Are single-family homes and duplexes the overlooked gems of real estate investing? Join us as host Attorney Kim Lisa Taylor interviews a seasoned real estate expert who shares the secrets to profiting from these smaller properties that many investors ignore. Whether you're a new investor or a seasoned pro, this episode will offer actionable insights and expert advice on how to turn modest investments into significant returns.

GSP Real Estate Investments and Fund Structures (00:16:17)

Peter Neill discusses his company, GSP Real Estate Investments, and its two main funds: the income fund and the growth fund. The income fund offers fixed returns for 9 months to 5 years, while the growth fund provides preferred returns with profit sharing. Both funds focus on workforce-affordable single-family homes and duplexes, typically buying distressed properties in Baltimore and Philadelphia.

Investment Strategy and Market Focus (00:07:49)

Peter explains their investment strategy: buying severely distressed properties at low prices, renovating them, and holding them for the long term. He emphasizes the benefits of workforce affordable housing, including high demand and supply constraints. Peter also discusses their buy-and-hold approach and the potential for institutional exits in the future.

Financing Strategies and Portfolio Management (00:11:40)

Peter Neill details their financing strategies, including using portfolio loans and lines of credit. He explains their 'buy, rehab, rent, refinance, repeat' (BRRR) strategy and the benefits of long-term, fixed-rate debt. Peter also discusses how they manage investor exits and capital deployment.

Team Dynamics and Partnership Success (00:12:11)

Peter shares insights on building and managing a successful team. He highlights the importance of complementary skills among partners and staying in one's lane while understanding the overall business. Peter emphasizes the value of having in-house construction and property management capabilities.

Advantages of Single-Family Investments (00:17:16)

Peter Neill explains why they favor single-family homes and duplexes over larger multifamily properties. He cites their ability to execute effectively in this space, the supply-demand dynamics, and the lack of institutional competition in workforce affordable housing as key advantages.

Branding and Company Values (00:54:54)

Peter discusses the significance of their company name, GSP (German Short Hair Pointer), and how it reflects their values and approach to business. He explains how the characteristics of the dog breed embody their brand, including loyalty, focus, and high energy.

Future Trends and AI in Real Estate (00:59:19)

The conversation touches on future trends in real estate investing. Peter mentions the potential of AI to improve efficiency, particularly in areas like property management and investment analysis. He also discusses the importance of staying focused on core competencies while being open to new opportunities as the company grows.

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Join Attorney Kim Lisa Taylor's interview with expert investor David Lindahl as he shares strategies for succeeding in the evolving multifamily housing market. Lindahl will cover key trends, challenges, and opportunities as 2025 approaches. Whether you're experienced or just starting, you'll gain actionable insights to stay competitive and thrive.

Motivated Sellers and Opportunities
Lindahl explains how decreasing interest rates can lead to motivated sellers and buying opportunities. Buying during the market's down cycle may position investors for appreciation as conditions improve.

Currency Debasement & Hedging
Dave discusses real estate, gold, silver, and crypto as hedges against currency devaluation. Banks are reluctant to foreclose, but this could change with better resale prices.

Strategies for Underperforming Properties
When facing potential foreclosure, Dave advises exploring short sales, negotiating with lenders, and prioritizing a strong track record over foreclosure.

Market Cycles & Strategies
Understanding and adjusting to market cycles is crucial. Dave's book, 'Emerging Real Estate Markets,' dives into strategies for each cycle phase.

2025 Strategies & Networking
Dave emphasizes building networks, broker relationships, and starting locally before investing in emerging markets. Consistently making offers will be key in 2025.

Holy Trinity Criteria
For deals, aim for an 8% cap rate, 12% cash-on-cash return, and 1.6+ debt coverage ratio to mitigate risk.

Raising Capital
Shift from “asking for money” to offering diversification opportunities. Building relationships and networks is critical.

AI's Role in Real Estate
AI boosts efficiency in underwriting and deal sourcing. Lindahl mentions companies like Janover for AI-powered commercial loan sourcing.

Upcoming Events & Resources
Dave’s Ultimate Partnering event in Nashville and books like 'Multifamily Millions' offer additional insights.

