In this episode, we sit down with Blake Janover, founder of Janover.co, to explore how artificial intelligence is transforming the world of deal funding. Blake walks us through the suite of services his company offers, from streamlining financing options including loan sourcing, crowdfunding, and investor management tools, while leveraging AI for faster, smarter decisions. If you're looking to fund your next deal more efficiently, this conversation will provide actionable insights and cutting-edge tools to help you succeed. Tune in to discover the future of financing in the AI-driven world!

Introduction and Overview of Janover Co (00:03:05)

Blake Janover introduced his company's vision of connecting the commercial real estate industry across multiple sectors including multifamily, office, industrial, retail, and storage. He explained how they connect GPs, LPs, family offices, and various types of investors.

Janover's Core Services and AI Integration (00:04:11)

Blake detailed their debt vertical (Janover Pro), which includes partnerships with 10% of US banks and 35% of top credit unions. He explained their Connect platform for investor management and their GP-LP marketplace with 40,000 LPs in their database.

Platform Access and Pricing Discussion (00:08:41)

Blake discussed how clients can access their platform through direct contact, offering competitive pricing with subscriptions starting at approximately $399 monthly, providing significant cost savings compared to traditional broker fees.

AI Implementation and Future Developments (00:30:53)

The discussion covered how AI has enhanced their operations, with Blake noting improved sales and productivity despite reducing staff. Kim Lisa Taylor shared insights about using AI for document improvement and business operations.

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Introduction and Real Estate Professional Status Requirements

Kim Lisa Taylor introduced the topic of taxation for LPs and GPs in syndications. Ryan explained the two key criteria for real estate professional status: 750 hours annually in real estate activities and spending more than 50% of working time in real estate business.

Cost Segregation and Tax Benefits (00:15:24)

Ryan described cost segregation as allowing investors to accelerate depreciation deductions, typically accessing 25-30% of total depreciation value in the first year instead of spreading over 39 years. Austin explained how this can be particularly beneficial when combined with real estate professional status.

Structuring Syndications for Tax Efficiency (00:30:15)

Kim Lisa Taylor outlined the recommended structure using an investment level LLC with Class A and Class B interests, and a separate management entity. This structure helps characterize earnings appropriately between active management fees and passive investment income.

Carried Interest and Fee Treatment (00:45:30)

The experts discussed how carried interest allows recharacterizing what would be ordinary income into capital gains. Ryan explained strategies for GPs to minimize taxes on acquisition fees by reinvesting them into deals as Class A interests.

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Join Attorney Kim Lisa Taylor as she sits down with real estate expert Michael Parks to explore how you can turn your vacation home into a profitable investment. In this episode, they cover the essential steps to start renting out your property, how to maximize rental income, and the key strategies for balancing personal use with generating profit. Whether you're just considering purchasing a vacation home or looking to optimize an existing one, this episode will provide valuable insights on how to have your getaway pay for itself.

Types of rentals and seasonality considerations (00:04:36)

Kim Lisa Taylor and Michael Parks discuss different types of rentals, including short-term (7 days or less) and mid-term rentals. They emphasize the importance of considering seasonality when selecting a rental property location, noting that even areas with short peak seasons can attract renters for various reasons throughout the year.

Steps to turn a vacation home into a rental property (00:07:08)

Michael Parks outlines key steps for turning a vacation home into a rental property. These include understanding the local market, working with a property manager to estimate rents and occupancy rates, utilizing platforms like Airbnb and VRBO for marketing, and focusing on getting great reviews by ensuring property quality and guest satisfaction.

Maximizing rental income and guest satisfaction (00:08:43)

The discussion covers strategies for maximizing rental income and guest satisfaction. This includes maintaining property quality, being responsive to guests, providing local information, and actively seeking positive reviews. Michael emphasizes the importance of asking for reviews and setting expectations for five-star ratings.

Financial considerations and property management (00:16:00)

The conversation shifts to financial aspects of vacation rentals, including how to evaluate rental property locations, underwrite properties, and manage expenses. Michael offers to share his spreadsheet template for property analysis and discusses the importance of accurate rent and occupancy estimates.

Legal and insurance considerations (00:49:51)

Kim Lisa Taylor discusses legal considerations for vacation rentals, including the importance of liability protection. She suggests strategies such as using family trusts or LLCs to hold properties and ensuring proper insurance coverage. The conversation also touches on local regulations and the need to comply with short-term rental laws.

Investment opportunities in vacation rentals (00:54:53)

The hosts and guest discuss various investment opportunities in vacation rentals, including creating blind pool funds to buy rental properties and using series LLCs for individual investors on specific properties. They also touch on market-specific challenges, such as high insurance rates in Florida.

Introduction to Michael's lending fund (00:56:35)

Michael Parks introduces his hard money lending fund, which provides first position loans for fix and flip projects on one to four-unit properties in the Massachusetts, Rhode Island, and Southern New Hampshire area. He describes the fund's structure, target returns, and risk profile.

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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.

📚 Get one of our #1 Amazon best-selling books on capital raising shipped to your house – totally free! Click here: https://syndicationattorneys.com/free-book/

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