Raise Capital Legally
Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Capital Legally" host and Corporate Securities Attorney Kim Lisa Taylor, and co-host Krisha Young guides you through this complex and confusing world. Learn how to raise all the capital you need for real estate or small business and avoid legal potholes.
Each episode either teaches a subject related to capital raising or interviews service providers who offer services investors need as they grow their businesses. At the end of each show, Kim and her guests take live questions from the audience.
Kim is not just an attorney, she's also an investor. She has owned or controlled 30 rental properties; has been a general partner in a land development project; and currently owns vacation rentals. She is also the author of two Amazon best sellers on how to raise capital legally. Kim and her team have helped hundreds of clients raise ~$4B.
Information discussed during this podcast is of a general, educational nature and should not be construed as a legal advice.
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Raise Capital Legally
Is Syndication Dead? Trends in Capital Raising for Commercial Real Estate
In this episode, we explore the evolving landscape of capital raising in the commercial real estate industry. Is traditional syndication still a viable method, or are investors gravitating toward new strategies? Join our expert panel as they discuss emerging trends, innovative funding approaches, and the role of technology in reshaping how deals are structured. Whether you're a seasoned investor or just curious about the state of real estate financing, this episode offers valuable insights and actionable takeaways.
Summary
In this episode of the RAISE Capital Legally podcast, hosts Krisha Young and attorney Kim Lisa Taylor interviewed Adrian Fajardo from Cashflow Portal to discuss the evolving landscape of capital raising in commercial real estate. Adrian, a senior account executive at Cashflow Portal, shared insights about the changing methods of capital raising, particularly in relation to syndication. He noted that while syndication is not dead, it has become more competitive, leading investors to explore alternative methods such as blind pool funds and series LLCs.
Introduction to the Podcast and Guests (00:00:02)
Krisha Young introduced the Raise Capital Legally podcast, co-hosting with attorney Kim Lisa Taylor. They welcomed Adrian Fajardo from Cashflow Portal to discuss capital raising trends in commercial real estate.
Overview of Cashflow Portal and Adrian's Role (00:03:47)
Adrian Fajardo introduced himself as the senior account executive for Cashflow Portal, managing $10 billion of equity across multiple asset classes. He explained his role in sales, marketing, and client support, emphasizing the platform's evolution and commitment to continuous improvement.
Discussion on Syndication and Capital Raising Methods (00:06:42)
Adrian discussed the changing landscape of syndication, explaining that while the method is still used, competition has increased. He emphasized that syndication is just one tool among many, with emerging alternatives like blind pool funds and customizable series LLCs gaining popularity.
Technology's Role in Capital Raising (00:17:10)
Adrian explained how technology platforms like Cashflow Portal enhance the investment process, providing security and efficiency. He emphasized the importance of creating a secure, user-friendly experience for both investors and operators.
Emerging Trends in Asset Classes (00:21:44)
The discussion covered various asset classes gaining popularity, including development projects, flex-use buildings, assisted living, and alternative investments like oil and gas. Adrian noted significant growth in oil and gas investments, particularly at industry events.
Legal Considerations and Compliance (00:45:43)
Kim Lisa Taylor provided insights on securities law compliance, discussing 506B and 506C offerings. She emphasized the importance of establishing pre-existing relationships with investors and maintaining proper documentation.
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