All Countries
Capital Markets
Private Placement Memorandum (Real Estate)

Private Placement Memorandum (Real Estate) Template for Belgium

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Private Placement Memorandum (Real Estate)

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Private Placement Memorandum (Real Estate)

"I need a Private Placement Memorandum (Real Estate) for a €50M mixed-use development project in Brussels, targeting institutional investors and family offices, with a planned first closing in March 2025; the document must include detailed development plans and environmental certifications."

Celebrated by
Collaborations with
Investors
Document background
A Private Placement Memorandum (Real Estate) is a crucial document used in Belgian real estate investment offerings when raising capital from qualified investors without a public offering. It's typically employed when seeking to raise substantial investment for real estate acquisitions, developments, or portfolio expansions while maintaining compliance with Belgian securities laws and FSMA regulations. The document provides comprehensive information about the real estate opportunity, including detailed property analysis, market conditions, financial projections, risk factors, and investment terms. It's structured to comply with Belgian private placement exemptions while offering sufficient detail for informed investment decisions. The PPM serves both as a legal compliance document and an investment marketing tool, commonly used by real estate investment firms, development companies, and fund managers operating in the Belgian market.
Suggested Sections

1. Important Notice and Disclaimer: Legal disclaimers, distribution restrictions, and investor warnings

2. Executive Summary: Overview of the investment opportunity, key terms, and highlights

3. Investment Highlights: Key attractive features of the investment opportunity and property

4. The Property: Detailed description of the real estate asset(s), location, features, and current status

5. Market Analysis: Overview of the relevant real estate market, trends, and competitive analysis

6. Investment Strategy: Detailed plan for value creation, management approach, and exit strategy

7. Financial Information: Historical financials, projections, and key performance metrics

8. Risk Factors: Comprehensive discussion of investment risks and mitigating factors

9. Terms of the Offering: Detailed investment terms, minimum investment, and subscription process

10. Management Team: Profiles of key team members and advisors

11. Tax Considerations: Overview of relevant Belgian tax implications for investors

12. Regulatory Information: Relevant regulatory framework and compliance requirements

13. Subscription Instructions: Process and requirements for participating in the offering

Optional Sections

1. Environmental Assessment: Detailed environmental analysis and certifications, required if property has potential environmental concerns

2. Development Plans: Detailed construction or renovation plans, included for development projects

3. Track Record: Past performance of similar investments, included if sponsor has relevant history

4. Property Management: Details of property management arrangements, included for actively managed properties

5. Co-Investment Structure: Details of co-investment arrangements, if applicable

6. Currency Considerations: Required for investments marketed to non-EU investors

7. Legal Structure: Detailed corporate structure information, required for complex investment vehicles

8. Financing Terms: Details of any leverage or financing arrangements, if applicable

Suggested Schedules

1. Subscription Agreement: Legal agreement for investing in the offering

2. Property Photographs and Plans: Visual documentation of the property

3. Financial Projections: Detailed financial models and assumptions

4. Technical Due Diligence Report: Summary of technical property assessment

5. Legal Due Diligence Report: Summary of legal review findings

6. Property Valuation Report: Independent property valuation

7. Corporate Documentation: Relevant corporate and registration documents

8. Tax Opinion: Detailed tax analysis from qualified advisors

9. KYC/AML Requirements: Required documentation for investor verification

10. Historical Financial Statements: Past financial performance documentation

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Accredited Investor
Administrator
AIF
AIFM
Applicable Law
Appraisal
Asset Management Agreement
Asset Manager
Belgian Companies Code
Business Day
Capitalization Rate
Closing
Commitment
Company
Completion Date
Subscription Agreement
Control
Distribution
Due Diligence
EBITDA
Environmental Laws
Equity Interest
EUR
Exit
FSMA
Fund
Gross Asset Value
Hedge
Holding Period
Investment Committee
Investment Company
Investment Objective
Investment Period
Investment Strategy
Investor
Key Person
Leverage
Limited Partner
Management Agreement
Management Company
Management Fee
Market Value
Material Adverse Change
Net Asset Value
Net Operating Income
Offering
Operating Expenses
Partnership
Performance Fee
Portfolio
Portfolio Company
Preferred Return
Property
Property Manager
Prospectus Law
Qualified Investor
REIT
RREC
Securities
Share
Shareholder
Sponsor
Subscription
Subscription Amount
Tax
Term
Transfer
Valuation
VAT
Clauses
Investment Terms
Subscription Rights
Risk Factors
Investment Strategy
Property Description
Market Analysis
Financial Terms
Management Rights
Distribution Policy
Transfer Restrictions
Withdrawal Rights
Valuation Methodology
Fees and Expenses
Tax Considerations
Regulatory Compliance
Investor Eligibility
Due Diligence
Environmental Compliance
Property Management
Asset Management
Reporting Requirements
Governance Rights
Conflict of Interest
Confidentiality
Anti-Money Laundering
Investment Process
Exit Strategy
Co-Investment Rights
Amendment Provisions
Termination Rights
Indemnification
Legal Compliance
Data Protection
Force Majeure
Notices
Governing Law
Dispute Resolution
Representations and Warranties
Insurance Requirements
Property Rights
Development Rights
Relevant Industries

