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


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