506(b) vs 506(c): Marketing Rules for Real Estate Sponsors
General solicitation, verification after the SEC's March 2025 staff letter, and compliance-aware marketing that still fills the pipeline.
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Compliance & regulation
506(b) vs 506(c), verification, general solicitation, finders and disclosure: marketing that keeps your raise clean.
Guides
The complete guides
Accredited Investor Verification Under 506(c): A Workflow for Sponsors
Traditional verification methods, the March 2025 high-minimum approach, and how to keep verification from slowing your close.
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Should You Buy Accredited Investor Lead Lists?
What lists actually contain, the 506(b) and finder risks, and how owned audiences compare.
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Oil and Gas Investor Marketing: What You Can and Can't Say
A compliance-aware approach to ads, webinars and emails for oil and gas programs.
Read →How we market this
Tactics that work
What we do for sponsors in compliance & regulation, condensed into rules you can apply this week.
- Choose your exemption with counsel before writing a single ad.
- Keep a review log of every investor-facing asset.
- Never pay transaction-based fees to unregistered finders.
- Disclose compensation in any paid promotion (Section 17(b)).
Free tools & templates
Put it to work
From the archive
44 articles in this category
Senior Living: Compliance-Aware Marketing Deep Dive #10
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Senior Living: Compliance-Aware Marketing Deep Dive #7
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Senior Living: Compliance-Aware Marketing Deep Dive #6
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Senior Living: Compliance-Aware Marketing Deep Dive #5
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