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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From Small Deals to Serious Scale: What’s Really Working in Multifamily Right Now
2026/01/22
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 takes to operate well over a full hold period. The conversation also explores investor return expectations, preferred returns, split structures, and why chasing headline returns can backfire in today’s environment.
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The Top 7 Questions Everyone Asks Before Raising Capital
2025/12/26
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 private capital raises are created and enforced.
The conversation covers Regulation D, the practical differences between Rule 506(b) and Rule 506(c), why Rule 506 is the most commonly used exemption, and why alternatives like Rule 504 rarely make sense for nationwide raises. We also explain why changes to securities laws, like changing accredited investor definitions take time, including the roles of Congress, the SEC, FINRA, and state regulators.
If you’re considering raising capital and feel confused or overwhelmed by the rules, this episode answers the exact questions most people ask at the beginning and explains why the answers are never as simple as they wish they were.
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From NNN to Millions: Cherif Medawar Shows You How to Scale Your Business with Triple-Net Investments
2025/12/11
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 episode gives you the roadmap to scale your business from NNN to millions.
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Commercial Loan Defaults: How to Handle Lenders and Avoid Triggering Bad Boy Carve-Outs
2025/11/28
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 bad boy carve-outs, turning a non-recourse loan into a personal liability nightmare.
Whether you’re navigating a distressed asset or just trying to stay out of hot water, this conversation will arm you with practical strategies to mitigate risk, negotiate smarter, and recover stronger.
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Unlocking Energy Wealth: Troy Eckard Explains Mineral Rights as an Alternative Real Estate Investment
2025/11/13
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 work, this episode will open the door to a world of energy-based wealth creation.
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Cracking the Code of Commercial Real Estate: Bob Bowman Discusses Smarter Underwriting
2025/10/30
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.
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Building Affordable Communities with Barndominiums: Levi Aberle’s Vision for Housing Innovation
2025/10/23
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 journey from Colorado to Indiana, the rise of barndominiums across the U.S., and how this unique approach to housing is making homeownership more accessible for all.
In this episode, you’ll learn:
✔️ The story behind Levi’s vision for affordable housing
✔️ How barndominiums offer a cost-effective and energy-efficient solution
✔️ The benefits of steel framing and radiant floor systems in construction
✔️ Why barndominiums are quickly gaining popularity across the country
Don't miss out on this insightful conversation about the future of affordable housing!
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.
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#NowItsDone #AIInRealEstate #RealEstateAutomation #SmallBusinessGrowth #Entrepreneurship #BusinessEfficiency #RealEstateSyndication #AIForBusiness #capitalraising
From Chaos to Clarity: How George Knowlton’s NowItsDone System Transforms Real Estate and Small Business
2025/10/09
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 time, reduce errors, and improve efficiency. By leveraging artificial intelligence, the system not only takes on repetitive tasks but also provides smarter ways to manage business growth.
Throughout the video, George explains how his system addresses the unique pain points of real estate professionals and small business owners, offering practical insights into how automation can help businesses thrive. If you've ever wished for a way to finally stop feeling overwhelmed by the constant demands of running a business, this episode will give you a glimpse into how technology can simplify your life and put you on the path to more growth and success.
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.
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#NowItsDone #AIInRealEstate #RealEstateAutomation #SmallBusinessGrowth #Entrepreneurship #BusinessEfficiency #RealEstateSyndication #AIForBusiness #AutomationTools #BusinessSystems #StreamlineOperations #GeorgeKnowlton
Unlocking Your Unfair Advantage: How to Attract the Right Investors by Owning Your Story
2025/09/25
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.
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#RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome
From Rookie to Pro: Do's and Don'ts from a First-Time Fund Manager
2025/09/19
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 and legal advisers, and staying true to the fund's original mission. Whether you're considering starting your own fund or advising someone in the process, this episode is packed with practical insights you won’t want to miss.
🎙️ Guest: Hector Hernandez, Founder of HDZ Partners
🎤 Podcast Hosts: Kim Lisa Taylor & Krisha Young
Time Stamps:
0:00 - Introduction
2:30 - The Challenges of Starting an Investment Fund
6:15 - Balancing Capital Raising with Deal Flow
10:00 - Assembling a Functional and Credible Team
14:00 - Leveraging Networks for Success
18:00 - The Temptation to Deploy Funds Too Soon
22:30 - Staying True to Your Fund’s Mission
26:00 - Lessons Learned and What Went Right
30:00 - Final Thoughts and Advice for Aspiring Fund Managers
Don't forget to like, subscribe, and hit the notification bell for more in-depth conversations on starting and growing investment funds!
🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies!
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Don’t forget to subscribe to our channel for more tips on raising capital legally and networking to grow your real estate business.
#RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome
Transcript
Turning Events into Goldmines: Proven Strategies for Working the Room and Following Up
2025/08/28
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 relationships into real results
✅ The power of content marketing and AI in building relationships
✅ The mindset shift needed to scale from small investments to large portfolios
If you want to learn how to network confidently, develop strong business partnerships, and make your next event work for you, this episode is a must-listen!
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Click this link to claim: https://syndicationattorneys.com/free-ebook/
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Don’t forget to subscribe to our channel for more tips on raising capital legally and networking to grow your real estate business.
#RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome
The Woman Who Makes Your Deals Happen: Beth Bungay
2025/08/14
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 diligence in syndications
9:15 - Key factors Beth considers when evaluating a deal
14:00 - Protecting both personal and investor interests in a deal
18:45 - How to assess and back the right sponsorship team
22:30 - Beth's advice for new and experienced investors
26:00 - The importance of investor communication in syndication
29:30 - Closing thoughts and final tips on successful syndication
🔑 Key Takeaways:
Understanding due diligence in real estate syndications
How to evaluate and protect investments
Why the right sponsorship team matters
Tips on raising capital and investor communication
Don’t miss out on Beth’s invaluable advice for anyone looking to succeed in real estate syndications!
