Designed for a LLC structured Real Estate Fund, with 80+ pages of detailed information. This Real Estate Fund PPM Template also includes a complete Subscription Package. Compliant with SEC, Regulation D, Rule 506(c). We have provided sample content and financial data in Microsoft Word format; easily edit, add, or delete the sample content and use your own data.
*Sample content is replaceable with your particular content.
- Private Placement Memorandum (.docx, 55 pages)
- Real Estate Fund, Limited Liability Company, PPM;
- Selling Membership Units;
- Raising Unlimited Capital via Rule 506(c);
- General Advertising;
- Complete Subscription Package;
- Ancillary Documents (listed below).
- Offering Summary
- Exemption Rule (506(c))
- Table of Contents
- Forward Looking Information
- Summary of Terms
- The Fund
- Financial Summary
- Investment Objective & Strategies
- Fund Management
- Beneficial Ownership
- Description of Securities
- Terms of the Offering
- Subscription Process
- Investor Suitability
- Use of Proceeds
- Financial Statements
- Risk Factors
- Risk Controls
- Transfer Agent & Registrar
- Plan of Placement
- Litigation Disclosure
- List of Exhibits
SUBSCRIPTION PACKAGE INCLUDED
- Operating Agreement (.docx, 22 pages)
- Subscription Agreement (.docx, 12 pages)
- Investor Suitability Questionnaire (.docx, 10 pages)
- ERISA Disclosure (.docx, 2 pages)
- Patriot Act Disclosure (.docx, 1 page)
- Patriot Act Agreement (.docx, 1 page)
Additional Documents Included
- Jurisdictional Legends (.docx, all 50 states)
- Executive Summary / Pitch Sheet (.docx, 1 page)
- Form D (.pdf, 11 pages)
- Form U2 (.pdf, 4 pages)
PRODUCT AND DELIVERY
Upon payment all documents are immediately downloadable by logging into your account. All documents are combined in a .ZIP file. Simply download the file to your desktop and click on it. If you have an older system that has problems unpacking .ZIP files, simply contact us via LiveHelp, or our contact page, and we will send your files separately via email.
Immediate Download. Downloaded from our secure servers.
Microsoft Word (.docx) format. Fully Editable.