RCRE - SEC Updates with Kim Taylor
03/17/21 • 46 min
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:
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
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/
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:
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
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
MFZ - Going Deeper Into The Woods To Achieve Goals & Joy
In this week’s show, Julia and Gino are joined by Nathan and Monica Herber, a happily married couple of 12 years and proud parents of Caiden Emmanuel, their adopted 5 year old son with special needs. They made the leap into multifamily real estate investment at the start of 2020 by blowing up their retirement savings. They, however, consider this to be the smartest financial move they ever made! Currently, they own 49 units in joint ventures and are working to develop new, attainable housing in their new hometown of Greenville SC.
Nathan, originally from Lafayette, Indiana, is the Founder of Cornerstone Community Capital LLC and a licensed architect with 15 years of experience in commercial and mixed-used real estate developments. Monica Herber, a native New Yorker, is a Certified Life and Marriage Coach, the creator and blogger of The Joyful Unknown, a website dedicated to helping other parents like her find joy in the journey of special needs living.
Julia & Gino have been close friends of the Herbers for years, and were honored to have them on the show to share their story of personal growth, from struggling with infertility, to adopting a special needs child, to moving out of NY and relocating to a city where they had no friends. Nathan had a revelation one day that if he metaphorically went deeper into the woods, he would discover more about life and that would lead to personal growth. And every time the couple decided to “go deeper into the woods,” amazing things happened to them.
Monica also shared her personal belief of living with joy every single day, and not to take anything for granted. She recently studied and became a certified life and marriage coach, which has led to more joy and happiness in her life.
To learn more about Monica, visit The Joyful Unknown.
Nathan can be reached at Cornerstone Community Capital
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
WBP: Seizing Entrepreneurial Opportunities with Taggart Birge
Life is too short to spend time living someone else's dream.
In this episode, Jake and Gino talk with Taggart Birge. With more than twenty years of commercial real estate experience, Tag has had significant success working within the multifamily real estate industry. As CEO of Birge & Held, a multifamily investment, management and construction company, Tag is a proven expert in this industry. Over the past 13 years, Birge &Held has remained focused on workforce housing and currently has $1.5B in projects under management and has acquired over 15,000 units throughout the central United States.
Here are some of the key takeaways from the Podcast:
- Seize the opportunities presented by the market cycles.
- If you are wired for entrepreneurship, real estate industry presents tremendous opportunities.
- You can’t outgrow your operations, you have to grow a culture.
- Don’t get tripped up by micro management and small details when looking at the opportunities. Think like a leader and look at the big picture.
Learn more about Kent’s initiatives: https://cornerstonecompaniesinc.com/
Learn more about Apartment Investing Education: www.jakeandgino.com
Check out our complimentary Apartment Investing training program: https://jakeandgino.mykajabi.com/freetraining
Apply for Mentorship: https://jakeandgino.com/apply/
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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