The Potentializer Podcast

Lance Edwards' The Potentializer Podcast

Episode 8: From Medicine to Multifamily — How One Entrepreneur Is Building Legacy Through Apartments 10/23/2025

Episode 7: From Data to Deals — How “Jack & Jill” Built a Land Empire from the Back of a Boat with Jack Butala & Jill DeWit 10/09/2025

Episode 6: Acres of Diamonds: Turning Life’s Setbacks into Side Hustles with Bart Merrell, The Side Hustle Samurai 08/20/2025

Episode 5: Designing Freedom: From Corporate Career to Strategic Private Investing with Bryan Hancock 08/04/2025

Episode 4: From Breakdown to Breakthrough — How Shelly Schilson Turned Adversity into Apartment Success 07/17/2025

Episode 1: From Greenlight REI to The Potentializer - Why The Real Estate Industry Needs a New Model 07/07/2025

Episode 3: From Property to Platform: How to Stop Doing Deals and Start Building a Scalable Business 06/25/2025

Episode 2: The One-Man-Band Landlord Is Dead—Here’s What Replaces Him 06/11/2025

Unlocking Real Estate Secrets: The Power of Land Trusts 08/21/2024

Unlocking the Secrets of Mobile Home Park Investment 08/20/2024

Unlocking Real Estate Success: Raising Private Money 08/16/2024

Nugget - Path to Your First $1 Million in Small Apartments 09/11/2023

Nugget - Why Small Apartments 08/24/2023

Small Apartments vs Traditional Wall Street Products 08/14/2023

Fundamentals About Commercial Loans of Multifamily Real Estate & Market Trends 03/22/2023

A Revolutionary Interdisciplinary Care Model for Soldiers with Traumatic Brain Injuries 10/28/2022

A Revolutionary Interdisciplinary Care Model for Soldiers with Traumatic Brain Injuries Undoubtedly you've heard about soldiers who have returned from deployments with physical injuries – injured or missing limbs, vision, hearing, etc. But some injuries are significantly harder to see. A substantial number of soldiers experience traumatic brain injuries caused by an accident or explosion. Since the injuries are invisible, they are harder to identify and treat. Often the symptoms are observed by friends, family members, and coworkers who witness a concerning change in personality or habits. Sometimes the injury manifests as atypical aggression or radical mood swings. Other times symptoms may be confusion, memory loss, and sleep disorders. What is apparent is that many different medical fields may be required to heal the injuries. This need is what makes Intrepid Fallen Heroes Fund so unique. The Intrepid Fallen Heroes Fund builds beautiful, comfortable medical facilities adjacent to military bases. The aesthetics of the buildings are essential to provide an inviting atmosphere to injured soldiers who may be wary of therapy due to the stigmatization of psychological treatments. The revolutionary and unique interdisciplinary care model is even more critical to the program's success. Interdisciplinary care enables the treatments to be holistic and comprehensive. The efficacy of the interdisciplinary model is apparent from the success rate. A recent scientifically-based study showed that 90% of those treated continue their service. In addition, many of the 10% that don't return to service have other injuries that prohibit them from returning to active duty. Aside from continuing their service, the treated soldiers preserve their families and live fulfilling and happy lives. Highlights from the Interview: 01:25 The mission of the Intrepid Fallen Heroes Fund 03:03 History of the organization and the focus on traumatic brain injury 11:28 Active duty military with “invisible wounds of war” are served 13:58 A revolutionary model of care is used: “patient-centered interdisciplinary medical care” 15:43 A study shows 90% of patients treated are able to continue their service 19:55 The study focused on 7 specific symptoms and showed significant reduction in all symptoms 24:16 Kyle shares Pete’s story 25:55 Kyle shares Steve’s story 27:26 Here’s where to donate: . The organization consistently receives an A or A+ rating from Charity Navigator. 30:54 How the project addresses and mitigates the stigma of psychological care 35:06 Headquarters is located on the gallery deck of the Intrepid Museum aircraft carrier in NYC. Lance is a long-term supporter of the Intrepid Fallen Heroes Fund. One way you can support the organization is by donating to . In return, Lance will send you a FREE copy of his best-selling book, “How to Make Big Money in Small Apartments.” Visit after you make your donation. /episode/index/show/greenlightrei/id/24831060

How to Combine Life Insurance with Apartments (Kim Butler) 09/02/2022

The Man Lance Edwards Dubbed the “Poster Boy of Resilience” Is Now Running for Congress in the Twenty First District of Florida! 04/19/2022

