Raise Capital Legally
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 a...
Raising Capital from International Investors: Tax Issues Sponsors Need to Know
Securities Attorney Kim Lisa Taylor welcomes Bridget Shapansky, Syndication Attorneys’ new International Tax Attorney. They discuss how sponsors can structure offerings for non-US investors, when withholding and reporting obligations arise, and what tax, securities and money laundering issues arise when an offering involves Non-US investors investing in U.S. real estate.
00:00 Introducing tax attorney Bridget Shapansky
04:48 What sponsors must consider before accepting non-US invest
08:30 New FinCEN rules: private fund managers may need AML compliance by 2028
14:05 How one LLC can leave a Canadian investor owing more tax than he earned
23:18 Fail to withhold and th...
Financial Statements Tax Filings and Audits for Securities Offerings
George Dimov, CPA, of Dimov Tax Specialists joins Kim Lisa Taylor to explain the accounting and tax work behind a securities offering. They discuss financial statements and tax filings for Rule 506 issuers, what to expect when a Securities rule calls for an independent review or audit, and how to prepare for an audit if its required. George also explains how his team supports offerings with international investors.
09:30 Phantom income: a $57,000 tax bill with no distributions
10:45 Passive losses carrying over on Form 8582
15:20 Separating management fees from profit share
17:20 How missing financials can kill financing and...
The Land Method: How to Evaluate, Buy, and Profit From Vacant Land with Jonathan Haveles
In this episode, Attorney Kim Lisa Taylor sits down with Jonathan Haveles, co-founder of The Land Method, to explore how investors select promising markets, locate motivated sellers, value vacant land, conduct proper due diligence, and choose the right exit strategy. Jonathan explains the differences between cash flips, owner financing, subdivision, and development while sharing lessons from more than 1,000 vacant-land transactions.
6:14 Land vs. traditional real estate
9:00 Small deals, less fear
11:00 Finding motivated sellers
16:00 Knowing your buyer exists first
21:25 Today's seller lead sources
27:20 Direct mail that still works
31:45 Due diligence red flags
37:20 Fi...
Advertising for Non-Accredited Investors? Yes, You Can - with Reg CF, the Rule 506 Alternative
In this episode, Attorney Kim Lisa Taylor sat down with Corneilous Cannon of CrowdfundMyDeal.com.
Corneilous explained how real estate sponsors can use Regulation Crowdfunding to raise capital from accredited and non-accredited investors through a registered funding portal.
We discussed how Reg CF differs from Rule 506(b) and Rule 506(c), which deals are best suited for this exemption, and what sponsors should know before launching an offering.
📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/
🗓️ Book a free 30-minute con...
From Small Deals to Serious Scale: What’s Really Working in Multifamily Right Now
In this episode, Attorney Mola Bosland an Krisha Young sit down with Greg Donahue to unpack what’s actually happening in the multifamily market after the post-COVID slowdown—and what operators should be paying attention to now. Greg shares how pricing has reset, where deals are finally penciling again, and why smaller operators with strong local partnerships may be better positioned than ever.
They dive into Greg’s strategy of focusing on 5–25 unit properties in New England while scaling into larger assets in other markets, the importance of true boots-on-the-ground asset management, and why many sponsors underestimate what it t...
The Top 7 Questions Everyone Asks Before Raising Capital
Before anyone raises capital, they tend to ask the same questions. What is a security, really? Why does my deal fall under securities laws? Why do I need so much paperwork? And why does everyone keep pointing me to Regulation D?
In this episode, Corporate Securities Attorney Kim Lisa Taylor and Syndication Attorneys’ Client Success Coach Krisha Young break down the top seven questions they hear from potential clients before they ever become clients. In plain English, the hosts explain what a security actually is, why it’s fundamentally a contractual agreement, and how the rules governing priv...
From NNN to Millions: Cherif Medawar Shows You How to Scale Your Business with Triple-Net Investments
Kim Lisa Taylor and Krisha Young welcome back Cherif Medawar — renowned investor, fund manager, and educator — for a deep dive on how business owners and entrepreneurs can scale using his triple-net (NNN) lease model. Cherif breaks down how NNN properties work, why they provide stable and predictable cash flow, and how you can leverage them to expand your portfolio or business without unnecessary risk - and with his assistance. He also shares practical strategies for structuring deals, raising capital, and building win-win partnerships that fuel long-term growth. Whether you’re just starting out or ready to level up, this episod...
