PODCAST · business
Raise Capital Legally
by Kim Lisa Taylor
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. I
Episodes
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Financial Statements Tax Filings and Audits for Securities Offerings
George Dimov, CPA, of Dimov Tax Specialists joins Kim Lisa Taylor to explain the accounting and tax work behind a securities offering. They discuss financial statements and tax filings for Rule 506 issuers, what to expect when a Securities rule calls for an independent review or audit, and how to...
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The Land Method: How to Evaluate, Buy, and Profit From Vacant Land with Jonathan Haveles
In this episode, Attorney Kim Lisa Taylor sits down with Jonathan Haveles, co-founder of The Land Method, to explore how investors select promising markets, locate motivated sellers, value vacant land, conduct proper due diligence, and choose the right exit strategy. Jonathan explains the...
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Advertising for Non-Accredited Investors? Yes, You Can - with Reg CF, the Rule 506 Alternative
In this episode, Attorney Kim Lisa Taylor sat down with Corneilous Cannon of CrowdfundMyDeal.com. Corneilous explained how real estate sponsors can use Regulation Crowdfunding to raise capital from accredited and non-accredited investors through a registered funding portal. We discussed how Reg…
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From Small Deals to Serious Scale: What’s Really Working in Multifamily Right Now
In this episode, Attorney Mola Bosland an Krisha Young sit down with Greg Donahue to unpack what’s actually happening in the multifamily market after the post-COVID slowdown—and what operators should be paying attention to now. Greg shares how pricing has reset, where deals are finally penciling...
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The Top 7 Questions Everyone Asks Before Raising Capital
Before anyone raises capital, they tend to ask the same questions. What is a security, really? Why does my deal fall under securities laws? Why do I need so much paperwork? And why does everyone keep pointing me to Regulation D? In this episode, Corporate Securities Attorney Kim Lisa Taylor and...
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From NNN to Millions: Cherif Medawar Shows You How to Scale Your Business with Triple-Net Investments
Kim Lisa Taylor and Krisha Young welcome back Cherif Medawar — renowned investor, fund manager, and educator — for a deep dive on how business owners and entrepreneurs can scale using his triple-net (NNN) lease model. Cherif breaks down how NNN properties work, why they provide stable and...
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Commercial Loan Defaults: How to Handle Lenders and Avoid Triggering Bad Boy Carve-Outs
When a syndicated property goes back to the bank, it can feel like the end of the road—but it doesn’t have to be. In this episode, commercial mortgage expert Eric Stewart joins us to unpack what really happens when a syndicator loses a property to foreclosure, how lenders evaluate your future…
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Unlocking Energy Wealth: Troy Eckard Explains Mineral Rights as an Alternative Real Estate Investment
Join Kim Lisa Taylor and Krisha Young as they sit down again with Troy Eckard, founder of Eckard Enterprises, to explore how oil and gas mineral rights have become a compelling alternative investment. Troy shares how his team evaluates opportunities, the unique advantages compared to traditional...
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Cracking the Code of Commercial Real Estate: Bob Bowman Discusses Smarter Underwriting
Kim Lisa Taylor and Krisha Young welcome Bob Bowman, the creator of Commercial Underwriter, one of the most popular commercial underwriting software platforms in the industry. Bob has built a reputation for helping real estate syndicators analyze deals with accuracy and speed. In this episode, he...
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Building Affordable Communities with Barndominiums: Levi Aberle’s Vision for Housing Innovation
Affordable housing is one of the most pressing issues today, and Levi Aberle is leading the charge with an innovative solution: barndominiums. In this episode, Levi, the founder of Fortified Buildings LLC, shares how his own experience of building a combination horse barn and house led to the...
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From Chaos to Clarity: How George Knowlton’s NowItsDone System Transforms Real Estate and Small Business
In this video, we sit down with George Knowlton, the creator of the NowItsDone system, a groundbreaking AI-powered tool that’s revolutionizing how real estate syndicators and small business owners streamline their operations. George shares his journey into real estate and what inspired him to...
