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Midpoint Financial Services has developed a broad network of investment sponsors comprised of some of today's leading real estate investment companies. We are able to provide our clients with access to some of the most coveted private investment programs on the market.
Midpoint's team of advisor's work diligently to provide their clients with offering documents in a timely fashion, answer any questions regarding specific investment programs, assist with the completion of paperwork and manage the closing process.
Our program sponsors acquire, manage, operate and divest real estate assets directly owned by those individuals or entities that invest in their offerings. Each investment offering that we present to our clients is summarized in a Private Placement Memorandum or PPM. This offering document provides prospective investors with comprehensive information regarding the proposed investment. Some of the pertinent information provided includes:
- Overall Business Plan
- Offering Structure or Type
- Assets Being Acquired (Buildings, Land, Etc.)
- Summary of Market Conditions
- Sponsor Background Information
- Past Performance Tables
- Legal Opinions (if applicable)
- Financial Models and Assumptions
The Offering Memorandum (PPM) is part of an investor kit that includes brochures, virtual tours (when available), subscription procedures and related documents. For information regarding our current investment offerings or to request an investor kit, please contact us toll free (800) 409-1031.
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