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If you’re managing a private investment fund, you’ve probably spent considerable time making sure your offering complies with federal securities laws. You’ve worked with attorneys to prepare your Private Placement Memorandum, Subscription Agreement, and operating documents. You’ve selected a Regulation D exemption, filed your Form D, and established procedures for accepting investors. You may have
Your Fund Is Exempt. Is Your Fund Manager? Read More »
If your long-term goal is to raise $20 million, $50 million, or even more online, it is tempting to think you need to start by building the biggest securities offering available to you. For some companies, that may be the right move. For many others, particularly those working with a limited initial budget, there is
How Reg D and Reg CF Can Help Build a Larger Capital-Raising Platform Read More »
For the right real estate sponsor, Regulation A can create a very different capital-raising business. A Tier 2 offering can be publicly marketed, can include both accredited and qualifying non-accredited investors, and can raise up to $75 million during a 12-month period. That flexibility is attractive for sponsors who want to move beyond one-off syndications
What Does a Regulation A Real Estate Offering Really Cost? Read More »
A $10 million or $20 million real estate fund can feel substantial when you’re the sponsor responsible for raising it. Depending on the strategy, that may be more than enough capital to acquire several properties and execute the business plan. The calculation can change when RIAs, broker-dealers, and licensed securities professionals become part of the
Raising Capital Through RIAs and Broker-Dealers: Is Your Fund Big Enough? Read More »
For many real estate sponsors, launching a fund is a natural next step after completing a few successful syndications. Instead of raising money one property at a time, the idea is to pool capital, acquire multiple assets, and have more flexibility when opportunities appear. That can make a lot of sense, but a fund is
A Fund Is Not Just a Bigger Syndication Read More »
Why Many Real Estate Investors Choose a Series LLC Instead If you’ve invested in real estate for any length of time, you’ve probably received the advice to put your investment property in an LLC. It’s excellent advice. An LLC remains one of the best legal tools available for protecting investment property and separating business liabilities
Should Every Rental Property Be Owned by the Same LLC? Read More »
Why Some of the Most Successful Entrepreneurs and Professionals Use Family Limited Partnerships Entrepreneurs and professionals, like physicians or attorneys, spend years building assets. Businesses. Real estate. Investment accounts. Ownership interests in LLCs. Over time, those assets often become more valuable, more numerous, and more complex. Eventually, the conversation changes. Instead of asking how to
Do LLCs Really Protect Your Personal Assets? Yes…But Probably Not the Way You Think If you’ve owned a business for any length of time, you’ve probably heard the same advice countless times. “Just form an LLC and your personal assets are protected.” It’s good advice. The problem is that it’s often misunderstood. An LLC is
Do LLCs Really Protect Your Personal Assets? Yes…But Probably Not the Way You Think Read More »
Building wealth is difficult. Protecting it requires an entirely different strategy. You’ve spent years building businesses, investing in real estate, raising capital, or growing your personal net worth. You’ve learned how to identify opportunities, negotiate deals, secure financing, and create value. That’s what being an entrepreneur is all about. Those are the skills that help
The Biggest Asset Protection Mistakes Capital Raisers and Entrepreneurs Make Read More »
Why Side-by-Side Offerings Are Becoming More Common One of the most common assumptions in the capital raising world is that a sponsor eventually has to choose a fundraising lane and stay in it. If you want to raise money from existing relationships, you use Rule 506(b). If you want to generally solicit through podcasts, social
How Sponsors Are Combining 506(b) Relationships with 506(c) Marketing Read More »