Your Real Estate Opportunity
Your Project Name
Address Line 1
Address Line 2
Investment Asset Class
Type of Investment
Investment Company Name
Describe your property and location in the most appealing method possible. What are the natural features nearby? Is it situated near bodies of water, mountains or hillsides, or even in ideal climate conditions? What are the nearby businesses, churches, day care facilities, and schools? What makes this location ideal for development or investing into?
Include in this section every possible feature of the location that will build confidence and trust with your potential investors. Do you have a pre-existing relationship with the local authorities that will assist with the permitting process?
Use this section to show your investors the timeline for project development, critical milestones and distributions.
*click timeline dates to see more information
Investors' maximum additional capital contribution is no more than XX% of original investment. This is based on if fully funded equity was required to pay off senior debt. Investors will not be exposed to any recourse of debt unless stated in the documents
and approved by all investors in the fund. The manager has the authority to leverage the fund of no more than 2x equity (or 3 to 1 debt to equity).
The capital raise period is no longer than XX days. If minimum investment is not raised all amounts will be returned to investors.
No management fee will be charged during the subscription period. Once funded, a management fee of Z% will be charged quarterly up front.
Depending on the type of investment, if development is required [YOUR COMPANY] will be authorized to charge a development fee of up to Z% of the total construction costs managed which will be paid monthly.
[YOUR COMPANY] will provide quarterly statements as well as annual financial statements, prepared by independent accountants, along with year end tax documents and the maximum amount of organization fees the fund will charge will not exceed $XX,XXX.
*Sampe Capital Structure