Fund Services

Realtynet Advisors provides real estate developers, builders, foundations, communities, and other organizations with an al a carte or turn-key solution in establishing a Qualified Opportunity Fund. We guide you through the process of fund formation and provide ongoing support.

We Set Up & Administer Qualified Opportunity Funds

Turn-Key

We can take responsibility for the entire process from beginning to end; or

À la carte

We can provide the fundraising only and/or the fund administration for your future or existing Opportunity fund(s).

Let Us Help

If you are considering establishing your own Qualified Opportunity Fund, we can help. Rather than go it alone, taking time away from your core business, let us facilitate the entire process from beginning to end. We will work with counsel in the design and drafting of the offering disclosure documentation, coordinate the marketing of the fund, and provide ongoing client services and fund administration. Let us do the heavy lifting while you focus on what you do best.

Offering Preparation

structure, design, and preparation of securities disclosure documentation, SEC and State filings, and execution support

Investor Portals

engage and communicate with investors with our investor portal

Access to Capital

connect your offering with our opportunity fund marketing team and advertise your offering on our website

Fund Administration

delegate the ongoing regulatory compliance and reporting, client servicing, tax filings, quarterly financials and year-end reports

Step-by-Step Process

  1. We meet with you to decide the Fund’s objectives;
  2. We gather information on the proposed development project or projects, which will be funded from the capital raise;
  3. We work with our legal practice group of tax, real estate, finance and securities attorneys and begin the fund design process;
  4. Upon completion, we review with you the fund’s rough draft;
  5. We finalize the private placement memorandum and other disclosure documentation and file the necessary regulatory filings;
  6. We create the marketing collateral to communicate the benefits of investing in your Opportunity Fund;
  7. Our experienced securities sales team works with your potential investors and the prospects acquired through our own marketing efforts; and when the capital is raised, we provide the ongoing clients servicing, reporting, and regulatory compliance.