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Small Axe Podcast

Nov 29, 2021

Kim Lisa Taylor, Esq., is the founder of Syndication Attorneys PLLC, a boutique corporate securities law firm that helps clients nationwide with their federal real estate securities offerings. 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. 

Kim regularly presents educational programs and conducts training at entrepreneur, real estate investing and crowdfunding conferences to help investors understand the complexities involved in raising private money and to keep them on the right side of the law. She has taught groups of all sizes and experience levels how to structure offerings with private investors and how to legally advertise (crowdfund) their offerings.

Make sure to tune in until the end or reach out to Kim through the links below to know more about this topic! 


[00:01 – 04:15] Opening Segment 

  • I introduce our guest, Kim Lisa Taylor, Esq.
  • Connect with Kim through the links below
  • Kim shares how she got to where she is today
  • The focus of Kim’s business: setting up real estate syndications and funds

[04:16 – 17:31] Defining some important Syndication terms

  • What are syndications?
    • The difference between a joint venture and a syndicate
    • Defining the terms
  • The two types of exemptions under regulation B
    • The options under the exemptions
    • The country club offering
  • What are Accredited and Sophisticated investors?

[17:32 – 42:10] Clearing some questions we have

  • Quantifying what is a substantive relationship mean
  • Making sure we are safe in compliance with the SCC
  • Important questions to ask to who we speak to
  • What happens to the profits in sales
  • On Giving back capital
  • The benefit of syndications
  • How the management teams get paid
  • Protecting yourself legally
  • The tax fees you need to remember
  • When is it too late to do syndications
  • Recommendations and guidance on splits


[42:11 - 48:18] Closing Segment

  • Parting Questions
  • Kim’s biography: “Kim Lisa Taylor: How She Made a Difference”
  • Connect with Kim through the links below
  • Final words


Tweetable Quotes:

“It is more about the quality of the relationship and not the quantity of time that you have known someone.” - Kim Lisa Taylor Esq.


“Suitability goes beyond just their financial status.” - Kim Lisa Taylor Esq.


“Deals are hard right now. You see people doing 80-20 deals. The bigger the deal gets, maybe the smaller their percentage.” - Kim Lisa Taylor Esq.

Find out more and connect with Kim through their company website


Follow her Facebook and LinkedIn, and email her at

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