Raise Capital Legally

By: Kim Lisa Taylor
  • Summary

  • Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Capital Legally" host and Corporate Securities Attorney Kim Lisa Taylor, and co-host Krisha Young guides you through this complex and confusing world. Learn how to raise all the capital you need for real estate or small business and avoid legal potholes.

    Each episode either teaches a subject related to capital raising or interviews service providers who offer services investors need as they grow their businesses. At the end of each show, Kim and her guests take live questions from the audience.

    Kim is not just an attorney, she's also an investor. She has owned or controlled 30 rental properties; has been a general partner in a land development project; and currently owns vacation rentals. She is also the author of two Amazon best sellers on how to raise capital legally. Kim and her team have helped hundreds of clients raise ~$4B.

    Information discussed during this podcast is of a general, educational nature and should not be construed as a legal advice.

    Get one of our Amazon Best-Sellers mailed to you. Text the word SYNDICATE to 844-796-3428 and give us your address.

    © 2024 Raise Capital Legally
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Episodes
  • How To Thrive In The Multifamily Industry In 2025
    Nov 7 2024

    Join Attorney Kim Lisa Taylor's interview with expert investor David Lindahl as he shares strategies for succeeding in the evolving multifamily housing market. Lindahl will cover key trends, challenges, and opportunities as 2025 approaches. Whether you're experienced or just starting, you'll gain actionable insights to stay competitive and thrive.

    Motivated Sellers and Opportunities

    Lindahl explains how decreasing interest rates can lead to motivated sellers and buying opportunities. Buying during the market's down cycle may position investors for appreciation as conditions improve.

    Currency Debasement & Hedging
    Dave discusses real estate, gold, silver, and crypto as hedges against currency devaluation. Banks are reluctant to foreclose, but this could change with better resale prices.

    Strategies for Underperforming Properties
    When facing potential foreclosure, Dave advises exploring short sales, negotiating with lenders, and prioritizing a strong track record over foreclosure.

    Market Cycles & Strategies
    Understanding and adjusting to market cycles is crucial. Dave's book, 'Emerging Real Estate Markets,' dives into strategies for each cycle phase.

    2025 Strategies & Networking
    Dave emphasizes building networks, broker relationships, and starting locally before investing in emerging markets. Consistently making offers will be key in 2025.

    Holy Trinity Criteria
    For deals, aim for an 8% cap rate, 12% cash-on-cash return, and 1.6+ debt coverage ratio to mitigate risk.

    Raising Capital
    Shift from “asking for money” to offering diversification opportunities. Building relationships and networks is critical.

    AI's Role in Real Estate
    AI boosts efficiency in underwriting and deal sourcing. Lindahl mentions companies like Janover for AI-powered commercial loan sourcing.

    Upcoming Events & Resources
    Dave’s Ultimate Partnering event in Nashville and books like 'Multifamily Millions' offer additional insights.

    📚 Get a #1 Amazon best-seller on capital raising for free: https://syndicationattorneys.com/free-book

    🗓️ Schedule a free 30-min consultation: https://syndicationattorneys.com/consultation

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    1 hr and 2 mins
  • How To Use Technology To Develop Investor Relationships
    Oct 24 2024

    Please join Attorney Kim Lisa Taylor as she interviews Yohannes Cramlet of Go Raise AI Syndication CRM. Their system can set you up to attract, grow, engage, and close more Investors faster and more efficiently than you can do on your own. They offer DIY or full concierge options that can help you capture, follow up with investor leads, and create content in no time. Unlike most investor management platforms that offer customer relationship managers (CRMs) as an afterthought, this is a true CRM system built specifically for real estate syndicators. Listen and learn how you can put it to work for you.


    Overview of Go Raise AI (00:01:17)

    Johannes Cramlet introduces himself and provides an overview of Go Raise AI. He explains that it is a CRM and marketing platform designed specifically for capital raisers and investor relations professionals in the real estate syndication and fund management space. The platform includes tools for managing contacts, automating follow-ups, creating email campaigns, hosting webinars, and building credibility with potential investors. Cramlet shares that through Go Raise AI, they have helped raise just under $100 million in capital over the past 48 months.

