cherrytree group llc logo

Cherrytree Group LLC Blog

RSS Grab the Cherrytree Group Real Estate Blog feed

Get e-mail notifications of new blog posts! Enter email address below.

Delivered by FeedBurner


Set Up a Private Equity Fund to Buy Notes

Tuesday, March 06, 2012 Warren Kirshenbaum

If you want to get access to better, bigger note deals you need more money. You can earn it, you can borrow it, or you can find some people with it and pool your money.

In the following podcast, Warren Kirshenbaum, a successful attorney who has been helping investors assemble successful private equity offerings for some time, discusses capital raising questions related to assembling a mid-7 figure fund.

Some of the things covered in the podcast include:
  • What type of legal structure do I have to have to invest with other people’s money?
  • What are my options for compensation for myself from the fund?
  • What sort of equity should/can I retain?
  • What rules or regs do I need to be aware of before I start soliciting investors for funds?
  • Who can (or should!) invest with me?
  • How do I determine what I should set for a minimum level of participation?
  • What are some acceptable ways to find investors? Who can help me with that?
  • What happens if an investor wants out?
  • What does it cost to put this all together?

Listen to the Podcast!

You must have Flash plugin installed/enabled to view Audio Player.


Click to Get the Podcast

Capital is capital, it doesn’t matter if you’re looking to raise it to buy real estate, notes or other assets, what we talk about in this podcast likely applies.

It’s important to note that we are not providing legal advice. You should seek out personal advice from Warren or someone like him before you attempt any of the things we talk about in this podcast.

