Your designated, qualifying, or principal broker across Texas, Florida, Georgia, and Utah for fund sponsors, syndicators, and holding entities that need an active broker attached to a licensed entity. Built for multi-entity structures where every asset sits in its own LLC.
Buying and holding real estate for your own account generally does not require a real estate license. The license question shows up somewhere else, and it is usually the part that catches sponsors by surprise: the moment the fund or an affiliate earns a fee for brokering a transaction, lists and sells assets in house, leases units to third parties for compensation, or manages property held by an entity it does not wholly own.
The owner exemption is the piece worth reading twice. Most states exempt an owner acting for its own account, and most sponsors stop reading there. That exemption is generally written to the entity that holds title. If your management company leases or manages an asset that a sister LLC owns, the exemption often does not reach it, even though the same people control both entities. That is the most common surprise in fund structures, and it is worth confirming before you rely on it.
The other driver is revenue, not compliance. Sponsors who want to capture the brokerage side of their own acquisitions and dispositions instead of paying it out need a licensed entity with an active broker on it. That is a business decision, and it is a common reason funds call.
One broker per licensed entity: in Texas, Florida, Georgia, and Utah, a business entity that holds a real estate license has to have a broker designated to it. A fund family running one LLC per asset does not automatically need a license for each one. But every entity that does hold a license needs its own broker attached. Working out which entities need to be licensed, and which do not, is usually the first hour of the engagement.
One scope note. This is state real estate licensing, not securities. We do not advise on your offering, your investors, or your fund documents. If your structure raises both questions, your securities counsel handles theirs and we handle the license.
Active broker of record for investor-facing entities across multiple states, including holding LLCs and multi-entity structures where each asset sits in its own vehicle. Texas roster verifiable via TREC Public License Information. Service-Disabled Veteran-Owned Small Business.
Most fund engagements go from first call to active coverage in two to four weeks per state. Multi-entity structures take a little longer at the front, because the scoping happens before the filing. That order is deliberate, and it usually means fewer entities get licensed than the sponsor expected going in.
Tell us your entity structure, which entities touch leasing or brokerage, the states involved, and your timing. We'll come back with scoping and a quote within one business day.
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