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Please join Attorney Kim Lisa Taylor as she interviews Yohannes Cramlet of Go Raise AI Syndication CRM. Their system can set you up to attract, grow, engage, and close more Investors faster and more efficiently than you can do on your own. They offer DIY or full concierge options that can help you capture, follow up with investor leads, and create content in no time. Unlike most investor management platforms that offer customer relationship managers (CRMs) as an afterthought, this is a true CRM system built specifically for real estate syndicators. Listen and learn how you can put it to work for you.

Overview of Go Raise AI (00:01:17)

Johannes Cramlet introduces himself and provides an overview of Go Raise AI. He explains that it is a CRM and marketing platform designed specifically for capital raisers and investor relations professionals in the real estate syndication and fund management space. The platform includes tools for managing contacts, automating follow-ups, creating email campaigns, hosting webinars, and building credibility with potential investors. Cramlet shares that through Go Raise AI, they have helped raise just under $100 million in capital over the past 48 months.

Importance of Developing Relationships (00:07:01)

Taylor and Cramlet discuss the importance of developing relationships with potential investors, as required by SEC regulations for certain types of securities offerings. They emphasize the need to document these relationships, have suitability conversations, and understand the investors' goals and interests before making offers. Cramlet highlights how Go Raise AI's CRM and automation features can assist with this process while saving time and effort.

Differentiating Go Raise AI from Other Platforms (00:44:10)

Taylor and Cramlet clarify the differences between Go Raise AI and other platforms like investor management software and crowdfunding platforms. Go Raise AI is focused on building relationships and marketing before deals are available, while investor management software is used to manage investors and deals once they are in place. Crowdfunding platforms, on the other hand, market deals to their own databases of investors for a fee, but may not be suitable for those without a substantial track record.

Using AI and Automation (00:30:08)

Cramlet discusses how Go Raise AI leverages AI and automation to streamline various tasks, such as generating email subject lines, creating content, and automating follow-ups. He emphasizes the importance of using technology to save time on administrative tasks, allowing capital raisers to focus on building personal connections and having meaningful conversations with potential investors.

Audience Questions and Resources (00:42:11)

Towards the end of the video, Taylor and Cramlet address questions from the audience, including inquiries about the types of investors using Go Raise AI, integrating broker relationships, and leveraging AI for content creation. They also provide information on how to access Taylor's books on raising capital legally and schedule consultations with their respective teams.

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Krisha Young & Kim Lisa Taylor talk with Jeannie Orlowski, a long-time coach at RE Mentor, a renowned multi-family real estate training company. The discussion focuses on effective strategies for raising capital for real estate investments, key financial metrics investors look for, and common questions about capital raising. Jeannie shares her extensive experience working with Dave Lindahl and RE Mentor, emphasizing the importance of thorough preparation, honest communication, and an entrepreneurial mindset when raising capital. Key topics include preferred returns, average annual returns, capital calls, opportunity zones, partnering with sponsors, and investor communication strategies.

Introduction and Background (00:02:41)

Introduction of the podcast hosts, Krisha Young and Kim Lisa Taylor, and their guest, Jeannie Orlowski, a long-time coach at RE Mentor. Jeannie shares her background and how she started working with Dave Lindahl, the founder of RE Mentor, initially as a real estate agent and notary public.

Effective Capital Raising Strategies (00:18:30)

Jeannie emphasizes the importance of thoroughly understanding and being able to explain every aspect of a property investment opportunity to potential investors. She stresses the need for complete transparency, honesty, and open communication throughout the capital raising process. Jeannie shares an anecdote about refusing to accept an investor's wire transfer until receiving all required documentation, highlighting the significance of following proper procedures.

Key Financial Metrics for Investors (00:36:19)

The discussion covers the key financial metrics that real estate investors look for when evaluating investment opportunities. Jeannie explains that investors are primarily interested in the projected end date of the investment and the expected returns, including preferred returns and overall average annual returns. She suggests aiming for mid to high teens in terms of average annual returns to attract investors successfully.

Common Questions and Challenges (00:54:06)

The group addresses common questions and challenges faced by those raising capital for real estate investments. Topics include capital calls, opportunity zones, partnering with sponsors, and the importance of clear and consistent communication with investors. Jeannie and Kim provide insights and recommendations based on their extensive experience in the industry.

