Raise Capital Legally

Hosted by Kim Lisa Taylor

Business Entrepreneurship

Website RSS feed Facebook

Episodes

116

Latest episode

Oct 2026

Language

EN-US

About the 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. 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.

Listen to episodes

60 recent

October 5, 202647 min

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 prepare for an audit if its required. George also explains how his team supports offerings with international investors. 09:30 Phantom income: a $57,000 tax bill with no distributions 10:45 Passive losses carrying over on Form 8582 15:20 Separating management fees from profit share 17:20 How missing financials can kill financing and deals 23:25 The three most common financial statements 28:35 Fund administrator as an outsourced bookkeeper, and audit independence 30:00 Series LLCs: separate books, no cross liability, and separate Form D filings 40:30 Opportunity zone benefits under the One Big Beautiful Bill This content provides general information on federal securities law and is directed to non-Florida residents or companies. It is not intended as advertising or solicitation of legal services for Florida residents or Florida law matters.

September 24, 202651 min

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 differences between cash flips, owner financing, subdivision, and development while sharing lessons from more than 1,000 vacant-land transactions. 6:14 Land vs. traditional real estate 9:00 Small deals, less fear 11:00 Finding motivated sellers 16:00 Knowing your buyer exists first 21:25 Today's seller lead sources 27:20 Direct mail that still works 31:45 Due diligence red flags 37:20 Financing a land deal 40:05 Syndicating land deals for capital This content provides general information on federal securities law and is directed to non-Florida residents or companies. It is not intended as advertising or solicitation of legal services for Florida residents or Florida law matters.

August 10, 20261 hr 1 min

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 CF differs from Rule 506(b) and Rule 506(c), which deals are best suited for this exemption, and what sponsors should know before launching an offering. 📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 🗓️ Book a free 30-minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

January 22, 20261 hr 1 min

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 again, and why smaller operators with strong local partnerships may be better positioned than ever. They dive into Greg’s strategy of focusing on 5–25 unit properties in New England while scaling into larger assets in other markets, the importance of true boots-on-the-ground asset management, and why many sponsors underestimate what it takes to operate well over a full hold period. The conversation also explores investor return expectations, preferred returns, split structures, and why chasing headline returns can backfire in today’s environment. 📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 🗓️ Book a free 30-minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

December 26, 20251 hr 3 min

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 Syndication Attorneys’ Client Success Coach Krisha Young break down the top seven questions they hear from potential clients before they ever become clients. In plain English, the hosts explain what a security actually is, why it’s fundamentally a contractual agreement, and how the rules governing private capital raises are created and enforced. The conversation covers Regulation D, the practical differences between Rule 506(b) and Rule 506(c), why Rule 506 is the most commonly used exemption, and why alternatives like Rule 504 rarely make sense for nationwide raises. We also explain why changes to securities laws, like changing accredited investor definitions take time, including the roles of Congress, the SEC, FINRA, and state regulators. If you’re considering raising capital and feel confused or overwhelmed by the rules, this episode answers the exact questions most people ask at the beginning and explains why the answers are never as simple as they wish they were. 📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 🗓️ Book a free 30-minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

December 11, 20251 hr 7 min

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 predictable cash flow, and how you can leverage them to expand your portfolio or business without unnecessary risk - and with his assistance. He also shares practical strategies for structuring deals, raising capital, and building win-win partnerships that fuel long-term growth. Whether you’re just starting out or ready to level up, this episode gives you the roadmap to scale your business from NNN to millions. 📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 🗓️ Book a free 30-minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

November 28, 20251 hr 5 min

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 loan applications after a loss, and what you can do to rebuild your reputation and credit. We also dive into the darker side of “non-recourse” loans—those comforting words that sometimes come with hidden teeth. Eric explains how certain borrower actions, even accidental ones, can trigger bad boy carve-outs, turning a non-recourse loan into a personal liability nightmare. Whether you’re navigating a distressed asset or just trying to stay out of hot water, this conversation will arm you with practical strategies to mitigate risk, negotiate smarter, and recover stronger. 📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 🗓️ Book a free 30-minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

November 13, 20251 hr 1 min

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 oil and gas deals, and why investors are increasingly turning to minerals as a stable, income-generating asset. From self-directed IRAs and 1031 exchanges to appraisal differences and wealth manager strategies, Troy reveals what investors need to know about entering this space. Whether you’re looking to diversify your portfolio or understand how alternative assets work, this episode will open the door to a world of energy-based wealth creation. 📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 🗓️ Book a free 30-minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

October 30, 20251 hr 6 min

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 shares the secrets behind successful underwriting, what makes or breaks a deal, and how technology is reshaping the way professionals evaluate commercial real estate. Whether you’re new to underwriting or looking to sharpen your skills, Bob’s insights will help you approach your next deal with confidence and clarity. 📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 🗓️ Book a free 30-minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

October 23, 20251 hr 4 min

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 creation of a new kind of affordable, energy-efficient home. With steel framing, radiant floor systems, and creative construction methods, Levi's company is developing subdivisions of homes that cost less, use less energy, and look just like traditional houses. Join hosts Mola Bosland & Krisha Young as they dive into Levi's journey from Colorado to Indiana, the rise of barndominiums across the U.S., and how this unique approach to housing is making homeownership more accessible for all. In this episode, you’ll learn: ✔️ The story behind Levi’s vision for affordable housing ✔️ How barndominiums offer a cost-effective and energy-efficient solution ✔️ The benefits of steel framing and radiant floor systems in construction ✔️ Why barndominiums are quickly gaining popularity across the country Don't miss out on this insightful conversation about the future of affordable housing! Join the conversation and learn how to use your personal story to connect with ideal investors and take your real estate business to new heights. 🔔 Subscribe to our channel and hit the bell icon to never miss an episode on real estate and investment strategies! 📚 Get one of our #1 Amazon best-selling e-books on capital raising — totally free! Click this link to claim: https://syndicationattorneys.com/free-ebook/ 🗓️ Book a free 30-minute consultation with one of our business development team: https://syndicationattorneys.com/consultation #NowItsDone #AIInRealEstate #RealEstateAutomation #SmallBusinessGrowth #Entrepreneurship #BusinessEfficiency #RealEstateSyndication #AIForBusiness #capitalraising

Is this your show?

Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.

Claim this listing

More Business podcasts