Episodios

  • How to Make Money Acquiring and Owning Campgrounds
    Aug 15 2024

    Attorney Mola Bosland interviews Syndication Attorneys' client Kevin Thueson. This is part of our Beyond Multi-family ebook Series, teaching our audience about other asset classes they can invest in.

    Our guests will share valuable insights on what sets campgrounds apart from other real estate asset classes and how to handle the unique challenge of seasonality. Learn the art of balancing long-term tenants with transient guests, and the marketing strategies that keep parks bustling year-round. We'll also discuss the pros and cons of the franchise model, as well as financing challenges and the evolving landscape of investor returns.

    In this episode of the Raise Capital Legally podcast, Krisha Young, Mola Bosland, and Kevin Thurston dive deep into the world of campground and RV park investments. Kevin, who owns seven campgrounds across multiple states under the KOA franchise, shares his experience and insights into this unique asset class including valuable insights on what sets campgrounds apart from other real estate asset classes and how to handle the unique challenge of seasonality.

    Learn the art of balancing long-term tenants with transient guests, and the marketing strategies that keep parks bustling year-round. We'll also discuss the pros and cons of the franchise model, as well as financing challenges and the evolving landscape of investor returns.

    Key Discussion Points:

    • Introduction & Background (00:00): Krisha introduces the topic and guests, including Kevin’s journey from CPA to campground investor.
    • Kevin's Portfolio (00:03:23): An overview of Kevin's campground portfolio and the benefits of location selection.
    • Due Diligence & Value-Add Strategies (00:11:30): Kevin details his process for site inspections, market analysis, and revenue enhancement.
    • Growth Plans (00:18:35): Ambitious plans to expand a $200 million portfolio, leveraging undervalued assets.
    • Challenges & Seasonality (00:23:12): How to navigate seasonality, manage operations, and mitigate risks in campground investments.
    • Marketing & Guest Experience (00:35:21): Marketing strategies and ensuring top-tier hospitality for guests.
    • Q&A Session (00:56:01): Kevin answers audience questions on various investment-related topics.

    Join us to learn how Kevin successfully navigates this fragmented industry and his strategies for long-term growth. Don't forget to like, subscribe, and hit the notification bell for more insightful discussions on legal capital raising and real estate investments!

    📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/

    🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

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    1 h y 3 m
  • How To Avoid Mistakes Real Estate Syndicators Make
    Aug 1 2024

    Join Our Very Own Securities Attorneys, Kim Lisa Taylor and Mola Bosland, as they discuss the common mistakes Real Estate Syndicators make and how you can avoid them. During this event, Kim and Mola will share some of the things that have caused their clients' offerings to fail; and some tips that can help you succeed.

    Action Items

    00:06:08 Build an investor database by talking to potential investors daily, networking, and establishing relationships before seeking capital for deals.

    00:14:07 Avoid over-diversifying fund offerings by focusing on a specific asset class and geographic area where you have a proven track record.

    00:24:23 Thoroughly review and understand loan terms, particularly for bridge debt, and seek long-term loans or extensions whenever possible to mitigate risks.

    00:20:37 Hire securities attorneys during the due diligence period when a purchase and sale agreement is signed and after reviewing property financials.

    00:26:29 File securities notices with the SEC and state agencies within required deadlines to avoid fines, loss of exemptions, or regulatory actions.

    00:31:57 Fully disclose compensation structures for the management team to investors in the private placement memorandum (PPM) or explicitly state that compensation amounts are unknown but could be substantial.

    00:46:57 Seek out reputable coaching programs or experienced mentors, particularly for new syndicators, to avoid common pitfalls and develop necessary skills.


    📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free!
    Click this link to claim: https://syndicationattorneys.com/free-book/

    🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

    👀 Watch this episode through our YouTube Channel or Podcast. Click here: https://www.youtube.com/channel/UCHUaGIZSVbtJp7-gSqKGcbg


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    1 h y 2 m
  • How to Find People With Money to Invest With You
    Jul 18 2024

    In this podcast, host Kim Lisa Taylor, Esq. interviewed Marcin Drozdz, an active investor and entrepreneur who has raised significant capital for businesses and real estate acquisitions. Key topics included Marcin's background and inspiration for becoming an entrepreneur, his approach to capital raising, positioning deals in the marketplace, generating investor leads, and structuring the investor process. He emphasized the importance of focusing on one's strengths, building a high-performance team aligned with the company's values and beliefs, and maintaining leverage by cultivating a base of smaller investors rather than being beholden to large institutional investors.

    Highlights

    Marcin’s book, "Unlimited Investor Leads," covers deal structuring, splitting money fairly with investors, cash distributions, and waterfalls. It also outlines his "Easy Method" process method.

    Email Marcin at marcin@marcindrost.com to receive a free digital copy of his book or purchase the physical copy on Amazon.

    Marcin will be presenting the keynote speech at the Limitless: The Financial Freedom Expo 2024 in Dallas at the end of August 2024.

