Second in a series detailing how one lender is navigating the daunting task of establishing a private money fund. In Phase I of our fund management journey, my fund partner Eric Saiki and I relied heavily on the American Association of Private Lenders (“AAPL”) as a resource. AAPL provided the tools and connections to help [...]
Filing, withholding, and composite regulations can change from year to year—and from state to state. Fund managers need to understand the tax impacts, withholding obligations, and filing requirements of conducting business or owning property in multiple states. A private lending fund is generally set up as a limited liability company (LLC) or limited partnership (LP), [...]
Here's how one lender is navigating the daunting task of establishing a private money fund. Last spring, I began meeting twice a week with a longtime friend and colleague, Eric Saiki, to pursue the establishment of a private mortgage fund. Saiki is a litigation attorney who represents businesses in a variety of matters. There is [...]
With some creativity, flexibility, and patience, the challenges of 2021 can become opportunities for your fund in 2022. Most major metro markets have seen steady price and income growth in 2021, particularly in the residential sector. Fortune Magazine recently reported: “Instead of creating a housing bust, the pandemic helped spur one of the most competitive—and tight—housing [...]
Hiring a knowledgeable fund administrator can help relieve you from non-core, operational back-office functions and enhance your business A growing trend among investment fund managers is to outsource back-office accounting and administration. Outsourcing allows fund managers to focus on deal making and securing capital while an independent third party manages regulatory compliance, risk mitigation, and [...]
In “An Insider’s View of Fund Management,” an article in the Winter 2021 issue of Private Lender, we intentionally left readers hanging about why Nexus Private Capital didn’t follow conventional wisdom when it came to choosing a structure for its fund. This article picks up where the prior one left off. It explains why you [...]
Ongoing pandemic spurs IRS decision to renew relief measures. In the recent IRS Notice 2021-10, the regulatory agency extended relief to Opportunity Zone Funds due to ongoing concerns stemming from the coronavirus. The announcement essentially renews the prior relief measures implemented via IRS Notice 2020-39, which expired at the end of 2020. The following is [...]
Here’s an overview of what you need to know if you plan to launch your own fund—or if you’re just curious about how funds work. This is the first in a short series of articles about the practical aspects of fund management. There’s a lot to cover, but the goal is to give you a [...]
Are you a private lender? Nonconventional lender? Mortgage broker? It’s essential for you, as a private lender, to remember that if you are raising capital from investors, you are selling securities, and you need to consider local and/or federal securities regulations. There are many misconceptions and myths in the private lending industry when it comes [...]
Funds can help you diversify your risk and save you time. When you decide to invest, it’s important to conduct an appropriate amount of due diligence. That due diligence takes time. But how much time do you have, and how much do you know about the business you want to invest in? A direct investment [...]
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