Password Request Form

Securities investments offered through Sandlapper Securities (Member NASD, SIPC)

In order to receive your password, please complete the Password Request Form below.  We will promptly provide you with your password.

Once inside the tenants-in-common portion of our website you will find a robust amount of information on Tenants-in-Common including:

  • A lengthy listing of available Tenants-in-common properties of all asset classes located throughout the United States,

  • A detailed discussion of the advantages of tenants-in-common investments,

  • A serious look at the various risks associated with tenants-in-common investments, and

  • An insightful overview of the tenants-in-common industry and how tenants-in-common investments are structured.

We have a strict privacy of client information policy and your information will remain confidential and NOT be referred over to other parties.

Password Request Form

Name
Address
City
State
ZIP Code
Telephone
FAX
E-mail

1031 Exchange Information

Is your property currently listed?   Yes   No
Estimated close date of your property:   
Your 45-day identification period ends on:   
Sale price:   
Amount of debt   
                   Would you like a Qualified Intermediary (QI) firm to contact you to assist in your 1031 exchange?  

  Yes   No  

Suitability Information
                   Are you an accredited  investor?  

   Yes No    Please read the definition below:
  (The Security and Exchange Commission (SEC) defines an accredited investor as an individual with a net worth of at least $1 million (excluding the equity in your home) or net income the last two years of $200,000 (if joint income with spouse $300,000) and with a reasonable expectation of equal or greater earnings in the current calendar year)
                   Investment objective?  

Income   Growth Safety of principle   Tax advantage
                   Investment purpose?  

Retirement   Tax shelter Current income  
                   Investment time horizon?  

Long-term (10 years +)   Intermediate (3-10 years)

Short-term (under 3 years) 
                   Risk tolerance: (check one)  

Low  0   1 2  3 4 56   7 89   10 High
Investment experience:

Real estate   years

Stocks & Bonds   years

Partnerships & other    years

Category

 Reply regarding available tenants in common properties          

 Reply regarding available investment properties

 Reply regarding the 1031 exchange process         

    

 

Comments

     

 

For more information on this matter or if we may be of further assistance please contact us for a free consultation by calling us at 1 (800) 781-1031 or (714) 939-1031 or by e-mail at info@cornerstoneexchange.com

Security investments offered through Allied Beacon Partners, Inc. (Member FINRA, SIPC)

Cornerstone Real Estate Investment Securities is not affiliated with Allied Beacon Partners, Inc.

One City Boulevard West, Suite 870, Orange, CA 92868; Phone (800) 781-1031