Fundraising Best Practices for Private Equity Real Estate

Private equity real estate sponsor shaking hands with an investor in a modern office.

Successful fundraising in private equity real estate requires the right mix of technology, disciplined processes, and experienced fundraising administration. Investor management platforms eliminate roadblocks, streamline the subscription process, and create a seamless investor experience. A disciplined fundraising process, anchored by an offering memorandum and firm overview presentation, ensures clear communication and smooth execution from outreach … Read more

5 Reasons Why Private Equity Real Estate Sponsors Underutilize Investor Management Platforms

Sponsors often invest in investor management platforms but fail to properly implement the software, leaving the tools underutilized. Poor system documentation, unintuitive user interfaces, and lack of experience make adoption difficult and discourage regular use. Without proper implementation, maintenance, and controls, sponsors tend to lose confidence in investor managements platforms and revert to manual processes. … Read more

An Overview of Fundraising Management in Private Equity Commercial Real Estate

A woman managing a fundraising initiative involving multiple parties.

Key Takeaways Fundraising management is a structured, end-to-end process that ensures capital is raised efficiently and professionally. A successful fundraising initiative requires preplanning to acquire the right tools and identify people with the experience necessary to drive the initiative to completion. By implementing a fundraising management solution, commercial real estate sponsors can benefit from better … Read more

The Importance of an Offering Memorandum in Private Equity Commercial Real Estate

A man and woman shaking hands over a completed deal.

Key Takeaways Offering Memorandums (OMs) are a key component of the equity raising process, but many firms lack a structured approach, resulting in underwhelming documents that fail to capture investor interest. A well-crafted OM follows a systematic process, ensuring clarity, accuracy, and customization for each deal, thereby boosting investor confidence. Lexcraft Advisors specializes in producing … Read more