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Unlocking Your Unfair Advantage: How to Attract the Right Investors by Owning Your Story
In this insightful episode, co-hosts Kim Lisa Taylor and Krisha Young chat with Marcin Drozdz, a capital-raising expert and investor mentor, about the concept of "The Unfair Advantage"—a powerful strategy for attracting the right investors. Marcin dives into how your unique background, mindset,...
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From Rookie to Pro: Do's and Don'ts from a First-Time Fund Manager
In this episode, Hector Hernandez, founder of HDZ Partners, shares his journey of launching and managing his first investment fund. He reveals the hard-earned lessons he's learned along the way, from deciding what to offer investors to assembling a credible team and balancing capital raising with...
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Turning Events into Goldmines: Proven Strategies for Working the Room and Following Up
How to Turn Networking Events into Deal-Making Opportunities | Raise Capital Legally Podcast In this episode of the Raise Capital Legally Podcast, Krisha Young and attorney Kim Lisa Taylor dive into the strategies for turning networking events into gold mines! Joining them is real estate expert...
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The Woman Who Makes Your Deals Happen: Beth Bungay
In this episode, Kim Lisa Taylor and Krisha Young sit down with Beth Bungay, the powerhouse behind Cash Cow Investments, to discuss her crucial role as a loan guarantor, due diligence expert, and capital raiser in real estate syndications. With decades of financial experience, Beth shares her...
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From Medicine to Real Estate Millions: Dr. Tyson Cobb's Transition to Real Estate Wealth Formula
From Medicine to Real Estate Millions: Dr. Tyson Cobb's Transition to Real Estate Wealth Formula In this episode, join Attorney Kim Lisa Taylor and co-host Krisha Young as they sit down with Dr. Tyson Cobb, a semi-retired orthopedic surgeon who turned his passion for real estate into a thriving...
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From Multifamily to Market Mastery: Raising Capital in Uncertain Times with Hunter Thompson
From Multifamily to Market Mastery: Raising Capital in Uncertain Times with Hunter Thompson | Raise Capital Legally Podcast In this episode of Raise Capital Legally, hosts Kim Lisa Taylor and Krisha Young are joined by Hunter Thompson, founder of RaisingCapital.com and creator of the RaiseMasters...
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Faith, Hustle, and Real Estate: Building a Real Estate Empire with Purpose
Krisha Young: Great intro! I agree, that was really amazing. I’m so excited to dive into this. So, I’m in business development at the law firm, but I’m also the capital raising success coach. I'm really passionate about the topic of faith and building a business from the inside out. And it sounds...
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Cracking the Code on Tax Credit Housing: What Syndicators Need to Know to Compete Nationwide
Kim Lisa Taylor and Krisha Young of Syndication Attorneys PLLC welcome Homero Cabello Jr., the Deputy Executive Director at the Texas Department of Housing and Community Affairs. Homero shares insights from his decades of experience managing affordable housing programs and tax credit compliance...
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Avoiding Securities Advertising Pitfalls: A Legal Deep Dive for Syndicators and Fund Managers
In this episode, Kim Lisa Taylor sits down with Attorney Judith Villarreal to unpack the critical do's and don’ts of securities advertising. Whether you're a real estate syndicator or a fund manager raising capital under Regulation D, Rule 506(b) or 506(c), this conversation will help you avoid…
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Go Beyond Multifamily: How Kim Lisa Taylor and Vinki Loomba Are Redefining Real Estate Investing
In this inspiring episode, Kim Lisa Taylor sits down with fellow summit co-creator Vinki Loomba to share the vision behind the Go Beyond Multifamily Summit. More than just another real estate event, this summit represents a bold new direction—one that challenges the status quo and opens doors to...
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Protecting Your Investment: How Crossroads Investigations Can Help Real Estate Investors Guard Against Fraud
In the high-stakes world of real estate and investment partnerships, fraud is an unfortunate reality that can wreak havoc on your finances and reputation. Whether you’re a passive investor, a co-GP, a Syndicator or Fund Manager, safeguarding your investment against fraudulent activity is crucial....