Small Apartments Success Story (Damon Caldwell) 12/03/2021

The Inside Track (Peter Sage) 08/19/2021

Making 100 the New 30 (Dr. Jeffrey Gladden) 07/15/2021

Tax Savings Via Depreciation and Cost Segregation (Todd Strumpfer) 12/01/2020

Commercial and Residential Lending in the Era of COVID-19 (Rick Cabin) 08/12/2020

Launch To Your Best Life Expert Shares on Mindset and Multiple Streams of Income (Robert Allen) 02/05/2020

The Importance of Property Management Companies with Steve Rozenberg 01/29/2020

Talking Reverse Wholesaling and Entrepreneurship with Kent Clothier 01/17/2020

Expert Shares About Lease Options in Current Market (John Jackson) 01/17/2020

Lance Edwards' New Book, "As It Should Be" 01/02/2020

The Business Owner's Guide To Financial Freedom 01/02/2020

Security Syndication Attorney Shares How To Raise Private Money For Real Estate 12/27/2019

Security Syndication Attorney Shares How To Raise Private Money For Real Estate Kim Lisa 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. Kim Lisa and the other members of the Syndication Attorneys team focus on helping small business owners/developers structure and convey their investment opportunities in a way that will attract private investors, both domestic and foreign. They teach their clients how to use securities laws effectively and provide them the tools and resources they need to achieve their business goals legally. In addition to her work with the firm’s clients, Kim Lisa is a nationally recognized expert in the securities industry and a highly sought-after speaker, instructor and author. Kim Lisa has been responsible as a securities attorney for over 3,300 securities. She is also the author of the best selling book “How to Legally Raise Private Money: The Definitive Guide to Raising Money for Real Estate and Small Business.” What you’ll learn in this episode: *Kim Lisa says that that the key to raising private money is building strong relationships with people who might be willing to either loan you money or invest in a company alongside you. Unlike with a bank, raising money from private investors is less dependent on one’s credit history than the details of the deal and their ability to trust you. “The better they know you, the more times they’ve seen you consistently show up somewhere where they are, the more likely they are to invest with you.” *One approach with potential investors is asking them what they’re making money on right now. If they’re loaning their money to someone else and getting 12%, they’re probably going to want that. But if their only other investments are in the market or their money is in a bank account, they’ll be happy with 6-7%. Depending on their experience, you would pay anywhere from 6-12%. *Still, Kim Lisa says, the best place to get your money is from the banks, because they’ll want less than what your investors will want. She advises starting with banks and filling the gap with investor funds. By getting the lower interest rate on the bulk of the purchase price, that will raise the amount you can pay investors on the smaller amount you need to raise from them. *She says you really shouldn’t talk to people about money until you get to know them. The way to do this is, find out what they do and what they invest in and what they look for in their investments. Then you casually say, I periodically have openings for investors. If you open witih that, it may raise suspicions. Your first meeting should just be about exchanging information. Then you can follow up with opportunities. *Before you talk specifics about small apartments and offering a 12% return or whatever, you should have a pre-qualification conversation to determine what their financial situation is, what they’re looking for and if what you have to offer might be a good fit. Kim Lisa calls this a “suitability conversation.” Another important question to ask is, “Are you accredited?” Be cautious about allowing investments from people who can’t afford to lose the money. *Kim Lisa explains an example of investment progression. A lot of people start out at local real estate investment associations with smaller deals – maybe single-family projects or fourplexes. They’re probably borrowing from investors or hard money lenders. Those lenders have to be compliant with the law. Then you might graduate on to talking to family and friends and others about loaning your self-directed IRA money. *At the point where your business depends on repeatedly borrowing money from individual investors that are not hard money lenders – or when you’re starting to put people into passive investment opportunities where you will form an LLC – that’s when you start thinking about securities laws. In between those scenarios are joint ventures, where all of the members are actively involved in generating their own profits. *When you have created a company you’re going to run and people are passively investing with you and relying on you to generate profit for them, that’s when you are selling securities – and the sale of securities is regulated. *Kim Lisa discusses what it means to sell securities. You either have to register your offering, which means getting pre-approval from a regulator before you start selling the interest to private investors. The shorter and cheaper alternative is to qualify for an exemption from registration. There are many exemptions. In addition to the SEC, every state has its own securities agency and securities laws. If you’re in Florida and doing all your business there, you can qualify for the Florida intrastate exemption. There are certain federal exemptions that pre-empt these individual state laws. In general, securities laws protect the investors in their jurisdiction. *The most common Federal exemption is Regulation D, Rule 506. Rule 506B allows you to raise an unlimited amount of money from an unlimited number of accredited investors and up to 35 non-accredited investors. This rule says you have to have a pre-existing substantive relationship before you can offer securities under regulation. The other option under 506 is Rule 506C, which allows you to freely advertise your offering but