Advertise on podcast: Raise Capital Legally

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 deals 23:25 The three most common financial statements 28:35 Fund administrator as an outsourced bookkeeper, and audit independence 30:00 Series LLCs: separate books, no cross liability, and separate Form D filings 40:30 Opportunity zone benefits under the One Big Beautiful Bill This content provides general information on federal securities law and is directed to non-Florida residents or companies. It is not intended as advertising or solicitation of legal services for Florida residents or Florida law matters.

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 Financing a land deal 40:05 Syndicating land deals for capital This content provides general information on federal securities law and is directed to non-Florida residents or companies. It is not intended as advertising or solicitation of legal services for Florida residents or Florida law matters.

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 consultation with one of our business development team: https://syndicationattorneys.com/consultation

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. 📚 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation

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. 📚 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation

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. 📚 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation

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.  📚 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation

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. 📚 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation

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 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation

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. 🔔 Subscribe to our channel and hit the bell icon to never miss an episode on real estate and investment strategies! 📚 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation #NowItsDone #AIInRealEstate #RealEstateAutomation #SmallBusinessGrowth #Entrepreneurship #BusinessEfficiency #RealEstateSyndication #AIForBusiness #capitalraising

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. 🔔 Subscribe to our channel and hit the bell icon to never miss an episode on real estate and investment strategies! 📚 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation #NowItsDone #AIInRealEstate #RealEstateAutomation #SmallBusinessGrowth #Entrepreneurship #BusinessEfficiency #RealEstateSyndication #AIForBusiness #AutomationTools #BusinessSystems #StreamlineOperations #GeorgeKnowlton

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 never miss an episode on real estate and investment strategies! 📚 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation #RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome

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! 📚 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation 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

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! 🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies! 📚 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation 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

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! 🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies! 📚 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 consultation with one of our business development team: https://syndicationattorneys.com/consultation #RealEstateSyndication #CapitalRaising #DueDiligence #InvestmentTips #CashCowInvestments #KimLisaTaylor #KrishaYoung #RealEstatePodcast #FinancialExpert #LoanGuarantor