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The 4 Stages of Investor Marketing: Turning Awareness into Capital Commitments
In this episode of the Raise Capital Legally podcast, we sit down with Dallon Schultz, founder of Capitallyst Pro, to explore how capital raisers can automate and streamline their investor relationships while staying compliant with 506(b) regulations. Dallon shares how Capitallyst Pro helps...
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Discover the Goldmine of Mobile Home Park Investments
🔊 The Raise Capital Legally Podcast: Investing in Mobile Home Parks with Ali Nasir Ali 🎙️ Episode Overview: In this episode of The Raise Capital Legally Podcast, we sit down with Ali Nasir Ali, an eighth-generation real estate investor specializing in mobile home parks (MHPs) and permanent...
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Mastering Build-to-Rent Land Deals: The 5-Step Formula to Success
In this episode of the Raise Capital Legally podcast, Daniil Kleyman, a real estate developer from Richmond, Virginia, shared his expertise on build-to-rent projects. Daniil discussed his journey from renovating houses to developing ground-up projects since 2008. He emphasized the importance of...
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Success in Debt Fund Investing: Proven Strategies and Insights
In this episode, we explore the world of real estate investing with a focus on hard money lending and opportunistic fund strategies. Our guest shares their journey into the industry, insights on structuring a debt fund through a Series LLC, and strategies for buying defaulting loans and turning...
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How to Make Money and Help People with Sober Living Housing
Please join Attorney Kim Lisa Taylor and co-Host Krisha Young as they interview Devana Came and Reid Stadelman. Our guests will tell us how they have created sober living facilities that provide both a community benefit and rental income. This is part of our Beyond Multi-family series, where we...
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Is Syndication Dead? Trends in Capital Raising for Commercial Real Estate
In this episode, we explore the evolving landscape of capital raising in the commercial real estate industry. Is traditional syndication still a viable method, or are investors gravitating toward new strategies? Join our expert panel as they discuss emerging trends, innovative funding approaches,...
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How To Create Awesome Profits In Real Estate With ADUs with our special guest and client Brent Edwards
In this episode, we dive into the world of real estate investment and explore how Accessory Dwelling Units (ADUs) can become powerful tools for generating profits. Learn the ins and outs of ADU development, key strategies to maximize your returns, and tips for navigating local regulations.…
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How To Achieve Massive Profits Owning Medical Office Buildings
In this episode, which is part of our Beyond Multi-family Series of Interviews, we explore the lucrative world of medical office building (MOB) investments with our client and special guest AJ Peak, Founder of Health Wealth Capital. As a seasoned expert in healthcare real estate, AJ reveals the...
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How To Successfully Fund Your Deals Using AI
In this episode, we sit down with Blake Janover, founder of Janover.co, to explore how artificial intelligence is transforming the world of deal funding. Blake walks us through the suite of services his company offers, from streamlining financing options including loan sourcing, crowdfunding, and...
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How to Maximize Tax Savings in Real Estate Syndications
Introduction and Real Estate Professional Status Requirements Kim Lisa Taylor introduced the topic of taxation for LPs and GPs in syndications. Ryan explained the two key criteria for real estate professional status: 750 hours annually in real estate activities and spending more than 50% of…
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Turn Your Vacation Getaway into a Money-Making Haven!
Join Attorney Kim Lisa Taylor as she sits down with real estate expert Michael Parks to explore how you can turn your vacation home into a profitable investment. In this episode, they cover the essential steps to start renting out your property, how to maximize rental income, and the key…
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How To Profit With Single-Family And Duplexes
Are single-family homes and duplexes the overlooked gems of real estate investing? Join us as host Attorney Kim Lisa Taylor interviews a seasoned real estate expert who shares the secrets to profiting from these smaller properties that many investors ignore. Whether you're a new investor or a...
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How To Thrive In The Multifamily Industry In 2025
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...
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More Eye Opening Answers You Need to Know About Capital Raising
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...
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Ten Eye Opening Answers You Need to Know About Capital Raising
In this episode, Syndication Attorneys' Founder Kim Lisa Taylor and Business Development Director Krisha Young discuss capital raising for real estate syndicators, fund managers, and developers. Whether you're starting or scaling your portfolio, understanding how to secure capital is essential....
