All Forum Posts by: Kim Lisa Taylor

@Blake R. I’ve helped over 450 real estate syndicators and fund managers. All of those who have done more than 1 or 2 deals started with a mentor or a coach. The best cases have done 20-30 deals or have gone from $3M deals to $30M deals; usually over a 6-8 year time span. An excellent multifamily trainer with much credibility in the market is @Gino Barbaro of Jake and Gino. If you want to explore MF or any other asset class, the best course is to go to some training courses and get a coach or mentor. 

Starting small close to home is a great plan. Larger Multifamily is currently a very overcrowded field as there are many multifamily trainers out there teaching armies of people how to buy it, who are all competing for the same deals, and sellers know it. The small multi family space (4-20 units) seems to be less crowded, but those deals can be hard to manage unless they’re within a couple of hours from where you live so you could manage or turn it yourself if you had to. 

Mark your calendar now for Syndication Attorneys' free, interactive podcast on Thursday, Dec. 19, 2024 at 12 p.m. EDT/ 9 a.m. PDT.

In this episode, which is part of our “Beyond Multi-Family” series of interviews, we explore the lucrative world of medical office building (MOB) investments with our client and special guest AJ Peak, founder of Health Wealth Capital. As a seasoned expert in healthcare real estate, AJ reveals the secrets behind achieving massive profits by investing in medical office buildings.

Learn how Health Wealth Capital is creating robust opportunities for investors through its focus on healthcare-related assets, offering stable returns in a recession-resistant industry.

Tune in to the live podcast to get your questions answered by the host of the Raise Capital Legally podcast, Kim Lisa Taylor, Esq., and her guest in real time. Our free monthly podcasts typically run for an hour.

Mark your calendar now for Syndication Attorneys' free, interactive podcast on Tuesday, Dec. 17, 2024 at 12 p.m. EDT/ 9 a.m. PDT. Our topic is: “How to Successfully Fund Your Deals Using AI.”

Join the host of the Raise Capital Legally podcast, Attorney Kim Lisa Taylor, as she sits down with Blake Janover, founder of Janover.co, to explore how artificial intelligence is transforming the world of deal funding.

Blake walks us through the suite of services his company offers, from streamlining financing options including loan sourcing, crowdfunding, and investor management tools, while leveraging AI for faster, smarter decisions. If you're looking to fund your next deal more efficiently, this conversation will provide actionable insights and cutting-edge tools to help you succeed. Join the discussion to discover the future of financing in the AI-driven world!

Tune in to the live podcast to get your questions answered by Kim and her guest in real time. Our free monthly podcasts typically run for an hour.

If there is a loan on the property, the lender may not allow the transfer. I suggest you talk to a real estate transactional attorney licensed in the state where the property is located and get their advice on your options. 

Mark your calendar now for Syndication Attorneys' free, interactive podcast on Thursday, Nov. 21, 2024 at 12 p.m. EDT/ 9 a.m. PDT.

Join the host of the Raise Capital Legally podcast, Attorney Kim Lisa Taylor, as she sits down with real estate expert Michael Parks to explore how you can turn your vacation home into a profitable investment. Michael has been involved in multi-family, vacation rentals, hotels, office, logistics and senior living assets for over 10 years.

In this episode, Kim and Michael will cover the essential steps to start renting out your property, how to maximize rental income, and the key strategies for balancing personal use with generating profit.

Whether you're just considering purchasing a vacation home or looking to optimize an existing one, this episode will provide valuable insights on how to have your getaway pay for itself.

Tune in to the live podcast to get your questions answered by Kim and her guest in real time. Our free monthly podcasts typically run for an hour.

I agree. It becomes very hard to defend. I have also seen deals with more than 5 members in management that have ended up in litigation or dissension very shortly after (or even before) closing. It seems 5 people can get along, but 6 is a challenge. 

Mark your calendar now for Syndication Attorneys' free, interactive podcast on Thursday, Nov. 14, 2024 at 12 p.m. EDT/ 9 a.m. PDT.

Are single-family homes and duplexes the overlooked gems of real estate investing? Join us as the host of the Raise Capital Legally podcast, Attorney Kim Lisa Taylor, interviews special guest Peter Neill, co-founder of real estate investment company GSP REI. This seasoned real estate expert will share the secrets to profiting from these smaller properties that many investors ignore. Whether you're a new investor or a seasoned pro, this episode will offer actionable insights and expert advice on how to turn modest investments into significant returns.

Tune in to the live podcast to get your questions answered by Kim and her guest in real time. Our free monthly podcasts typically run for an hour.

@Gino Barbaro Thanks for the mention. I agree with @Don Konipol, if the overall cash on cash return for this project is only 10%, it's not a viable deal. Investors generally want annualized returns from a combination of cash flow and equity on sale of mid-to high teens; and if they perceive this as a risky investment, they may be seeking even higher returns. And in that case, how do you get paid? 

You didn't mention getting debt for a portion of the purchase price. This is generally necessary in any commercial real estate deal as a lender is your least expensive investor - meaning their interest rates are significantly less than what your private investors want. If you finance a portion of the purchase at a lower rate, it gives you "leverage" that helps boost the returns you can offer investors (and have something left over for yourself), as you won't need to raise as much capital from them. If you're not able to keep at least 25% of the profits within a couple of years of acquisition - you'll likely be doing a whole lot of work for investors with little upside and a lot of risk for you. 

Additionally, as Gino said, when you are raising capital from passive investors who are relying on you to generate their profits, you are selling securities and must follow securities laws; i.e., you need to learn how to "syndicate" real estate. There are specific securities laws pertaining to the financial qualifications of investors, what you need to know about investors before you even ask them to invest, and whether you can advertise an offering to people you don't already know. You will also need to learn how to create the corporate structure for deals with investors, and how distribution waterfalls and management fees work. Check out Jake and Gino's training program, or see if you can find something on hotel syndication. You may also want to get some training or read some books on how to raise capital legally for real estate.  I'm happy to talk to you privately if you want to send me a direct message. 

Mark your calendar now for Syndication Attorneys, PLLC's next free interactive podcast on Thursday, Oct. 17, 2024, at 12 p.m. EDT/ 9 a.m. PDT when host and Attorney Kim Lisa Taylor interviews Yohannes Cramlet of Go Raise AI Syndication CRM.

Their system can set you up to attract, grow, engage, and close more Investors faster and more efficiently than you can do on your own. They offer DIY or full concierge options that can help you capture, follow up with investor leads, and create content in no time. Unlike most investor management platforms that offer customer relationship managers (CRMs) as an afterthought, this is a true CRM system built specifically for real estate syndicators. Listen and learn how you can put it to work for you.

Tune in to the live podcast to get your questions answered by Kim and her guest in real time. Our free monthly podcasts typically run for an hour.

Nearly all of our clients start out with Rule 506(b) offerings. The best way to meet syndicators who do Rule 506(b) Offerings is at live events like @Gino Barbaro's Multi-family Mastery, REMentor's Ultimate Partnering, or Joe Fairless' Best Ever Conference. You probably don't want to invest in someone's first deal unless you know them extremely well, so make sure you ask about the management team's track record of doing deals together.