Real Estate

Investment Management

Financial Services

Property Development

Commercial Property

Residential Property

Industrial Property

Retail Property

Hospitality

Healthcare Real Estate

Office Space

Logistics

Mixed-Use Development

Relevant Teams

Legal

Investment

Real Estate

Compliance

Finance

Risk Management

Asset Management

Investor Relations

Due Diligence

Property Management

Transaction Advisory

Portfolio Management

Treasury

Tax

Relevant Roles

Investment Director

Real Estate Fund Manager

Legal Counsel

Chief Investment Officer

Property Development Manager

Financial Controller

Compliance Officer

Real Estate Asset Manager

Investment Relations Manager

Chief Financial Officer

Risk Manager

Property Portfolio Manager

Transaction Manager

Due Diligence Manager

Investment Analyst

Real Estate Valuation Expert

Industries
Belgian Prospectus Law: Law of 11 July 2018 on public offerings of investment instruments - governs the requirements for private placements and exemptions from full prospectus requirements
FSMA Regulations: Financial Services and Markets Authority regulations regarding investment offerings and financial promotions in Belgium
Belgian Civil Code (Property Law): Articles relating to real estate ownership, transfer, and rights - particularly Book 3 on Property Law
Belgian Companies and Associations Code: Code governing corporate structures, particularly provisions related to investment vehicles and real estate companies
Belgian AIFM Law: Law of 19 April 2014 on Alternative Investment Fund Managers, if the real estate investment is structured as an alternative investment fund
Belgian Income Tax Code: Tax regulations affecting real estate investments, rental income, capital gains, and investor taxation
Belgian AML Law: Law of 18 September 2017 on prevention of money laundering and terrorist financing - relevant for investor verification
Belgian Consumer Protection Law: Book VI of the Economic Law Code regarding market practices and consumer protection, applicable when dealing with retail investors
RREC Legislation: Law of 12 May 2014 on Regulated Real Estate Companies (SIR/GVV) if the structure involves a regulated real estate company
European GDPR: General Data Protection Regulation as implemented in Belgian law, relevant for handling investor personal data
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Placement Memorandum

A Belgian law-governed document for private securities offerings, providing comprehensive investment information while complying with Belgian and EU financial regulations.

find out more

Investment Memorandum

A Belgian-law governed document providing comprehensive information about an investment opportunity, complying with local and EU financial regulations.

find out more

Investment Memorandum (Real Estate)

A Belgian law-governed document outlining a real estate investment opportunity, including property details, financials, and investment terms for potential investors.

find out more

Private Placement Memorandum (Real Estate)

A Belgian-law governed investment offering document for private real estate investments, providing comprehensive property and investment information while ensuring compliance with Belgian securities regulations.

find out more

Offering Memorandum (Real Estate)

A Belgian-law compliant document presenting detailed information about a real estate investment opportunity, including property specifications, financial data, and regulatory requirements.

find out more

Product Placement Memorandum

A Belgian law-governed agreement outlining terms and conditions for product placement in media content, ensuring compliance with local and EU regulations.

find out more

Tender Offer Memorandum

A Belgian law-governed document outlining the terms and conditions of a public takeover bid, including offer details and regulatory requirements for shareholders' consideration.

find out more

Preliminary Offering Memorandum

A preliminary document used in Belgian securities offerings that outlines key information about an investment opportunity, compliant with Belgian and EU regulations.

find out more

Confidential Private Offering Memorandum

A confidential document for private securities offerings in Belgium, providing detailed investment information while complying with Belgian and EU financial regulations.

find out more

Offering Memorandum Private Equity

A Belgian law-governed private placement memorandum detailing the terms and conditions of a private equity fund offering, compliant with Belgian and EU regulations.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.