Commercial Loan Defaults: How to Handle Lenders and Avoid Triggering Bad Boy Carve-Outs
When a syndicated property goes back to the bank, it can feel like the end of the road—but it doesn’t have to be. In this episode, commercial mortgage expert Eric Stewart joins us to unpack what really happens when a syndicator loses a property to foreclosure, how lenders evaluate your future loan applications after a loss, and what you can do to rebuild your reputation and credit.
We also dive into the darker side of “non-recourse” loans—those comforting words that sometimes come with hidden teeth. Eric explains how certain borrower actions, even accidental ones, can trigger...
Unlocking Energy Wealth: Troy Eckard Explains Mineral Rights as an Alternative Real Estate Investment
Join Kim Lisa Taylor and Krisha Young as they sit down again with Troy Eckard, founder of Eckard Enterprises, to explore how oil and gas mineral rights have become a compelling alternative investment. Troy shares how his team evaluates opportunities, the unique advantages compared to traditional oil and gas deals, and why investors are increasingly turning to minerals as a stable, income-generating asset. From self-directed IRAs and 1031 exchanges to appraisal differences and wealth manager strategies, Troy reveals what investors need to know about entering this space. Whether you’re looking to diversify your portfolio or understand how alternative assets wo...
Cracking the Code of Commercial Real Estate: Bob Bowman Discusses Smarter Underwriting
Kim Lisa Taylor and Krisha Young welcome Bob Bowman, the creator of Commercial Underwriter, one of the most popular commercial underwriting software platforms in the industry. Bob has built a reputation for helping real estate syndicators analyze deals with accuracy and speed. In this episode, he shares the secrets behind successful underwriting, what makes or breaks a deal, and how technology is reshaping the way professionals evaluate commercial real estate. Whether you’re new to underwriting or looking to sharpen your skills, Bob’s insights will help you approach your next deal with confidence and clarity.
📚 Get one...
Building Affordable Communities with Barndominiums: Levi Aberle’s Vision for Housing Innovation
Affordable housing is one of the most pressing issues today, and Levi Aberle is leading the charge with an innovative solution: barndominiums. In this episode, Levi, the founder of Fortified Buildings LLC, shares how his own experience of building a combination horse barn and house led to the creation of a new kind of affordable, energy-efficient home. With steel framing, radiant floor systems, and creative construction methods, Levi's company is developing subdivisions of homes that cost less, use less energy, and look just like traditional houses.
Join hosts Mola Bosland & Krisha Young as they dive into Levi's...
From Chaos to Clarity: How George Knowlton’s NowItsDone System Transforms Real Estate and Small Business
In this video, we sit down with George Knowlton, the creator of the NowItsDone system, a groundbreaking AI-powered tool that’s revolutionizing how real estate syndicators and small business owners streamline their operations. George shares his journey into real estate and what inspired him to develop a system that simplifies the complexities of managing multiple aspects of business.
The NowItsDone system is designed to automate key tasks, including acquisition processes, asset management, and the day-to-day operations that often overwhelm business owners. This innovative tool is changing the way entrepreneurs handle these critical functions, enabling them to save ti...
Unlocking Your Unfair Advantage: How to Attract the Right Investors by Owning Your Story
In this insightful episode, co-hosts Kim Lisa Taylor and Krisha Young chat with Marcin Drozdz, a capital-raising expert and investor mentor, about the concept of "The Unfair Advantage"—a powerful strategy for attracting the right investors. Marcin dives into how your unique background, mindset, skills, and life experience, when understood and communicated properly, can become your biggest asset in raising capital.
Join the conversation and learn how to use your personal story to connect with ideal investors and take your real estate business to new heights.
🔔 Subscribe to our channel and hit the bell icon to ne...
From Rookie to Pro: Do's and Don'ts from a First-Time Fund Manager
In this episode, Hector Hernandez, founder of HDZ Partners, shares his journey of launching and managing his first investment fund. He reveals the hard-earned lessons he's learned along the way, from deciding what to offer investors to assembling a credible team and balancing capital raising with deal flow. Hector talks about the real-world challenges that aren't often covered in textbooks, including the temptation to deploy funds too quickly and how he navigated those decisions.
