Starting a Real Estate Investment Fund

Starting a Fund?

Build it Right From the Ground Up

Whether it’s your first fund or your fifth, structure matters. With 30+ years of hands-on real estate fund experience, we help you avoid common and costly mistakes, so your fund resonates with investors and runs smoothly from day one.

How We Partner With You

SCHEDULE CONSULTATION

Discovery Call

We learn about your strategy, goals, and operational realities. You get clarity on how we can support your fund launch.

Custom Proposal

We craft a personalized scope of services and transparent pricing - no generic packages, no unnecessary add-ons.

Tailored Executive Summary

We translate your strategy into a clear, executive summary and help you select the right fund attorney for offering document creation.

Feedback & Finalization

We review your offering documents through both an operator and an accounting lens, ensuring your structure is sound, your waterfall is workable, and you’re fully prepared to launch to investors.

ADDITIONAL SUPPORT

Fund launches demand more than legal structure and offering documents. Our advisory services help ensure your fund is positioned for effective operations from day one.

Fund Financial Models

See how your structure performs under real-world assumptions so you can make informed decisions before going to market.

Marketing & Branding Support

Tailored positioning, aligned positioning, content and visual branding, with scaling support from a partner that knows how to market as a fund manager.

Operational Structure Design

Real-world structuring guidance that aligns your fund, management entity, and OpCo for smooth and scalable operations.

Ready to Launch Your Fund?

Avoid costly structural mistakes and build a fund that investors (and your team) will love from day one.

GET STARTED