Listing of our Real
Estate Funds and Note Offerings
Securities investments offered through OMNI Brokerage Inc (Member NASD,
SIPC)
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):
If you need a User ID
and Password,
please complete the Request Form below. We will promptly provide
you with your password. We have a strict privacy of client
information policy and your information will remain confidential and NOT
be referred over to other parties.
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 (all assets less
liabilities) 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
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 OMNI Brokerage, Inc. (Member NASD, SIPC)
One City
Boulevard West, Suite 870, Orange, CA 92868; Phone (800) 781-1031