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Real Estate Fund PPM ~ 506(b)

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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.

***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)