Glossary of Investment Terms
- Absolute Returns
- Acceleration
- Accounts Payable
- Accounts Receivable
- Accredited Investor
- Accrue
- Administrative Agent
- Affiliates
- Affirmative Covenants
- Alpha
- Amortization
- Anti-dilution
- Anti-Dilution Protection
- Articles of Incorporation
- As if Converted
- Assets
- Audited Financial Statements
- Audited vs. Reviewed Financials
- Basis Point (bp)
- Beta
- Blue Sky Laws
- Board Observation Rights
- Board of Directors
- Borrower
- Borrower Reps and Warranties
- BP
- Bridge
- Broad-Based Weighted Average Dilution Protection
- Brownfield Site
- C Corporation
- Call Date
- Cap Rate
- CAPEX
- Capital Expenditure
- Capitalization Table
- Cash on Cash Return
- Cash Yield
- Certificate of Occupancy
- Closing
- Closing Costs
- Closing Documents
- Co-Sale Rights
- Collateral
- Commercial Real Estate
- Common Equity
- Drag-Along Rights
- Common Stock Vesting
- Compounding
- Conditions Precedent
- Conditions Precedent to Initial Funding
- Conflicts of Interest
- Contingent Liabilities
- Continuous Offering
- Conversion
- Conversion Ratio
- Convertible
- Corporation
- Coupon
- Covenants
- CRE (Commercial Real Estate)
- Credit Risk
- Credit Spread
- Cross Default
- Crowdfunding
- Cumulative
- Cumulative Dividends
- Cumulative Interest
- Current Income
- Debenture
- Debt
- Default
- Default Rate
- Demand Registration
- Dilution
- Distribution
- Dividend
- Dividend Rights
- Dodd-Frank Act of 2010
- Down-round
- Drag-Along Right
- Due Date
- Due Diligence
- EBIT (Earnings before interest and taxes)
- EBITDA
- Equity
- Equity Holder
- Escrow
- Escrow Agent
- Events of Default
- Exercise
- FF&E (Furniture, Fixtures and Equipment Reserve)
- Financial Industry Regulatory Authority
- FINRA
- Forbearance Agreement
- Force Majeure
- Forfeiture
- Fraud
- Full Ratchet Anti-dilution
- Full-Ratchet Dilution Protection
- Fully Diluted
- Furniture, Fixtures and Equipment Reserve
- GAAP
- General Partners (GPs)
- General Partnership (GP)
- General Voting Rights
- Governing Law
- Grace Period
- Greenfield Site
- Ground-up development
- Guarantees
- Guarantor
- Healthcare Real Estate
- High Net Worth
- HNW
- Hospitality Real Estate
- Indebtedness
- Industrial Commercial Real Estate
- Information Rights
- preferred
- Interest
- Interest Reserve
- Internal Rate of Return (IRR)
- Inverted Yield Curve
- Investment Company Act of 1940
- Investor Questionnaire
- Investor Rights
- Investors’ Rights Agreement
- IRR
- Issue
- Issue Date
- Issuer
- Junior
- Key Performance Indicators
- KPI's
- KPIs
- Lender
- Liabilities
- Liens
- Limited Liability Company
- Limited Liability Limited Partnerships (LLLPs)
- Limited Liability Partnership (LLP)
- Limited Partners (LPs)
- LLC
- Loan
- Lock-Up Restrictions
- Long-Term Acute Care
- LTAC (Long-Term Acute Care)
- LTC (Loan-to-Cost)
- LTV (Loan-to-Value (LTV)
- Machine Tool
- Manager
- Margin
- Material Adverse Change
- Material Misstatement
- Maturity
- Membership interest
- Misrepresentation
- Multifamily Real Estate
- Narrow-based Weighted-Average Dilution Protection
- Near Shoring
- Negative Covenants
- Net Operating Income
- NNN (triple net) Leased
- NOI (Net Operating Income)
- Non-recourse Financing
- Notes Payable
- NVCA Model
- Off-balance Sheet Financing
- Offering
- Offering Documents
- Offering Memorandum
- Offering Period
- Operating Agreement
- Operating Margin
- Original Issue Price
- Original Purchase Price
- Par or Par Value
- Pari passu
- Participating Preferred
- Partnership
- Passthrough
- Pay-to-Play
- Payables or Accounts Payable
- Penalty Rate
- Perfected Interest
- Perfected Lien
- Piggyback Rights
- Placement Agent
- Placement Fee
- Post-money Capitalization
- Post-money Valuation
- PPM
- Pre-Emptive Rights
- Pre-money
- Pre-money Valuation
- Preemptive Rights
- Preferred Distribution
- Preferred Equity
- Preferred Return
- Preferred Return of Capital
- Preferred Return on Investment
- Prepayment
- Prepayment Penalty
- Principal
- Priority
- Private Placement
- Private Placement Memorandum (PPM)
- Pro-rata
- Proceeds
- Project Finance
- Promissory Note
- Protective Provisions
- Publicly Registered
- Purchase Agreement
- Purchase Money Secured Interest
- QSR (Quick Service Restaurants)
- Quick Serve Restaurants
- Real Estate Sponsor
- Receivables
- Recourse
- Recourse Financing
- Redeemable Preferred Stock
- Redemption
- Registration Rights
- Regulation D
- Regulation S-P
- Relative Return
- Representations
- Reshoring
- Return on Investment (ROI)
- Right of First Refusal
- Risk Factors
- ROI
- Rule 501
- Rule 504
- Rule 505
- Rule 506
- Rule 506(b)
- Rule 506(c)
- S Corporation
- SEC
- Secondary Market
- Secured
- Secured Interest
- Securities Act of 1933
- Securities and Exchange Commission
- Securities Exchange Act of 1934 (
- Security
- Security Interest
- Senior
- Series
- SFH (Single Family Home)
- Shareholder
- Shareholder Agreements
- Single Family Home
- Single Purpose Company
- Solicitation
- Spec Homes
- Stabilized Real Property
- State Securities Laws
- Structured Note
- Subordinated
- Subscription Agreement
- Subscription Amount
- Success Fee
- Summary of Terms
- Summary Offering Materials
- Syndicate
- Tag-Along Right
- Term
- Term Sheet
- Terms and Conditions
- Title III Crowdfunding
- Total Return
- Tranche
- Triple Net
- U.S. Securities Laws
- UCC
- UCF (Urgent Care Facilities)
- Uniform Commercial Code
- Unit
- Unitranche
- Unrated/Non-rated
- Urgent Care Facilities
- Valuation
- Value-add real estate development
- Right of First Refusal and Co-Sale Agreement
- Waivers
- Warrant
- Warranties
- Waterfall
- Weighted Average Anti-dilution
- Working Capital Financing
- Yield Curve
