Raise Capital Legally podcast

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İçerik Kim Lisa Taylor tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Kim Lisa Taylor veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

In Her Ellement

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Navigating Career Pivots and Grit with Milo’s Avni Patel Thompson 26:18

22 gün önce26:18

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26:18

How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…

Raise Capital Legally

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Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Capital Legally" host and Corporate Securities Attorney Kim Lisa Taylor, and co-host Krisha Young guides you through this complex and confusing world. Learn how to raise all the capital you need for real estate or small business and avoid legal potholes.
Each episode either teaches a subject related to capital raising or interviews service providers who offer services investors need as they grow their businesses. At the end of each show, Kim and her guests take live questions from the audience.
Kim is not just an attorney, she's also an investor. She has owned or controlled 30 rental properties; has been a general partner in a land development project; and currently owns vacation rentals. She is also the author of two Amazon best sellers on how to raise capital legally. Kim and her team have helped hundreds of clients raise ~$4B.
Information discussed during this podcast is of a general, educational nature and should not be construed as a legal advice.
Get one of our Amazon Best-Sellers mailed to you. Text the word SYNDICATE to 844-796-3428 and give us your address.

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#Trading #Business #Kim Lisa Taylor #Real Estate #Investing #Entrepreneur #Syndication #Accredited Investor

Raise Capital Legally

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#Trading #Business #Kim Lisa Taylor #Real Estate #Investing #Entrepreneur #Syndication #Accredited Investor

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Raise Capital Legally

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The 4 Stages of Investor Marketing: Turning Awareness into Capital Commitments 1:04:49

4 gün önce1:04:49

1:04:49

In this episode of the Raise Capital Legally podcast, we sit down with Dallon Schultz , founder of Capitallyst Pro , to explore how capital raisers can automate and streamline their investor relationships while staying compliant with 506(b) regulations. Dallon shares how Capitallyst Pro helps syndicators and fund managers attract, nurture, and convert investors using pre-built systems, CRM tools, quiz funnels, and automation strategies. He breaks down the four key marketing stages for raising capital, how drip campaigns can build trust, and why an organized pipeline is crucial for turning leads into long-term investors. We also discuss how Capitallyst Pro helps founders focus on relationship-building to develop and maintain relationships with new investors. If you’re looking for a done-for-you system or a DIY approach to streamline your prospective investor outreach, this episode is for you! Chapters: Introduction and Background of Capitalist Pro (00:00:02) Krisha Young introduces the podcast focusing on raising capital legally. Dallon Schultz shares his journey from being a registered nurse to creating Capitalist Pro after identifying gaps in investor relationship management. The Need for Automated Investor Relations (00:02:40) Dallon explains how a personal experience of losing a $200,000 investment opportunity led to recognizing the need for consistent investor communication and automated systems. Value-Based Communication Strategy (00:08:42) Discussion of the importance of providing value through regular communication, making strategic introductions, and maintaining an abundance mindset in investor relations. Compliance and Relationship Building (00:39:31) Exploration of maintaining compliance with 506B regulations while building substantive relationships with investors, emphasizing the importance of proper documentation and personal connections. --- 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…

Raise Capital Legally

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Discover the Goldmine of Mobile Home Park Investments 1:05:57

25 gün önce1:05:57

1:05:57

🔊 The Raise Capital Legally Podcast: Investing in Mobile Home Parks with Ali Nasir Ali 🎙️ Episode Overview: In this episode of The Raise Capital Legally Podcast , we sit down with Ali Nasir Ali , an eighth-generation real estate investor specializing in mobile home parks (MHPs) and permanent resident communities . With a deep passion for affordable housing solutions , Ali has built his business by acquiring and revitalizing underperforming mobile home parks , turning them into thriving communities . We explore: ✅ Ali’s family’s real estate journey —from India to Pakistan to the U.S. ✅ Why mobile home park investing is a resilient asset class in any market condition ✅ Investment strategies for high cash-on-cash returns (12-18%) ✅ How to identify and improve underperforming MHPs ✅ The benefits of land leasing vs. property management ✅ Best secondary markets for MHP investments 🎧 Listen now to gain valuable insights on mobile home park investing, secondary markets, and cash flow strategies! 📌 Episode Chapters & Key Takeaways ⏳ [00:00:02] Introduction & Background Ali shares his family's real estate legacy dating back generations. How his father built a successful real estate portfolio in Orange County, California. ⏳ [00:09:22] Transition from RV Parks to MHPs The strategic shift from RV parks to mobile home parks. Why land leasing is more profitable than home rentals. ⏳ [00:18:18] Investment Strategies & Market Focus Why Ali focuses on secondary markets like Bakersfield & Riverside County. The advantages of investing in mid-sized cities over tertiary markets. ⏳ [00:23:23] How to Add Value to Underperforming MHPs Identifying “silver bullet” opportunities for property improvements. Leveraging rent control ordinances to enhance park performance. ⏳ [00:59:19] Financial Metrics & Performance Goals How Ali achieves 12-18% cash-on-cash returns & 22-25% IRR on exits . The buy high cap rates, sell low cap rates strategy for profitability. 📚 Free Resources for Capital Raisers 📖 Get our #1 Amazon Best-Selling Book on Capital Raising—FREE! 🚀 Claim your copy here: https://syndicationattorneys.com/free-book/ 🗓️ Book a Free 30-Minute Strategy Call with our business development team: https://syndicationattorneys.com/consultation…

