Real Estate Private Placement Memorandum
PPM Templates for Real Estate Regulation D Offerings
Our Private Placement Memorandum for a Real Estate Fund is a fully customizable 80+ page Private Placement Memorandum and include all 50 states NASAA legends plus the District of Columbia. If you plan to offer your securities outside the United States you can add a general foreign legend or country specific legends as we have many to choose from. [Learn More] It contains editable business planning elements, pre-designed to accept up to $100 million in investment capital for commercial and/or residential real estate property. The amount of capital needed is fully adjustable, whether you need $50,000 or $100 Million.
Our PPM Templates are "Legal-Grade" for use with public and private companies.
All of our PPM Templates are Microsoft Word® documents so entering your offering information is simple and easy. Once you purchase and download a template just add the information about your business along with the details for your Reg D Offering and they are ready to deliver to investors. The Real Estate Fund PPM has successfully been used by real estate developers, this Real Estate fund document is designed as a capital pooling fund (also hedge or private equity fund) for investing in multiple projects simultaneously using Regulation D Rule 506. The templates contain:
- IMPORTANT NOTICES
- REGULATION D DISCLAIMERS
- JURISDICTIONAL (NASAA) LEGENDS
- SUMMARY OF THE OFFERING
- THE COMPANY
- TERMS OF THE OFFERING
- PLAN OF DISTRIBUTION
- DESCRIPTION OF SECURITIES
- USE OF PROCEEDS
- CAPITALIZATION STATEMENT
- MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS
- FIDUCIARY RESPONSIBILITIES OF THE DIRECTORS AND OFFICERS OF THE COMPANY
- REAL ESTATE SPECIFIC RISK FACTORS
- PRINCIPAL SHAREHOLDERS
- HOW TO INVEST
- INVESTOR SUITABILITY REQUIREMENTS
- FORECASTS OF FUTURE OPERATING RESULTS
- INVESTOR SUTABILITY QUESTIONNAIRE
- STOCK SUBSCRIPTION AGREEMENT
- OPERATING AGREEMENT (FOR LLC’S
To View a Sample of Our Private Placement Memorandums:
We offer PPM's for LLC's, Corporations and LP's using Equity or Debt offerings.
PPM Templates for Single Property Offerings
If you are planning to raise capital for a single real estate project such as a apartment complex, condominiums, mobile home park or just a specific single family home, we have a ppm template that will work. While it is possible to use our Real Estate Fund PPM Template it may contain much more than you need for single property offerings. We recommend using one of our standard PPM Templates for an LLC, Corporation or Limited Partnership.
Find a PPM Template for Your Offering:
Choose one of our Real Estate Fund Templates or General PPM's today: