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PPM Template for Real Estate Investment Fund – LLC 506(b)

$169.00 $135.00

Regulation D Rule 506(b) Real Estate PPM Template

Rule 506b allows the use of up 35 non-accredited investors and any amount of capital can be raised. For single projects we recommend our Real Estate Syndicate PPM.

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Description

PPM Template for Real Estate Investment Fund – LLC 506(b)

– view sample –

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

This template is compliant with Regulation D Rule 506(b) and is Compliant with Dodd-Frank Wall Street Reform and Consumer Protection Act.

(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)

DESCRIPTION:
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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.

PPM CONTENTS:
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– 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 & DELIVERY
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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.

STATE & FOREIGN LEGENDS
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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 by clicking Blue Sky Compliance at the top of this page than clicking Add Legends.

FORM D
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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).

BLUE SKY FILINGS
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Each State requires a “Blue Sky” filing which calls for Issuers (entrepreneurs offering a PPM) to file their Form D with their State along with another form, typically a U-1 or U-2. We include these forms in your template package, however we don’t provide customizing for these forms. These forms should be filed within 15 days after receiving investment capital from an investor in any particular State.
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