Our meeting face-to-face is my preferred way to begin our successful business relationship. However, if you'd like me to begin working for you right away, please tell me more about your investment goals by answering the following questions.

Your privacy is important to me. Your information will not be shared, sold or exchanged with anyone else.

First, in order to facilitate your Tax Deferred Exchange, I need to understand the value of the property you plan to exchange.

If you already have a price in mind, what is that price? How did you arrive at that price? If you don't have a price in mind, I can determine a figure we can work with. If you don't have a price in mind, allow me to determine the property's value for you. To do so, I will need answers to these questions: What is the property's address? Please include the city and zip code. In what year was the property built? What type of property is it? Multi residential Retail Office Industrial As an alternative, you may send a rent roll and operating information to my confidential fax (310) 376-0300. If Multi Residential, what is the unit mix? # of Units Bed/Bath Mix Current Rent Esitmated Sq. Ft. Market Rent What is the current monthly income for the property? Are there separate meters for gas, electricity, and hot water? Yes No What are the property's total annual expenses? What is your existing loan balance? What else should I know about your property? Second, let's determine what you're interested in buying. How much equity do you anticipate having after the sale of your property? In addition to your exchange proceeds, how much cash do you have for a down payment? What price range are you interested in? What is the product type you're looking for? Multi residential Retail Office Industrial If Multi Residential, how many units would you like? 1-4 5-15 16+ 50+ 100+ In what area would you like to buy? In addition to your 1031 Exchange needs, what other reasons do you have for buying income property? Investment Finally, how would you like me to contact you to discuss your investment priorities? Reply to my email Call me to set up a meeting   *Name: *Email: Phone: Fax: Address: *Security Code (Note: Case Sensitive)