Osage Exchange provides a wide range of services to sponsors as outlined below.
Program Design & Launch
Term Sheet Development
Outside Counsel Selection
Form Document Preparation/Revisions
Entity Structure
Accounting/Tax Education
Third-Party Vendor Selection
Operational Set-Up
Master Lease Structuring/Tax Opinion Tests
Marketing Material Preparation
Initial Asset Selection
Initial Offering Preparation
Lender Coordination
Third-Party & Distribution Partner Due Diligence
Sponsor Sales Team Training
Ongoing Program Administration
Investor Closings
Ongoing Cash Distributions
Ongoing Tax Reporting
Investor Relations
Asset Evaluation, Selection and Drop-Down
Offering Preparation
UPREIT Coordination
Osage is not a licensed broker-dealer. As such, Osage representatives cannot play a sales role beyond distribution partner due diligence and cannot interact directly with investors during the sales process.