Ep 13 – Real Estate Investing Tips with Syndication Attorney Kim Lisa Taylor

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The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, Alex Perny welcomes real estate attorney Kim Lisa Taylor, for a discussion on commercial family syndications. Lisa has been doing real estate syndications since 2008 and opened her own firm in 2016. Her background in real estate law and experience in syndications make Lisa a valuable asset to the discussion.

Lisa provides a closer look into commercial family syndications and other types of commercial property syndications. Such as the shift in crowdfunding platforms and the importance of due diligence in the real estate syndication industry. She also emphasizes the importance of understanding the documentation and risks associated with investing in a syndicate.

Learn more about real estate syndications.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

Headshot of Kim Lisa About Our Guest Kim Lisa Taylor

Kim Lisa Taylor is the founder of Syndication Attorneys PLLC, a boutique corporate securities law firm that helps clients nationwide with their federal real estate securities offerings. Licensed as an attorney in California since 2002, Kim has made corporate securities law her primary focus since 2008. She has been licensed as an attorney in Florida since 2012. Kim has written more than 100 Securities Offerings and numerous Joint Venture Agreements for entrepreneurs raising money — $50,000 to $100,000 or more at a time — from private investors, whether from within their own network of family and friends, through crowdfunding on the Internet or from private equity joint venture partners.

In addition to her work with the firm’s clients, Kim is a nationally recognized expert in the securities industry and a highly sought-after speaker, instructor and author. She has written numerous articles on the subjects of syndication, corporate securities and raising funds from private investors. Many of her articles have been published in nationally distributed magazines and trade journals.

About Our Host Advanta IRA Alex PernyAlex Perny, CISP

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.
For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.