They want $20,000?

If you're raising money for a real estate transaction, you're probably shocked that it'll cost you $20,000 or more to have an offering memorandum drafted.

It doesn't have to be that way...


When your personal checkbook can only take you so far

It's time to look for investors to let you scale your business, while providing your investors with an attractive risk-adjusted return. Successful real estate sponsors have been leveraging third-party capital for years.

But there are rules...

There are some rules that you have to abide by to remain compliant with laws regulating private investment capital. Those regulations are found in SEC regulations called Regulation D, or Reg D.

And part of complying means shelling out $20,000 or more...

That's right, $20,000; but you already knew that, otherwise you wouldn't be here.

Help for real estate sponsors like you

We're helping real estate professionals by offering private placement templates for real estate sponsors seeking to raise capital for a Real Estate Fund, a Distressed Real Estate Fund, a Real Estate Debt Fund or a one-off real estate transaction.

And once you finalize your draft (several clients have been able to kick out a memorandum in one drafting session), I suggest you still have your attorney review it and sign off. And now you'll be using your attorney efficiently, and you'll be saving a ton of money.

Why is this is right for you?

  • Comes in Microsoft Word, so its familiar and easy to use
  • Items that require editing from you are highlighted in RED font, so there's no guessing of what to modify to fit your spe3cific situation
  • Prompts in various sections so that you can avoid staring at a blank page, wondering what to write
  • 30-day, money-back guarantee so there's no risk to you
  • Available via immediate download, so you can get started right now

Want to see a sample?

Click the "Download" button below for a sample of our Real Estate Fund Private Placement. The Distressed and single-asset/one-off private placements are constructed in similar formats.

A short description of the Real Estate Private Placement templates:

Real Estate Fund

This Private Placement template is specific for fund sponsors seeking to raise an investment fund, or blind pool fund, for real estate investments. This fund template is completely flexible and can be used for any type of property or transaction type.

Distressed Real Estate Fund

The Distressed Real Estate Fund template has language that specifically addresses investing in distressed and undervalued real estate. This PPM Fund Template can accommodate outright purchases of property, or the purchase or origination of debt obligations on distressed property.

Single Asset / Deal-By-Deal Real Estate Equity Offering

The Single Asset Real Estate Private Placement template is written for those situation where a specific investment property is identified and your prospective investors get to make their investment decision based on that specific investment. This is in contrast to an investment fund where the prospective investors are signing off on the experience of the Manager and the investment criteria and objectives of the Fund.

There are two templates to choose from: one if you organize as a Limited Liability Company, and the other if you organize as a Limited Partnership.

Real Estate Debt Fund

I usually will not create a new product until there is significant demand. The Real Estate Debt Fund template is one of those products that I created after a number of requests.

This template is for investment managers interested in providing debt financing for real estate transactions. It is set up fund, providing for management fees and carried interest. If you’re lender and are looking to capitalize on opportunities to provide financing for real estate transactions, this is the template you’ll need for your investors.

Real Estate Note Offering

This template is for situations where you don't want to give up equity on your project, but still need to raise some money. The answer - issue a Note. 

Since a Note is higher up in the capital stack, it'll be less expensive than raising equity. And the benefits to your investor is that they'll have i) a preference (meaning they'll get their money back first when you sell or refinance); ii) they can secured their investment with a lien on the property; and iii) they can earn an appropriate risk adjusted return on their money.

Here's what's included:

  • Professionally Prepared Private Placement Memorandum
  • Either our Exclusive Line-by-Line Instructions with a ‘Line Numbered’ PPM, or a ‘Notes’ template using Word’s Comments function
  • Cover Page
  • Reg-D Disclaimer
  • Table of Contents
  • Notice to Investors
  • Summary of Offering | Term Sheet
  • Risk Factors | Investment Considerations
  • NASAA Legends for all 50 states
  • Conflicts of Interest
  • ERISA Regulations
  • Management
  • Tax Matters
  • Tax Exempt Investors
  • Tax Considerations for Foreign Investors
  • Investment Company and Investment Advisors Regulations
  • Subscription Agreement
30 Day Guarantee

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If you're unhappy with our Real Estate PPM templates, just shoot me an email and I'll refund 100% of your purchase, no questions asked.

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All Templates Are
Only $297

Real Estate Fund Templates

Most Popular!

Real Estate Fund

Real Estate Fund

Real Estate
Debt Fund

Single Asset / Deal-By-Deal Templates

Equity Offering

Equity Offering

Note Offering

Any Questions?

If you have any questions that have not been adequately answered, please email me directly and let me know how I can help. I'd also be interested in any feedback.