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(b). 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.
***Click the picture and view the entire document***
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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(b). 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.
TEMPLATE OVERVIEW
- Private Placement Memorandum (.docx, 55 pages)
- Real Estate Fund, Limited Liability Company;
- Selling Membership Units;
- Raising Unlimited Capital via Rule 506(b);
- Complete Subscription Package;
- Ancillary Documents (listed below).
CONTENTS
- Offering Summary
- Exemption Rule (506(b))
- 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
- Dilution
- 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)