Recent Posts


Radio Entrepreneurs federal historical tax credits new markets investments production tax credit Cape Cod credit line funding REAL program federal ITC non-bank resources for capital funding massachusetts non-profit real estate business asset landfill gas facility wind power technology build a wind farm wind incentive Brownfields Tax Credit process green standards historic preservation tax credit, Boston tax-excempt bonds brownfields tax incentives, Boston expensive to produce negative environmental effect LIHTCs renewable energy, Boston wholesale acquisitions renewable energy tax credit, Boston capital historic remediation, MA real estate investment, Boston historic tax credit new market Tax Credit tax credits on brownsfields Martha's Vineyard investment tax credits Massachusetts brownfields tax credits, MA foreign investors hydro electric power engery credit, MA private equity' midterm elections renewable tax credits, Boston business capital brownfields solar investment tax credit 1603 Treasury Grant community development financial institutions commercial real estate lawyer movie tax credit renewable energy facility commercial tax credit site remediation asset stripping business loans affordable housing BP Gas station owners Massachusetts tax credit program economy thayer morgan real estate lawyer, MA federal tax credit, Boston rehabilitation of historic buildings, Boston what is Brownfields tax credit, Boston construction jobs power generation, MA solar power project development extending Brownfields tax credit, Boston converting tax credits to cash financing EB-5 workforce development rehabilitation trash facility federal government sydicator of tax credits business multitude of renewable resources brownfields redevelopment energy efficient property wind production tax credit REITS Radio Entrepreneurs Show Money Matters Radio wind energy tax credit real estate investment trusts, Boston income tax credit boycotting BP gas stations investment objectives tax credit consultant tax credits, MA brownfields, CT equity investments Massachusetts Contingency Plan cleantech NYC tax credits real estate lawyer brownfields tax credit, Boston commercial tax credits, Fall River Plymouth, MA New Markets Tax Credit, Boston tax-credit program real estate, Boston commercial real estate investment state tax credits sources of funding how REITs works biodiesel Housing Development Incentive Program tax credit brokers and syndicators commercial wind power making money with commercial real estate federal tax incentives, Boston solar and wind power deepwater horizon oil spill federal tax Credit Business Financing Massachusetts Brownfields Tax Credits obtaining capital commercial leases federal low income housing tax credit preservation of historic buildings historic rehabilitation tax credit FERC borrow money development in Massachusetts brownfields laws wind energy credit RI wind tax credit ITC wind energy credits LSPA, Boston renewable energy historic tax credits, Boston wind subsidies Brownfield sites, Boston commercial tax credit attorney historic rehabilitation tax incentives, Boston EB-5 Regional centers qualified energy conservation bonds geothermal monetization of ITC, Boston ITC, Boston building improvements renewable resources low-income neighborhoods remedy operation status HUD insured mortgages monstrous oil spill methods of renewable energy production economic slump tax breaks polluted sites tax credit, New Bedford renewable energy credits, Boston market rate housing tax credit, MA Historic rehabilitation tax credits wind engery tax credit, MA state historical tax credits tax advantages, Boston wind farm tax credit Historic tax credits, MA federal new market tax credits private sector investment distressed asset investment fund new market tax credit capital finance renewable energy projects small business Massachusetts gas station owners microturbines San Jose market rate program, MA tax credits for historic rehabilitation non-renewable energy sources hydro energy production business solar investment tax credit environmental remediation tax credits commercial tax credits, MA MA Massachusetts film tax credit private sector investments RECs CherryTree Group renewable energy credit real estate investment trusts Seattle Historic credits, RI historic preservation tax incentives, Boston Historic tax credits, RI rural energy for america program Brownfields Act, economically distressed areas, Massachusetts Brownfields Tax Credits, Massachusetts Contingency Plan, MGL Ch 21E, RAO, remedy operation status, renewable energy, sale of tax credits, tax advantaged development, tax credit syndication, tra the difference between tax credits and tax deductions visas for buying homes business investment energy production tax credits for development developing real estate in MA brownfields projects, Boston real estate properties financial incentives to develop real estate in MA Chapter 40B explained owns a property that may be a Brownfields site Massachusetts BTC brownfields redevelopment, MA loaning money to consumers brownfields Credits, MA renewable energy, MA monetizing your tax credits solar pilot program film tax credit money, MA renewable energy incentives informational technology downturn real estate investments tax credits to fix up historic buildings devastating environmental damage investments in solar energy Boston Brownfields Tax Credit Applications value-added services ITC for non-profits tax credit consultant, Boston federal energy regulatory commission renewable energy tax credits, MA transfer of tax credits heat and power solar power Chicago investing in surface lots ROA historic building tax credit, New Bedford environmental remediation BTC's, Boston Brownfields sites wind power capped landfills Commercial Real Estate Loan Amortization Periods tax incentive deals american recovery and reinvestment act commercial tax credits, Boston Brownfields tax credit, Massachusetts developing real estate, MA outsourcing brownfields tax credit, MA Former Getty owners REITs, Boston private equity offerings, ma biomass power brownfields tax credits economically distressed areas Massachusetts historic rehabilitation tax credit tax credit broker tax credits speaker series solar energy array projects destructive oil spill Historic PreservationTax Credit distressed asset investment fund, ma environmental remediation projects cost of producing renewable energy commercial real estate clean technology site clean up, Boston ITCs new housing developments solar energy development new markets Kirshenbaum Law, Cherry Tree, LLC, Real Estate, MA Money Matters solar renewable energy credits solar initiatives Boston Marathon low-income housing tax credits Brownfields Act, MA historic rehabilitation tax credits, Boston solar energy production investments Yelena Tsvaygenbaum PTC CHAPA energy efficient tax deductions recession community development LSP's Boston Historic Boston solar energy tax credit rehabilitate properties tax credit programs, New Bedford selling tax credits LIHTC tax credits expiring tax credits Brownfields tax credt, Boston largest accidental marine oil spill Quincy Broad Medows Salt Marsh solar system tax credits for gateway cities, New Bedford portability of tax credits real estate attorney state historic tax credit commercial real estate investments historic tax credit, Boston Housing Development Incentive Program, MA fuel cell initiatives thayer morgan interivew infrastructure investment historic rehabilitation credits free up capital solar expansion financing solar installations solar power initiative cherrytree group llc private equity offerings venture development capital MA 1603 Grant recapture 50% of remediation expenses, Boston brownfields tax credit ROS small residential properties SRECs weak economy renewable energy industry power generation, Boston production tax credit, Boston banking community block grants renewable energy projects, Boston Massachusetts tax credits Project Hope film tax credit incentives REIT