How to Syndicate Legally with Kim Lisa Taylor
Play • 46 min

Kim Lisa Taylor is recognized nationally as a corporate securities attorney and no. 1 best-selling author on Amazon. She founded Syndication Attorneys, PLLC, a law firm in Florida providing Securities Offering Documents and has now been responsible for over 300 securities offerings. She also established, which offers professionally edited and drafted marketing materials for clients.

Let jump into this episode and learn more about syndication law!

[00:01 – 07:15] Opening Segment 

  • We introduce our guest, Kim Lisa Taylor
  • Kim talks about her unique niche in real estate 

[07:16 – 18:46] Accredited and Sophisticated Investors 

  • Kim talks about accredited investors
  • She shares her thoughts on “anti-Wall Street” deals 
  • She gives insights about sophisticated investors 
  • What are no-action letters? 

[18:47 – 29:25] Syndication Law 

  • Don’t miss Kim’s tactics to build relationships in real estate syndications! 
  • How to structure your management team
  • What’s legal and illegal in real estate syndication? 

[29:26 – 40:09] Solicitation

  • Kim tells us the legal definition of solicitation
  • Not all failed partnerships ended badly
  • Kim’s bad investing advice of the week

[40:10 – 44:25] Closing Segment

Tweetable Quotes:

“Until someone has that conversation with you, they shouldn’t be soliciting you… Solicitation is the act of asking…asking somebody to do something in exchange for money.”  - Kim Lisa Taylor

“Just because a partnership doesn’t work out doesn’t mean it ends horrifically.”  - Kim Lisa Taylor

“No one’s an investor until their funds are in your bank account.”  - Kim Lisa Taylor

Resources Mentioned:

Email to reach out to Kim or connect with her on LinkedIn. Visit their company online and check them out on LinkedIn and Facebook. Check out their library for more real estate resources! 

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