All Forum Posts by: Kim Lisa Taylor

Please join us at 12:00 p.m. Eastern/9:00 a.m. Pacific time  on Thursday, Jan. 26, 2023, for the next free interactive podcast from Syndication Attorneys, PLLC, hosted by Kim Lisa Taylor, Esq. This month's topic is “Capital Raising and Co-Investing” with special guests Mark Purtell and Joseph Harriman of CTC Wealth Management Real Estate Funds.

Their combined portfolio, including their current $50M private equity fund and three prior funds, includes investments in 37 deals totaling over 5,900 units with estimated property values of ≥$800MM. They'll share their Fund's 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. And be sure to stick around for our Q&A portion of the hour when you can ask Kim and our special guests any question you have about syndication in a live interactive forum.

Please join us at 12:00 p.m. Eastern/9:00 a.m. Pacific time on Thursday, Sept. 22, 2022, for the next free interactive podcast from Syndication Attorneys, PLLC. This month's topic is “What to Expect in Multi-family for the Next Year" with Special Guest David Lindahl of RE Mentor.

Is it time to sit on the sidelines, or should you be getting your investors lined for upcoming opportunities? Let's hear it from the expert. David will also make some exciting announcements you can't afford to miss.

To join the live podcast, click on this link at the appointed time;

https://us06web.zoom.us/j/89644195497

Our free monthly podcasts typically run for an hour, including live Q&A, where you can ask questions of Attorney Kim Lisa Taylor or special guest David Lindahl.

If you can't make it, don't worry; we'll post a recording of the session on our website. But if you have a burning question you want answered directly, be sure to join us live at the appointed time.

Please join us at 12:00 p.m. Eastern/9:00 a.m. Pacific time on Thursday, Aug. 25, 2022, for the next free interactive podcast from Syndication Attorneys, PLLC. This month's topic is “Everything You Ever Wanted to Know About Starting an Investment Club." This month's session will be led by our founder, Kim Lisa Taylor, Esq.

You know the benefits of wise investing, but what about your friends? One way to introduce them to investing and help educate them is through an investment club.

What exactly is involved in overseeing an investment club? And how do you go about creating one? We'll tell you how.

Then stick around for our Q&A portion of the hour when you can ask Kim any question you have about syndication in a live interactive forum.

Click on this link to join the podcast at the appointed time:

https://us06web.zoom.us/j/89808146310

Our free monthly podcasts typically run for an hour, including the live Q&A

Liquidity in real estate syndicates has long been an issue, but there’s a solution: an SEC-approved platform where investors can buy and sell interests in commercial syndicates on their terms, and with the syndicators’ blessing. And that's good news, because when investors know they can get out easily, they’ll be more likely to get in to your deals.

Gil Siedner, VP Business Development for the investment platform SecondRE Inc., will explain how it works and who can cash in during the next free interactive podcast from Syndication Attorneys, PLLC.

Please join us at 12:00 p.m. Eastern/9:00 a.m. Pacific time on Thursday, July 28, 2022, for “Liquidity for Syndicators at Last” on the Raise Private Money Legally podcast with host Kim Lisa Taylor, Esq.

Click on this link to join the podcast at the appointed time:

https://us06web.zoom.us/j/88476355042

Our free monthly podcasts typically run for an hour, including live Q&A.

Join us live if you want to ask questions of Attorney Kim Lisa Taylor or special guest Gil Siedner during the podcast.

(For those unable to join us live, you can check our website later for a link to the recording. You'll find it by going to the "Library" tab in the nav bar and clicking on the dropdown "Our Podcasts.")

You can read more about this, along with other news for syndicators and investors, in the July edition of our newsletter, Syndication Snapshot. Access our newsletter at this link:

https://bit.ly/3oucAsR

Please join us at 12:00 p.m. Eastern/9:00 a.m. Pacific time on Thursday, June 30, 2022, for the next free interactive podcast from Syndication Attorneys, PLLC. This month's topic is "Build to Rent Strategies for Syndicators" with special guest Dave Seymour.

Dave is the co-star of the A&E Network television show "Flipping Boston." Join us as he shares his experience on build-to-rent strategies for Syndicators. We'll discuss favorable markets, phases of a build-to-rent syndicate, economic risk factors you need to consider, when to raise the money, and other important considerations.

Dave has become one of the most recognizable experts in his field. He is both a residential and commercial real estate investor with an unabridged passion for business and real estate. Dave has been sought after as a "tell it like it is" mentor and motivator in the real estate world with a track record of unmatched success everywhere he reaches.

Click on this link to join the podcast at the appointed time:

https://us06web.zoom.us/s/86585461393

Our free monthly podcasts typically run for an hour, including live Q&A.

Join us live if you want to ask questions of Attorney Kim Lisa Taylor or special guest Dave Seymour during the podcast.

(For those unable to join us live, you can check our website later for a link to the recording. You'll find it by going to the "Library" tab in the nav bar and clicking on the dropdown "Our Podcasts.")