Hector also highlights the strategies that worked for him, like building a team with strong professional networks, maintaining valuable relationships with capital raisers...
Turning Events into Goldmines: Proven Strategies for Working the Room and Following Up
How to Turn Networking Events into Deal-Making Opportunities | Raise Capital Legally Podcast
In this episode of the Raise Capital Legally Podcast, Krisha Young and attorney Kim Lisa Taylor dive into the strategies for turning networking events into gold mines! Joining them is real estate expert David Lindahl, who shares his insider playbook for mastering first impressions, building authentic connections, and following up to make lasting partnerships.
Topics Discussed:
✅ Mastering networking at events, including the Ultimate Partnering Event
✅ Proven strategies to connect with VIPs without the awkwardness
✅ Effective post-event follow-up tactics to turn relati...
The Woman Who Makes Your Deals Happen: Beth Bungay
In this episode, Kim Lisa Taylor and Krisha Young sit down with Beth Bungay, the powerhouse behind Cash Cow Investments, to discuss her crucial role as a loan guarantor, due diligence expert, and capital raiser in real estate syndications. With decades of financial experience, Beth shares her insights on what it takes to elevate deals and investor relations, offering a wealth of knowledge for anyone serious about syndication.
🕒 Timestamps:
0:00 - Introduction to Beth Bungay and her role at Cash Cow Investments
3:00 - Beth's journey and experience in the financial industry
5:30 - The importance of due...
From Medicine to Real Estate Millions: Dr. Tyson Cobb's Transition to Real Estate Wealth Formula
From Medicine to Real Estate Millions: Dr. Tyson Cobb's Transition to Real Estate Wealth Formula
In this episode, join Attorney Kim Lisa Taylor and co-host Krisha Young as they sit down with Dr. Tyson Cobb, a semi-retired orthopedic surgeon who turned his passion for real estate into a thriving empire. With over 40 years of experience, Dr. Cobb has successfully built a diverse portfolio worth over $1 billion, including multifamily properties, RV parks, Texas vineyards, hotels, and more.
As the founder of Timberview Capital, Dr. Cobb now helps professionals achieve financial independence through real estate...
From Multifamily to Market Mastery: Raising Capital in Uncertain Times with Hunter Thompson
From Multifamily to Market Mastery: Raising Capital in Uncertain Times with Hunter Thompson | Raise Capital Legally Podcast
In this episode of Raise Capital Legally, hosts Kim Lisa Taylor and Krisha Young are joined by Hunter Thompson, founder of RaisingCapital.com and creator of the RaiseMasters coaching program. Hunter is also the author of Raising Capital for Real Estate and has deep experience in navigating market cycles.
In this conversation, Hunter shares valuable insights on the multifamily asset class, the dangers of high projected IRRs, and how to structure investor deals during challenging times. He also...
Faith, Hustle, and Real Estate: Building a Real Estate Empire with Purpose
Krisha Young:
Great intro! I agree, that was really amazing. I’m so excited to dive into this. So, I’m in business development at the law firm, but I’m also the capital raising success coach. I'm really passionate about the topic of faith and building a business from the inside out. And it sounds like that’s exactly what you guys have done, so I’m really looking forward to learning more about your journey.
Chapter 1: TR3 Capital and the Beginnings
00:03:02.280 - Matthew Teifke:
TR3 Capital is really just me and Robert...
Cracking the Code on Tax Credit Housing: What Syndicators Need to Know to Compete Nationwide
Kim Lisa Taylor and Krisha Young of Syndication Attorneys PLLC welcome Homero Cabello Jr., the Deputy Executive Director at the Texas Department of Housing and Community Affairs. Homero shares insights from his decades of experience managing affordable housing programs and tax credit compliance that can be applied to projects nationwide. We'll discuss what it takes to qualify for Low-Income Housing Tax Credits (LIHTC), what entity structures their deals need to qualify, and how LIHTC programs benefit syndicators, investors and low income tenants. This knowledge is perfect for sponsors looking to enter or scale in affordable housing, or looking to...
