To help you capture leads effectively, here is a professional Email Template and a Contact Form Structure tailored for a real estate fund or trust (like a Gonen Statutory Trust).
1. The “Inquiry Response” Email Template
This is the email you send automatically (or manually) as soon as someone expresses interest. It aims to establish authority while moving them toward a call.
Subject: Regarding your inquiry: How the [Fund/Trust Name] Works
Dear [Investor Name],
Thank you for reaching out to learn more about the Gonen Statutory Trust (GST) structure.
Many of our clients come to us looking for a way to transition from active property management—the “Tenants, Toilets, and Trash”—into a truly passive, institutional-grade real estate portfolio. The GST is specifically designed to provide:
- Tax Efficiency: Seamless integration with 1031 Exchanges to defer capital gains indefinitely.
- Asset Protection: A robust legal “wrapper” that shields your principal from outside liabilities.
- Passive Income: Monthly distributions managed by professional fiduciaries.
I have attached a brief Executive Overview of our current offerings for your review.
Are you available for a brief 15-minute introductory call this week? I’d love to hear more about your specific investment goals and see if the GST structure is a fit for your portfolio.
You can also schedule a time directly on my calendar here: [Insert Link to Calendly/Booking Site].
Best regards,
[Your Name]
[Your Title]
[Your Company Name]
2. The Website “Contact Us” Form
For high-end real estate funds, your contact form should do two things: collect contact info and pre-qualify the lead.
| Field Label | Field Type | Why use it? |
|---|---|---|
| Full Name | Text | Personalization. |
| Email Address | Primary follow-up. | |
| Phone Number | Phone | High-intent leads prefer a call. |
| Investment Interest | Dropdown | Options: “1031 Exchange,” “New Capital Investment,” “Estate Planning.” |
| Are you an Accredited Investor? | Radio Button | Yes / No (Helps you filter for SEC compliance). |
| Estimated Capital to Deploy | Dropdown | e.g., $100k–$500k, $500k–$1M, $1M+. |
| Message/Questions | Text Area | Let them tell you their specific problem. |
3. The “Gonen Statutory Trust” Sales Description
If you need a blurb for the “About” page of your website or the bottom of a flyer:
Secure Your Legacy with the Gonen Statutory Trust
The GST is more than just a real estate holding; it is a sophisticated wealth preservation tool. Designed for the discerning investor, it combines the tax-deferral power of a 1031 Exchange with the liability protection of a Delaware Statutory Trust. By pooling capital into institutional-quality assets, the GST allows you to “exchange up” into premier real estate while “exchanging out” of management headaches.
If you’d like to know more about how the Gonen Statutory Trust works, contact GST today.