Hand Your Client the Right Questions Before They Sign.
Stop building a private real estate explainer from scratch every time a client forwards a pitch. The L5 Legacy Capital partner kit gives CPAs, family offices, advisors, estate attorneys and self-directed IRA specialists free, ready-to-share client education, led by our Sponsor Due Diligence Checklist. Built by veteran founders in Frisco, Texas. Education only, never an offer.
A short call with Byron Kizzie, our Managing Partner. No referral fees. No client lists.
Why does a client need a checklist before investing?
Because most bad deals are sold, not bought. A client forwards you a polished pitch deck and asks what you think. Hand them the questions that separate a disciplined sponsor from a well-marketed one. You look prepared. They decide well. You stay in the conversation, instead of hearing about the deal after the wire.
What's in the partner kit?
The Sponsor Due Diligence Checklist
The questions to ask any sponsor, including us: Who has their own money in the deal? Who gets paid first? What's the exit, and when was it planned? How did the sponsor handle the last downturn? How will you hear from them, and how often? One page. Use it on anyone.
Client Education Handouts
- Private Real Estate 101: sponsors, limited partners, funds and syndications
- Accredited Investors, Explained: SEC tests and Rule 506(c) verification
- Real Estate in a Self-Directed IRA: titling, distributions and UBTI
- Real Estate Tax Basics: depreciation, K-1s and passive-activity rules
Guides and Video
- The Veteran's Guide to Passive Real Estate and Wealth Building for clients who served
- The Investor Education Webinar for clients who prefer to watch
For Co-Hosted Sessions & Verification
- Session descriptions, founder bios and email invitation copy
- Talking points for "How Private Real Estate Works"
- Verification-letter format L5 accepts for CPAs, attorneys and advisors writing for their clients
Get the Partner Kit
Takes 60 seconds. Free. No client information needed.
How can you use L5 materials?
Share them freely with clients, unaltered, as education.
- If your firm reviews third-party materials, we'll support that review.
- Don't present L5 materials as an offer or a recommendation. Offering details are shared only with verified accredited investors through L5's investor process.
- Want a version shaped for your audience? Ask us on your partner call.