RCRE - SEC Updates with Kim Taylor

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4.9 • 842 Ratings

🗓️ 17 March 2021

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

Mike Taravella interviews Kim Taylor of Syndication Attorneys. Key Information: Kim Lisa Taylor is a nationally recognized corporate securities attorney, speaker and the author of the No. 1 Amazon best selling book “How to Legally Raise Private Money". She is the founder of Syndication Attorneys, PLLC and InvestorMarketingMaterials.com, whose purpose is to provide quality legal advice, plain English offering documents and professionally designed marketing materials for clients nationwide Recent SEC Regulation Changes Accredited Investors: Investors with securities licenses Non-married couples with combined income that passes the threshold Any entity that has $5MM in assets under management 506B Offering– Offering may not be sold to more than 35 non-accredited investors No general solicitation or advertising to market the offering 506C- All purchasers in the offering must be accredited investors Can engage in general solicitation and advertising of offering Expert Pro Tip: “Build an Investor Marketing Program” Contact Information: Syndicationattorneys.com Investormarketingmaterials.com Resources: Book – Syndicationattorneys.com Podcast – Raise Private Money Legally To register to invest with us: https://jandg.activehosted.com/f/58 Rand CRE's Facebook: https://www.facebook.com/randcre Rand CRE's Linkedin: https://www.linkedin.com/company/randcre Rand CRE's Instagram: https://www.instagram.com/randcre

Transcript

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0:00.0	So you have two separate divisions of your syndication business.
0:05.3	One is finding deals.
0:07.3	One is developing a database.
0:10.2	Welcome to the RANCRE show, commercial real estate with no stone left unturned.
0:19.2	Hey, everyone.
0:20.5	Welcome to the RAN series show. I'm your host, Mike Tarvella. And today, I have the honor of the privilege of having Kim, Lisa Taylor, on her podcast. I know she's going to tell everyone that we're her favorite client of all time, but she's a nationally recognized corporate securities attorney speaker and the
0:39.1	Amazon bestseller. One of my, you know, one of the major resources that I present to all of our
0:45.2	investors is the how to legally raise private money, highlighting all the rules and what you need
0:52.0	to know when it comes to raising money.
0:55.1	She's the founder of syndication attorneys, and she's just a tremendous resource when it comes
1:01.5	to the legal securities trade and just be super grateful to have her on our team to help us
1:09.8	navigate the legalities of commercial real estate. So Kim,
1:13.9	welcome to the show. How are you on this beautiful Friday? Fantastic. Thank you so much for having
1:19.3	me. Yeah, absolutely. We appreciate your time and we would love to hear kind of, or would love to hear kind of some of the SEC updates.
1:31.4	So we were talking before, but we'd just love to kind of hear what's going on with the SEC.
1:36.0	I think to your newer investor, they're terrified.
1:39.2	To your, you know, more established investor, it's always evolving and changing just like 2020 and beyond.
1:45.0	So we'd love to kind of hear a quick update if you could regarding some of the rules and regulations you've seen change.
1:52.0	Yeah, so several things happened at the end of last year.
1:57.0	I think a lot of things happened last year.
1:59.0	Yeah, but let's just focus on that.
2:01.6	So several things with the SEC last year that affect real estate syndicators and investors.
	...

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