Fort Worth Syndication Attorney

Shams Merchant is a real estate syndication and investment fund attorney in Fort Worth, focusing his practice in real estate syndications, fund formations, securities law, and private placements for commercial real estate investments and development in Fort Worth and the neighboring cities.

Recognized by clients and publications as a legal authority in Texas commercial real estate law, Shams has been featured in publications like Law360, the Dallas Business Journal, BisNow, and The Real Deal. As a commercial real estate private equity attorney in Fort Worth, Shams has experience handling billions of dollars of commercial real estate transactions. He has also represented clients in many ULI award-winning real estate projects in Texas.

Shams represents clients throughout Fort Worth in all aspects of their real estate investments, including syndications and fund formation matters, and represents clients in the following nearby cities as well:

1. Haltom City, TX
2. Richland Hills, TX
3. White Settlement, TX
4. Saginaw, TX
5. Forest Hill, TX
6. North Richland Hills, TX
7. Watauga, TX
8. Benbrook, TX
9. Hurst, TX
10. Crowley, TX
11. Bedford, TX
12. Arlington, TX
13. Colleyville, TX
14. Keller, TX
15. Burleson, TX

Shams is the Managing Partner at Commercial Real Estate Law Group, Which Represents Clients in Fort Worth, Texas

Shams Merchant focuses his legal practice in commercial real estate syndication law within the real estate private equity sector. Although his practice is headquartered in Dallas, Texas, he serves clients nationwide and throughout the Fort Worth area. Shams provides legal services to numerous investment fund managers based in and outside of Texas with a deep understanding of the intricacies involved in establishing and managing syndications and private equity funds for real estate ventures of varying sizes and complexities. He regularly creates new syndications and funds for the acquisition and development of retail, multi-family, industrial, office, mixed-use, build-to-rent, and student housing projects. These projects encompass Texas cities like Fort Worth, Houston, San Antonio, and Austin, as well as across the country.

Fort Worth Real Estate Private Equity Lawyer

Shams is widely recognized by his clients and publications and the commercial real estate community as a leading real estate private equity attorney for creating 506(b) and 506(c) funds and syndications. As a real estate securities attorney in Fort Worth, he advises both new and established real estate private equity firms in Texas and nationwide. He has experience in structuring and drafting all necessary fund formation and syndication documents for private investment offerings for real estate such as private placement memoranda, subscription agreements, and operating agreements. At the heart of his practice is commercial real estate syndications and private equity funds aimed at acquiring and developing various types of properties like apartment buildings, retail centers, office buildings, industrial facilities, warehouses, portfolios, and distressed assets. Additionally, he expertly guides clients through the offering process and ensures compliance with federal and state filing requirements, including blue-sky laws.

Comprehensive Legal Services in Fort Worth for Multifamily, Retail and Industrial Real Estate Syndicators

Not all lawyers offer the start-to-finish legal services for real estate private equity investors and developers in Fort Worth and their sponsors such as Shams Merchant. Covering all aspects of their commercial real estate ventures, he assists individual investors, private investment funds, capital raisers, sponsors, and general partners throughout their fundraising, commercial real estate investment, and development projects. As a commercial real estate attorney, Shams supports these same clients with one-stop-shop services: purchase, sale, development, management, and leasing of their commercial properties. This end-to-end legal service helps him finalize and close commercial real estate transactions for his clients in Fort Worth and throughout Texas.

Fort Worth Syndication Law Firm Services for Real Estate Investors

Commercial Real Estate Law Group is a real estate syndication and fund formation law firm that represents clients in Fort Worth, and Shams Merchant is the managing attorney who offers an extensive range of private equity, capital raising, syndication and investment fund legal services that are both affordable and prompt, including the following:

1. Drafting PPM and company agreement documents, he ensures clients receive the best support available.
2. Drafting public and private offering documents (private placement memoranda, subscription agreements, and operating agreements) for commercial real estate syndications and real estate private equity firms for the acquisition of apartment buildings, retail centers, office buildings, industrial and warehouses, portfolios, and distressed assets
3. Navigating and counseling on offering process and compliance with the federal and state filing requirements including blue-sky laws
4. Compliance with the 1934 Act reporting and ongoing disclosure matters
5. Formation and structuring of GP/Manager entities (LLC)
6. Formation and structuring of Fund entity (LLC or LP) (per CPA guidance)
7. Governing Documents for Entities
8. Company (Fund) Agreement/Partnership Agreement
9. GP/Manager Company Agreement/Sponsor Company Agreement
10. SPV or SPE Company Agreement
11. Unanimous Written Consent
12. Investor Offering Documents
13. Subscription Agreement
14. Investor Suitability Questionnaire
15. Private Placement Memorandum (PPM)
16. Securities Compliance
17. Securities Act of 1933 Counsel
18. SEC Form D Filings
19. Rule 506(b) and Rule 506 (c) counsel
20. State securities BlueSky notice filings counsel
21. Investment Company Act Counsel
22. Securities 3(c)(5) Exemption
23. Syndication or Fund Marketing Compliance Review; Audits
24. Syndication or Fund Pitch Deck legal disclaimer assistance
25. Assist fund administrator in signature audits for complex issues, if necessary.

Shams also skillfully creates and organizes a variety of real estate syndication and investment fund vehicles for his syndicator and real estate investor clients who invest in multifamily, retail and industrial properties in Fort Worth, including:

• Real Estate Syndications
• Real Estate Funds
• 506(b) and 506(c) Offerings
• Real Estate Private Equity Funds
• Real Estate Joint-Ventures
• Blind Pool Funds
• Fund of Funds
• Debt and Lender Funds
• Private Placement Memorandums
• Specified Offerings
• SEC and Blue-Sky Filings
• Subscription Agreements
• Legal entity formation (LLCs, Limited Partnerships)
• LLC Operating Agreements
• Limited Partnership Agreements
• Joint Venture Agreements
• Sponsor Operating Agreements
• Legal deal structuring advice
• Lump sum and flat fee or fixed fee legal fees
• Joint Venture representation between Private Equity Funds/Family Offices
• Tenant in Common Agreements for 1031 Exchanges
• Promissory Notes (Fractional, Shared Appreciation, Straight Interest Notes

Being a private equity and fund formation lawyer that practices in Fort Worth and in the commercial real estate industry, Shams possesses an exceptional understanding of the spectrum of real estate private equity funds. This expertise allows him to efficiently establish and manage real estate private equity funds for clients of all sizes.

Legal Fees for Fort Worth Syndications and Funds

Shams charges a flat fee for legal services for real estate fund formations and syndications in Fort Worth. Legal fees for a typical syndication begin at $10,000 for basic Reg D. 506(b) and 506(c) offerings and can increase in price depending on the size and intricacy of the fund or syndication, the sponsor’s experience, and various other considerations. These are competitive rates in Fort Worth for real estate syndication legal services.

About Shams Merchant, Fort Worth Real Estate Private Equity Attorney

With experience in handling award-winning Urban Land Institute real estate projects, Shams Merchant stands as a prominent figure in Fort Worth commercial real estate private equity. He also represents clients across the nation in these various facets of the industry:

• Syndication
• Fund formation
• Purchasing
• Selling
• Development

Shams likewise handles leasing to financing of commercial real estate projects valued at $1 million to $250 million. These projects span retail, mixed-use, office, industrial, hospitality, restaurants and bars, and multi-family sectors.

With transactional experience value exceeding $3.7 billion, Shams advises clients on joint ventures, business structuring, entity formation, and fund formations encompassing both 506(c) and 506(b) offerings.

Shams believes advanced legal counsel should be both approachable and affordable. Therefore, he provides economical yet valuable services to his clients, whether they are newcomers or seasoned veterans to real estate or private equity business. To this end, Shams introduces innovative methods for clients to track and quantify value by utilizing technology for service delivery enhancement and offering customized alternative fee arrangements. Collaborating with his clients to lower their legal expenses, Shams significantly boosts their return on investment in real estate projects and improves the overall profitability of their businesses.

For additional information on Shams Merchant’s Fort Worth syndication practice, please contact Shams Merchant via email at shams@cre.law or by phone at (832) 451-2594.