Real Estate Securities & Syndication Services

Our experienced Real Estate Securities Attorneys have built a solid reputation providing excellent business securities and corporate legal services for many years. Here’s a list of the services we offer to real estate entrepreneurs.

Pre-Syndication Retainers (a low cost way to engage our firm).
To view the Pre-SyndicationRetainer Agreement,
click here.

Securities Compliance
✓ Regulation D
✓ Rule 506(b)
✓ Rule 506(c)
✓ Private Placement Memorandums
✓ Subscription Agreements
✓ SEC and Blue Sky Filings

Types of Offerings
✓ Real Estate Syndications
✓ Real Estate Fund Formation
✓ Fund of Funds
✓ Blind Pool Funds
✓ Specified Offerings
✓ Branded Entities
✓ Spousal Entities
✓ Private Placement Memorandums
✓ Hard Money Loan Funds
✓ Mortgage Funds
✓ Promissory Note Offerings

Corporate Structure and Investment Vehicles
✓ Legal entity formation (LLCs, Limited Partnerships)
✓ LLC Operating Agreements
✓ Limited Partnership Agreements
✓ Joint Venture Agreements
✓ Sponsor Operating Agreements
✓ Expert deal structuring advice
✓ Lump sum legal fees
✓ Joint Venture representation between you and Private Equity Funds/Family Offices
✓ Tenant in Common Agreements for 1031 Exchanges
✓ Non-disclosure and Non-Compete Agreements
✓ Promissory Notes (Fractional, Shared Appreciation, Straight Interest Notes)

Invitations to our Clients Only Weekly Syndication Masterminds
(Fridays at 12:00 ET/9:00 am PT)

Free Investor Marketing Plan Templates
– a $250 value

Free Investor Relations Blueprint
– a $250 value

Continuing legal support
included with each securities offering

Returning client discounts
on future offerings

Free Podcast
Raise Private Money Legally – available on 20 different podcast platforms – We record these live with Q&A once/month
Learn More

Our extensive website library
includes over 50 different articles, Syndication FAQs and our past Podcasts
Learn More

Youtube Channel
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Groundbreaker Investor Management Platform
Discounts off onboarding fees for our referrals
Learn More

Additionally, our Investor Marketing Materials division offers a variety of products at InvestorMarketingMaterials.com:

1. Branding Kits
2. Company Brochures
3. Website Designs
4. Website Lead Magnets(to exchange for contact info)
5. Pitch Decks
6. Property Package Templates
7. Property Packages & Offering Memorandums
8. One Pagers or Executive Summaries
9. Educational Presentations to Grow Your Database
10. Investment Summaries (for a Fund or Blind Pool Offering)
11. Trade Show Exhibit Booth Design & Artwork

Learn More