you can only accept investments from verified accredited investors. It allows you to sell to anybody as long as they can verify that they’re accredited – and you can advertise to anybody as well. So Rule 506B is the one most people start with. *You can go on Legal Zoom and download your own will or an LLC for you and your spouse. There’s nothing illegal because you’re writing legal documents for yourself and don’t have the potential to harm anyone else. But when you get into the business of writing legal docs that describe the rights and duties of other people, that is illegal practice – and not the industry standard. When you do your own syndication documents there are horrific tax ramifications for setting them up wrong. THE BOTTOM LINE IS, GET YOURSELF A GOOD ATTORNEY! And if you step up securities, get a securities attorney! *The questions Kim Lisa asks a client who wants to set up a 506B include: What are you buying? Where is it? Where do you live? Where are your investors coming from? What kind of qualifications do you think your investors might have? Do you think all of them are accredited or might some be non-accredited? What kind of experience do you have? (If you don’t have a lot of experience, you won’t be able to attract average investors through advertising). She says, “When we know the answers to those questions, then we’re asking questions that help steer you into the appropriate exemption for the way you’re going to be able to raise the money.” *If you don’t have experience with one kind of asset class, team with someone who does – because you can leverage your deals in many ways. You can leverage your bank financing, but you can also leverage of other people’s experience. If you team with the right people, it elevates you in the eye of the investor. *Kim Lisa reminds listeners that when you’re talking to investors, you’re not only looking for passive investors, but people who can help guarantee a loan – and/or that might know where some deals are and be able to find that. You’re looking for people who know others with money that you might want to bring into your management team. You want people on your team with skill sets you don’t have. *Kim Lisa discusses the concept of crowdfunding. She says, “It’s really just a means to advertise on the internet, but it’s still a means of advertising a legal securities offering, so subject to the same rules. The questions that need to be addressed are: Are we going to register the offering? Are we going to qualify for an exemption? Which exemption are we going to use? We’ve got to pick an exemption that allows us to advertise. *In addition to the 506C exemption, there is one called regulation crowdfunding that allows you to raise up to a million dollars in a 12-month period. You have to do it through a crowdfunding portal that is registered with the SEC or with FINRA. There is also something called Regulation A Plus. It’s a public offering, a streamlined process that allows you to raise up to $50 million in a 12-month period. Once it’s pre-approved by regulators, you can sell that to anybody. *Kim Lisa adds, “Once we write the offering documents, we notify the regulators that you’re selling securities in their jurisdiction. There’s no further reporting that has to occur, as long as you finish your raise within one year. With regulation crowdfunding, you have have some ongoing reporting requirements. There may be some auditing requirements with the regulation A-plus. Depending on what variation you’ve chosen, you may actually have to do some annual audits.” *There is a document on you can download to set up a hard money lending fund. When you raise money for a securities offering, you can raise it for a specific property; that’s called a “specified offering.” You can do a specified offering to buy three properties at one time. There other kind of offering is a “blind pool,” where you don’t have anything under contract, but you’ve got a business plan that says these are the kinds of properties we look for. When you’re doing hard money lending, you’re looking at the blind pool model because you’re not investing in a specific property at that time. *An investment summary describes what kind of criteria borrowers have to meet, and the criteria that those properties have to meet before you make those loans. Once you do that, you can make those loans to anyone. You become responsible for overseeing the loan, the vetting of the property, vetting off the borrowers and servicing of the loan. *Kim Lisa says there are a ton of free resources on her company’s website, including a library of 30 “bite size” articles on all different aspects of syndication. Every month, she and her partners do free monthly tele seminars about a specific topic related to syndication, including some with guest speakers. Everything starts with the educational process. They have a low-cost entry program where people can hire them for $1000 for three hours of one on one legal advice. They also get invited to their Facebook Live group, where they do additional live training on developing an investor marketing plan and executing on that plan. They have a sister website called Investor Marketing Materials.com that allows people to access these investment summaries and business plans. *Parting advice from Kim Lisa: “Raising money from private investors is all about a mindset you have to get past. It’s uncomfortable asking people about money because you’re not asking them for a favor. They just don’t know people like you that they can invest with. Then all of a sudden here you are. You could be an answer to their prayers because they’re not happy having all their money tied up in the stock market or in a bank account. You’re offering the opportunity they need. Think of it as a relationship game – a long game that allows you to build yourself up as a solid business pillar of the community and someone they can trust.” Resources: Grab a FREE Copy of Lance’s Best Selling Book “How to Make Big Money in Small Apartments” . /episode/index/show/greenlightrei/id/12538874

The Potentializer Podcast

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