Avoiding Securities Advertising Pitfalls: A Legal Deep Dive for Syndicators and Fund Managers
In this episode, Kim Lisa Taylor sits down with Attorney Judith Villarreal to unpack the critical do's and don’ts of securities advertising. Whether you're a real estate syndicator or a fund manager raising capital under Regulation D, Rule 506(b) or 506(c), this conversation will help you avoid the common pitfalls that could land you in regulatory hot water. From misrepresentations and omissions to proper disclaimers and dangerous buzzwords, Judith shares practical advice on how to stay compliant when promoting your offering on websites, social media, newsletters, email campaigns, and more. Tune in to protect your reputation—and your deal...
Go Beyond Multifamily: How Kim Lisa Taylor and Vinki Loomba Are Redefining Real Estate Investing
In this inspiring episode, Kim Lisa Taylor sits down with fellow summit co-creator Vinki Loomba to share the vision behind the Go Beyond Multifamily Summit. More than just another real estate event, this summit represents a bold new direction—one that challenges the status quo and opens doors to wealth-building strategies beyond traditional multifamily investing.
Kim and Vinki reveal what this event means to them personally, why they felt called to launch it now, and how it reflects their deeper mission to empower others to grow, diversify, and build legacy wealth. If you're feeling boxed in by the...
Protecting Your Investment: How Crossroads Investigations Can Help Real Estate Investors Guard Against Fraud
In the high-stakes world of real estate and investment partnerships, fraud is an unfortunate reality that can wreak havoc on your finances and reputation. Whether you’re a passive investor, a co-GP, a Syndicator or Fund Manager, safeguarding your investment against fraudulent activity is crucial. Join Attorney Kim Lisa Taylor as she interviews Marc Hurwitz of Crossroads Investigations about his extensive expertise in fraud prevention and resolution. Crossroads is uniquely positioned to help you navigate these challenges.
Summary:
This podcast episode of Raise Capital Legally features a discussion on protecting investments from fraud, par...
The 4 Stages of Investor Marketing: Turning Awareness into Capital Commitments
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
Discover the Goldmine of Mobile Home Park Investments
🔊 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 fa...
Mastering Build-to-Rent Land Deals: The 5-Step Formula to Success
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...
Success in Debt Fund Investing: Proven Strategies and Insights
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...
How to Make Money and Help People with Sober Living Housing
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...
Is Syndication Dead? Trends in Capital Raising for Commercial Real Estate
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 i...
How To Create Awesome Profits In Real Estate With ADUs with our special guest and client Brent Edwards
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...
How To Achieve Massive Profits Owning Medical Office Buildings
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 an...
How To Successfully Fund Your Deals Using AI
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)
How to Maximize Tax Savings in Real Estate Syndications
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 w...
Turn Your Vacation Getaway into a Money-Making Haven!
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 c...
How To Profit With Single-Family And Duplexes
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 g...
How To Thrive In The Multifamily Industry In 2025
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, a...
How To Use Technology To Develop Investor Relationships
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...
More Eye Opening Answers You Need to Know About Capital Raising
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 B...
Ten Eye Opening Answers You Need to Know About Capital Raising
In this episode, Syndication Attorneys' Founder Kim Lisa Taylor and Business Development Director Krisha Young discuss capital raising for real estate syndicators, fund managers, and developers. Whether you're starting or scaling your portfolio, understanding how to secure capital is essential. We'll explore effective capital-raising strategies, key financial metrics investors focus on, and the types of funding available. We’ll cover legal and regulatory considerations, offer advice on avoiding common mistakes, and provide strategies for building strong relationships with passive investors. Whether navigating your first deal or refining your strategy, this episode will offer valuable insights.
Effective Ways to...
How To Profit with Residential Assisted Living
Join host Krisha Young as she interviews Isabelle Guarino of the Residential Assisted Living National Convention (RAL NAT CON). In this insightful episode, Isabelle shares her expertise on the growing field of assisted living real estate, offering a deep dive into what makes it different from traditional nursing homes and “big box” facilities.
Whether you're interested in the financial potential of owning RAL homes or wondering if now is the right time to get involved given economic uncertainties, this episode offers practical advice and strategic insights and is a must-listen for anyone considering expanding into the assisted living...
