney Kim Lisa Taylor,  interviews Christopher Cashman and Terry Morrison of Equanimity Capital Partners LLC, who have built a portfolio of more than 3,100 storage units, plus 188 RV parking stalls, in five states (GA, NC, SC, AR, UT) using more than $10M in private capital in just 2.5 years! Kim gets these two pros to share their insider's view on what it takes to build a profitable self-storage business.

If you don't understand the difference between real estate counsel and corporate securities counsel, here's your chance to hear it from 2 experts. During this Podcast, Attorney Kim Lisa Taylor will interview Bishoy Habib, a Commercial Real Estate Attorney and Syndication Attorneys' Team Member. Bishoy will explain why having a Commercial Real Estate Attorney involved in your syndicated deals is crucial to your success. He will help you understand why going it alone can cost you big, in terms of time, money, and lost opportunities.   Episode at a glance:Learn what a PSA is and why you shouldn't just use a template for oneGain an understanding of why it is important to have an attorney help with review of loan documentsDiscover what you should be looking for in a title insurance commitmentExplore the types of legal agreements commonly required by commercial real estate investors

Join David Fisher of Kefi Spaces and host Attorney Kim Lisa Taylor as they explore some groundbreaking ideas in commercial real estate investing. David will share how you can buy large warehouses and carve them into small co-warehousing spaces. He maximizes profits for his investors by renting out spaces to entrepreneurs who need smaller spaces to make, sell, and ship their products.Episode at a Glance:What is Co-Warehousing Space?How To Find Tenants for Your BuildingsWhat Kind of Properties are Suitable for Co-Warehousing?  What Kind of Staff Do You Need to Man a Co-Warehousing Space?

Join our host Attorney Kim Lisa Taylor as she delves deep into the minds of real estate investing experts Gino Barbaro and Jake Stenziano about the current state of multi-family investing. We'll ask them what real estate investors should be doing right now to survive (and even thrive) under current market conditions.Episode at a glance:Is multi-family an over-saturated asset class?  LTV's and interest rates in the multi-family spaceThe best strategy for sending LOI'sWhat you should be doing if you want to find deals

Join our host Attorney Kim Lisa Taylor as she interviews renowned real estate mogul Cherif Medawar. Cherif will share his secrets on finding the right retail spaces and the right tenants to fill them. With this knowledge, you can break away from the multi-family crowd and make your own fortune in retail real estate. Cherif has used these techniques to become the biggest landowner in San Juan, Puerto Rico.Episode at a Glance:How to spot vacant standalone buildings and approach large tenantsBrokers' indifference toward vacant buildingsWhat is NNN?Cherif's negotiation method of a sale in 60 days with a 45-day due diligence period

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 MultifamilyMaximizing Wealth in Emerging MarketsThe Holy Trinity of Real EstateThe Power of Effective CommunicationThe Importance of Building Your Investor Database

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 mindHow and when you need a fund administratorHow having a fund administrator will elevate your credibility with investors

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 parkWhat kind of amenities do you look for in a mobile home park?How Mario self-manages his mobile home parksHow Mario found investors for his early deals

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 complexesHow to gauge the viability of potential dealsHow to best manage your investmentsAnd the outlook for the market in the coming monthsGuest BioAs 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.

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 offeringExploring the intricacies of Rule 506(b) and Rule 506(c)Learn to distinguish specified and unspecified fundsWhy you should avoid "kitchen sink offerings"Understanding investor preferences and market demandStrategies for cultivating strong investor relationships

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?

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 occupancyGuest BioIsabelle 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/

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 placeGuest BioJoe 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 wealthmanagement@chicagotrading.com and call 312-863-8079.