We provide a wide range of services for investors & financial conglomerates.
506b and 506C Offerings
506(b): Allows Capstone Equities to raise capital from an unlimited number of accredited investors and up to 35 non-accredited but “sophisticated” investors. However, per SEC regulations general solicitation and advertising are prohibited, that means Capstone Equities can only market to people with we have a pre-existing substantive relationship.
506(c): Permits Capstone Equities to general solicitation and advertising, what does this mean? Capstone Equities can publicly market the deal. The trade-off is that all investors must be accredited, and Capstone Equities must take reasonable steps to verify their accreditation (not just rely on self-certification).
Joint Venture Equity Partnerships
Our Joint Venture Equity Partnerships are collaborative arrangements where new and existing parties pool resources, expertise, and capital to develop or acquire a property, sharing both risks and returns.
These partnerships typically involve a negotiated structure for ownership, profit distribution, and decision-making, allowing each partner to leverage complementary strengths for greater project success.
Real Estate Asset and Investor Relations Management
Capstone Equities provides Real Estate Asset Management services focuses on maximizing the value and performance of property investments through strategic oversight and operational efficiency. It involves monitoring financial performance, optimizing leasing strategies, managing expenses, and planning capital improvements to enhance long-term returns for owners and investors. We pride ourselves on relationships which involves building and maintaining strong communication channels between a company and its investors to foster trust and transparency.
It includes providing timely financial updates, managing expectations, and ensuring stakeholders have a clear understanding of the company’s strategy, performance, and long-term goals.
Fund Management
Capstone Equities Fund Management and Structures involve overseeing pooled capital from multiple investors to achieve targeted returns through strategic allocation and risk management.
Common structures include closed-end and open-end funds, each designed with specific governance, distribution policies, and investment horizons to align with investor objectives and regulatory requirements.