PPM Template for Real Estate Investment Fund- Corp – 506(c)


Regulation D Rule 506(c) Real Estate PPM Template

Rule 506(c) allows you to Advertise your Real Estate Fund using accredited investors only and any amount of capital can be raised. For single projects we recommend our Real Estate Syndicate PPM.


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PPM Template for Real Estate Investment Fund- Corp – 506(c)

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***Special Offer with the purchase of one of our templates, add our Form D filing service for just $89***

Note: the SEC is considering a requirement to file a Form D in advance of a Rule 506(c) offering

This template was created specifically for offerings using Accredited Investors Only. It is compliant with Regulation D Rule 506(c) as specified in the Jumps-start Our Business Startups (JOBS) Act and is Compliant with Dodd-Frank Wall Street Reform and Consumer Protection Act.

The Template is written for a Rule 506(c) offering using Accredited Investors only which allows the use of general solicitation.

(Microsoft Word Document – Fully Editable – 79 Pages)

Successfully used for all types of real estate projects, this Legal Grade Memorandum is designed as a capital pooling fund (hedge or private equity fund) used to collect investment capital for the purpose of buying, holding and/or developing multiple projects simultaneously. (For single projects we recommend our Real Estate Syndicate PPM)

This template is predesigned to accept from $500,000 up to $100 million or more in investment capital from “private investors” for commercial and/or residential real estate property. The amount of capital can be adjusted to any amount.

This template works with almost any real estate capital pooling transaction.

The document is designed as a ”closed-end fund” with a Corporation as the manager of the fund, however it can be customized as an open-end fund.

– Cover page
– Table of contents
– Investment summary
– Return on investment terms
– All 50 State Blue Sky Legends are included as well as the District of Columbia
(To add Foreign Legends you must add them to your cart separately)
– Management fee details
– Regulation D disclaimers
– Offering summary
– Business Plan section (many elements are already in the document)
– Interactive Fund investment flow chart
– Investment structure
– Property risk analysis
– Income appreciation flow chart
– Construction flow chart
– Commercial and residential property definitions
– Management/director/officer backgrounds
– Use of Proceeds
– Terms & Conditions
– Investment requirements
– Risk Factors
– Competitive analysis
– Dilution and ownership detail
– Plan of placement
– Subscription Agreement
– Investor Suitability Questionnaire
– SEC Form D (PDF Format)
– SEC Form ID (PDF Format)
– State Blue Sky Forms (PDF Format)
– ERISA Language
– Patriot Act Disclosure

***79 pages***

Product is not a software program. This is a software file delivered in Microsoft Word Format (fully editable). It is available via download (email receipt or online account) immediately following your purchase. The software file is packaged in a .zip file.

To comply with Regulation D our PPM Templates include all 51 state (includes District of Columbia) NASAA Jurisdictional Legends. If you plan to include investors for outside the United States you need to add a General Foreign Legend, which is available for purchase in the State and Foreign Jurisdictional Legends category section of the store.

We provide one blank Form D with your template package, however we also provide a custom service whereby our in-house staff will file your Form D for you (choose “Filing Form D” from the menu above).

Except for Florida each State requires a “Blue Sky” filing. All states now use the NASAA Electronic Filing Depository (EFD) system except for Arizona and Maine. Arizona has its on online filing system where you can upload your Form D and pay the state filing fee. Maine is filed via mail or courier. New York does use the EFD system however for Real Estate syndicates they require a Form 99 and a Form U-2, which we have included in your template package.