Why Spend $20,000?

If You've Priced Having A Private Placement
Drafted, You Know That They Can
Cost Over $20,000

A Template For Every Need

A porttitor vivamus, dolor eros torquent tortor a blandit rutrum senectus aenean. Morbi vivamus fusce posuere himenaeos. Id lacus donec nostra morbi, laoreet primis.

Real Estate Fund

Step 1
  • Specific for an investment fund, or blind pool
  • Accommodates any type of property
  • Is flexible regarding terms, such as management fees and carried interest

Distressed Real Estate Fund

Step 2
  • Investment fund that specifically addresses investing in any type of distressed or undervalued real estate
  • Can accommodate outright purchases of property, or the purchase or origination of debt obligations on distressed property
  • Single Asset Real Estate

    Step 3
  • Crafted for transactions where you're raising capital for a specific property or group of properties
  • Is flexible regarding terms, such as management fees and carried interest
  • Can accommodate any type of property
  • Real Estate Debt Fund

    Step 4
  • Provide financing for real estate transactions
  • Structured as an investment fund, or blind pool, so you can be the bank
  • Accommodates financing for any type of property
  • Define your own terms, such as management fees and carried interest
  • Here's What Others Are Saying About Us

    My amazing customers have loved our products...here's what they are saying about my templates.

    Richard Burnett

    Thousand Oaks, CA

    "...well organized and the format is as simple as plug and play, with instructions written in plain English."

    Scott Barksdale

    Leawood, KS

    "...the greatest benefit was your willingness to be available on short notice and to respond to questions that arose. Your personal service was tremendous!"

    Jimmy Jaimes

    Dallas, TX

    "I would totally recommend this product. As I mentioned before, prior to purchasing this product, I had come across a number of templates that were too generic in their approach. This product is so well-written and formatted"

    Stephen Eichler

    Santa Ana, CA

    "...I needed not just to ‘do it yourself’ but a live person who is an expert in the PPM arena available for questions.

    What I found is the format is an easy to follow, fill in the blanks presentation of what is necessary and regulatory without the confusing nomenclature."

    30-Day Money Back Guarantee

    You have nothing to lose and everything to gain
    with my 100% Money Back Guarantee.

    Try a template for 30 days.
    If you’re not happy for any reason,
    just shoot me an email and I’ll refund 100% of your purchase. 

    No questions asked.

    Keep More Of The Money You Raise

    Putting together real estate transactions can be a lot of fun - a lot of work, but fun and rewarding.

    What can be challenging is getting capital raised for your real estate transaction. Traditional bank financing has been harder to pin down, even for existing customers and existing projects.

    Savvy Real Estate Sponsors Like You Are Turning To Private Investors

    Often times it's for those one-off transactions, but increasingly, real estate pros are raising blind capital pools, or funds. This provides the sponsor with quick access to capital, as well as tremendous leverage through their carried interest.

    And It's Not Just For New Transactions

    I consulted with a client the other day about raising a fund to refinance his $80+ million small commercial real estate portfolio to get away from his misbehaving bank.

    To do this right, and I know you want to, then you will need to prepare a Private Placement Memorandum. And this is true whether you are pooling funds for a single family rehab for $50,000 or raising a $50 million fund.

    The challenge is that having a Private Placement drafted can be expensive - up to $20,000, or more. And worse, this expense gets paid even if your deal doesn't get done (known as the dreaded busted deal expense).

    Now There's An Easier Way

    Get a professionally prepared Private Placement Template for your real estate transaction. You know your business better than anyone else - why can't you write your own private placement?

    And better yet, you'll save thousands of dollars when you leverage the real value of your attorney by engaging them to review and comment on your private placement after you've written it.

    Go to our Private Placement page to see summaries of our different Private Placement templates.

    Customize By Editing
    Sections In RED

    Customizing your template for your specific transaction is easy. Any sections that should be edited to reflect your deal are highlighted in red font, so it's find. And because all of the templates come in Microsoft Word, you'll find it easy to navigate the template and make the necessary changes.

    Investment Strategy | Project Description

    Step 1

    The Fund template provides an Investment Strategy section that breaks out the elements of your strategy, how you generate deal flow, and your investment process. The Single Asset template breaks down the project such as area analysis, market trends, general description, financials.

    Terms and Conditions

    Step 1

    The terms and conditions present how the investment works and the structure of the investment. There is both an Executive Summary of Key Terms and a full Summary of the Terms and Conditions.

    Investor Notification

    Step 1

    Investor notification language built right in to your PPM.

    Executive Summary

    Step 1

    An Executive Summary that summarizes your who you are and the investment objectives.

    Investment Considerations

    Step 1

    As with any investment, any number of things can go wrong. This section, also called the Risk Section, presents issues that your investors should consider when making an investment.

    Other

    Step 1

    All templates come with a subscription agreement and NASAA legends for all 50 states.

    Why You Need This

    Minimize Busted Deal Expenses

    When you hire an attorney or investment banker to write your PPM, they get paid whether your deal closes or not. Not getting your capital raised and your deal closed is hard enough, don't add a $20,000 fee on top of that.

    Put Your Best Foot Forward

    Presenting your prospective investors with a PPM will demonstrate your professionalism and instill confidence that you do things the right way.

    Available Immediately

    Take action and get started now. Everything is available via download straight to your computer.

    Protect Yourself From Accusations Of Fraud And Other Nefarious Things

    Your PPM will be the document that you'll point to if the investment goes south. By explicitly laying out the terms of the investment you avoid the "he said, she said" that may come your way.

    Choose The Template That's Right For You

    Only $297 $197

    Fund Templates

    Single Asset Templates

    Frequently Asked Questions

    How do I get my template?

    Question One

    Templates are available via immediate download. After your payment is processed by PayPal, you will be directed to your download page. Simply right-click and and save-as to the appropriate location on your computer. Additionally, you will receive an email with your download link.

    I don’t have a PayPal account, can I still make a purchase?

    Question Two

    Yes. You do not need a PayPal account to complete your purchase. You can make your payment through PayPal using any widely accepted credit card – American Express, MasterCard, Visa or Discover.

    Are the templates a program?

    Question 3

    The templates all come as Microsoft Word® documents. If you can use Microsoft Word, you can easily edit the templates.

    How will I know what I need to change?

    Question Four

    The templates are set up so that anything that needs to be changed is highlighted in RED font so that you know exactly what sections to work on. Additionally, there are two templates – one that is your working copy (save it for future use), and one that has comments on various sections to explain any of the “technical” aspects of your PPM.

    What happens if I get stuck?

    Question 5

    As odd as it may sound, I love talking this stuff up. Feel free to call or email. If you get my VM, just leave a message and I will get back to you.

    Do you have a guarantee?

    Question 6

    You get my 30-day, unconditional money back guarantee. If this template doesn’t work for you for any reason, just send me an email and I will refund 100% of your purchase price – no questions asked (although I may ask you how I can make it better).

    What happens if I purchased the wrong template?

    Question 7

    Well it happens – you meant to buy a fund template, but you purchased the single asset template. I assume the best in people, so just send me an email and I’ll send you the right template.

    How often can I use my template?

    Question 8

    You can use your template as many times as you want. For example, if you purchase the single asset template, once you get your transaction completed, just change the property specifics to create a PPM for your next deal.