506(c) investor marketing for real estate sponsors

The short answer

Ad Insights Group is an investor marketing agency for U.S. real estate sponsors and fund managers with an active Regulation D Rule 506(c) offering. We build the ads and funnel, run the campaigns, and handle every inbound text, reply, and call until qualified investors are booked on your calendar. You take the investor call.

We work only with 506(c) offerings, the Reg D exemption that permits general solicitation. We do not support 506(b) raises.

Book a 30-minute discovery call

Who this is for

U.S. real estate sponsors and fund managers with a Rule 506(c) offering that is live or about to launch.
Sponsors who are ready to take calls with prospective investors.
Asset classes we work with: multifamily, self storage, land entitlement, mixed-use, build-to-rent, short-term rental, and manufactured housing.
Sponsors replacing an agency whose leads rarely turn into calls, and sponsors who have tried running investor marketing in-house.

Not a fit: 506(b) offerings, people looking to invest in a deal themselves, and anyone seeking investment advice.

What 506(c) allows, in plain terms

Rule 506(c) lets an issuer use general solicitation, such as online advertising, for a private offering. In exchange, every purchaser must be an accredited investor, and the issuer must take reasonable steps to verify each purchaser's accredited status. The SEC explains both points on its Rule 506(c) general solicitation page and its page on assessing accredited investors.

This page is general information, not legal advice. Your securities counsel decides how your offering is marketed and how purchasers are verified.

What we do and what you do

Step	Ad Insights Group	Sponsor and counsel
Positioning and creative	Packages the offering into a campaign: positioning, ad creative, landing pages	Supplies offering facts; approves everything before it goes live
Funnel build	Builds the funnel, follow-up sequences, CRM and calendar integration	Provides calendar access and the people who take calls
Campaigns	Runs paid campaigns on Meta (Facebook) plus search and other paid channels	Approves the campaign budget
Inbound handling	Responds to every inbound text, reply, and call; books and reschedules	Shows up to booked calls
Qualification	Screens interest before handoff (a marketing step)	Verifies accredited status under 506(c) with counsel or a verification provider
The investor conversation	Hands off at the booked call	Pitches, answers offering questions, and closes
Reporting	Full-funnel tracking from ad to held call: booked call rate, held call rate, and booking rate by ad	Reviews results and decides on changes

How a 506(c) program runs with us

Discovery call. A 30-minute call about your raise. If there is a fit, we deliver a campaign plan.
Creative strategy. We package your deal into a campaign that gets attention, for your approval before anything goes live.
Funnel build. Landing pages, lead capture, automated follow-up, segmentation, and CRM and calendar integration.
Launch. Campaigns go live across the agreed paid channels.
Inbound handling and booking. We handle every text, reply, and call, including booking and rescheduling, so qualified investors land on your calendar.
You take the call. Your job starts at the pitch.
Reporting and optimization. We track the full funnel, from ad to held call, and adjust targeting and creative.

On average, campaigns launch about two weeks after kickoff, and booked calls typically start coming in within 72 hours of launch. Averages, not guarantees; timing varies by offering.

Lead qualification is not accredited investor verification

When we qualify a lead, we are checking marketing fit: interest in your offering type, timing, and readiness for a call, based on what the person tells us. That is self-reported and is a sales step only.

Verification is different. Under Rule 506(c), the issuer must take reasonable steps to verify that every purchaser is accredited. The SEC lists methods such as reviewing IRS forms that report income, reviewing bank or brokerage statements for net worth, or obtaining written confirmation from a registered broker-dealer, SEC-registered investment adviser, licensed attorney, or CPA. That work stays with you, your counsel, or a third-party verification provider. Ad Insights Group does not verify accredited status.

What we are not

Ad Insights Group is a marketing and investor acquisition agency, not a broker-dealer or placement agent. We do not solicit investments, handle funds, or provide investment advice. You and your securities attorney handle the offering itself.

What to prepare before launch

An active 506(c) offering, or a firm launch date, confirmed with counsel.
Approved offering facts the creative can use, and the disclosures counsel wants on every page.
A person and calendar ready to take investor calls.
Your written definition of a qualified conversation for your raise.
Your verification process for accredited status, decided with counsel.

Frequently asked questions

What does a 506(c) marketing agency do?

It markets a private offering that relies on Rule 506(c), which permits general solicitation. Ad Insights Group builds the creative and funnel, runs paid campaigns, and handles inbound follow-up and booking until qualified prospective investors are on the sponsor's calendar.

Do you work with 506(b) offerings?

No. We do not support 506(b) raises, because those offerings are not eligible for general solicitation.

Do you verify accredited investors?

No. We qualify interest as a marketing step. Verifying accredited status under Rule 506(c) is the issuer's responsibility, handled with counsel or a verification provider.

Are you a broker-dealer?

No. Ad Insights Group is a marketing and investor acquisition agency. We do not solicit investments, handle funds, or provide investment advice.

What do you need from us to start?

An active 506(c) offering and readiness to take calls with investors.

Which asset classes do you work with?

Multifamily, self storage, land entitlement, mixed-use, build-to-rent, short-term rental, and manufactured housing.

Who approves the ads and landing pages?

You approve everything before it goes live.

What happens after I submit the form?

We respond to schedule a 30-minute discovery call. On that call we discuss your raise, walk through our process, and, if there is a fit, deliver a campaign plan.

How much does it cost?

Pricing depends on the scope of your campaign and is covered on the discovery call.