Private Equity Fundraising

How Exit Strategies Work for Boutique Senior Living Fund Investors

Understanding Liquidity in a High-Touch, High-Impact Asset Class Investing in boutique senior living funds like Shepherd Premier offers the dual promise of impact and income—but also introduces unique liquidity dynamics. Unlike public REITs or stocks, these investments are rooted in private equity structures, typically governed by Limited Partnership Agreements (LPAs). That means exits are structured, […]

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Avoiding Pitfalls: Lessons Learned from Other 506C Funds

Raising capital under Rule 506(c) of Regulation D offers private equity funds the advantage of general solicitation, provided that all investors are accredited and proper verification procedures are followed. However, several funds have encountered challenges that serve as cautionary tales for others in the industry.retiregenz.com+4Carnegie Mellon University+4SlidePlayer+4 1. Inadequate Verification of Accredited Investors Some funds

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