Investor Communication and Transparency (01:03:04)

The discussion emphasizes the importance of maintaining open and transparent communication with investors throughout the investment process. Jeannie and Kim stress the need to disclose any issues or challenges promptly and provide regular updates to investors. They also highlight the value of personal communication, such as phone calls and in-person meetings, in building trust and resolving potential conflicts.

RE Mentor Events and Resources (01:05:11)

The video promotes various RE Mentor events and resources, including the Private Money Bootcamp, Multifamily Millions, Immersion Training, and the Ultimate Partnering Event. These events are designed to provide in-depth training, networking opportunities, and access to industry experts for those interested in multi-family real estate investing and capital raising.

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In this episode, Syndication Attorneys' Founder Kim Lisa Taylor and Business Development Director Krisha Young discuss capital raising for real estate syndicators, fund managers, and developers. Whether you're starting or scaling your portfolio, understanding how to secure capital is essential. We'll explore effective capital-raising strategies, key financial metrics investors focus on, and the types of funding available. We’ll cover legal and regulatory considerations, offer advice on avoiding common mistakes, and provide strategies for building strong relationships with passive investors. Whether navigating your first deal or refining your strategy, this episode will offer valuable insights.

Effective Ways to Raise Capital (00:03:28)
Kim Lisa Taylor suggests raising capital locally while investing globally. Building relationships with investors through local events, meetups, and networking is key. Hosting live events, one-on-one meetings, or informal gatherings like cocktail parties helps expand your network and meet potential investors.

Key Financial Metrics for Investors (00:09:24)
Investors want to know how long their money will be tied up, expected returns, and exit strategies like refinancing or selling. They compare metrics to other opportunities and also assess the team and their relationship with the syndicator.

Types of Funding for Real Estate Projects (00:12:07)
Syndicators often need both investor and lender financing. Lender financing is typically cheaper, so combining both can help maximize returns for investors. Calculating cash-on-cash returns and distributable cash is vital for assessing a project’s viability.

Determining Capital Needed for a Project (00:20:06)
Syndicators should calculate the total costs, including purchase price, closing costs (3%), acquisition fees (1-5%), capital improvement budget, operating capital, reserves, and pre-closing expenses. The amount needed from investors is the total minus lender financing.

Legal and Regulatory Requirements (00:25:44)
Syndicators must comply with securities laws, often using federal exemptions like Regulation D Rules 506(b) or 506(c). This involves preparing legal documents, filing forms with the SEC, and ensuring investors are qualified. Corporate structuring is crucial for liability protection and control.

Maintaining Control Over Projects (00:41:39)
Syndicators can maintain control by raising capital from individual investors rather than venture capitalists or private equity firms, who often want a say in decision-making. Individual investors are more likely to allow the syndicator to manage the project as long as they act in the investors' best interests.

Common Mistakes When Pitching Deals (00:43:09)
A common mistake is failing to present a clear, coherent story about the project’s vision, plan, and projected returns. Syndicators should organize information logically, explain assumptions clearly, and keep investors informed of any changes.

Fostering Long-term Investor Relationships (00:48:41)
Building lasting relationships with investors involves keeping them informed about current and future investments, market conditions, and potential impacts on deals. Listening to investors’ input and maintaining transparency helps build trust and ensures ongoing support.

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Join host Krisha Young as she interviews Isabelle Guarino of the Residential Assisted Living National Convention (RAL NAT CON). In this insightful episode, Isabelle shares her expertise on the growing field of assisted living real estate, offering a deep dive into what makes it different from traditional nursing homes and “big box” facilities.

Whether you're interested in the financial potential of owning RAL homes or wondering if now is the right time to get involved given economic uncertainties, this episode offers practical advice and strategic insights and is a must-listen for anyone considering expanding into the assisted living real estate sector.


Introduction to Residential Assisted Living (00:02:03)
Isabel Guarino explains that residential assisted living homes are single-family homes housing 6 to 16 seniors, providing the same level of care as larger facilities but with better staff-to-resident ratios of 4 or 5 to 1, compared to 30 to 1 in big box facilities. This ensures seniors receive quality care and attention.

Isabel's Personal Connection to the Industry (00:03:43)
Isabel shares her family's journey into the assisted living industry, which began when her grandmother needed 24/7 care. Her father, a real estate investor, realized he could own and operate an assisted living business and provide free care for her grandmother while generating cash flow. Although her grandmother passed before moving in, her father fell in love with the industry, and the family continued expanding their assisted living business.