Raise Capital Legally

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Mastering Build-to-Rent Land Deals: The 5-Step Formula to Success 1:03:01

5 weeks önce1:03:01

1:03:01

In this episode of the Raise Capital Legally podcast, Daniil Kleyman, a real estate developer from Richmond, Virginia, shared his expertise on build-to-rent projects. Daniil discussed his journey from renovating houses to developing ground-up projects since 2008. He emphasized the importance of geographic concentration, managing properties within a 10-minute drive from his office, and maintaining in-house property management. Daniil detailed the five essential steps for evaluating land for development, including zoning analysis, site constraint assessment, density studies, financial feasibility analysis, and construction financing strategies. He also shared insights on construction financing, project management challenges, and the importance of building local relationships with regulators, contractors, and brokers. The discussion highlighted the current market challenges, including rising interest rates and construction costs, while emphasizing the long-term potential of real estate development. Introduction and Background of Daniil Kleyman (00:01:55) Daniil Kleyman introduced himself as a real estate developer based in Richmond, Virginia, with experience since 2006. He transitioned from renovating houses to development in 2014, specializing in building apartments, mixed-use projects, and maintaining a rental portfolio through in-house property management. Geographic Concentration and Property Management Strategy (00:04:02) Daniil discussed his strategy of maintaining tight geographic concentration, operating within three neighborhoods and keeping all properties within a 10-minute drive from his office. He emphasized the benefits of in-house property management for maintaining quality and efficiency. Land Acquisition and Financing Strategies (00:12:04) Daniil explained his approach to land acquisition, using cash for small residential lots and contract agreements for larger parcels. He detailed how he leverages land value in construction financing, allowing for greater leverage than purchasing existing assets. Development Process and Team Requirements (00:08:53) Daniil outlined the key professionals involved in development projects, including architects, surveyors, engineers, and land use attorneys. He emphasized the importance of having local experts who understand specific zoning and building codes. Financial Analysis and Market Considerations (00:24:11) Daniil discussed the importance of conducting thorough financial feasibility studies, using current market rents for projections, and maintaining realistic operating expense ratios. He emphasized the significance of long-term market analysis and rent growth potential. Construction Management and Project Challenges (00:37:41) Daniil shared insights on construction management challenges, including dealing with project delays, unforeseen site conditions, and the importance of thorough plan reviews. He discussed implementing penalty clauses in contracts to mitigate delays. 📚 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…

Raise Capital Legally

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Success in Debt Fund Investing: Proven Strategies and Insights 1:02:01

