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The Commit to Wealth Podcast - Creating Generational Wealth through Real Estate Investing


Jul 30, 2018

Kim Lisa Taylor, Esq., is the founder of Syndication Attorneys PLLC, a boutique corporate securities law firm that helps clients nationwide with their federal real estate securities offerings.  Kim 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.

Licensed as an attorney in California since 2002, Kim has made corporate securities law her primary focus since 2008. She has been licensed as an attorney in Florida since 2012. Kim has written more than 100 Securities Offerings and numerous Joint Venture Agreements for entrepreneurs raising money — $50,000 to $100,000 or more at a time — from private investors, whether from within their own network of family and friends, through crowdfunding on the Internet or from private equity joint venture partners.

Some of the topics discussed:

  • Kim’s background in real estate before founding Syndication Attorneys
  • Who should reach out to Kim for her services and when to reach out as well
  • When you should be developing investor relationships
  • What sort of track record the lenders and investors are looking for in these types of situations
  • Average time frames of the process when working with a team like Kim’s
  • Why you should negotiate in extensions into the deal
  • What should be included in an offering package
  • Accredited vs. Non-Accredited investors and how it affects the offer package and paperwork you have to have
  • When to set up the necessary bank accounts
  • What to expect from the closing process
  • Three big mistakes people tend to make and how to avoid them

Recommended Reading:

Connect with Kim online at syndicationattorneys.com.

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