Navigating the Waters of Syndication Law with Kim Lisa Taylor
03/29/18 • 35 min
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
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 [email protected] 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 [email protected]
If you would like to partner or invest with Jake & Gino, please fill out this form: Investor Form - https://invest.randpartnersllc.com/accounts/register/
We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors) 👉https://jakeandgino.com/apply About Jake & Gino Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company. They control over $250M in assets under management. They have created the Jake & Gino Premier Multifamily Community to teach others a simple three-step framework for investing in multifamily real estate. Connect with Jake & Gino on the social media platform you are most active on: https://jakeandgino.com/link-tree/
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
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 [email protected] 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 [email protected]
If you would like to partner or invest with Jake & Gino, please fill out this form: Investor Form - https://invest.randpartnersllc.com/accounts/register/
We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors) 👉https://jakeandgino.com/apply About Jake & Gino Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company. They control over $250M in assets under management. They have created the Jake & Gino Premier Multifamily Community to teach others a simple three-step framework for investing in multifamily real estate. Connect with Jake & Gino on the social media platform you are most active on: https://jakeandgino.com/link-tree/
Previous Episode
Pushing Portfolio Profits via Property Management
Dana Dunford is the CEO of Hemlane, a technology enabled property management platform. She is an advocate for real estate investors to improve their portfolio operations by partnering with property managers.
People aren’t typically equipped to self-manage effectively and still be able to focus on growing their business. Partnering with a property management company with technology in place (like Hemlane) provides performance data and innovative strategies and takes the pressure off of the owner to be the good guy or bad guy in the eyes of their tenant.
Dana gets detailed with how property management can take the nightmare out of the tenant finding and screening process, and how to make a win out of renting to tenants with pets.
Dana provides tons of insider insight in this episode. A great listen for investors looking to leverage systems.
top 10 -
Getting into Real Estate by Accident Self-managing Good Guy vs. Bad Guy Increasing Portfolio Operations Systems Performance Data Tenant Screening Pet Rent How Property Listings are Changing To VA or To Not VA
Invest with Jake & Gino: Create an Account - Rand Partners
Sign up for a complimentary strategy session with Jake & Gino: Pick A Time and Date
Wheelbarrow Profits Academy 20% DISCOUNT with code:ELITE
Email [email protected] 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 [email protected]
If you would like to partner or invest with Jake & Gino, please fill out this form: Investor Form - https://invest.randpartnersllc.com/accounts/register/
We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors) 👉https://jakeandgino.com/apply About Jake & Gino Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company. They control over $250M in assets under management. They have created the Jake & Gino Premier Multifamily Community to teach others a simple three-step framework for investing in multifamily real estate. Connect with Jake & Gino on the social media platform you are most active on: https://jakeandgino.com/link-tree/
Next Episode
Being The Go Giver with Bob Burg
Bob Burg, author of world-renowned best seller “The Go-Giver” and believer in free enterprise, played an important role in the partnership of Jake & Gino!
If you work in sales whatsoever, you are surely concerned with increasing volume. By being an avid learner, Bob Burg taught himself how to dramatically increase his sales using systems and by building relationships. Thus, “The Go-Giver” was born, teaching the foundational concept: Being a Go-Giver is giving value to your relationships.
How does this concept apply to the entrepreneur and the “intrapreneur”? What makes people buy from you? What is it that they want, need or desire? Focusing on the client’s needs and creating a long-term relationship will build trust and inevitably get you the sale.
Bob details the 5 Laws of being a Go-Giver and gives great advice on finding a mentor!
top 10 -Sales -Systems -Predictability -Personal Development -Mindset -Taking Action -intrapreneur -Longview -Selling on high value -And much more!
The Go-Giver | Give exceptional value. Enjoy extraordinary results.
Invest with Jake & Gino: Create an Account - Rand Partners
***Sign up for a complimentary strategy session with Jake & Gino: Schedule Appointment
***Wheelbarrow Profits Academy 20% DISCOUNT with code: ELITE
Email [email protected] 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!
If you have any questions, please email me at [email protected]
If you would like to partner or invest with Jake & Gino, please fill out this form: Investor Form - https://invest.randpartnersllc.com/accounts/register/
We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors) 👉https://jakeandgino.com/apply About Jake & Gino Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company. They control over $250M in assets under management. They have created the Jake & Gino Premier Multifamily Community to teach others a simple three-step framework for investing in multifamily real estate. Connect with Jake & Gino on the social media platform you are most active on: https://jakeandgino.com/link-tree/
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