6 weeks önce1:02:01

1:02:01

In this episode, we explore the world of real estate investing with a focus on hard money lending and opportunistic fund strategies. Our guest shares their journey into the industry, insights on structuring a debt fund through a Series LLC, and strategies for buying defaulting loans and turning them into profitable opportunities. We discuss key investment criteria across asset classes like office spaces and retail centers, the synergy between debt and equity offerings, and the dynamics of successful business partnerships. Packed with practical advice for new investors and seasoned professionals, this episode offers a comprehensive look at creating value in real estate through innovative strategies and informed decision-making. Introduction to Bigger Pockets and Real Estate Journey (00:02:11) Don Konipol explained that Bigger Pockets, founded nearly 20 years ago, is a platform for real estate investors to share ideas and network. He shared his journey from banking in Switzerland to becoming a real estate broker in Houston in 1978, starting his investment career in 1981. Evolution into Hard Money Lending (00:06:33) Don described how he pioneered hard money lending by wrapping mortgage notes in 1981, following Jimmy Napier's 'Invest in Debt' book. He formalized his business in 2001 and currently manages a series LLC fund that allows investors to choose specific notes. Fund Structure and Investment Strategy (00:08:11) Don detailed his fund's structure, where each note is in a separate series LLC. Investors are grouped in tranches of 10, with 24-hour decision windows. He emphasized that Mitch and he personally invest 10-15% of each offering. Loan Types and Terms (00:20:00) Don explained that they focus on commercial loans, with terms of 12-24 months and interest rates of 12-13.5%. They work with various asset classes, including office spaces, retail centers, and specialty deals like marinas. Risk Management and Default Rates (00:27:20) Don shared that their default rate is 6.7%, with most defaults being short-term. He discussed their approach to managing risk through conservative loan-to-value ratios and careful asset selection. COVID-19 Impact and Recovery (00:31:47) Don described how they managed through COVID-19, including working with borrowers and their experience with retail properties purchased just before the lockdown. 📚 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…

Raise Capital Legally

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How to Make Money and Help People with Sober Living Housing 1:04:13

7 weeks önce1:04:13

1:04:13

Please join Attorney Kim Lisa Taylor and co-Host Krisha Young as they interview Devana Came and Reid Stadelman. Our guests will tell us how they have created sober living facilities that provide both a community benefit and rental income. This is part of our Beyond Multi-family series, where we introduce our audience to alternative asset classes that they can turn into profitable business models (or you can just invest with our guests). Introduction to Sober Living Housing and Personal Motivations (00:00:02) Krisha Young introduced the podcast and guests Devana Came and Reid Stadelman. Devana shared her personal connection to addiction through family experiences and her motivation to create better sober living environments after seeing inadequate facilities. Operational Structure and Community Living (00:04:13) Devana explained how sober living houses function as mutually supportive environments, with residents typically coming directly from rehab facilities. She described management practices, including meeting attendance requirements and house cleaning responsibilities. Neighborhood Relations and Legal Considerations (00:09:32) The guests discussed their experiences with neighborhood relations, including dealing with pushback from neighbors and legal protections under the Federal Fair Housing Disabilities Act. They emphasized the importance of being good neighbors and maintaining property standards. Financial Aspects and Investment Considerations (00:38:07) Devana and Reid discussed the financial aspects of operating sober living facilities, including potential income levels ranging from $850 to $3,500 per bed depending on location. They emphasized the importance of maintaining quality while achieving profitability. Future Plans and Expansion (01:01:38) The guests shared their current operations of four houses with 71 beds, soon expanding to 76 beds. They also discussed plans to add residential assisted living to their portfolio to help with elderly care. 📚 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…

Raise Capital Legally

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Is Syndication Dead? Trends in Capital Raising for Commercial Real Estate 1:09:31

7 weeks önce1:09:31

1:09:31

In this episode, we explore the evolving landscape of capital raising in the commercial real estate industry. Is traditional syndication still a viable method, or are investors gravitating toward new strategies? Join our expert panel as they discuss emerging trends, innovative funding approaches, and the role of technology in reshaping how deals are structured. Whether you're a seasoned investor or just curious about the state of real estate financing, this episode offers valuable insights and actionable takeaways. Summary In this episode of the RAISE Capital Legally podcast, hosts Krisha Young and attorney Kim Lisa Taylor interviewed Adrian Fajardo from Cashflow Portal to discuss the evolving landscape of capital raising in commercial real estate. Adrian, a senior account executive at Cashflow Portal, shared insights about the changing methods of capital raising, particularly in relation to syndication. He noted that while syndication is not dead, it has become more competitive, leading investors to explore alternative methods such as blind pool funds and series LLCs. Introduction to the Podcast and Guests (00:00:02) Krisha Young introduced the Raise Capital Legally podcast, co-hosting with attorney Kim Lisa Taylor. They welcomed Adrian Fajardo from Cashflow Portal to discuss capital raising trends in commercial real estate. Overview of Cashflow Portal and Adrian's Role (00:03:47) Adrian Fajardo introduced himself as the senior account executive for Cashflow Portal, managing $10 billion of equity across multiple asset classes. He explained his role in sales, marketing, and client support, emphasizing the platform's evolution and commitment to continuous improvement. Discussion on Syndication and Capital Raising Methods (00:06:42) Adrian discussed the changing landscape of syndication, explaining that while the method is still used, competition has increased. He emphasized that syndication is just one tool among many, with emerging alternatives like blind pool funds and customizable series LLCs gaining popularity. Technology's Role in Capital Raising (00:17:10) Adrian explained how technology platforms like Cashflow Portal enhance the investment process, providing security and efficiency. He emphasized the importance of creating a secure, user-friendly experience for both investors and operators. Emerging Trends in Asset Classes (00:21:44) The discussion covered various asset classes gaining popularity, including development projects, flex-use buildings, assisted living, and alternative investments like oil and gas. Adrian noted significant growth in oil and gas investments, particularly at industry events. Legal Considerations and Compliance (00:45:43) Kim Lisa Taylor provided insights on securities law compliance, discussing 506B and 506C offerings. She emphasized the importance of establishing pre-existing relationships with investors and maintaining proper documentation. 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…

