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 Agreement
✓ Investor Marketing Plan Template
✓ Investor Relations Blueprint
✓ Lifetime access to our weekly Clients-Only Masterminds
✓ Two hours of one-on-one calls
Securities Compliance
✓ Regulation D
✓ Rule 506(b)
✓ Rule 506(c)
✓ Private Placement Memorandums
✓ Subscription Agreements
✓ SEC and Blue Sky Filings
✓ Bad Actor Check
✓ OFAC Verification
✓ Accredited Investor
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)
Commercial Real Estate
✓ Purchase of Sale Agreements
✓ Vendor Agreements
✓ Loan Documents
✓ Conveyance and Transfer Documents
✓ Negotiations with Lender’s Counsel
✓ Title services
Non-Legal Services
Additionally, our Investor Marketing Materials division offers a variety of products:
✓ Branding Kits
✓ Company Brochures
✓ Website Designs
✓ Website Lead Magnets(to exchange for contact info)
✓ Pitch Decks
✓ Property Package Templates
✓ Property Packages & Offering Memorandums
✓ One Pagers or Executive Summaries
✓ Educational Presentations to Grow Your Database
✓ Investment Summaries (for a Fund or Blind Pool Offering)
✓ Trade Show Exhibit Booth Design & Artwork