Testimonials

Client Testimonials

“Thanks for making my experience so great!”

- Lori, California

Having been a broker for many years myself, I truly appreciated the effort that you put into to making this deal happen. Never did I find you anything less than very hard working. You have jumped through hoops to get me information as quickly as possible. You have taken telephone calls on vacation, at home, whatever it took to keep the client happy. OMNI Brokerage should consider themselves blessed to have you on board.

- BM, Florida

“Thank you for all your good work in helping me through this deal. I really appreciate your expert guidance.”

- JD, California

“”Thank you for the call and the information about Cornerstone, the products and availability for exchanges and the contacts and services you provide. It is refreshing to meet someone who is thoroughly knowledgeable about the exchange process, including the limitations under which one hast to operate. I enjoyed sharing information and have added you to my database of sources to help my clients, or to provide referrals.”

- Doug, Illinois

“I gave your name and number to a prospective client. We have the same accountant and he’s just closed escrow. I told him you would be a great person to work with and highly recommended you.”

-Doug, North Carolina (owns 5 TIC’s)

It was my pleasure using Cornerstone for my 1031 exchange process - you were an absolute delight to work with! I wish you and your family a Very Merry Christmas and a prosperous and healthy 2008!

- Ginger, CA

Please take a moment to complete our Property Information Request Form below.

Cornerstone maintains an ever-changing database of approved properties. Please complete the form below to pre-register to be notified when new TIC properties become available and to download our Suitability Form.

TIC Property Listing 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 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

TIC Property Listing Request Form

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