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

Thousand Oaks, CA

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

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!"

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"

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."

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.

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.

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.

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

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.

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.

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).

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.

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.