
STEVE MUEHLER Focuses on ensuring your REIT meets the 100-shareholder test of the Internal Revenue Code. STEVE MUEHLER is quickly becoming a Leader for successful offerings, complete with documentation and filing services. Whether through a Private Offering or a Public Offering, STEVE MUEHLER has an industry-validated processes in place to do it right every time.
STEVE MUEHLER takes the lead in drafting all the ancillary documents necessary to conduct the offering, including:
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Offering Memorandums
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Preparing all SEC (or equivalent) Filings
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All Required Federal or State Filings
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Broker - Dealer agreements
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Subscription agreements
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Investor questionnaires
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Engagement Letter
Once the REIT Investment Offering is ready, STEVE MUEHLER helps our clients tell their investment stories effectively, and get them heard by the right audiences. This involves strategic investor and corporate communications, highly targeted outreach to the buy- and sell-side, expert counsel, market intel and analysis, day-to-day IR, and an array of other services, typically over the course of long client relationships.
STEVE MUEHLER combines a fluency in finance and investing with a deep understanding of each client’s business, industry and culture, as well as management’s goals and philosophies. For some clients, we serve as an outsourced investor relations department. For larger companies with an IRO or similar internal capabilities, we provide an array of support services. In either case, we work very closely with our clients, functioning like part of the internal team.
Investor Communications
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Investment Thesis & Messaging
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Investor Presentation Development
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Earnings Communications
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IR Website Audit & Development
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Investor Information Exchange
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Investor Communications Advisory
Investor & Analyst Outreach
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Investor/Analyst Targeting & Direct Outreach
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Non-Deal Roadshows
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Investment Conference Access, Prep & Coordination
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Presentation and Q&A Coaching
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Investor Day Organization
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Relationship-Building in Investment Community
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Investor/Analyst Relations Advisory
Corporate Communications
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Corporate Positioning & Communications
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Website Development Management
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Management Transition Communications
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Restructuring/Turnaround Communications
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M&A Communications
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Corporate Communications Advisory
Market Intel, Analysis & Reporting
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Customized Peer Monitoring & Analysis
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Shareholder/Peer-holder Analysis
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Pre-meeting Intelligence
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Post-meeting Feedback
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Institutional Holder Reporting
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Board Meeting Preparation & Reporting
IPO/Transaction Communications & Advisory
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Investment Banking Introductions
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Investment Positioning
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Roadshow Presentation Development
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Roadshow Q&A Preparation
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IR Website
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Comprehensive Post-Transaction Planning & Disclosure Training
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Broad-spectrum Advisory on Transaction & Support in Transition to Public Status
Crises & Shareholder Activism
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Crisis Communications & Advisory
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Shareholder Activism Counsel & Communications
Private Company Services
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Investor Messaging & Communications
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Conference Targeting & Arrangement
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Investment Banking Introductions
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Peer/Market Intel & Analysis
Media Relations
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Strategic Earned Media
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Expert Positioning
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Media Training
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Social Media
Special Projects
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Perception Studies
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Investor Days/Tours