Krisha Young:
Great intro! I agree, that was really amazing. I’m so excited to dive into this. So, I’m in business development at the law firm, but I’m also the capital raising success coach. I'm really passionate about the topic of faith and building a business from the inside out. And it sounds like that’s exactly what you guys have done, so I’m really looking forward to learning more about your journey.

Chapter 1: TR3 Capital and the Beginnings
00:03:02.280 - Matthew Teifke:
TR3 Capital is really just me and Robert McLeod—my best friend growing up. Robert was actually a Navy SEAL, and he’s one of those guys that nobody thought would make it, but I never doubted him. There’s a lot to that story. After Robert got out of the Navy, he asked me, "Matt, I want to be an asset. What should I do?" I suggested he go to Texas A&M. That way, his college would be paid for, and they had a Master's program in Land Development. I had gone through a Masters of Real Estate program, so it made sense.

Chapter 2: The Role of Family and Mentorship
00:03:44.490 - Matthew Teifke:
He ended up going for a year and a half. Then Alex Kaufman, another one of my partners, who’s my brother’s best friend, got involved. My mom was basically a second mom to both of them. We'd come home from high school, and Robert would be raiding the fridge—family, you know?

Chapter 3: The Early Influence of Mom’s Journey
00:04:04.520 - Matthew Teifke:
The story really started with my mom. She was a single mom who raised my brother and me. My brother ended up becoming a reconnaissance marine, and I took the real estate route. Now, my brother is a preacher. My mom was literally cleaning houses, and by the time I was 17, she had 15 rental properties.

Chapter 4: Lessons Learned from Mom's Real Estate Journey
00:04:34.710 - Matthew Teifke:
What I’ve always admired about that was how she showed me that anything is possible. She taught me what it looked like to build that kind of portfolio. But, she also showed me that acquiring houses doesn’t make you independently wealthy—you still have mortgage payments and expenses.

Chapter 5: Getting Started in Real Estate
00:04:54.780 - Matthew Teifke:
That’s what got me into real estate. I got my real estate license in college when I was 18. My whole goal was to invest and own. I really wanted to learn every aspect of real estate. I was the first one in and the last one out of my real estate brokerage. I took notes every day.

Chapter 6: Evolution into Syndication and Business Growth
00:05:14.190 - Matthew Teifke:
Now, 16 years later, we’re syndicating deals. I own a real estate brokerage in Austin, Texas, and we started a property management company that we’ve since sold. I also had a construction company that we sold. It’s been a lot of lessons, learning, and challenges. Even though I feel like I’ve been doing this for a long time, this is the first time I’ve dealt with a downturn in the market, so it’s been a learning experience.

Chapter 7: Expanding the Portfolio with New Ventures
00:05:43.778 - Matthew Teifke:
We’ve bought houses, mobile home parks, RV parks, laundromats, and now, my partners and I—Alex and Robert—are focused on multifamily properties. We’re buying distressed debt on deals that people purchased in 2021, and the properties are performing well. Just two days ago, Robert and Alex signed a deal, and they’re touring every single unit today. Meanwhile, I’m working on making new connections and finding people who see the value in these kinds of deals.

📚 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

Kim Lisa Taylor and Krisha Young of Syndication Attorneys PLLC welcome Homero Cabello Jr., the Deputy Executive Director at the Texas Department of Housing and Community Affairs. Homero shares insights from his decades of experience managing affordable housing programs and tax credit compliance that can be applied to projects nationwide. We'll discuss what it takes to qualify for Low-Income Housing Tax Credits (LIHTC), what entity structures their deals need to qualify, and how LIHTC programs benefit syndicators, investors and low income tenants. This knowledge is perfect for sponsors looking to enter or scale in affordable housing, or looking to maximize cash flow and tax benefits for their existing and future deals.

Introduction to LIHTC Programs and Types (00:04:40)

Omero Cabello Jr. explained the two types of LIHTC programs: 9% program funding 70% of development costs, and 4% program with tax-exempt bonds funding about 80% of total development costs. He emphasized that each state must follow a qualified allocation plan dictating requirements and rules.

Property Qualification and Requirements (00:07:28)

Omero detailed that properties must maintain affordability for a minimum 30-year period. The program funds new construction, acquisition rehab, senior housing, and supportive housing for special needs populations. He emphasized their preference for mixed-income developments.

Application Process and Common Challenges (00:08:18)

Omero outlined that applications can be denied due to failure to meet threshold requirements, incomplete financial projections, and lack of local support. He emphasized the importance of securing resolutions from local government entities and state representatives.

Sponsor Requirements and Team Composition (00:11:07)

Omero detailed that sponsors must demonstrate experience, financial stability, and knowledge of compliance requirements. He highlighted the value of partnering with nonprofits or historically underutilized businesses.

Compliance and Property Management (00:16:19)

Omero stressed the importance of partnering with experienced property management companies that understand LIHTC programs and tenant qualification requirements. He mentioned Texas's robust compliance monitoring team overseeing 350,000 doors across 3,000 properties.

📚 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

In this episode, Kim Lisa Taylor sits down with Attorney Judith Villarreal to unpack the critical do's and don’ts of securities advertising. Whether you're a real estate syndicator or a fund manager raising capital under Regulation D, Rule 506(b) or 506(c), this conversation will help you avoid the common pitfalls that could land you in regulatory hot water. From misrepresentations and omissions to proper disclaimers and dangerous buzzwords, Judith shares practical advice on how to stay compliant when promoting your offering on websites, social media, newsletters, email campaigns, and more. Tune in to protect your reputation—and your deal.

Chapters:

Introduction to Securities Advertising Compliance (00:00:02)

Krisha Young introduced the podcast focusing on raising capital legally and avoiding securities advertising pitfalls. Kim Lisa Taylor and Judith Villareal were presented as expert speakers on securities compliance.

Legal Risks and Compliance Requirements (00:01:46)

Judith Villareal shared her extensive experience in securities compliance, emphasizing the importance of proper advertising reviews and the risks of misleading statements that could attract regulatory attention.

Fundamental Rules of Securities Advertising (00:03:58)

Judith explained that advertisements must not be misleading or confusing, highlighting the different approaches between FINRA's specific rules and SEC's principles-based regime.

Consequences of Non-Compliance (00:06:07)

The speakers discussed potential penalties ranging from regulatory trouble to criminal prosecution, including the risk of having to rescind offerings and return investor money.

Marketing Language and Disclaimers (00:11:48)

The discussion covered prohibited terms and phrases in securities advertising, emphasizing the importance of accurate representation and proper disclaimers in all marketing materials.

📚 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