Comprehensive Support for Advisors and Sponsors
From due diligence to investor relations, CM Pacific Capital provides turnkey services designed to ensure a consistent and professional experience throughout the entire offering process.
At CM Pacific Capital, our platform emphasizes diversification across multiple asset classes and sponsors. By partnering with established firms and offerings in a variety of real estate sectors, we provide financial advisors with access to carefully selected opportunities that support client portfolio strategies.
Examples include, but may not be limited to:
Industrial and distribution facilities, including e-commerce focused assets
Self-storage properties
Multifamily communities
Healthcare facilities
Student housing
Net lease properties
Land development projects
Opportunity zone investments
Specialty asset class funds
Our Services
At CM Pacific Capital, we provide turnkey support for both financial advisors and sponsors. Our services are designed to ensure consistency, professionalism, and transparency throughout every stage of an offering.
Legal Communications Support
We coordinate with securities counsel to ensure offering materials and communications are clear, accurate, and compliant throughout the process.
Third-Party Due Diligence Coordination
Our team manages communications with independent due diligence firms, helping to facilitate reviews and provide advisors with transparency.
Selling Group Development
We assist in building and strengthening selling groups by connecting advisors with qualified sponsors across multiple distribution channels.
Wholesaling Support
From funds to DST interests, we provide professional wholesaling support designed to expand reach and create a consistent process for sponsors and advisors.
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Disclosure: The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the "PPM") which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by CM Pacific Capital, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to the "targeted" goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. These "targeted" factors are based upon reasonable assumptions more fully outlined in the Offering Documents/PPM. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.
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