Resources
October 11, 2023
Explore Verivest’s Support Library
Our Support Library contains informative articles, step-by-step guides, and FAQs designed to address a wide range of topics for both managers and investors.
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September 26, 2023
How to Read A Schedule K-1 From A Real Estate Investment
Understanding your K-1 is crucial for tax planning in your fund. With expert help, you can use it to track investment gains, losses and income, and better manage your real estate portfolio.
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September 26, 2023
Five Ideas for Optimizing Portfolio Performance as a New Real Estate Fund Manager
Maximize portfolio performance: adjust strategies, review costs, monitor assets, stay updated on trends, and collaborate with experts for informed decisions. Grow capital, and control risk.
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September 25, 2023
Are You Struggling with Active Deal Flow to Present to your Investors?
Boost deal flow with clear strategies, effective evaluations, and strong relationships. Preparation and dedication are key to success.
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September 7, 2023
Fund Financial Basics and Accounting Practices
Effective investment management: understand financial statements, concepts, due diligence, and expert consultation; make informed decisions.
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February 15, 2024
Letter from the CEO
With the results of Superbowl LVIII recently booked, I thought it appropriate to quote the late, great Vince Lombardi to kick off this introduction letter (please excuse the football pun). I’m excited to have stepped into the CEO role late last year, and I think that Coach Lombardi’s leadership and coaching philosophies are a fantastic parallel to my approach and what I plan to focus on here at Verivest.
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February 1, 2024
Case Study: Establishing a Smooth and Adaptable Fund Operations Process with Verivest
Dove deeper into the world of funds with TF Management CEO, Mike Zlotnik.
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January 9, 2024
A Tax Preparation Guide for Fund Managers
Ensure smooth fund reporting by maintaining accurate documentation, having effective communication, and staying updated with IRS regulations.
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December 18, 2023
Why Now Might be a Great Time to Launch a Real Estate Fund
A fully capitalized fund allows you to seize opportunities, but it takes time to build. Start evaluating markets now to determine if you can establish such a fund.
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November 15, 2023
Raising Capital in Blind Pools
New managers must understand the distinct profiles of one-deal-at-a-time & blind-pool investors. Raising capital requires a new approach, toolkit, & skills to identify, understand, & appropriately message to these different investors.
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November 15, 2023
What is the REAL Liquidity in a Fund?
Liquidity, capital structure and market cycles greatly affect fund performance. Managers should predict and model downturns, while investors must assess the fund's true dynamics.
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November 9, 2023
Planning Your Exit Strategy
Planning a Fund exit strategy needs careful analysis, clear goals, portfolio evaluation, investor communication, and tax consideration.
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November 3, 2023
Want to Raise Capital? Know Your Offering
Creating a fund is more than drafting a PPM; it's understanding its workings, key issues and structure. As a manager, be prepared to confidently raise capital post-launch.
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October 27, 2023
Single Deal vs. Blind Pools - Pros and Cons
Exploring active vs passive investors, their traits matter for fund managers. We'll discuss individual deals vs blind pool investments.
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October 24, 2023
Insights from a Seasoned Real Estate Fund Manager: Ray Mazzie
Engaged with Ray Mazzie, Co-Founder of Southern Waters Capital, to gain insights into real estate fund management & capital raising strategies.
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October 20, 2023
When Is the Right Time to Start a Fund?
"Start a 506 Reg D fund now or wait?" There's no ideal time. Don't let life's hurdles stop you from pursuing challenging goals.
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October 13, 2023
The Importance of Being Strategic
For a fund, it is important to design and combine your tactics with the long-term strategy in mind.
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October 3, 2023
To “Fund” or Not to “Fund”?
Launching a fund is challenging but achievable. Small originators have created profitable funds with the right strategies and integrity.
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September 28, 2023
Manager Interview: Max Sharkansky
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September 28, 2023
Manager Interview: Will Thier
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September 28, 2023
Manager Interview: Kellen Stevens
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September 28, 2023
Manager Interview: Ryan Parson
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September 27, 2023
Manager Interview: Jay Zollinger
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September 27, 2023
The Five Functions of a Fund Manager
To be a potentially successful manager, master these 5 key areas: origination, underwriting, asset management, fund administration, and capital raising.
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September 26, 2023
How to Raise Capital and Make Investments as a Fund Manager
Navigating a growing fund involves stakeholder analysis, financial assessment, risk evaluation, networking, thorough research, and strategic decision-making.
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September 26, 2023
How to Become a Real Estate Investment Manager
Raising capital successfully involves trust-building, education, timing, social proof, and compliance with laws. Partnering can provide benefits and better terms.
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