industry federal tax credits The Cherrytree Group massachusetts BTC program, Boston renewable energy program Nelson Mandela solarize Massachusetts finance tax incentives and credits QECBs real estate development commercial rehabilitating historic buildings, Boston build green wind tax credits, Boston federal historic tax credit, Boston historic rehabilitation tax credit, Boston residential real estate cleantech capitals commercial energy tax deductions wholesale energy Massachusetts Brownfields Tax Credit Applications tax credits, RI borrowing by small businesses renewable energy tax credits renovation projects environmental projects tax credits for wind power, Boston commercial real estate owners tax credit programs investing in real estate in MA commercial buildings laws of Brownfields gasoline price fixing Brownfields sites, MA Quincy, MA solar energy venture capital energy tax credit partial equity participation energy companies renewable engery credit, MA restoration projects historic preservation tax credits, Boston energy tax credits RAO capitalism tax credits for environmental clean up, Boston Historic credits visas for imigrants tax deductions investing in commercial real estate new market credits investing in commercial real estate, Boston investors in renewable energy money lending Historic Preservation Investment Tax Credit development of the renewable energy industry cleantech cities investment tax credit Brownfields Tax Credits, MA SREC renewable energy expensive to produce Brownsfield tax credit tax break for renewable energy projects Massachusetts BTC, Boston tax credt REIT sale of a tax credit Massachusetts brownfields tax credit ITCs, MA The Transactional Law Group - MA BTC credits, Boston distressed assets energy systems wind investing in surface parking lots Warren Kirshenbaum commercial building tax deductions equity requirements real estate tax credit investments foreign investment alternate funding motion picture tax credits brownfields tax credits, Boston brownfields tax-credit program EPA brownfields grant money rownfields Act investing in apartment projects, MA wind farm development Brownfields credits commercial properties selling tax credits for cash tax credit consultants, Boston real estate strategy tax advantaged development distressed asset sales tenant representative solar investment tax state film tax credits, MA preservation of mills Historic tax credits developers, Boston, MA invest in development projects tax credits, Boston brownfields redevelopment, CT brownfields, MA American Recovery and Reinvestment Act of 2009 - Section 1603 capital line funding capital requirements tax deductions tax relief San Francisco BTC, Massachusetts independent gas station owners solar energy credits tax credit syndication renewable energy funding 40B credited with spurring upwards of 80% new development tax credits for developers commercial tax credits renewable energy tax credit buy real estate, MA state tax credits, MA low income housing tax credits marine and hydrokinetic, solar solar installations wind energy tax credit, Boston brownfields credits, Boston ITCs, Boston office space MA Brownfields tax credt Brownfields program, Boston solar capacity Federal Historic PreservationTax Credit multi-family housing, MA fuel cells alternative funding sources more control over financing costs investment into business depressed and booming markets tax credits for remediation renewable energy credits, MA contractors, Boston, MA tax credits to help economy tax incentives on-site power generation examine tax credits commercial tax credts, Boston federal historic tax credit offshore wind new market tax credits economic development bill, MA property-tax savings solar facilities Federal Historic Rehabilitation Tax Credit federal tax credits, Boston Kirshenbaum Real Estate solar farms credits multi-family apartments tax credits for contaminated property Brownfields programs NMTC capital raising questions, MA NIMBY not in my back yard geothermal power new york pops urban redevelpment multi-family construction state historic tax credits film credits, MA BTC program, Boston PTC, Boston investment tax credits, MA renewable energy tax credits, Boston tax credit to spur redevelopment Brownfields tax credit program Massachusetts brownfields tax credits, Boston disaster relief, Boston Massachusetts Brownfields tax credit, Boston Boston's one fund invest in real estate hedging transactions private equity offerings foreign capital distressed asset investment Commonwealth Solar Rebate Program Federal Historic PreservationTax Incentive Program solar power development LIHTC debt-service list of brownfields sites new energy technologies solar projects wind power, Boston investment tax credtis, Boston new markets tax credits film tax credit, Boston EB-5 Green Card Program sale of renewable energy credits federal investment tax credit RECs, MA Lillian Clark community rehabilitation engery tax credit, MA buy commercial real estate, MA Housing Development Incentive Program, Quincy REIT investments brownfield redevelopment, CT renewable energy jobs large capital projects credit for income producing properties renewable energy tax break green energy projects private investments Brownfields tax credt Louisianna Transactional Law Group citizens housing and planning association deduction for energy efficient buildings monetize a renewable energy tax credit, Boston clean energy private equity, MA BTC application process, Boston production tax credtis, Boston film tax credits, MA renewable energy certificates Brownfields program, MA state and federal tax credits, Boston renewable energy development solar panels Brownfields tax credt, MA solar ITC historic preservation tax credit HTC, Boston converting tax credits to cash, MA Brownfield tax credits, Boston Brownfields tax credit application process, Boston investing in apartments, MA Brownfields tax credt program, Boston Rhode Island economics of environmental projects Broad Medows Salt Marsh private equity American Renewable Energy and Efficiecy Act, Boston real estate projects Massachusetts Ballot Questions, Question 2 Explained extension of BTC, Boston construction clean energy projects news Brownfields tax credit program, Boston economic growth HTC develop renewable energy systems Austin permitting procedure Gulf Coast victimized biomass facilities production tax credits MGL Ch 21E new market program Response Action Outcome historic rehabilitation BTC gasoline market manipulation historic rehabilitation, Boston raising capital, MA Summertime Economy in Boston brownfields projects, MA brownfields tax credit, CT small business loans capital funding invest in commercial real estate Historic rehabilitation tax credits, MA renewable energy credits new markets tax credit program Fim Tax Credit revenue oil spill global energy demand historic and low income housing historic property preservation, Boston commercial real estate in MA renewable energy tax credtis, Boston energy self sufficient new normal tax credit sydication energy efficiency improvement projects sustainable technology commercial real estate attorney green energy Chapter 40B vote results invest BTC, Boston equity Massachusetts state tax credits BTC program commercial tax credit program, MA new clean power generation investing in parking lots film tax credit solar energy properties disaster recovery assisstance, Boston renewable energy grants commercial tax credits, Lowell BP oil spill tax planning strategies declining property values tax credits for cleaning up property gas station loss of income tax advantages Fim Tax Credits commercial tax credits, New Bedford real estate attorney, ma Massachusetts residential properties solar energy markets secure capital brownfield cleanup program Cape Wind traditional funding sale of tax credits tax credits investment tax credit for non-profits real estate deals federal and state tax credits community development entity hydro power distressed asset investing american symphony orchestra