Sample Private Placement Memorandum for Real Estate Investment Company

Table of Contents

            1. Important Notes
            2. Summary of the Offering
                  2.1. The Enterprise
                  2.2. Securities Being Offered
                  2.3 Summary of Financial Statements
            3. Suitability Standards
            4. Risk Factors
                  4.1. Risks Related to the Business
                  4.2. Risks Related to the Offering
            5. Capitalization of the Company
            6. Sources of Funds and Use of Proceeds from the Offering
                  6.1. Sources of Funds
                  6.2. Use of Funds
            7. Dilution
            8. Plan of Distribution of Securities
            9. The Business of the Company
                  9.1. The Company
                  9.2. Investment & Growth Strategy
                  9.3. Properties
                  9.4. Property Management
                  9.5. Industry & Market Trends
                        9.5.1. Market Outlook for the Residential Housing Market
                  9.6. Competition
                  9.7. Employees
                  9.8. Corporate Headquarters
                  9.9. Legal Proceedings
            10. Management and Compensation
                  10.1. Directors, Executive Officers, and Key Employees
                  10.2. Director Liability and Indemnification
                  10.3. Executive Compensation
                  10.4. Change of Control Agreements
                  10.5. Benefit Plans
            11. Certain Transactions
            12. Principal Shareholders
            13. Description of Capital Stock
            14. Dividend Policy
            15. Restriction on Transfer
            16. Tax Considerations
                  16.1. Accounting Methods
                  16.2. Federal, State, and Local Taxes
                  16.3. Accountants
            17. Documents Available for Inspection
            18. Additional Information
            19. How to Subscribe
            20. Exhibits
                  20.1. Financial Statements
                        20.1.1. Projected Profit & Loss Statements
                        20.1.2. Projected Cash Flow Statement
                        20.1.3. Pro Forma Balance Sheet
                        20.1.4. Important Assumptions
                  20.2. Form of Subscription Agreement
                  20.3. Prospective Purchaser Questionnaire
                  20.4. Prospective Purchaser Questionnaire (Entities)
                  20.5. Glossary of Terms
 

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