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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 »
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 »
Why Would an Investor Invest Today If They Can Invest Later? One of the easiest capital raises to understand is a real estate syndication with a property already under contract. There is a closing date. There is a specific amount of equity that needs to be raised. If the investor likes the deal and wants
Why Would an Investor Invest Today If They Can Invest Later? Read More »
One of the advantages of raising capital for a real estate syndication is that the sponsor usually has something very specific to talk about. There is a property. There is a market. There is a purchase price, financing structure, rent roll, renovation plan, projected cash flow, and business plan. Investors can dig into the details
When There Is No Property to Sell, You Have to Sell the Sponsor 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 More Founders and Sponsors Are Exploring Side-by-Side Offerings Most founders begin the fundraising process with a fairly simple objective: raise enough capital to execute the business plan. Whether the goal is launching a startup, acquiring an asset or business, expanding a franchise, developing a real estate project, or purchasing an apartment complex, the
How Startups Are Combining Reg CF Marketing with 506(c) Capital Read More »
Understanding How Your Role Changes and Why It Matters At a high level, feeder funds are not difficult to understand. Capital is raised from a group of investors, pooled into a single entity, and that entity invests into a larger syndication. From a structural standpoint, it’s a clean way to organize capital and participate in
When Feeder Funds Raise Investment Adviser Questions Read More »
Practical Breakdown of Feeder Funds and Fund of Funds Structures The idea of a feeder fund can be abstract until you see how it plays out in an actual transaction. From the outside, most real estate syndications look straightforward. A sponsor finds a deal, builds a team, raises capital, and executes the business plan. That
How Feeder Funds Actually Work in a Real Estate Deals Read More »
Understanding Feeder Funds, Fund of Funds, and How Capital Raising Is Evolving For years, the path into a real estate syndication was relatively straightforward. If you wanted to raise capital, you needed to be part of the GP management. That role came with expectations. You were involved in sourcing the opportunity, participating in diligence, helping
You Don’t Need to Be on the GP Team to Raise Capital Read More »