Investor Due Diligence 101: What to Expect When Joining a Real Estate Fund

  • Review of PPM, Subscription, and Operating Agreements
  • Understanding K-1s (especially for SDIRA/LLC investors)
  • Overview of performance updates and redemption rules
  • Live Q&A on compliance, filings, reporting
    Target Audience:
  • First-time fund investors
  • SDIRA/LLC-based investors

Anyone needing full clarity before investing
Notes: Key session for closing hesitant but serious leads