You can read more about this, along with other news for syndicators and investors, in the June edition of our newsletter, Syndication Snapshot. Access our newsletter at this link: https://bit.ly/3OK4Ga4

Please join us at 12:00 p.m. Eastern/9:00 a.m. Pacific time on Thursday, May 19, 2022, for the next free interactive podcast from Syndication Attorneys, PLLC. This month's topic is "Tax-Smart Strategies for Syndicators" with special guest Thomas Castelli of The Real Estate CPA.

Thomas has been our podcast guest a number of times. He is a valuable source of tax information for Syndicators.

Host Kim Lisa Taylor, Esq. and Thomas will discuss some of the most popular and lucrative tax strategies out there for investors, and Thomas will share opportunities for you to get in-depth training on the subject.

Our free monthly podcasts typically run for an hour, including live Q&A.

Join us live if you want to ask questions of Attorney Kim Lisa Taylor or special guest Thomas Castelli during the podcast.

(For those unable to join us live, you can check our website later for a link to the recording. You'll find it by going to the "Library" tab in the nav bar and clicking on the dropdown "Our Podcasts.")

Isn’t it time you stopped making $100,000 mistakes with other people's money?

Tune in to our April 28, 2022, live interactive podcast, “Raise Private Money Legally,” to learn how to avoid – or halt – this costly error.

In “Using Analytics to Scale Your Syndication Business,” guest speaker Val Despard of Despard Analytics and host Kim Lisa Taylor, Esq. will discuss how using the right analytics for your deals can make or break your offering.

Not only can a professional analytics consultant save you hours of time, it can give your investors (and you) confidence in your numbers — making them more likely to invest, and you more likely to hit your targets.

Despard Analytics is a commercial real estate and financial analysis consulting company founded in 2014 that provides customized pro formas and financial models for a variety of investors, developers and brokers dealing with multifamily, self-storage, office, retail, hotel and industrial properties. Real estate entrepreneurs often hire the firm to prepare financial models for lenders and investors as well as to help evaluate equity waterfalls and proposed exit strategies.

If math isn't your strong suit, Despard and his team can help.

Click on this link to join the podcast on Thursday, April 28,2022, at noon Eastern time / 9 a.m. Pacific via Zoom:

https://us06web.zoom.us/j/82211584771

Our free monthly podcasts typically run for an hour, including live Q&A.

Join us live if you want to ask questions of Attorney Kim Lisa Taylor or special guest Val Despard during the podcast.

(For those unable to join us live, you can check our website later for a link to the recording. You'll find it by going to the "Library" tab in the nav bar and clicking on the dropdown "Our Podcasts.")

You can read more about this, along with other news for syndicators and investors, in the April edition of our newsletter, Syndication Snapshot. Access our newsletter at this link: https://bit.ly/396Feft

Please join us at 12:00 p.m. Eastern/9:00 a.m. Pacific time on Thursday, March 24, 2022, for the next free interactive podcast from Syndication Attorneys, PLLC: "How to Build Your Own Crowdfunding Platform" with special guest Adam Gower, Ph.D.

Dr. Gower is a true visionary and innovator whose system for raising capital online is revolutionizing the world of syndication. You will want to be sure to tune in as he discusses how you can create a crowdfunding platform and automate your money-raising efforts so that you can concentrate on the deals themselves.

By joining us for the live broadcast, you have the opportunity to ask questions of Kim or Dr. Gower toward the end of the hour.

To join the podcast, click this link at the scheduled time:

https://us06web.zoom.us/j/88243350581

(For those unable to join us live, you can check our website later for a link to the recording. You'll find it by going to the "Library" tab in the nav bar and clicking on the dropdown "Our Podcasts.")

You can read more about this, along with other news for syndicators and investors, in the March edition of our newsletter, Syndication Snapshot. Access our newsletter at this link: https://bit.ly/3tr0aWc

Please join us for the next free interactive podcast from Syndication Attorneys, PLLC as host Kim Lisa Taylor, Esq., explores whether the decision to start a fund for your real estate investing is right for you. Every week, we get numerous calls from people who think they want to start a real estate fund. This podcast, “Should You Really Start a Fund?”, will explore whether you are ready to take the leap, or if you need to complete some pre-requisites first; and if so, what are they?

Please join us at 12:00 p.m. Eastern/9:00 a.m. Pacific time on Thursday, Dec. 23, 2021, for the next free interactive podcast from Syndication Attorneys, PLLC, as we focus on “Raising Capital: What Works and What Doesn't.”

Get a head start on the New Year by learning the art of capital raising from seasoned syndicators Bill Brancucci and Patrick Castelli, owners of Citadel Real Estate Group LLC. Bill and Patrick are longtime clients of Syndication Attorneys who began their syndication practice just six years ago buying multifamily properties worth $3-5 million and are now buying properties worth$30-50 million.

They'll reveal how they raise massive amounts of capital for their deals in just a few short weeks.

Be sure to listen in — if not on our live broadcast, then later on a replay — because their insights are valuable and their story is both educational and inspiring.