Financial Potential of Assisted Living Homes (00:15:16)
Isabel provides insights into the financial potential of owning an assisted living home. With an average monthly cost of $5,500 per resident and an average of 10 residents, a home can generate $55,000 in gross monthly revenue. After expenses like mortgages ($10,000 per month) and operational costs ($35,000 per month), the owner can potentially cash flow $10,000 to $40,000 per month from a single home.

Staffing Challenges and Solutions (00:26:51)
Isabel acknowledges that staffing is one of the biggest challenges in the industry, with a national shortage of caregivers. She suggests that residential assisted living homes offer better working conditions with lower staff-to-resident ratios, making them more attractive to caregivers. She also discusses the potential of hiring immigrants with medical backgrounds from their home countries.

The Role of Technology in Assisted Living (00:31:18)
Isabel highlights the increasing role of technology in the assisted living industry, including electronic medical record systems, menu planning apps, and wearable technology that can track residents' movements, vital signs, and alert caregivers in case of emergencies.

Location Considerations for Assisted Living Homes (00:25:02)
When choosing a location for an assisted living home, Isabel recommends targeting areas with a high concentration of upper-middle-class residents aged 50 to 70, as they are often the decision-makers for placing loved ones in care.
The Residential Assisted Living National Convention (RAL NatCon) (00:39:04)
Isabel promotes the upcoming RAL NatCon conference in October 2023 in Phoenix, Arizona. The conference offers networking opportunities, educational sessions on various aspects of the assisted living industry, and insights from speakers like Kim Kiyosaki and Ed Mylett. A discount code "cashflow" is provided for listeners.

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Please join our host, Attorney Mola Bosland, as she interviews Syndication Attorneys’ long-time clients Jake Stenziano and Gino Barbaro about their new educational course, "Passive Investing Pro”. They have created this course to help passive investors learn how to protect themselves and their hard-earned investment dollars when evaluating group real estate investment opportunities. Jake and Gino will share with the audience what their passive investing course entails and how it can help ensure an alignment of interests between passive and active investors in syndicated real estate projects.

Common mistakes made by passive investors (00:02:13)

One of the biggest mistakes discussed is investing solely based on the sponsor's perceived credibility or popularity, such as having a podcast or writing a book, without verifying their actual track record and performance history with previous investors. The importance of truly knowing, liking, and trusting the sponsor is emphasized, but it is also stressed that passive investors need to go beyond that and conduct thorough due diligence.

The three-step framework: Sponsor, Alignment of Interests, and the Deal (00:06:22)

Jake and Gino introduce their three-step framework for evaluating passive investment opportunities: 1) The Sponsor (the jockey), 2) Alignment of Interests (the saddle), and 3) The Deal (the horse). They emphasize the importance of thoroughly vetting the sponsor team's experience, track record, and business plan, as well as ensuring that the interests of passive and active investors are aligned.

Evaluating the Sponsor (00:13:31)

When evaluating the sponsor, Jake and Gino recommend looking beyond just their years of experience and instead focusing on their actual track record and performance history with previous investors. They suggest asking about deals where the sponsor may have lost money and how they handled those situations.

Alignment of Interests (00:19:01)

Jake and Gino stress the importance of ensuring that the interests of passive and active investors are aligned. This includes understanding the fee structure, verifying that the sponsor has their own capital invested in the deal (skin in the game), and ensuring that the distribution of returns and cashflows is structured in a way that incentivizes the sponsor to perform well on behalf of passive investors.

Evaluating the Deal (00:21:10)

When evaluating the deal itself, Jake and Gino recommend focusing on factors like the property's vintage and condition, median income of the area, current rents versus market rents and the sponsor's assumptions for rent growth, the quality of the property management company, and the financing terms (e.g., agency debt versus bridge loans). They also suggest requesting the sponsor's underwriting assumptions, rent rolls, and other documentation to verify the deal's viability.

Current market conditions and opportunities (00:51:05)

Towards the end of the discussion, Gino expresses his belief that the current market conditions present an opportune time for investing in real estate, likening it to the 2010-2011 period following the previous recession. He encourages viewers to tune out the noise and negative sentiment, as he sees opportunities arising over the next 12-24 months for those willing to take a long-term perspective.

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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!

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