Fund Raising


Effective fundraising requires intense principal involvement and well-designed marketing collateral. Together with our client's legal counsel, we prepare custom marketing materials to utilize during the fundraising process. These materials include:

  • Pitch Books
  • Business Plan Documentation
  • Investment and Economic Summaries
  • Private Placement Memorandums
  • Investment Deal Sheets
  • Risk Factors and Disclosures


CWP Advisors provides real estate fundraising services to investors, developers and sponsors. We source equity capital from high net-worth individuals, private investors and intuitions. We seek debt financing, mezzanine financing, preferred equity, joint venture equity and sponsor equity on behalf of our clients. Our clients realize significant added value when we advise on all components of the capital structure.


In most cases, CWP advisors is integrally involved in all aspects of the investment process from procuring the target purchase to due diligence to capital sourcing to post-closing asset management. Knowing the asset, the local market and the sponsor gives us a unique perspective on fundraising.