Templates Available For Immediate Download

Upfront costs to raise capital can be a killer - particularly if the deal doesn't get done. But guess who still gets paid...

Our sister site TransCapital Pro has saved corporate transaction sponsors hundreds of thousands of dollars by offering Private Placement Memorandum templates to raise debt and equity.

And now we're helping the real estate industry by offering private placement templates for real estate professionals seeking to raise capital for a Real Estate Fund, a Distressed Real Estate Fund, or Single-Asset Real Estate Transaction.

Provided to you in Microsoft Word, your template is easy to edit and modify to fit your particular needs and investment theme. The Term Sheet is a comprehensive "Fund" term sheet specific to investment funds - your prospective investors will know exactly what the deal is - which is exactly what you want.

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. Of course now you'll be using your attorney efficiently, and you'll be saving a ton of money.

Click On Each Tab For A Summary

This Real Estate Fund Private Placement 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 Private Placement 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.

The Single Asset PPM template comes in two flavors, depending on how you structure your vehicle: one for a Limited Partnership, and one for a Limited Liability Company, or “LLC.” This 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.