    Among his suggestions:

    • Choose a software portal for your investment that is easy for investors to navigate, without too many unnecessary bells and whistles.
    • In the early stages, focus spending on legal, accounting, and getting in front of investors rather than expensive software.
    • Consider implementing a "Code of Honor" with core beliefs and principles to build a high-performance team

    📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/

    🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

    🎧 Listen to this episode through our YouTube Channel. Click here: https://youtu.be/KrfsH_pTiZs

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    1 h y 3 m
  • How to Overcome Mental Barriers That Keep You From Getting What You Want in Life
    Jun 14 2024

    Summary

    This episode was a discussion between Kim Lisa Taylor, the founder of Syndication Attorneys, and Krisha Young, Business Development Director and Client Success Coach at the firm. The main topic was overcoming mental barriers that prevent people from achieving their goals, particularly in the context of real estate syndication. Krisha shared her background as a personal coach and holistic nutritionist, and discussed strategies for cultivating a growth mindset, becoming self-aware, reframing negative thoughts, and developing positive habits and routines. She and Kim introduced frameworks like the 'Miracle Morning' and Krisha’s own 'Pattern Release Coaching' model to help clients identify and overcome limiting beliefs and self-sabotaging patterns. The discussion also touched on the importance of gratitude, pronoia (the opposite of paranoia), and living in alignment with one's values. Kim and Krisha emphasized the firm's commitment to supporting clients not just legally, but also in their personal and professional growth.

    Interview Highlights

    Q: What are mental barriers?

    A: Mental barriers are fears, doubts, worries, or past programming that come up and make someone feel incapable or not good enough, blocking them from achieving their goals.

    Q: What role do habits and routines play in overcoming mental barriers?

    A: Developing healthy habits and routines creates an ecosystem that supports personal growth and overcoming barriers. Practices like gratitude, affirmations, and following a framework like the Miracle Morning can help shift one's mindset.

    Q: What are some common misconceptions that hold people back?

    A: Common misconceptions include equating failure with being a failure, perfectionism leading to procrastination, and a victim mentality of life happening 'to' them.

    Q: How do you cultivate more positive self-talk?

    A: Becoming aware of negative self-talk through journaling, reframing it with counter-phrases or affirmations, and understanding where it originates can help replace it with positive self-talk.

    Q: What are some tools to get past self-imposed barriers?

    A: Tools include journaling, observing body sensations, gaining clarity on the root causes, taking ownership through personal responsibility, and continuously refining the process with compassion.

    Q: Can you discuss the framework you use with coaching clients?

    A: Krisha uses a 5-stage 'Pattern Release Coaching' framework: 1) Awareness, 2) Observation, 3) Clarity, 4) Ownership, and 5) Refinement, layering in different tools at each stage.

    Action Items

    · Become aware of mental barriers and negative self-talk through journaling

    · Observe where you feel those thoughts/emotions in your body

    · Take ownership and responsibility for creating the life you want

    · Continuously refine the process, using tools like affirmations, vision boards, breath work, etc.

    · Consider attending the firm's mastermind program for personal and professional growth support

    · Potentially attend a future workshop on creating a life/business plan

    · Read recommended books like The Miracle Morning and Dare to Lead

    · Reach out to Krisha or the team for coaching or strategy sessions

    📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/

    🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

    👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/ImIwGJx5nN0

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    53 m
  • Why Good Underwriting is So Important in Syndicated Deals
    May 30 2024

    Join us as our host, Attorney Kim Lisa Taylor interviews Hitomi Yasuda and Hans Christian Seelinger about why competent underwriting is so important when evaluating potential deals for real estate syndication purposes. Kim and her guests delve deep into real estate underwriting, explaining the common mistakes real estate investors make and how you can avoid them.

    Episode at a glance:

    • Hans' self-taught real estate journey from Venezuela.
    • Hitomi's transition from the clothing industry to real estate.
    • Key underwriting principles and risk assessment.
    • Challenges of managing tenants, vendors, and staff.
    • Best practices for conservative underwriting and market cycles.

    📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/

    🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

    👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/_F1eDZj0GNE

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    1 h y 26 m
  • How to Own Mineral Rights as an Alternative Asset with Special Guest Troy Eckard
    May 16 2024

    Attorney Kim Lisa Taylor interviews Troy Eckard, founder of Eckard Enterprises, about investment opportunities in mineral rights on properties that get leased to big oil companies for oil field development.

    Learn the difference between mineral rights and real property ownership, how mineral rights are packaged and leased, and whether mineral rights are a viable alternative to investing in real estate.

    Episode at a glance:

    • What are "mineral rights"?
    • Strategy for buying mineral rights
    • How do you get someone to lease the mineral rights you've acquired?
    • The primary risks of investing in mineral rights related to oil and gas

    📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/

    🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

    👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/pD8Fnc_wwwg

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    51 m
  • How To Use Regulation Crowdfunding To Advertise For Investors
    Apr 25 2024

    Join us as our host, Attorney Kim Lisa Taylor, interviews Fred Peña of Ridge Crowdfunding about how you can use the Regulation Crowdfunding exemption to freely advertise your deals and raise capital from anyone.

    They discuss the rules, limitations, mechanics and advantages of this important exemption - and how you can use it to help even non-accredited, unsophisticated investors participate in your real estate offerings – with no pre-existing or substantive relationship required! During this podcast, you'll learn how using this game-changing exemption can help you reach a wider audience of potential investors.

    Episode at a glance:

    • What is Regulation Crowdfunding and how is it different from Reg D, Rule 506?
    • Learn about what funding portals are and how they work
    • Discover the dollar limit an issuer can raise in a 12 month period
    • When are audits triggered and how frequently are they required?

    📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/

    🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

    👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/AJshTOFEr5A

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    1 h y 3 m
  • How To Profit By Accepting IRA Investors In Your Syndicate
    Mar 28 2024

    Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and legislative fronts. We also ask her to share some of her marketing secrets (so you can use them to meet your own investors), as she is one of the most effective marketers we know.

    Episode at a glance:

    • The difference between a retirement account and a self-directed IRA
    • The benefits of investing with an IRA
    • Red flags that could prevent a custodian from releasing an investor’s funds to a Syndicate
    • What is UBIT and how does it affect an IRA Investor?

    📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/

    🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

    👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/n8dRw2j74Pg


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    1 h y 5 m