Listing of our Real Estate Funds and Note Offerings


If you already have a User Name and Password, please click on the following link to assess our current listing of funds, and note offerings (Non 1031):

Investment Offerings

If you need a User ID and Password, please complete the Request Form below to request a  password.  We have a strict privacy of client information policy and your information will remain confidential and NOT be referred over to other parties.

Direct Investment Offering Request Form

Name
Address
City
State
ZIP Code
Telephone
FAX
E-mail

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 principal   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

    

 Comments

     

 

What day follows Thursday?

 


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 Sandlapper Securities, LLC. (Member FINRA, SIPC)

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