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.

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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.

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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.

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