All Forum Posts by: Kim Lisa Taylor

Join us for a new edition of the “Raise Private Money Legally” podcast on Thursday, Aug. 26, 2021, at noon Eastern time/9 a.m. Pacific time, as we welcome investor, entrepreneur and visionary Danny Kattan as our special guest.

Danny, Founder and Managing Partner/Capital Markets for PIA Residential, will be joining us to discuss and explore “The Impact of Technology on Real Estate.”

PIA Residential is a full-service multifamily private equity real estate investment firm that has purchased more than 500 properties since its establishment in 2009 and currently manages a $100 Million proprietary portfolio utilizing specially developed analytics and technology.

You can find details on all this and more in the August edition of our newsletter, Syndication Snapshot. Access our newsletter at this link: https://bit.ly/3jh1SV5

@Justin Walker, the responders are correct; you should have a securities attorney review your website before it goes live and provide the appropriate website disclaimers, privacy policies and terms and conditions. As @Evan Polaski said, it's better to be safe than sorry when dealing with securities laws. There is a fine line between general promotion of your company and prohibited general solicitation and advertising of investment opportunities.

That being said, there are 2 reasons for a syndicator to have a website - one is to show prospective investors, sellers, brokers and lenders that you're legit - if that's your goal, you don't need SEO or an "Invest With Us" button that gathers contact information as the only investors that visit your site are people you already know. The other reason to have a website is to attract new prospective investors, which generally requires hiring an SEO consultant and generating a ton of content (articles, blogs, FAQs, etc) so that you rank on Google and get found, and some type of lead magnet (ebook, free report, or checklist)  that you can use to entice prospective investors to give you their contact information. Attracting new investors generally also requires that you (or others on your syndication team) have a track record with similar projects, because the first question a stranger will ask is "how many of these have you done before?" Friends, family, and current acquaintances generally don't ask as they already know, like, and trust you, and they're thrilled to know a syndicator they can invest with.

Finally, it's what you do after you get the investor's contact information that determines whether you have the right relationship to offer them future investment opportunities. I'm happy to have on offline conversation if you have further questions.

We’re looking forward to a very special edition of the “Raise Private Money Legally” podcast on Thursday, July 29, 2021, at noon Eastern time/9 a.m. Pacific time, as we welcome special guest Jake Marmulstein – and bring you some breaking news!

Jake is the Founder, President and CEO of Groundbreaker Technologies, creator of one of the leading investor management portals. Groundbreaker provides excellent service for small to medium commercial real estate syndicators and fund managers that raise outside capital. 

Jake will share lessons Groundbreaker has learned from working with hundreds of syndicators going through capital raises.
So if you're raising money, you want to be sure to catch this podcast!

Plus, we'll know you’ll be interested in hearing our exciting breaking news during the show.

You can find details on all this and more in the July edition of our newsletter, Syndication Snapshot. Access our newsletter at this link: https://bit.ly/3zLn9eH

Please join us at 12:00 p.m. Eastern/9:00 a.m. Pacific time on Thursday, May 27, 2021, for the next free interactive podcast from Syndication Attorneys, PLLC, as we welcome special guest Julie Peterson, a senior director at Old Capital Commercial Real Estate Debt & Equity. Julie will be discussing “What’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective.”

Among the topics we’ll explore:

- Why use a mortgage broker instead of going directly to a lender?

- How has COVID changed lending requirements?

- How can investors be best prepared for financing a commercial multifamily asset?

- What direction are interest rates trending?

- And more.

You can register for “What’s Happening in Multifamily Lending? A Mortgage Broker’s Perspective” from your computer, tablet or smartphone at the following link:

https://zoom.us/webinar/register/WN_emSzSX4wSDiAwILTNaYLbA

After registering, you will receive a confirmation email containing information about joining the live podcast . Our free monthly broadcasts typically run for an hour, with live Q&A.

We’re excited to welcome back Vinney Chopra as special guest for our next monthly podcast on Thursday, April 22, 2021, at noon Eastern time/9 a.m. Pacific time.

Vinney is an experienced syndicator, educator and motivational speaker as well as a longtime client of ours who is always very gracious in sharing his time and insights with others who are looking to grow a real estate syndication business.

During this call, we will talk to Vinney about his experience with assisted living investments. Vinney started out with syndicating 26 multifamily properties and then made the transition to developing large assisted living facilities. Vinney will tell us about his journey, what led to the transition, and the good and bad of becoming a real estate developer.