    Importance of Developing Relationships (00:07:01)

    Taylor and Cramlet discuss the importance of developing relationships with potential investors, as required by SEC regulations for certain types of securities offerings. They emphasize the need to document these relationships, have suitability conversations, and understand the investors' goals and interests before making offers. Cramlet highlights how Go Raise AI's CRM and automation features can assist with this process while saving time and effort.

    Differentiating Go Raise AI from Other Platforms (00:44:10)

    Taylor and Cramlet clarify the differences between Go Raise AI and other platforms like investor management software and crowdfunding platforms. Go Raise AI is focused on building relationships and marketing before deals are available, while investor management software is used to manage investors and deals once they are in place. Crowdfunding platforms, on the other hand, market deals to their own databases of investors for a fee, but may not be suitable for those without a substantial track record.

    Using AI and Automation (00:30:08)

    Cramlet discusses how Go Raise AI leverages AI and automation to streamline various tasks, such as generating email subject lines, creating content, and automating follow-ups. He emphasizes the importance of using technology to save time on administrative tasks, allowing capital raisers to focus on building personal connections and having meaningful conversations with potential investors.

    Audience Questions and Resources (00:42:11)

    Towards the end of the video, Taylor and Cramlet address questions from the audience, including inquiries about the types of investors using Go Raise AI, integrating broker relationships, and leveraging AI for content creation. They also provide information on how to access Taylor's books on raising capital legally and schedule consultations with their respective teams.

    📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/

    🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

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    1 hr and 4 mins
  • More Eye Opening Answers You Need to Know About Capital Raising
    Oct 10 2024

    Krisha Young & Kim Lisa Taylor talk with Jeannie Orlowski, a long-time coach at RE Mentor, a renowned multi-family real estate training company. The discussion focuses on effective strategies for raising capital for real estate investments, key financial metrics investors look for, and common questions about capital raising. Jeannie shares her extensive experience working with Dave Lindahl and RE Mentor, emphasizing the importance of thorough preparation, honest communication, and an entrepreneurial mindset when raising capital. Key topics include preferred returns, average annual returns, capital calls, opportunity zones, partnering with sponsors, and investor communication strategies.

    Introduction and Background (00:02:41)

    Introduction of the podcast hosts, Krisha Young and Kim Lisa Taylor, and their guest, Jeannie Orlowski, a long-time coach at RE Mentor. Jeannie shares her background and how she started working with Dave Lindahl, the founder of RE Mentor, initially as a real estate agent and notary public.

    Effective Capital Raising Strategies (00:18:30)

    Jeannie emphasizes the importance of thoroughly understanding and being able to explain every aspect of a property investment opportunity to potential investors. She stresses the need for complete transparency, honesty, and open communication throughout the capital raising process. Jeannie shares an anecdote about refusing to accept an investor's wire transfer until receiving all required documentation, highlighting the significance of following proper procedures.

    Key Financial Metrics for Investors (00:36:19)

    The discussion covers the key financial metrics that real estate investors look for when evaluating investment opportunities. Jeannie explains that investors are primarily interested in the projected end date of the investment and the expected returns, including preferred returns and overall average annual returns. She suggests aiming for mid to high teens in terms of average annual returns to attract investors successfully.

    Common Questions and Challenges (00:54:06)

    The group addresses common questions and challenges faced by those raising capital for real estate investments. Topics include capital calls, opportunity zones, partnering with sponsors, and the importance of clear and consistent communication with investors. Jeannie and Kim provide insights and recommendations based on their extensive experience in the industry.

    Investor Communication and Transparency (01:03:04)

    The discussion emphasizes the importance of maintaining open and transparent communication with investors throughout the investment process. Jeannie and Kim stress the need to disclose any issues or challenges promptly and provide regular updates to investors. They also highlight the value of personal communication, such as phone calls and in-person meetings, in building trust and resolving potential conflicts.

    RE Mentor Events and Resources (01:05:11)

    The video promotes various RE Mentor events and resources, including the Private Money Bootcamp, Multifamily Millions, Immersion Training, and the Ultimate Partnering Event. These events are designed to provide in-depth training, networking opportunities, and access to industry experts for those interested in multi-family real estate investing and capital raising.

    📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/

    🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

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    1 hr and 10 mins

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