Podcast featured image

Navigating the Waters of Syndication Law with Kim Lisa Taylor

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
Slicing Pie by Mike Moyer
Syndication Attorneys | Kim Lisa Taylor

Sign up for a complimentary strategy session with Jake & Gino: Schedule Appointment
Wheelbarrow Profits Academy 20% DISCOUNT with code : ELITE

Email gino@jakeandgino.com 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
Check out the podcast for Android: RSS FEED

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

If you have any questions, please email me at gino@jakeandgino.com

If you would like to partner or invest with Jake & Gino, please fill out this form:
Investor Form

Podcast featured image

Navigating the Waters of Syndication Law with Kim Lisa Taylor

Get Mentored by Jake & Gino

Get Mentored Now

Interested In our community

apply Now

By providing your phone number, you agree to receive text messages from Jake & Gino LLC. Message and data rates may apply. Message frequency varies