Start a Real Estate Fund

Due to the illiquid nature of real estate investments, funds that focus on real estate as an investment strategy are similar in legal structure to private equity funds that invest in private companies.  They require a number of specific structural considerations in order to be set up properly.  Our in-depth knowledge of how to start a real estate fund enables us to assist you in building your real estate investment program.

Our turn-key solution simplifies the process of establishing a real estate fund, and includes:

  • Preliminary evaluation of the investment strategy and business considerations
  • Advising the manager with respect to the long term plan of the fund or family of funds
  • Outline of business structure which includes specific nuances of the strategy
  • Defining fund structure with legal and compliance
  • Writing the fund documents and offering documents
  • Fund Administration including monthly or quarterly accounting, calculating the fund’s NAV, shareholder reporting, investor subscriptions and redemptions, as well as facilitating capital calls
  • Leveraging our strategic audit partner relationships to provide the annual audit for the fund
  • Developing a marketing and media kit for the fund
  • On-going consultation

To find out more about how to start a real estate fund, or our leading edge products, please give us a call at 404.736.9255