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            1(800) 781-1031

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

Please complete the form below and we will call you back the same business day.

Call Back Request Form

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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   

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 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         

    

 

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Security investments offered through Sandlapper Securities LLC. (Member FINRA, SIPC)

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