Welcome to our store where you’ll find the most current SEC compliant offering document templates for your capital raise. We created our document templates following the guidelines contained within Regulation S-K, the regulation that lays out reporting requirements for various SEC filings used by public companies, as well as actual filings that have been accepted by the SEC.

LLC Real Estate Fund

Real Estate Fund

LLC Real Estate Fund Real Estate Fund

This is an SEC compliant PPM for a LLC Real Estate Fund issuing Membership Units and using the exemption provided by Regulation D.

Although we provide sample content, you'll need to edit our sample content with content specific to your capital raise. The Mail Merge feature (included) will save you time in editing our template

KEY TEMPLATE FEATURES

  • SEC and Regulation D Compliant;
  • Follows the guidelines in Regulation S-K;
  • LLC issuing Membership Units;
  • Min/Max Capital Raise;
  • Escrow Account;
  • Fully Editable PPM Ideal for Your Capital Raise;

DOCUMENTS INCLUDED

  • PPM
  • Mail Merge Data Source
  • Operating Agreement
  • Subscription Agreement
  • Investor Verification including a sample 3rd Party Verification Letter
  • Jurisdictional Legends (all 50 states)
  • ERISA Disclosure
  • Patriot Act Disclosure
  • Patriot Act Agreement
  • Form D
  • Executive Summary / Pitch Sheet

Companies relying on Reg D do not have to register their offering of securities with the SEC but they must file a Form D electronically with the SEC.

WITH YOUR PURCHASE, WE FILE YOUR FORM D FOR FREE!

PPM CONTENTS

  • Summary of the Offering
  • The Fund
  • Investment Opportunity
  • Market Opportunity
  • The Fund
  • Investment Strategy
  • Risk Factors
  • Description of Securities Offered
  • Plan of Distribution
  • Sources and Use of Proceeds
  • Information With Respect To The Manager
  • Directors, Executive Officers and Significant Employees
  • Exhibits and Tables

(The PPM's first 15 pages are available for previewing in the gallery)

PRODUCT AND DELIVERY

Product is not a software program: product is a Microsoft Word .docx format. If you need .doc format, please email us with your order number and we will email the complete set of documents to you.

Download instructions: https://www.offeringdocs.com/download/

OTHER COMMENTS

Because each capital raise is different and unique, we created this template to serve as a starting point for your offering.

STATE "BLUE SKY" LAWS

We do not file your state blue sky documents. Regulation D Offerings may require pre-filing in some states, depending on how you conduct the offering. Please check with your state regulator for more information.

Although we created these documents to conform with the disclosure requirements of Regulation D of the Securities Act of 1933 and Regulation S-K, these documents present an array of often mutually exclusive options with respect to particular Regulation D provisions. We encourage you to tailor this document to accurately reflect the specific provisions of your Regulation D capital raise.

Updated: 04/2018


Microsoft Word *. docx format.


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LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund LLC Real Estate Fund

 

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 Our SEC compliant documents and other services are not a substitute for the advice of legal counsel.