Raise Capital Legally

By: Kim Lisa Taylor
  • Summary

  • 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.

    © 2024 Raise Capital Legally
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Episodes
  • How To Successfully Fund Your Deals Using AI
    Dec 19 2024

    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

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    55 mins
  • How to Maximize Tax Savings in Real Estate Syndications
    Dec 12 2024

    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

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    1 hr and 2 mins
  • Turn Your Vacation Getaway into a Money-Making Haven!
    Dec 5 2024

    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

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    1 hr and 2 mins

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