Ep #58 - Kim Lisa Taylor - as a Securities Attorney, Kim helps real estate investors with all aspects of raising money through private investors. Kim discusses how to create and manage successful real estate investment ventures
Lifetime Cash Flow Through Real Estate Investing
Rod Khleif
4.8 • 1.4K Ratings
🗓️ 3 October 2016
⏱️ 30 minutes
🧾️ Download transcript
Summary
Kim Lisa Taylor - as a Securities Attorney, Kim helps real estate investors with all aspects of raising money through private investors. Kim discusses how to create and manage successful real estate investment ventures.
Here’s some of what you will learn:
- The typical timeline of a syndication.
- When is the right time to hire a syndication attorney?
- The most effective way to develop a database of potential investors.
- What is a security and what are security laws?
- The 2 laws that apply to all real estate investors.
- When do securities laws apply?
- What is a passive investor?
- What is an active investor?
- The 2 most commonly used exemptions for real estate offerings.
- The 3 types of investors.
- What is an accredited investor?
- What is a sophisticated investor?
- What is “The Three Touch Rule?”
- What is a 506 (b) offering?
- What is a 506 (c) offering?
- What is a blind pool?
- What is an investment summary?
- Text the word: Rod to 41411 to receive a copy of my upcoming book.
Our Guest
To learn more about Kim Lisa Taylor and Syndication Attorneys, PLLC please visit:
www.syndicationattorneys.com or by phone at:
(904) 584-4055
Want to build Lifetime Cash Flow from Multifamily Properties?
If you’re committed to creating the life you deserve, we've created the best multifamily training and coaching program on the market. I personally coach you on your path to create the life of your dreams. I will help you CRUSH it in this business! - if you'd like to receive information about our program, text CRUSH to 41411 now.
Recommended Resource
- Looking to invest in a multi-family real estate project? Want to partner with me personally on a deal? To schedule a time for us to talk click on this link: http://meetme.so/RodKhleif
Review and Subscribe
Posted in Podcast Tagged acquisitions, Kim Lisa Taylor, Syndication Attorney, Cash Flow, apartment investing, apartments, appreciation, Assisted Living, broker, brokers, business, cash flow, cashflow, commercial, commercial real estate, CRE, CRE investing, Defaulted paper, Donald Trump, entrepreneur, equity, Eviction, expert, experts, Foreclosure, funding, Hedge fund, investing, investing in real estate, investments, Rod Khleif, Rod Khleif Florida, Rod Khleif Real Estate, Riyad Khleif , manager, mergers, millionaire, multi-family, multifamily, Office, passive income, podcast, private lending, private money, property management, raw land investing, real estate, real estate broker, real estate cashflow, real estate coaching, real estate investing, real estate investor. Investing, REIT, Retail, Robert Kiyosaki, sales, Sales Coach, sales expert, Sales Training, Self Storage, Selling, Senior Living, Shopping Center, Short Sale, Suburban Office, syndication, training, value add, Repositioning assets, multi-family expert, multifamily expert, multi family investing, multifamily training.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome. This is the Lifetime Cash Flow through Real Estate Investing Podcast. |
| 0:06.0 | This is where you learn strategies to help you achieve lifetime financial freedom through real estate investment. |
| 0:12.0 | Your host Rod Cleef, has owned over 2,000 homes in apartments. |
| 0:17.0 | And he brings experts in all aspects of real estate investment and management onto the show. |
| 0:22.0 | Now, here's your home. investment and |
| 0:25.1 | Now here's your host |
| 0:26.4 | Rod Cleef |
| 0:34.7 | Welcome to another edition of how to build lifetime cash flow through real estate investing. I'm Rod Cleef and I'm thrilled you're here. Before we get started I want to remind you guys that I have written a book and it's about |
| 0:39.6 | multi-family real estate investing. It's about 200 pages long and literally covers |
| 0:45.2 | everything in the business. It's kind of like a textbook and what's interesting |
| 0:50.2 | actually is that the lady we're interviewing today is a syndication attorney and she's actually interesting actually you know you're going to get a ton of value from her. Her name is Kim Lisa |
| 1:07.6 | Taylor. She's a syndication attorney and she's licensed in California in Florida, but she can do syndications all over the country. |
| 1:16.0 | And her areas of focus is setting up entities and structures for syndications. |
| 1:21.0 | And she loves showing her clients how to, you know, |
| 1:24.9 | confidently and effectively raise money for their real estate investments. |
| 1:28.3 | And, you know, she told me before we got started, she really enjoys working |
| 1:31.6 | with investors and really kind of |
| 1:33.1 | holding their hands through the process and like I said I'm so impressed with |
| 1:36.5 | my communications with her that I've asked to review my book. Now I want to tell you guys |
| 1:41.0 | that what we're talking about today it may seem fairly complex and intimidating and that's okay. I'll tell you that even if you have to listen to it more than once and I highly recommend you do that because if you want to be |
| 1:53.7 | big in this business you have to do syndications you know not be afraid of them they're |
| 1:58.5 | like anything else you don't understand right now you have to you know they require a |
... |
Transcript will be available on the free plan in -3102 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Rod Khleif, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Rod Khleif and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.