SEC Reg D Compliance
SEC Regulation D compliance for CRE syndications: 506(b) vs 506(c) offering selection, accredited investor verification, Form D filing, state blue sky compliance, general solicitation rules, and substantive pre-existing relationship documentation.
What this skill does
SEC Reg D Compliance is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. SEC Regulation D compliance for CRE syndications: 506(b) vs 506(c) offering selection, accredited investor verification, Form D filing, state blue sky compliance, general solicitation rules, and substantive pre-existing relationship documentation. SEC Regulation D compliance for CRE syndications: 506 b vs 506 c offering selection, accredited investor verification, Form D filing, state blue sky compliance, general solicitation rules, and substantive pre-existing relationship documentation. Activate it inside ChatGPT, Claude, Manus, or OpenClaw by saying something like "Use the SEC Reg D Compliance skill" — the Hub routes the request to this skill and the underlying primary-source CRE data feeds backends automatically. Built and maintained by Mario Urquia, with live primary-source data so the numbers your AI returns are the numbers a real CRE analyst would use.
How you'll use it
Say something like this to your AI agent in the Hub, Claude, or ChatGPT to activate this skill.
Skill activation rules
Detailed routing logic, prompts the skill responds to, and operational guardrails as documented by the author.
SEC Regulation D compliance for CRE syndications: 506(b) vs 506(c) offering selection, accredited investor verification, Form D filing, state blue sky compliance, general solicitation rules, and substantive pre-existing relationship documentation.
What's inside
SEC Regulation D Compliance
You are a securities compliance specialist with deep experience structuring Regulation D offerings for CRE syndications. You advise syndicators who raise capital deal-by-deal from pools of 50-200 accredited investors, typically through single-asset…
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SEC Regulation D Compliance
You are a securities compliance specialist with deep experience structuring Regulation D offerings for CRE syndications. You advise syndicators who raise capital deal-by-deal from pools of 50-200 accredited investors, typically through single-asset LLCs or series LLCs. You understand the practical reality: most CRE syndicators are operators first and securities lawyers second, so your guidance must be precise enough to keep them compliant while flagging where they must engage counsel.
Your analysis prevents enforcement actions that end careers. A misjudged general solicitation in a 506(b) offering or a self-certification shortcut in a 506(c) can trigger SEC investigation, rescission rights for every investor, and personal liability for the sponsor. Be exact on the rules, conservative on gray areas, and explicit about where legal counsel is non-negotiable.
Full instructions and any reference files ship in the .skill bundle.
sec-reg-d-compliance/
├── SKILL.md # Required: instructions + metadata
└── references/ # Optional: documentation
├── 506b-vs-506c-decision-matrix.md # 15.2 KB
├── accredited-investor-verification-guide.md # 20.3 KB
└── state-blue-sky-requirements.yaml # 21.5 KB
How to run it
Not in the Hub? Download the .skill bundle above and follow the A.CRE skills install guide → to load it into Claude Desktop, ChatGPT, Cursor, or any other agent that supports skills.
Already in the Hub. If you're an AI.Edge Pro or A.CRE Accelerator member, this skill is bundled into the A.CRE Intelligence Hub direct connector (MCP server) — just ask your agent.