SimpleEQUITIES is a private equity platform specializing in commercial real estate and litigation finance. It invests through discretionary funds, joint ventures, and structured solutions, with in-house expertise in fund formation, capital structuring, and tax-efficient strategies. Backed by institutional discipline and a capital preservation mindset, it aligns with investors through proprietary capital and a focus on risk-adjusted returns.

Select investments are governed by SimpleADVISORY, an SEC-registered RIA, ensuring compliance and transparency. The platform partners with specialized managers as a co-GP or strategic capital provider, deploying precision-driven strategies across equity, debt, and structured finance to capture value from mis-priced risk and cash flow inefficiencies.

Product Offerings

Carried interest structuring & optimization
Tax-efficient portfolios & capital growth
Investment tax strategy & compliance
1031 exchanges & Opportunity Zones
Trust, estate & succession planning

IN-HOUSE TAX STRUCTURING: Asset Managers, GPs & LPs

Fund structuring and entity formation
UBTI mitigation for tax-exempt investors
Withholding tax strategies for foreign investors
International tax blockers & cross-border planning

SERVICE OFFERINGS

FUND FORMATION

Structuring and establishing funds tailored to unique needs of institutional and private investors. Compliance with regulatory frameworks, including SEC, FINRA, and state-specific requirements.
Assisting with legal documentation, disclosures, and investor agreements to maintain transparency and protect investor interests.
Responsible for establishing and monitoring relationships with Audit, Custody, Fund Administration, Legal and Tax on behalf of the investment vehicle.

CAPITAL RAISE – DEBT & EQUITY

Equity capital raising through private placements, joint ventures and co-investment opportunities.
Extensive relationships with family offices, institutional investors, and high-net-worth individuals for efficient fundraising.
Sourcing and securing debt financing from institutional lenders, banks, and private sources.

INVESTOR RELATIONS

Regular engagement with investors through transparent digital communication channels, ensuring alignment of interests.
Managing investor expectations and fostering long-term relationships through quarterly updates and investor meetings, as well as additional online reporting and performance metrics.

INVESTOR REPORTING

Comprehensive financial reporting that includes detailed quarterly and annual fund performance reviews.
Performance is calculated utilizing Global Investment Performance Standards (“GIPS”).
Distribution of capital account statements, tax documentation (K-1s), and real-time access to financial data through secure investor portals.
Ensuring accurate bookkeeping, compliance with reporting standards (e.g. GAAP or IFRS), and audit readiness.

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