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Section 1031 TIC Plan Syndicators...
Tired of
low-yield 1031 exchanges from syndicators that have no idea what makes a
good real estate investment and are just hyping the obvious? Most
Section 1031 TIC plan
syndicators are focused on financing the acquisition of stabilized
properties that have a defined cash flow expectation based upon the
property's recent history.
The
tenants-in-common syndication approach is not for every developer,
sponsor or owner/operator (as the case may be) because of the due
diligence documentation burden of the platform that includes the
following documentation requirements (whether you use our assistance in
syndicating your project or not, you will still have a sizeable due
diligence burden to satisfy in order to sell and close your
transaction):
Architectural
-
Architectural Services Agreement – Design/Build Pre-Construction
Phase Services Agreement (Exhibit A-1).
-
Interior Design Services Amendment to Architectural Services
Agreement (Exhibit A-2).
-
Architectural Firm Profile
(Exhibit A-3).
-
Architectural Firm Personal Resumes
(Exhibit A-4).
-
Schematic Phase Design Documents
(Exhibit A-5).
-
Schematic Phase Outline Construction Specifications
(Exhibit A-6).
-
Project Elevation Drawings
or Virtual Tour (Exhibit A-7).
-
FF&E
Schedule (Exhibit A-8).
-
Reserved.
(Exhibit A-9).
Construction
-
Design/Build Construction Contract – Pre-Construction Phase
Services Agreement (Exhibit C-1).
-
Contractor Profile
(Exhibit C-2).
-
Contractor Personal Resumes
(Exhibit C-3).
-
Contractor Financial Statements
(audited - Exhibit C-4).
-
Contractor Bonding Capacity Letter
(Exhibit C-5).
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Contractor Guarantee of Completion & Gross Maximum Upset Price
(Exhibit C-6).
-
Value
Engineering Services Agreement (Exhibit C-7).
-
Value Engineering Report/Independent Cost Estimate
(Exhibit C-8).
-
Reserved.
(Exhibit C-9).
Development
-
Development Management Agreement
(Exhibit D-1).
-
Developer Firm Profile
(Exhibit D-2).
-
Developer Personal Resumes
(Exhibit D-3).
-
Project
Business Plan of Operations (Exhibit D-4).
-
Project Marketing & Advertising Plan
(Exhibit D-5).
-
Reserved
(Exhibit D-6)
Engineering
-
Site, Survey & Civil Engineering Firm Profile
(Exhibit E-1).
-
Site, Survey & Civil Engineering Personal Resumes
(Exhibit E-2).
-
Site, Survey & Civil Engineering Contract
(Exhibit E-3).
-
Property Surveys (metes & bounds, encroachment,
topo, etc. -
Exhibit E-4).
-
Approved Site Plan
(Exhibit E-5).
-
Approved Development Plat
(Exhibit E-6).
-
Structural Engineering Firm Profile
(Exhibit E-7).
-
Structural Engineering Firm Contract
(Exhibit E-8).
-
Structural Engineering Report
(Exhibit E-9).
-
Environmental Engineering Firm Profile
(Exhibit E-10).
-
Environmental Firm Personal Resumes
(Exhibit E-11).
-
Environmental Engineering Firm Contract
(Exhibit E-12).
-
Environmental Phase I Report
(Exhibit E-13).
-
MEP
Engineering Firm Profile (Exhibit
E-14).
-
MEP
Engineering Firm Personal Resumes (Exhibit
E-15).
-
MEP
Engineering Services Contract (Exhibit
E-16).
-
MEP Report
(Exhibit E-17).
-
Reserved
(Exhibit E-18).
Finance & Accounting
-
Project Market Feasibility Consultant Firm Profile
(Exhibit F-1).
-
Project Market Feasibility Consultant Personal Resumes
(Exhibit F-2).
-
Project Market Feasibility Analysis Report
(Exhibit F-3).