Raise Capital Legally

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How To Create Awesome Profits In Real Estate With ADUs with our special guest and client Brent Edwards 1:07:01

9 weeks önce1:07:01

1:07:01

In this episode, we dive into the world of real estate investment and explore how Accessory Dwelling Units (ADUs) can become powerful tools for generating profits. Learn the ins and outs of ADU development, key strategies to maximize your returns, and tips for navigating local regulations. Whether you're an experienced investor or just getting started, this episode will show you how to unlock the potential of ADUs and create sustainable income streams in today's housing market. Understanding ADUs and Their Popularity (00:05:33) Brent explained that ADUs are secondary housing units added to existing properties, popular in California due to their flexibility for family living, rental income, and lower cost compared to purchasing new properties. Construction Costs and Planning (00:06:59) Brent discussed construction costs in San Diego, ranging from $250 to $500 per square foot, and emphasized the importance of proper planning, including site assessment, utility access, and zoning considerations. Legal and Professional Considerations (00:09:07) Brent outlined the various professionals needed for ADU development, including attorneys, architects, engineers, and utility consultants, emphasizing the importance of building a knowledgeable team. Financing Options for ADUs (00:24:48) Brent discussed various financing options, including home equity lines of credit, FHA 203K loans, Fannie Mae Homestyle loans, and private money options, highlighting the flexibility in funding ADU projects. San Diego's Bonus ADU Program (00:28:15) Brent explained how San Diego's bonus ADU program allows for additional units in exchange for providing affordable housing, detailing the requirements and benefits of the program. Challenges and Neighborhood Impact (00:33:12) Brent discussed the challenges of maintaining neighborhood character while increasing housing supply, addressing concerns about design conformity and community resistance. 📚 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…

Raise Capital Legally

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How To Achieve Massive Profits Owning Medical Office Buildings 49:51

12 weeks önce49:51

49:51

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. Introduction to Medical Office Building Investment (00:00:56) Krisha Young and Kim Lisa Taylor introduced AJ Peak, founder of Health Wealth Capital, discussing the potential of medical office building investments as part of their 'beyond multifamily' series. AJ Peak's Background and Business Evolution (00:02:43) AJ Peak shared his journey from McKinsey consultant to building a $100 million dental business, which led to his entry into medical office building investments through Health Wealth Capital. Medical Office Building Investment Benefits (00:09:09) AJ Peak outlined five key differences of medical office investments: premium tenants, long lease durations (10-15 years), strong credit risk assessment, minimal operating expense risk through triple net leases, and predictable returns. Fund Structure and Returns (00:12:34) AJ Peak detailed the fund's structure, offering 15-19% IRR to LP investors with 8% preferred returns and monthly distributions, with potential upside of 25% through REIT premium purchases. Risk Management and Mitigation Strategies (00:31:39) AJ Peak discussed risk management through recession-resistant tenants, thorough financial due diligence, long-term leases, and strong lease guarantees. 📚 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…

Raise Capital Legally

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How To Successfully Fund Your Deals Using AI 54:54

