OPEN BOOK investing is a process that requires careful analysis and direct access to off-market deals.

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 We understand that investors rely on deal sponsors for opportunities, and they rely on us to help provide suitable and transparent information.

We enable Sponsors to present alternative investment options coupled with clear risk analysis.  We help educate our Sponsors and Investors on a wide range of alternative real estate investment structures and options, so that together they can build long- term relationships and develop a diverse portfolio of fine-tuned investments with the appropriate degree of risk.

 

The OPEN BOOK offers investors an online platform to review significant private deals and to accelerate the due diligence process by:

  • Reducing the cost of deal acquisition
  • Reducing the cost and time to examine a private security offering
  • Reducing the risk of regulatory compliance issues
  • Providing online distribution of PPM’s and project level data
  • Linking investors to a broader network of off-market deals
  • Allowing investors to initiate project reviews without costly initial meeting.
  • Filtering sponsors to match investment criteria.
  • Automating document generation and signatures.
  • Eliminating paper and improving efficiencies.
  • Building efficient workflows to maximize staff efforts.
  • Providing collaboration among all stakeholders to supply, collect, view, review and approve documents.

 

We believe that investing in OPEN BOOK Deals”  provides the best risk-adjusted return on capital.

 

 

Call now to learn more: 954-650-6798