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
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- 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.
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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.