14 weeks önce54:54

54:54

In this episode, we sit 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. Tune in to discover the future of financing in the AI-driven world! Introduction and Overview of Janover Co (00:03:05) Blake Janover introduced his company's vision of connecting the commercial real estate industry across multiple sectors including multifamily, office, industrial, retail, and storage. He explained how they connect GPs, LPs, family offices, and various types of investors. Janover's Core Services and AI Integration (00:04:11) Blake detailed their debt vertical (Janover Pro), which includes partnerships with 10% of US banks and 35% of top credit unions. He explained their Connect platform for investor management and their GP-LP marketplace with 40,000 LPs in their database. Platform Access and Pricing Discussion (00:08:41) Blake discussed how clients can access their platform through direct contact, offering competitive pricing with subscriptions starting at approximately $399 monthly, providing significant cost savings compared to traditional broker fees. AI Implementation and Future Developments (00:30:53) The discussion covered how AI has enhanced their operations, with Blake noting improved sales and productivity despite reducing staff. Kim Lisa Taylor shared insights about using AI for document improvement and business operations. 📚 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…

Raise Capital Legally

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How to Maximize Tax Savings in Real Estate Syndications 1:02:01

15 weeks önce1:02:01

1:02:01

Introduction and Real Estate Professional Status Requirements Kim Lisa Taylor introduced the topic of taxation for LPs and GPs in syndications. Ryan explained the two key criteria for real estate professional status: 750 hours annually in real estate activities and spending more than 50% of working time in real estate business. Cost Segregation and Tax Benefits (00:15:24) Ryan described cost segregation as allowing investors to accelerate depreciation deductions, typically accessing 25-30% of total depreciation value in the first year instead of spreading over 39 years. Austin explained how this can be particularly beneficial when combined with real estate professional status. Structuring Syndications for Tax Efficiency (00:30:15) Kim Lisa Taylor outlined the recommended structure using an investment level LLC with Class A and Class B interests, and a separate management entity. This structure helps characterize earnings appropriately between active management fees and passive investment income. Carried Interest and Fee Treatment (00:45:30) The experts discussed how carried interest allows recharacterizing what would be ordinary income into capital gains. Ryan explained strategies for GPs to minimize taxes on acquisition fees by reinvesting them into deals as Class A interests. 📚 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…

Raise Capital Legally

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Turn Your Vacation Getaway into a Money-Making Haven! 1:01:46

16 weeks önce1:01:46

1:01:46

Join 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. In this episode, they 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. Types of rentals and seasonality considerations (00:04:36) Kim Lisa Taylor and Michael Parks discuss different types of rentals, including short-term (7 days or less) and mid-term rentals. They emphasize the importance of considering seasonality when selecting a rental property location, noting that even areas with short peak seasons can attract renters for various reasons throughout the year. Steps to turn a vacation home into a rental property (00:07:08) Michael Parks outlines key steps for turning a vacation home into a rental property. These include understanding the local market, working with a property manager to estimate rents and occupancy rates, utilizing platforms like Airbnb and VRBO for marketing, and focusing on getting great reviews by ensuring property quality and guest satisfaction. Maximizing rental income and guest satisfaction (00:08:43) The discussion covers strategies for maximizing rental income and guest satisfaction. This includes maintaining property quality, being responsive to guests, providing local information, and actively seeking positive reviews. Michael emphasizes the importance of asking for reviews and setting expectations for five-star ratings. Financial considerations and property management (00:16:00) The conversation shifts to financial aspects of vacation rentals, including how to evaluate rental property locations, underwrite properties, and manage expenses. Michael offers to share his spreadsheet template for property analysis and discusses the importance of accurate rent and occupancy estimates. Legal and insurance considerations (00:49:51) Kim Lisa Taylor discusses legal considerations for vacation rentals, including the importance of liability protection. She suggests strategies such as using family trusts or LLCs to hold properties and ensuring proper insurance coverage. The conversation also touches on local regulations and the need to comply with short-term rental laws. Investment opportunities in vacation rentals (00:54:53) The hosts and guest discuss various investment opportunities in vacation rentals, including creating blind pool funds to buy rental properties and using series LLCs for individual investors on specific properties. They also touch on market-specific challenges, such as high insurance rates in Florida. Introduction to Michael's lending fund (00:56:35) Michael Parks introduces his hard money lending fund, which provides first position loans for fix and flip projects on one to four-unit properties in the Massachusetts, Rhode Island, and Southern New Hampshire area. He describes the fund's structure, target returns, and risk profile. 📚 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…

Raise Capital Legally

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How To Profit With Single-Family And Duplexes 1:02:58

