Catherine BellEmpowering Women to Create Financial Freedom Through Passive Income, Real Estate, and Social Impact

Unlock Investor Clarity: A3 Disclosure & Real Estate Debt Explained #shorts

1 Aug 2026 · 1 min

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0:46

In this short, the speaker outlines how to present a clear A3 disclosure by itemizing a $50,000 due‑diligence cost and a $100,000 acquisition fee, making the investor’s path transparent. They also explain the strategy of isolating each vertical within a fund so that a failure in one vertical does not contaminate the entire fund. Finally, the speaker describes a real‑estate debt structure where the sponsor writes the loan terms as if they were a bank, and investors receive a share of the interest‑only payments, effectively acting as a passive lender.

Chapters

We're going to do a $50,000 due diligence cost, $100,000 acquisition fee, and break all that down within that. So that in that A3, we're able to do all that because then it makes it simpler for the investor to know, okay, that's just the path I'm on. And not only that, but if we have a vertical that does go south, the entire fund's not infected by whatever happened on a vertical that failed. So scroll a little bit here. It shows some of the deals here. It shows like a real estate debt structure. Down a little bit. There you go. That's fine. So the real estate debt structure, for example, is where we basically write out the terms as though we're the bank. They're signing a bank loan. And then our investors are getting, are getting a portion of that, of that interest-only payment, if you will.