Flat Fees

506(b) or (c) Reg D Offering – Single / Portfolio Real Estate Asset Purchase

Starting at $11,5001,4

Includes:

  • Investor Questionnaire
  • Subscription Agreement
  • Entity Formation and Initial Beneficial Ownership Information Reporting2
  • Entity Operating Agreement
  • Private Placement Memorandum
  • Form D and initial Blue Sky filing 2
  • Review of marketing materials for compliance
  • Negotiation among parties and/or revisions after final docs delivered charged at hourly rate

506(b) or (c) Reg D Offering – Non-Real Estate Asset Purchase

Starting at $13,5001,4

Includes:

  • Investor Questionnaire
  • Subscription Agreement
  • Entity Formation and Initial Beneficial Ownership Information Reporting2
  • Entity Operating Agreement
  • Private Placement Memorandum
  • Form D and initial Blue Sky filing 2
  • Review of marketing materials for compliance
  • Negotiation among parties and/or revisions after final docs delivered charged at hourly rate

506(b) or (c) Reg D Real Estate Fund Offering

Starting at $17,0001,4

Includes:

  • Investor Questionnaire
  • Subscription Agreement
  • Entity Formation and Initial Beneficial Ownership Information Reporting2
  • Entity Operating Agreement
  • Private Placement Memorandum
  • Form D and initial Blue Sky filing 2
  • Review of marketing materials for compliance
  • Negotiation among parties and/or revisions after final docs delivered charged at hourly rate

506(b) or (c) Reg D Fund of Fund Offering

Starting at $11,5001,4

Includes:

  • Investor Questionnaire
  • Subscription Agreement
  • Entity Formation and Initial Beneficial Ownership Information Reporting2
  • Entity Operating Agreement
  • Private Placement Memorandum
  • Form D and initial Blue Sky filing 2
  • Review of marketing materials for compliance
  • Negotiation among parties and/or revisions after final docs delivered charged at hourly rate

Single-Member LLC

Starting at $1,2501

Includes:

  • Entity Formation and Initial Beneficial Ownership Information Reporting2
  • Operating Agreement
  • IRS Employer Identification Number
  • 30 minutes attorney communication3
  • Close out meeting

Multi-Member LLC

Starting at $2,2501

Includes:

  • Entity Formation and Initial Beneficial Ownership Information Reporting2
  • Operating Agreement
  • IRS Employer Identification Number
  • 90 minutes attorney communication 3
  • Close out meeting

Registered Agent Service (in CO)

$175/yr

  • Accept service of process on behalf of client
  • Scan mail and email to client
  • Filing annual periodic reports with Colorado Secretary of State

Joint Venture Agreement for Management Company

Starting at $1,7501

  • Negotiation among parties charged at hourly rate
  1. Fee varies depending on complexity
  2. Does not include fees such as filing fees, registration fees, registered agent fees, etc; initial Blue Sky filing only
  3. Additional time will be billed at hourly rate
  4. Based on target or maximum raise amount (whichever is greater), your flat fee will be calculated as follows:
    Up to $4.999M – flat fee as advertised
    $5M – $9.99M – 5% increase of flat fee
    $10M & above – 10% increase of flat fee and an additional 10% of flat fee for every $10M. Flat fee capped at $30,000.

* short notice requests for legal services or work required outside normal business hours may be charged an increased hourly rate or 10% increased flat fee at the attorney’s sole discretion

* all fees subject to change