18 weeks önce1:02:58

1:02:58

Are single-family homes and duplexes the overlooked gems of real estate investing? Join us as host Attorney Kim Lisa Taylor interviews a seasoned real estate expert who shares 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. GSP Real Estate Investments and Fund Structures (00:16:17) Peter Neill discusses his company, GSP Real Estate Investments, and its two main funds: the income fund and the growth fund. The income fund offers fixed returns for 9 months to 5 years, while the growth fund provides preferred returns with profit sharing. Both funds focus on workforce-affordable single-family homes and duplexes, typically buying distressed properties in Baltimore and Philadelphia. Investment Strategy and Market Focus (00:07:49) Peter explains their investment strategy: buying severely distressed properties at low prices, renovating them, and holding them for the long term. He emphasizes the benefits of workforce affordable housing, including high demand and supply constraints. Peter also discusses their buy-and-hold approach and the potential for institutional exits in the future. Financing Strategies and Portfolio Management (00:11:40) Peter Neill details their financing strategies, including using portfolio loans and lines of credit. He explains their 'buy, rehab, rent, refinance, repeat' (BRRR) strategy and the benefits of long-term, fixed-rate debt. Peter also discusses how they manage investor exits and capital deployment. Team Dynamics and Partnership Success (00:12:11) Peter shares insights on building and managing a successful team. He highlights the importance of complementary skills among partners and staying in one's lane while understanding the overall business. Peter emphasizes the value of having in-house construction and property management capabilities. Advantages of Single-Family Investments (00:17:16) Peter Neill explains why they favor single-family homes and duplexes over larger multifamily properties. He cites their ability to execute effectively in this space, the supply-demand dynamics, and the lack of institutional competition in workforce affordable housing as key advantages. Branding and Company Values (00:54:54) Peter discusses the significance of their company name, GSP (German Short Hair Pointer), and how it reflects their values and approach to business. He explains how the characteristics of the dog breed embody their brand, including loyalty, focus, and high energy. Future Trends and AI in Real Estate (00:59:19) The conversation touches on future trends in real estate investing. Peter mentions the potential of AI to improve efficiency, particularly in areas like property management and investment analysis. He also discusses the importance of staying focused on core competencies while being open to new opportunities as the company grows. 📚 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…

Raise Capital Legally

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How To Thrive In The Multifamily Industry In 2025 1:01:30

20 weeks önce1:01:30

1:01:30

Join Attorney Kim Lisa Taylor's interview with expert investor David Lindahl as he shares strategies for succeeding in the evolving multifamily housing market. Lindahl will cover key trends, challenges, and opportunities as 2025 approaches. Whether you're experienced or just starting, you'll gain actionable insights to stay competitive and thrive. Motivated Sellers and Opportunities Lindahl explains how decreasing interest rates can lead to motivated sellers and buying opportunities. Buying during the market's down cycle may position investors for appreciation as conditions improve. Currency Debasement & Hedging Dave discusses real estate, gold, silver, and crypto as hedges against currency devaluation. Banks are reluctant to foreclose, but this could change with better resale prices. Strategies for Underperforming Properties When facing potential foreclosure, Dave advises exploring short sales, negotiating with lenders, and prioritizing a strong track record over foreclosure. Market Cycles & Strategies Understanding and adjusting to market cycles is crucial. Dave's book, 'Emerging Real Estate Markets,' dives into strategies for each cycle phase. 2025 Strategies & Networking Dave emphasizes building networks, broker relationships, and starting locally before investing in emerging markets. Consistently making offers will be key in 2025. Holy Trinity Criteria For deals, aim for an 8% cap rate, 12% cash-on-cash return, and 1.6+ debt coverage ratio to mitigate risk. Raising Capital Shift from “asking for money” to offering diversification opportunities. Building relationships and networks is critical. AI's Role in Real Estate AI boosts efficiency in underwriting and deal sourcing. Lindahl mentions companies like Janover for AI-powered commercial loan sourcing. Upcoming Events & Resources Dave’s Ultimate Partnering event in Nashville and books like 'Multifamily Millions' offer additional insights. 📚 Get a #1 Amazon best-seller on capital raising for free: https://syndicationattorneys.com/free-book 🗓️ Schedule a free 30-min consultation: https://syndicationattorneys.com/consultation…

