REAL ESTATE FUND MANAGEMENT
Our Services
Fund Setup
- Design a strategy that aligns with your real estate investment objectives, identify the right corporate structure and decide on the appropriate offering model.
- Understand the legal constraints and limitations imposed by the Securities & Exchange Commission (SEC), including investor solicitation.
- Identify the required Blue Sky Fillings, which are state regulations established as safeguards for investors against securities fraud.
- Work alongside a vetted Securities Attorney to prepare the Private Placement Memorandum (PPM) and ensure all necessary securities compliance.
- Create the legal structure for the Fund and for the General Partner, Sponsor and / or Fund Manager, as well as drafting the Operating Agreement.
- Assist in the creation of the Subscription Agreement, Syndication Agreement, Investor Suitability Form and any other supporting document.
- Identify, set up and run a Customer Relationship management (CRM) platform to manage and track leads / current investors.
Fund Management
- Manage and supervise Fund administration, Fund level accounting, cash distributions, compliance, governance, and monitor the Fund’s financial activity.
- Collaborate closely with our client to develop and execute fund strategies that align with the company's objectives.
- Meet with investors both online and/or in-person to answer their questions and concerns during the entire investment cycle.
- Support the internal marketing team with the creation of the perfect pitch deck, while mastering digital marketing initiatives, social media platforms and building a long lasting online presence.
- Utilize our extensive knowledge of the local market to identify and analyze investment opportunities in residential and multifamily properties.
- Lead syndication, private equity, debt funds, and hard money lending initiatives.
- Ensure the successful acquisition and management of real estate assets.
Asset Management & Operator Selection
- Our Asset Management services are tailored to the investment goals of the client. Our main objective is to cultivate market value so ownership can increase its returns, and we achieve such goal by applying market-specific strategies and resilient support to the onsite operator.
- Our previous experience as the investor, the lender, the operator and the onsite team allows us to understand how every role intertwines with each other. This comprehensive knowledge is our main competitive advantage, and your insurance to success.
- We offer decades of negotiation experience to help you achieve a favorable management contract and economic terms. Our proven approach in operator selection has led to return engagements with most of our client base, letting you and your team rest easily knowing you are making the best possible choice.