Real Estate Syndication Law Lessons for Passive Investors with Kim Lisa Taylor

In this episode, Kim Lisa Taylor digs into syndication lessons and knowledge for the passive investors who are thinking of getting internal estate syndications. Kim shares what red flags we should look out for, as well as basics of real estate  and other things about syndication every investor should know.



[00:01 – 05:33] Opening Segment

  • Kim shares about her background and how her business helps people in syndication
  • Helping investors invest in other peoples deals 
  • Providing help to investors in the private placement offering space related to real estate

 

[05:34 – 08:20] What to Look Out for in Syndicating  

  • Investors can educate themselves thru the SEC website 
  • Understand what a syndicator is supposed to do 
  • Know what to look out for in documents related to syndication

 

[08:21- 16:08] What is Syndication in Real Estate 

  • Someone who gathers a group of people to buy commercial real estate
  • They help investors generate money in the deal 
  • There are fixed and equity investors 
  • A syndicator has a exit strategy for each deal
  • Distinguishing what’s legal and whats marketable 

 

[16:09 – 30:57] How to Tell if Sponsors Intend to make a Return 

  • Charging fees that are the industry norm 
  • Fees could be an acquisition fee
  • Asset management fee is different from property management fee
  • Passive investors can boosts their returns 
  • There are additional risks factors 

 

[30:58 – 36:09] Closing Segment

  • Quick break for our sponsors
    • The first step to growing your wealth is tracking your wealth, income spending and everything else about your finances, you can start tracking your wealth for free and get six free months of wealth advisor.  Learn more about Personal Capital at escapingwallstreet.com 
  • What is your favourite book?
    • The one page marketing plan
  • Kim Lisa Taylor’s indispensable tool  
    • Dropbox
    • Asana’s project management software  
  • What are you looking forward to in 2023?
    •  Spring European trip





Connect with Kim Lisa Taylor:

Website:https://syndicationattorneys.com/



Invest passively in multiple commercial real estate assets such as apartments, self-storage, medical facilities, hotels, and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms.

Join our Passive Investor Club for access to passive commercial real estate investment opportunities.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes          

 

Tweetable Quotes:

“Learn how to analyze deals for yourself.” – Kim Lisa Taylor

Real Estate Syndication Law Lessons for Passive Investors with Kim Lisa Taylor

About our Guest

Kim Lisa Taylor

Kim Lisa Taylor, Esq., is the founder of Syndication Attorneys PLLC, a boutique corporate securities law firm that helps clients nationwide with their federal real estate securities offerings.

Kim 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 and provide them the tools and resources they need to achieve their business goals legally. More than a law firm, Syndication Attorneys PLLC helps entrepreneurs create successful investment companies.

This episode is brought to you by Roofstock, the world’s largest residential real estate investing marketplace. Open an account for free and start browsing turnkey investment properties today.

We are also supported by You Need a Budget. YNAB is a different kind of personal financial tracking company. They’ll help you track and plan your money with your priorities in mind. Open your trial account today and give it a shot!

About the Host

Taylor on stage

Hi, I’m Taylor. To date I’ve acquired or partnered on over $250 Million in Commercial Real Estate Investments. I help busy professionals invest in multifamily and self storage real estate through my company NT Capital

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Real Listener Reviews

Extremely useful podcast
Extremely useful podcast
@thehappyrexan
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Short, impactful with excellent guests. If you have a full time W-2 job or business and are looking for ways to get involved in real estate on the side, this is for you.
Simple & effective information!
Simple & effective information!
@jjff0987
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This podcast is worth listening to for investors at all levels. The information is simplified for the high level investors but detailed enough to educate seasoned investors about nuances of the business. I recommend!
Awesome Podcast!!!
Awesome Podcast!!!
@Clarisse Gomez
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The host of Passive Wealth Strategies for Busy Professionals podcast highlights all aspects of real estate investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
Great podcast!
Great podcast!
@Owchy
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Love all the information and insights from Taylor and his guest. Fun and entertaining. Highly recommend.
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