-
Project Pro Forma Financial Presentation Consulting Firm Profile
(Exhibit F-4).
-
Project Pro Forma Financial Presentation
(Exhibit F-5).
-
Project
Economic Key Milestone Goals (Exhibit F-6).
-
Entitlements Review
(Exhibit F-7).
-
Project Capital Funding Plan Proposal
(Exhibit F-8).
-
Construction
Loan Commitment(s), Mini-Perm Loan Commitment(s), Permanent Loan
Commitment(s), Mezzanine Loan Commitment, Private Placement Offering
Memorandum(s) & Related Documents (Exhibit
F-9).
-
Project
Accountant Firm Profile (Exhibit F-10).
-
Project
Accountant Personal Resumes (Exhibit
F-11).
-
Project
Accountant Consulting Agreement: (Exhibit
F-12).
-
Project
Auditor Firm Profile (Exhibit F-13).
-
Project
Auditor Personal Resumes (Exhibit
F-14).
-
Project
Auditor Consulting Agreement (Exhibit
F-15).
-
Project
Auditor's Report for Construction Completion (Exhibit
F-16).
-
Market
Feasibility Analysis Consulting Agreement (Exhibit F-17).
-
Pro
Forma Financial Presentation Consulting Agreement (Exhibit
F-18).
-
Reserved
(Exhibit F-19).
Legal & Organizational
-
Project Sponsor Incorporation Filings
(Exhibit L-1).
-
Project Sponsor By-Laws or Operating Agreement
(Exhibit L-2).
-
Proposed Project Sponsor Tenants-In-Common Fractional Unit
Syndication Contract (Exhibit L-3).
-
Project Sponsor Legal Counsel Firm Profile
(Exhibit L-4).
-
Project Sponsor Opinion Letters (tax, organizational, investment
entitlements, legal capacity, etc. - Exhibit
L-5).
-
Reserved
(Exhibit L-6).
Operations & Marketing
-
Property Manager’s Firm Profile
(Exhibit O-1).
-
Property Manager’s Personal Resumes
(Exhibit O-2).
-
Property Manager’s Services Contract
(Exhibit O-3).
-
Reserved
(Exhibit O-4).
Project Site
-
Title
(Exhibit P-1).
-
Title Insurance Specimen Copy
(Exhibit P-2).
-
Mortgage & Liens
(Exhibit P-3).
-
Utility “Will-Serve” Letters
(Exhibit P-4).
-
Project
Aerial Photographs & Locator Map (Exhibit P-5).
-
Evidence of Zoning for Intended Use
(Exhibit P-6).
-
Site
Real Estate Purchase & Sale Agreement (Sponsor/Project Site Seller
Agreement - Exhibit P-7).
-
Evidence of Construction Permitting Availability
(Exhibit P-8).
-
Flood Plain Certification
(Exhibit P-9).
-
Property
Insurance Binder - Property & Casualty (Exhibit P-10).
-
Syndicator's
Real Estate Purchase & Sale Agreement (Exhibit
P-11).
-
Reserved
(Exhibit-P-12).
Syndicate Comments
-
Architectural
Documents Comment File (Exhibit S-1).
-
Construction
Documents Comment File (Exhibit S-2).
-
Development
Documents Comment File (Exhibit S-3).
-
Engineering
Documents Comment File (Exhibit S-4).
-
Finance
Documents Comment File (Exhibit S-5).
-
Legal
Documents Comment File (Exhibit S-6).
-
Operations
Documents Comment File (Exhibit S-7).
-
Project
Site Documents Comment File (Exhibit
S-8).
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Do
You Know The Secret?
When it comes to commercial real
estate development finance, it doesn't matter whether you need to raise
$5 million or $50 million, the out-of-pocket costs, advance fees and
project due diligence costs will always require the same relative
investment dollars the promoters have to fund. Do you know what
that amount is? Do you know the Secret? |
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