fund-formation-toolkit
CommunityEnd-to-end CRE fund formation playbook.
Authormariourquia
Version1.0.0
Installs0
System Documentation
What problem does it solve?
The toolkit provides a comprehensive, end-to-end playbook for CRE fund formation, enabling sponsors to design compliant entities, draft PPMs, coordinate K-1/tax workflows, and align GP/LP terms with market standards.
Core Features & Use Cases
- Entity-structure recommendations for syndication, blind-pool funds, or REIT formats
- PPM drafting guidance with Reg D compliance framework and risk disclosures
- K-1/tax coordination templates, including UBTI/UDFI considerations for tax-exempt investors
- Governance, conflicts, and LPAC design considerations for emerging managers
- Use case: sponsor evaluates between syndication vs fund structures and prepares an initial term sheet
Quick Start
Provide a complete formation framework for a hypothetical $75M CRE fund, including term design, regulatory approach, and a draft PPM outline.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: fund-formation-toolkit Download link: https://github.com/mariourquia/cre-skills-plugin/archive/main.zip#fund-formation-toolkit Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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