You can find details on how to register for “What's the Skinny on Assisted Living Investments?” as well as a roundup of other valuable news for syndicators, check out the April edition of our newsletter, Syndication Snapshot. Access it at this link: https://bit.ly/2P39oGF

Please join us at 12:00 p.m. Eastern/9:00 a.m. Pacific time on Thursday, March 25, 2021, for the next free podcast/webinar from Syndication Attorneys, PLLC, “So You Want to Be a Real Estate Developer,” with Daniil Kleyman.

Our upcoming conversation with Daniil is one that you will want to be sure to catch; this is your chance to learn the ins and outs from a real estate development expert.

Daniil has not only done ground-up development, he’s also written a training course on it. Instead of looking for value-add deals that are hard to find, you could be overlooking profitable development opportunities in your own back yard. Daniil will teach us what to look for; what to avoid and how to make it profitable.

As always, after the presentation, we'll go to open lines for live Q&A.

You can register for “So You Want to Be a Real Estate Developer” from your computer, tablet or smartphone at the following link:

https://zoom.us/webinar/register/xxxxxxxxx

After registering, you will receive a confirmation email containing information about joining the webinar. Our free monthly broadcasts typically run for an hour, with live Q&A.

We’re looking forward to a great monthly podcast this coming Thursday, Feb. 18, 2021, at noon Eastern time/9 a.m. Pacific time, when our guest will be Dr. Adam Gower, Ph.D.

Dr. Gower is an expert and seasoned real estate professional (also a prolific author, podcaster and educator) who’s been perfecting his digital capital-raising process over years and is committed to showing you how to find more real estate investors, raise more money and do more and bigger deals — without having to spend all your time networking.

And he also has an upcoming bootcamp in which he’ll teach YOU how to attract more prospects and turn them into repeat active investors. This could be a real game-changer for you!

You can find details on all this and more in the February edition of our newsletter, Syndication Snapshot. Access it at this link: https://bit.ly/3tVhjWg

Thanks for the mention @Taylor L... There are some intrastate securities exemptions that may allow this if all investors, the property and the syndicator are all from the same state. But if that’s not the case, he may simply have the benefit of the “good deal” exemption, which means if nothing goes wrong; no-one complains and there are no ramifications. But it’s not your original investors you need to worry about; it’s their successors or heirs, who don’t care about you or the deal; they only want the money and they want it now. They’ll look for securities violations to force you to  give the money back (a “rescission”). Think of this like owning a house without insurance; sure you can do it, but it would be unwise. And if you get in trouble, the investors and your reputation will likely suffer irreparable damage.

We are thrilled to have Sam Freshman — acclaimed author, speaker, and icon in the Syndication world — back for an encore appearance on the Syndication Attorneys, PLLC free monthly webinar at 12:00 p.m. Eastern/9:00 a.m. Pacific time on Thursday, Oct. 22, 2020.

We know you won’t want to miss this presentation, "Real Estate Deal Structures That Stand the Test of Time," as Sam — author of the highly regarded book, "Principles of Real Estate Syndication" — recounts experiences spanning more than 60 years in real estate investing.

During this webinar, we will discuss Syndication models Sam has used in the past, what he's using now, and what opportunities he sees for commercial real estate post-COVID-19, based on his many years of investing experience.

Details on registering for the webinar can be found at https://zoom.us/webinar/register/WN_UDQzYHJ2TrOebTGnoQRwjA or in our October newsletter, along with other valuable insights for syndicators and investors. You can access our newsletter at https://bit.ly/3jcbBsy.

Our free monthly broadcasts typically run for 30-40 minutes with live Q&A afterward, for a total of at least an hour.

We suggest you come with notepad in hand; Sam is a fountain of knowledge! Don't miss this unique opportunity to learn from a seasoned expert.

Thanks @John Fortes. 

If you are just doing a one-off loan, you don't need to be overly concerned about Rule 506(b); especially if your investor is accredited. With a single investor, you may also want to consider structuring this as a joint venture (where everyone stays actively involved in generating their own profits). You will generally start thinking about structuring a securities offering when you are either repeatedly borrowing from private investors and your business depends on it; or you are selling passive interests in a company to multiple investors. I'm happy to have a further discussion with you about this offline.