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