Websites
Marketing Resource Site
Marketing support site with secured login functionality. Secured interior page provides PDF download capabilities for property-level and sponsor-level brochures. Additional features include a PPM request form, conference call recordings, property appraisal information, and a click-through photography slide show.
Broker-Dealer Rep Resource Site
Marketing and back office support site with secured login functionality. Secured interior pages provide access to compliance and investor forms, company calendars, marketing PDF files, mutual fund listings, and key corporate contact information. The site also includes a listing of available offerings that are under signed selling agreement. An administrative section allows the client’s due diligence officers and support staff to update equity available per offering on a real-time basis. Registered reps can sort this listing by sponsor and/or product type.
1031 Exchange Services Website
General services overview and lead generation site.
1031 Exchange Energy Website
General information site for energy investing.
