What’s Included

PPM Templates Created Specifically For Real Estate Transactions.

Below is a list of everything that’s included:

  • Professionally Prepared Private Placement Memorandum Template Specifically For Real Estate Funds
  • Cover Page
  • Reg D Disclaimer | Notice to Investors
  • Table of Contents
  • Executive Summary
  • Summary of Offering | Term Sheet
  • Investment Strategy
  • § Elements of Strategy | Types of Investments
  • § Deal Flow
  • § Investment Process | Due Diligence | Decision Making Process
  • Management
  • Terms and Conditions – Specifically For Investment Funds
  • Investment Considerations
  • Potential Conflicts of Interest
  • Potential Conflicts of Interest
  • Tax Status and Discussion
  • Tax-Exempt Investors
  • Investment Company and Investment Advisors Regulations
  • Federal Securities Regulation
  • Private Placement Status
  • Restrictions on Transfer
  • Additional Information Request
  • Subscription Agreement
  • NASAA Legends For All 50 States