Real Estate Strategies Webinar

Evaluation Form 2020

Presented by Bill Exeter, Aubrey Morrow & Doug Taber

    1. What options are you interested in for your property? *

    2. I would like to speak with: *

    Property Value Opinion - Doug Taber, CCIM1031 Exchange Intermediary - William ExeterDelaware Statutory Trust (DST) - Aubrey Morrow, CFP®Overall Review of Options - Aubrey Morrow, CFP®

    3. Own Investment Real Estate? If so, what type? *

    4. Are you an Accredited Investor? *

    An accredited investor is an individual or couple with a $1,000,000 net worth exclusive of their primary residence. Or, it is an individual with an income of $200,000 a year for the last two years if single, or an income of $300,000 a year for the previous two years if married (with a reasonable expectation that the income levels stated above are sustainable).


    5. How did you hear about the webinar? *

    RadioUS Mail / PostcardEmailFacebook / InternetPhone Call

    6. FREE OFFER "A guide to 1031 exchanges" *

    Please email me "A guide to 1031 Exchanges "

    7. Contact Information

    * 9. How can we improve? Additional Comments/Questions:

    *Registered Representative offering securities through Concorde Investment Services, LLC. Member FINRA/SIPC. Advisory Services offered through Concorde Asset Management, LLC, and an SEC Registered Investment Advisor. Financial Designs, Ltd is independent of Concorde Investment Services and Concorde Asset Management.​​​​​​​​​​​​​​