Navigating the Waters of Syndication Law with Kim Lisa Taylor

Jake & Gino: Real Estate Investing & Multifamily

Jake & Gino

Smartinvesting, Buyingrealestate, Investing, Multifamilyrealestateinvesting, Business, Investingsmart, Apartmentinvesting, Management, Makingmoney, Realestateinvesting, Cashflow, Jakeandgino, Realestateinvestment, Commercialrealestateinvesting, Buyingapartmentbuildings, Entrepreneurship

4.9 • 842 Ratings

🗓️ 29 March 2018

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Kim Lisa Taylor (a nationally recognized expert in the securities industry) is the founder of Syndication Attorneys PLLC, where she and the other members of the Syndication Attorneys team focus on helping small business owners/developers structure and convey their investment opportunities in a way that will attract private investors, both domestic and foreign. They teach their clients how to use securities laws effectively! This episode is all about navigating the waters of syndication law! Just some of the topics addressed include: What are the two types of securities that affect the real estate industry most? When does a investment deal become a security? What rules are required to be followed to sell a security? When is the time to hire a securities attorney? What determines if an investor is “accredited?” What determines if an investor is “sophisticated?” What is the difference between 506B and 506C offerings and how do they individually work? This show is a great listen for any investor but may be especially useful to those branching out into syndication like Jake & Gino! Top 10 -Real Estate Syndication -Securities Law -Passive Investors -Offering Documents -The Raise -Active Investors -Accredited Investors -Sophisticated Investors -506b offerings -And much more Book Recommendations: Miracle Morning by Cameron Herold Slicing Pie by Mike Moyer Syndication Attorneys | Kim Lisa Taylor Invest with Jake & Gino: Create an Account - Rand Partners Sign up for a complimentary strategy session with Jake & Gino: Schedule Appointment 20% DISCOUNT with code:ELITEWheelbarrow Profits Academy Email gino@jakeandgino.com a screenshot of your Itunes review of the Wheelbarrow Profits podcast and Gino will send you a FREE copy of the Wheelbarrow Profits Book! Check out the podcast for iTunes: iTunes Store - https://itunes.apple.com/us/podcast/jake-gino/id1025080737?mt=2 Check out the podcast for Android: RSS FEED - http://jakeandgino.libsyn.com/rss Thanks so much for joining us again. Have some feedback you’d like to share? Leave a note in the comment section below! If you enjoyed this episode, please share it using the social media buttons you see at the top of the post! Also, please leave an honest review for our Podcast on iTunes. Ratings and reviews are extremely important to our show and help in our rankings. Please leave a review if you find value in our show! Click here to learn more about our multifamily educational platform: Multifamily Mastery - https://jakeandgino.mykajabi.com/offers/tw3qfTWN If you have any questions, please email me at gino@jakeandgino.com If you would like to partner or invest with Jake & Gino, please fill out this form: Investor Form - https://invest.randpartnersllc.com/accounts/register/

Transcript

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0:00.0	Welcome to the Wheelbarrow Profits podcast, where you get multi-family investing made real.
0:06.6	Learn from top players in the real estate investment world as they share their secrets with you
0:11.6	and discover proven strategies on apartment investing that actually work.
0:16.1	To learn more about Wheelbarrow Profits, visit jake and gino.com your one-stop shop for everything multi-family now to your
0:24.8	host jake and gino hello everybody this jake stenziano host of wheelbarrow profits podcast here with my
0:30.2	co-host the multi-family mentor the coach the chef the father six the best-selling author the g daddy
0:36.5	gino barbara you know how's it going
0:37.9	mr. Stenziano I'm doing good I'm excited today we have a great guest how are you doing
0:44.6	I'm always making it happen you know we got big things coming up the live event is
0:51.8	starting to to shape up get some got some really big hitters,
0:55.6	including this wonderful lady that's on the line today. And you just hired somebody, right?
1:01.8	We just hired a community director. I mean, it's awesome. I mean, I'm here to grow the platform.
1:06.3	I'm here to answer questions. And as you start scaling a business, you just can't get to
1:10.4	everybody. That's the problem. So I need help help and I think it's the first step it's
1:14.1	exciting it's one of those things that you get out of your comfort zone because
1:16.6	you used to working by yourself but it's really cool I'm gonna enjoy this I'm enjoying
1:20.4	it right now so see what happens so so more to come from the Josh daddy and today's
1:26.7	guest is Kim Lisa.
1:28.6	Kim is a founding attorney in the corporate securities law firm
1:31.4	of syndication attorneys PLC.
1:34.0	Additionally, she is a nationwide speaker
1:36.0	at investing in crowdfunding events,
	...

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