Bonus Materials

Give us your contact information and we will send you the bonus charts referenced in the book, as well as the report, “A Guide to Legal Entities (Including TICs and DSTs),” and our white paper, “Legally Marketing to Investors.”

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Scroll down the page for a description of each of our bonus materials.

SECURITIES EXEMPTIONS AT A GLACE

Various exemptions exist that allow an issuer to avoid having to pre-register its offering with a securities agency (such as the SEC and/or state securities agencies). This chart describes the differences that exist between the most common ones.

LEGAL ENTITIES AT A GLANCE

Different types of legal entities may be used as a means to take title to real estate in something other than your personal name. This table summarizes the different corporate structures and associated terminology.

CROWDFUNDING CATEGORIES AT A GLANCE

Crowdfunding offers a means for issuers of Rule 506(c) or Regulation A+ securities offerings to widen their network of investors for current and future offerings through advertising. This comprehensive table describes the characteristics of crowdfunding.

CROWDFUNDING PLATFORMS AT A GLANCE

Crowdfunding platforms can take different forms, with different operational characteristics. This chart offers a look at various types of crowdfunding platforms so you can match the best one to your particular needs.

MARKETING MATERIALS EVERY SYNDICATOR NEEDS

This chart provides a list of marketing tools you should have in your investor marketing plan and a description of how to use each one.

Special Report

A Guide to Legal Entities

Including TICs and DSTs

 

There are many legal entities to use as a means to take title to the real estate in something other than your personal name. This report provides an in-depth discussion of the characteristics associated with each of those corporate structures.

White Paper

Legally Marketing to Investors

 

Deciding on an idea for your startup company or real estate deal is just the first step of many on your way to success. In this white paper, we focus on one of the most important steps: Identifying and using the tools you need to market yourself to potential investors.

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