Raise Capital Legally

1
How To Use Technology To Develop Investor Relationships 1:03:35

22 weeks önce1:03:35

1:03:35

Please join Attorney Kim Lisa Taylor as she 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. Overview of Go Raise AI (00:01:17) Johannes Cramlet introduces himself and provides an overview of Go Raise AI. He explains that it is a CRM and marketing platform designed specifically for capital raisers and investor relations professionals in the real estate syndication and fund management space. The platform includes tools for managing contacts, automating follow-ups, creating email campaigns, hosting webinars, and building credibility with potential investors. Cramlet shares that through Go Raise AI, they have helped raise just under $100 million in capital over the past 48 months. Importance of Developing Relationships (00:07:01) Taylor and Cramlet discuss the importance of developing relationships with potential investors, as required by SEC regulations for certain types of securities offerings. They emphasize the need to document these relationships, have suitability conversations, and understand the investors' goals and interests before making offers. Cramlet highlights how Go Raise AI's CRM and automation features can assist with this process while saving time and effort. Differentiating Go Raise AI from Other Platforms (00:44:10) Taylor and Cramlet clarify the differences between Go Raise AI and other platforms like investor management software and crowdfunding platforms. Go Raise AI is focused on building relationships and marketing before deals are available, while investor management software is used to manage investors and deals once they are in place. Crowdfunding platforms, on the other hand, market deals to their own databases of investors for a fee, but may not be suitable for those without a substantial track record. Using AI and Automation (00:30:08) Cramlet discusses how Go Raise AI leverages AI and automation to streamline various tasks, such as generating email subject lines, creating content, and automating follow-ups. He emphasizes the importance of using technology to save time on administrative tasks, allowing capital raisers to focus on building personal connections and having meaningful conversations with potential investors. Audience Questions and Resources (00:42:11) Towards the end of the video, Taylor and Cramlet address questions from the audience, including inquiries about the types of investors using Go Raise AI, integrating broker relationships, and leveraging AI for content creation. They also provide information on how to access Taylor's books on raising capital legally and schedule consultations with their respective teams. 📚 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…

Raise Capital Legally

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More Eye Opening Answers You Need to Know About Capital Raising 1:10:16

24 weeks önce1:10:16

1:10:16

Krisha Young & Kim Lisa Taylor talk with Jeannie Orlowski, a long-time coach at RE Mentor, a renowned multi-family real estate training company. The discussion focuses on effective strategies for raising capital for real estate investments, key financial metrics investors look for, and common questions about capital raising. Jeannie shares her extensive experience working with Dave Lindahl and RE Mentor, emphasizing the importance of thorough preparation, honest communication, and an entrepreneurial mindset when raising capital. Key topics include preferred returns, average annual returns, capital calls, opportunity zones, partnering with sponsors, and investor communication strategies. Introduction and Background (00:02:41) Introduction of the podcast hosts, Krisha Young and Kim Lisa Taylor, and their guest, Jeannie Orlowski, a long-time coach at RE Mentor. Jeannie shares her background and how she started working with Dave Lindahl, the founder of RE Mentor, initially as a real estate agent and notary public. Effective Capital Raising Strategies (00:18:30) Jeannie emphasizes the importance of thoroughly understanding and being able to explain every aspect of a property investment opportunity to potential investors. She stresses the need for complete transparency, honesty, and open communication throughout the capital raising process. Jeannie shares an anecdote about refusing to accept an investor's wire transfer until receiving all required documentation, highlighting the significance of following proper procedures. Key Financial Metrics for Investors (00:36:19) The discussion covers the key financial metrics that real estate investors look for when evaluating investment opportunities. Jeannie explains that investors are primarily interested in the projected end date of the investment and the expected returns, including preferred returns and overall average annual returns. She suggests aiming for mid to high teens in terms of average annual returns to attract investors successfully. Common Questions and Challenges (00:54:06) The group addresses common questions and challenges faced by those raising capital for real estate investments. Topics include capital calls, opportunity zones, partnering with sponsors, and the importance of clear and consistent communication with investors. Jeannie and Kim provide insights and recommendations based on their extensive experience in the industry. Investor Communication and Transparency (01:03:04) The discussion emphasizes the importance of maintaining open and transparent communication with investors throughout the investment process. Jeannie and Kim stress the need to disclose any issues or challenges promptly and provide regular updates to investors. They also highlight the value of personal communication, such as phone calls and in-person meetings, in building trust and resolving potential conflicts. RE Mentor Events and Resources (01:05:11) The video promotes various RE Mentor events and resources, including the Private Money Bootcamp, Multifamily Millions, Immersion Training, and the Ultimate Partnering Event. These events are designed to provide in-depth training, networking opportunities, and access to industry experts for those interested in multi-family real estate investing and capital raising. 📚 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…

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Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.