REIT Funding offers a number of advantages and benefits that our competitors do not:
- The state-level Form D or Blue Sky filings have a significant impact on cost in a small private placement, especially when a number of REITs must do the filings. We specifically limit our offering footprint to three states (GA, FL and TX) in order to minimize the state filing costs and, more significantly, the related legal fees. The filing fee in Georgia is $250. Florida and Texas have available self-executing exemptions.
- All of our investors are individual “U.S. Persons” as defined in the Internal Revenue Code. We do not sell to entities, trusts or retirement accounts, which can create qualification issues and ERISA issues that must be dealt with.
- Depth of organization – We have a full-time staff of 10 professionals who are 100% dedicated to the REIT shareholder business. We have helped nearly 2,500 REITs obtain preferred shareholders since 1998. We have a proven track record of quickly and efficiently handling the offerings, and the equally important ongoing shareholder administrative duties over the life of the REITs.
- We have a full-time legal staff of three experienced individuals who will assist with the preparation and review of the offerings materials. They are also available to assist with any shareholder-related questions or issues that arise once the REIT is up and running. You will benefit from enhanced piece of mind that comes from knowing the offering is done properly.
- We have a full-time IT staff of three individuals overseeing the technical infrastructure that maintains the shareholder records and reporting systems. We have invested hundreds of thousands of dollars in our technology to make sure that we can meet the needs of our clients quickly and accurately.
- The fees we quote in the proposal are all you will ever pay. We do not charge extra for liquidations, redemptions, preparing and filing IRS Form 8937, providing any requested audit or due diligence backup reporting or other matters related to the preferred shareholders over the life of the REIT.
- You never have to worry about execution. We generally complete the offerings in two weeks or less and are capable of completing them in less than a week in emergency situations.
- Our affiliated broker dealer is 100% dedicated to REIT-preferred offerings. We are able to ensure that the offerings commence without delay or distraction.
Everything you need
- The original third-party solution for private REITs
- Management from offering to ongoing administration
- Proven methodology to ensure consistency and compliance
We assist REITs formed as corporations, LLCs, limited partnerships and trusts regardless of state jurisdiction.
Let's discuss how we can assist with your next REIT.