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How To Profit with Residential Assisted Living
Join host Krisha Young as she interviews Isabelle Guarino of the Residential Assisted Living National Convention (RAL NAT CON). In this insightful episode, Isabelle shares her expertise on the growing field of assisted living real estate, offering a deep dive into what makes it different from...
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How To Protect Yourself When Investing Passively In A Syndicate
Please join our host, Attorney Mola Bosland, as she interviews Syndication Attorneys’ long-time clients Jake Stenziano and Gino Barbaro about their new educational course, "Passive Investing Pro”. They have created this course to help passive investors learn how to protect themselves and their...
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How to Make Money Acquiring and Owning Campgrounds
Attorney Mola Bosland interviews Syndication Attorneys' client Kevin Thueson. This is part of our Beyond Multi-family ebook Series, teaching our audience about other asset classes they can invest in. Our guests will share valuable insights on what sets campgrounds apart from other real estate…
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How To Avoid Mistakes Real Estate Syndicators Make
Join Our Very Own Securities Attorneys, Kim Lisa Taylor and Mola Bosland, as they discuss the common mistakes Real Estate Syndicators make and how you can avoid them. During this event, Kim and Mola will share some of the things that have caused their clients' offerings to fail; and some tips…
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How to Find People With Money to Invest With You
In this podcast, host Kim Lisa Taylor, Esq. interviewed Marcin Drozdz, an active investor and entrepreneur who has raised significant capital for businesses and real estate acquisitions. Key topics included Marcin's background and inspiration for becoming an entrepreneur, his approach to capital...
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How to Overcome Mental Barriers That Keep You From Getting What You Want in Life
Summary This episode was a discussion between Kim Lisa Taylor, the founder of Syndication Attorneys, and Krisha Young, Business Development Director and Client Success Coach at the firm. The main topic was overcoming mental barriers that prevent people from achieving their goals, particularly in...
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Why Good Underwriting is So Important in Syndicated Deals
Join us as our host, Attorney Kim Lisa Taylor interviews Hitomi Yasuda and Hans Christian Seelinger about why competent underwriting is so important when evaluating potential deals for real estate syndication purposes. Kim and her guests delve deep into real estate underwriting, explaining the...
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How to Own Mineral Rights as an Alternative Asset with Special Guest Troy Eckard
Attorney Kim Lisa Taylor interviews Troy Eckard, founder of Eckard Enterprises, about investment opportunities in mineral rights on properties that get leased to big oil companies for oil field development. Learn the difference between mineral rights and real property ownership, how mineral…
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How To Use Regulation Crowdfunding To Advertise For Investors
Join us as our host, Attorney Kim Lisa Taylor, interviews Fred Peña of Ridge Crowdfunding about how you can use the Regulation Crowdfunding exemption to freely advertise your deals and raise capital from anyone. They discuss the rules, limitations, mechanics and advantages of this important...
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How To Profit By Accepting IRA Investors In Your Syndicate
Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and…
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How the Right Technology Can Help You Manage Your Investors With Special Guest Perry Zheng
Join our host, Attorney Kim Lisa Taylor, and her esteemed guest, Perry Zheng, founder of CashFlow Portal. Before founding CashFlow Portal, Perry was an engineering manager at Lyft and worked as a software engineer at both Twitter and Amazon. He will share his experience and insights into how...
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How to Be Successfully Unemployed with Real Estate With Special Guest Dustin Heiner
Kim Lisa Taylor, Esq., interviews Dustin Heiner, founder of Master Passive Income, about his system for building lasting wealth with real estate investing. Dustin's expert team teaches beginners how to become successful real estate investors and create their own passive real estate income…
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12 Ways You Can Earn Money As A Syndicator
Attorney Kim Lisa Taylor divulges the "12 Ways You Can Earn Money as a Syndicator." She discusses how syndication works and how it can benefit both seasoned and novice real estate entrepreneurs and their passive investors. She also covers the risks, rewards, and the process involved. Episode at a...
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ABOUT THIS SHOW
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.
I
HOSTED BY
Kim Lisa Taylor
CATEGORIES
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