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#RealEstateSyndication #CapitalRaising #DueDiligence #InvestmentTips #CashCowInvestments #KimLisaTaylor #KrishaYoung #RealEstatePodcast #FinancialExpert #LoanGuarantor
From Medicine to Real Estate Millions: Dr. Tyson Cobb's Transition to Real Estate Wealth Formula
2025/08/07
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 syndications. In this conversation, he shares the key strategies and mindset shifts that allowed him to transition from a high-pressure medical career to full-time real estate investing.
Whether you're just starting out in real estate or looking for ways to scale your portfolio, this episode is packed with valuable insights on escaping the traditional career grind and creating long-term wealth in real estate.
Key Takeaways:
Transitioning from medicine to real estateDr. Cobb's $1B real estate portfolioThe power of syndications and passive incomeHow to achieve financial independence through smart real estate investmentsDon't forget to like, share, and subscribe for more episodes that unlock the secrets to building wealth in real estate!
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#RealEstateInvesting #FinancialIndependence #PassiveIncome #RealEstateSyndication #InvestingStrategies
From Multifamily to Market Mastery: Raising Capital in Uncertain Times with Hunter Thompson
2025/08/01
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 emphasizes the importance of advertising compliance and discusses the growing role of business acquisitions in today’s investment landscape.
If you’re new to raising capital or facing uncertain market conditions, this episode is a must-listen. Hunter’s advice will help you navigate the complexities of real estate investing and capital raising with confidence.
Timestamps:
0:00 - Introduction
2:30 - Hunter’s journey through market cycles
8:15 - Understanding IRRs and investor expectations
15:00 - The role of advertising compliance in capital raising
22:10 - Structuring deals in challenging times
30:50 - Why business acquisitions are becoming more important
37:30 - Key takeaways for investors
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#RaiseCapitalLegally #RaisingCapital #RealEstateInvesting #CapitalRaising #HunterThompson #MultifamilyInvesting #RealEstateTips #InvestorDeals #AdvertisingCompliance #RealEstateBusiness
Faith, Hustle, and Real Estate: Building a Real Estate Empire with Purpose
2025/07/11
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 McLeod—my best friend growing up. Robert was actually a Navy SEAL, and he’s one of those guys that nobody thought would make it, but I never doubted him. There’s a lot to that story. After Robert got out of the Navy, he asked me, "Matt, I want to be an asset. What should I do?" I suggested he go to Texas A&M. That way, his college would be paid for, and they had a Master's program in Land Development. I had gone through a Masters of Real Estate program, so it made sense.
Chapter 2: The Role of Family and Mentorship
00:03:44.490 - Matthew Teifke:
He ended up going for a year and a half. Then Alex Kaufman, another one of my partners, who’s my brother’s best friend, got involved. My mom was basically a second mom to both of them. We'd come home from high school, and Robert would be raiding the fridge—family, you know?
Chapter 3: The Early Influence of Mom’s Journey
00:04:04.520 - Matthew Teifke:
The story really started with my mom. She was a single mom who raised my brother and me. My brother ended up becoming a reconnaissance marine, and I took the real estate route. Now, my brother is a preacher. My mom was literally cleaning houses, and by the time I was 17, she had 15 rental properties.
Chapter 4: Lessons Learned from Mom's Real Estate Journey
00:04:34.710 - Matthew Teifke:
What I’ve always admired about that was how she showed me that anything is possible. She taught me what it looked like to build that kind of portfolio. But, she also showed me that acquiring houses doesn’t make you independently wealthy—you still have mortgage payments and expenses.
Chapter 5: Getting Started in Real Estate
00:04:54.780 - Matthew Teifke:
That’s what got me into real estate. I got my real estate license in college when I was 18. My whole goal was to invest and own. I really wanted to learn every aspect of real estate. I was the first one in and the last one out of my real estate brokerage. I took notes every day.
Chapter 6: Evolution into Syndication and Business Growth
00:05:14.190 - Matthew Teifke:
Now, 16 years later, we’re syndicating deals. I own a real estate brokerage in Austin, Texas, and we started a property management company that we’ve since sold. I also had a construction company that we sold. It’s been a lot of lessons, learning, and challenges. Even though I feel like I’ve been doing this for a long time, this is the first time I’ve dealt with a downturn in the market, so it’s been a learning experience.
Chapter 7: Expanding the Portfolio with New Ventures
00:05:43.778 - Matthew Teifke:
We’ve bought houses, mobile home parks, RV parks, laundromats, and now, my partners and I—Alex and Robert—are focused on multifamily properties. We’re buying distressed debt on deals that people purchased in 2021, and the properties are performing well. Just two days ago, Robert and Alex signed a deal, and they’re touring every single unit today. Meanwhile, I’m working on making new connections and finding people who see the value in these kinds of deals.
📚 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/
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Podcast reviews
Read Raise Capital Legally podcast reviews
4.9 out of 5
11 reviews
★★★★★
Vinney (Smile) Chopra 2023/08/08
Very useful no -fluff knowledge!!!!
Kim Lisa Taylor explains in simple language all the concepts of Syndicating a deal and do it right!!! She and her team members are true professionals....
★★★★★
afem11 2022/03/10
Kim is phenomenal and highly qualified
Kim Lisa Taylor is amazing at what she does: representing her clients and holding the highest fiduciary interest for her endeavors. A phenomenal and w...
★★★★★
KD@BD 2021/04/23
Great info!
Attorney Taylor provides excellent information that even seasoned capital raisers tend to overlook or need a refresher on. In fact, the semi specified...