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
Real Estate Fund
- 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
Single Asset Real Estate
Real Estate Debt Fund
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Try a template for 30 days.
If you’re not happy for any reason,
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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
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
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 language built right in to your PPM.
An Executive Summary that summarizes your who you are and the investment objectives.
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.
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.
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
Single Asset Templates
Frequently Asked Questions
How do I get my template?
Templates are available via immediate download. After your payment is processed 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.
Are the templates a program?
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?
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?
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?
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?
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?
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.