The Next-Level Income Show

Next Level 327: Raise Capital Legally with Kim Lisa Taylor

September 29, 2026·26 min
Episode Description from the Publisher

Kim Lisa Taylor is a nationally recognized corporate securities attorney and the founder of Syndication Attorneys. She and her team have created nearly $5 billion in securities offerings for hundreds of syndicators, fund managers, and small business owners.On this episode of the Next Level Income Show, Kim joins Chris to walk passive investors through the legal side of a real estate syndication. She explains what makes a deal a security, the difference between 506(b) and 506(c) offerings, and why a sponsor who never asks about your finances is a red flag. She also covers the loan terms to check before you invest and why she urges caution with fund of funds deals.Kim's free books are at syndicationattorneys.com. Her podcast and YouTube channel are both calledRaise Capital Legally.

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