How to Turn Networking Events into Deal-Making Opportunities | Raise Capital Legally Podcast

In this episode of the Raise Capital Legally Podcast, Krisha Young and attorney Kim Lisa Taylor dive into the strategies for turning networking events into gold mines! Joining them is real estate expert David Lindahl, who shares his insider playbook for mastering first impressions, building authentic connections, and following up to make lasting partnerships.

Topics Discussed:
✅ Mastering networking at events, including the Ultimate Partnering Event
✅ Proven strategies to connect with VIPs without the awkwardness
✅ Effective post-event follow-up tactics to turn relationships into real results
✅ The power of content marketing and AI in building relationships
✅ The mindset shift needed to scale from small investments to large portfolios

If you want to learn how to network confidently, develop strong business partnerships, and make your next event work for you, this episode is a must-listen!

🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies!

📚 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

Don’t forget to subscribe to our channel for more tips on raising capital legally and networking to grow your real estate business.

#RealEstateInvesting #NetworkingTips #Syndication #CapitalRaising #BusinessGrowth #InvestorMarketing #RealEstatePartnerships #UltimatePartnering #MindsetShift #NetworkingEvent #PassiveIncome

In this episode, Kim Lisa Taylor and Krisha Young sit down with Beth Bungay, the powerhouse behind Cash Cow Investments, to discuss her crucial role as a loan guarantor, due diligence expert, and capital raiser in real estate syndications. With decades of financial experience, Beth shares her insights on what it takes to elevate deals and investor relations, offering a wealth of knowledge for anyone serious about syndication.

🕒 Timestamps:
0:00 - Introduction to Beth Bungay and her role at Cash Cow Investments
3:00 - Beth's journey and experience in the financial industry
5:30 - The importance of due diligence in syndications
9:15 - Key factors Beth considers when evaluating a deal
14:00 - Protecting both personal and investor interests in a deal
18:45 - How to assess and back the right sponsorship team
22:30 - Beth's advice for new and experienced investors
26:00 - The importance of investor communication in syndication
29:30 - Closing thoughts and final tips on successful syndication

🔑 Key Takeaways:

Understanding due diligence in real estate syndications

How to evaluate and protect investments

Why the right sponsorship team matters

Tips on raising capital and investor communication

Don’t miss out on Beth’s invaluable advice for anyone looking to succeed in real estate syndications!

🔔 Subscribe to our channel and hit the bell icon for more insightful podcasts on real estate and investment strategies!

📚 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

#RealEstateSyndication #CapitalRaising #DueDiligence #InvestmentTips #CashCowInvestments #KimLisaTaylor #KrishaYoung #RealEstatePodcast #FinancialExpert #LoanGuarantor

From Medicine to Real Estate Millions: Dr. Tyson Cobb's Transition to Real Estate Wealth Formula

In this episode, join Attorney Kim Lisa Taylor and co-host Krisha Young as they sit down with Dr. Tyson Cobb, a semi-retired orthopedic surgeon who turned his passion for real estate into a thriving empire. With over 40 years of experience, Dr. Cobb has successfully built a diverse portfolio worth over $1 billion, including multifamily properties, RV parks, Texas vineyards, hotels, and more.

As the founder of Timberview Capital, Dr. Cobb now helps professionals achieve financial independence through real estate syndications. In this conversation, he shares the key strategies and mindset shifts that allowed him to transition from a high-pressure medical career to full-time real estate investing.

Whether you're just starting out in real estate or looking for ways to scale your portfolio, this episode is packed with valuable insights on escaping the traditional career grind and creating long-term wealth in real estate.

Key Takeaways:

• Transitioning from medicine to real estate
• Dr. Cobb's $1B real estate portfolio
• The power of syndications and passive income
• How to achieve financial independence through smart real estate investments

Don't forget to like, share, and subscribe for more episodes that unlock the secrets to building wealth in real estate!

📚 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

#RealEstateInvesting #FinancialIndependence #PassiveIncome #RealEstateSyndication #InvestingStrategies

From Multifamily to Market Mastery: Raising Capital in Uncertain Times with Hunter Thompson | Raise Capital Legally Podcast

In this episode of Raise Capital Legally, hosts Kim Lisa Taylor and Krisha Young are joined by Hunter Thompson, founder of RaisingCapital.com and creator of the RaiseMasters coaching program. Hunter is also the author of Raising Capital for Real Estate and has deep experience in navigating market cycles.

In this conversation, Hunter shares valuable insights on the multifamily asset class, the dangers of high projected IRRs, and how to structure investor deals during challenging times. He also emphasizes the importance of advertising compliance and discusses the growing role of business acquisitions in today’s investment landscape.

If you’re new to raising capital or facing uncertain market conditions, this episode is a must-listen. Hunter’s advice will help you navigate the complexities of real estate investing and capital raising with confidence.

Timestamps:
0:00 - Introduction
2:30 - Hunter’s journey through market cycles
8:15 - Understanding IRRs and investor expectations
15:00 - The role of advertising compliance in capital raising
22:10 - Structuring deals in challenging times
30:50 - Why business acquisitions are becoming more important
37:30 - Key takeaways for investors

Don’t forget to like, subscribe, and hit the bell for more insights from top industry experts!

#RaiseCapitalLegally #RaisingCapital #RealEstateInvesting #CapitalRaising #HunterThompson #MultifamilyInvesting #RealEstateTips #InvestorDeals #AdvertisingCompliance #RealEstateBusiness

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

In this inspiring episode, Kim Lisa Taylor sits down with fellow summit co-creator Vinki Loomba to share the vision behind the Go Beyond Multifamily Summit. More than just another real estate event, this summit represents a bold new direction—one that challenges the status quo and opens doors to wealth-building strategies beyond traditional multifamily investing.

Kim and Vinki reveal what this event means to them personally, why they felt called to launch it now, and how it reflects their deeper mission to empower others to grow, diversify, and build legacy wealth. If you're feeling boxed in by the usual real estate routes, this conversation will expand your perspective and show you what's possible when you go beyond.

Introduction and Event Overview (00:00:00)

Krisha Young introduces the podcast discussing the Go Beyond Multifamily summit, featuring Kim Lisa Taylor and Vinki Loomba as co-creators. The event aims to challenge traditional real estate investing approaches and open new wealth-building opportunities.

Origin Story and Market Gap (00:02:39)

Kim Lisa Taylor shares her journey into real estate investing, starting from the Learning Annex event, her experience in HUD projects, and identifying the need for education in alternative asset classes beyond multifamily investing.

Vinki Loomba's Background and Approach (00:51:39)

Vinki describes her transition from corporate executive to real estate investor, founding Loomba Investment Group, and her approach to building relationships with investors beyond transactions.

Alternative Asset Classes Discussion (00:10:43)

The speakers outline various investment opportunities beyond multifamily, including mobile home parks, RV parks, marinas, vineyards, car washes, resorts, and medical offices, emphasizing the importance of diversification.

Summit Details and Speaker Lineup (00:42:54)

Discussion of the virtual summit scheduled for June 6th-7th, 2025, featuring over 50 speakers, including industry leaders and experts in various real estate sectors and AI implementation.

📚 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