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Delivering Rapid Results Efficiently and Reliably

For your next private REIT offering, enjoy a carefully managed process that ensures speed and compliance, allowing you to focus on your core business.

We provide accommodation shareholders for new REITs and replacements for existing REITs.

We Conduct a Reg D, Rule 506(b) Private Placement of Preferred Equity Securities to High-Net-Worth Individuals Using a Proven, Turnkey Process.

Offering conducted by H&L Equities, LLC, our affiliated but separate SEC-registered FINRA member broker-dealer
No general solicitation
All investors reside in GA, FL, or TX to minimize blue sky fees
All investors are “accredited investors” — and we can obtain “qualified purchasers” for 1940 Act purposes when needed
Offering documents are prepared using boilerplate forms for efficiency
Offerees complete subscriptions by DocuSign and wire funds to our investor escrow account
At closing, the issuer receives net offering proceeds, and administration services commence

Offering Documentation

Our offering process can be completed with just six offering documents. We draft four of them, leaving you to focus on two documents. We provide samples tailored for your situation to make this as easy as possible.

Arrangement Letter
Subscription Agreement
Dealer Agreement
Investor Questionnaire(s)
PPM
Organizational document

Offering Calendar

For efficiency, we bundle offerings into distinct offering groups at regular windows throughout the year:

Offering group
Illustrative closing date
June

July 5

September

October 15

November

December 15

Early December

January 2

Mid December

January 7

Early January

January 22

Mid January

January 27

Late January

ASAP

All of our offering groups close prior to the IRS deadline of January 30 each year.
We have never failed to source the requisite number of shareholders, and we have never missed the deadline for helping our clients pass the 100 shareholder test.
Our REIT offerings typically become fully subscribed within 10 business days of launch.
We can work fast in emergency situations.
We will conduct ad hoc offerings outside of our regular calendar as necessary.

Typical Offering Timeline

We have never failed to source the requisite number of shareholders, and we have never missed the deadline for helping our clients pass the 100 shareholder test.

With the industry’s largest network of accommodation shareholders, we deliver rapid results typically within 10 days, and even sooner when time is critical. Our investor base is strategically located to minimize state Blue Sky securities filing costs, and our proprietary software and secure, web-based portal system provide efficient, compliant transaction execution, and ongoing management.

Project Initiation

Kickoff call

Client provides setup information

Offering group selected

Document Preparation

Client legal team delivers draft PPM

Client legal team incorporates preferred terms into REIT's org docs

REIT Funding delivers draft Arrangement Letter, Dealer Agreement, Subscription Agreement, and Investor Questionnaire

Document Review & 
Sign-Off Complete

Client legal team reviews and approves document drafts and delivers signed engagement documents

REIT Funding and H&L Equities, LLC approve preferred terms and PPM

Client approves all documents for distribution

Offering Launch

Offering materials sent to prospective investors

Client given access to placement tracking website

Closing information collected from client

Investor Deadline

Offering nearly fully subscribed with more than 100 subscriptions received

Any payment, form, or signature issues remediated

Offering Closes

Escrow agent instructed to wire proceeds to client

All documents and payments verified

REIT set up in our proprietary REIT and Investor Management System (RIMS)

Administrative services commence

Let’s Discuss How We Can Assist with Your Next REIT

Our team of experts is prepared to explore accommodation shareholder solutions.

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Securities products and services offered by H&L Equities, LLC, member FINRA / SIPC. REIT Funding, LLC and H&L Equities, LLC are separate but affiliated entities.