WS123: How to Raise Capital for Your Real Estate Projects via a Regulation D Offering with Kim Lisa Taylor

real estate syndication, real estate investing

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Kim Lisa Taylor, Founder, Syndication Attorneys, PLLC reveals some expert Tips for syndicators who wish to fund their real estate projects by making a Regulation D offering.

Should real estate investors raise money via a public offering? If not, what different alternatives do they have? In this show, you will learn the pros and cons of Reg D Rule 506 (b) and Reg D Rule 506 (c) offerings. We also reveal how investors can advertise on social media without getting into trouble with the SEC. Towards the end of the show, we share some great marketing tools that will help you find and build investor relationships.

Tune in now!

Time Stamped Show Notes:

  • 00:29 – Whitney introduces Kim to listeners
  • 01:16 – Why did Kim choose to focus on real estate law?
  • 02:16 – Kim shares her long term career goals
  • 03:08 – Recommended Resources for inexperienced investors who wish to learn the nuances of syndication
  • 04:18 – Kim shares a crucial mistake that novice investors make while raising capital
  • 05:10 – Kim explains the concept of “Real Estate Securities” in simplistic terms
  • 06:08 – Should real investors raise capital by making a public offering?
  • 06:52 – Which are the different securities exemptions that investors can choose from?
  • 07:20 – Pros and Cons of using Regulation D Rule 506 (b) for raising capital in real estate
  • 08:34 – How do you qualify as an accredited investor?
  • 09:39 – How does Rule 506 (c) differ from Rule 506 (b)?
  • 11:18 – Do’s and Don’ts for advertising your real estate deals on social media
  • 13:58 – Will you get into trouble with the SEC if you advertise a deal closing on social media?
  • 15:03 – Kim’s ADVICE for inexperienced investors who wish to learn the ropes of the syndication business
  • 17:15 – How to prepare an investment summary for a real estate offering
  • 19:09 – What are some of the biggest mistakes that syndicators often make?
  • 20:33 – Networking Tips and Tricks for finding prospective investors and building long term relationships
  • 22:00 – Recommended Marketing Tools for real estate syndicators
  • 22:45 – What is the ONE thing that has contributed immensely to Kim’s success?
  • 23:37 – Kim reveals some interesting information about her forthcoming book
  • 24:27 – Kim shares her contact information
  • 26:09 – Join our Facebook group to connect with experts like Kim
  • [spp-timestamp time=”26:23″] – A Special Thanks to our sponsor, LifeBridge Capital

In this episode, you will learn

  1. What are real estate securities?
  2. How to raise capital for your real estate projects by making a Regulation D offering
  3. Reg D 506 (b) vs. Reg D 506 (c) – which is a better option for raising capital?
  4. Do’s and Don’ts for real estate syndicators who wish to advertise on social media


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