Real Estate Investments

Accredited Investor | Lending | Schedule 1-on-1 | Real Estate Services

Rod and Tiffie taught so much about how to give gold star effort for our Accredited Investors.

Accredited Investor

An Accredited Investor is defined by the Securities and Exchange Commission to include a natural person with:

1. A net worth or joint net worth with the person’s spouse exceeding $1 million, not including the value of the primary residence, and/or

2. An annual income of $250,000 in each of the two most recent years, or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income in the current year.

If you are not sure this is you, please reach out to us today!

Sales
Tenant Representation
Acquisitions
Leasing

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Lending

Business Entity Borrowers Checklist

Details & Requirements

Certification of Formation
Letter of good standing from the Alabama Secretary of State and Certificate of Account Status from the Alabama Comptroller of Public Accounts
Organization documents (Partnership Agreement, Operating Agreement, Articles of Incorporation)
EIN form from Internal Revenue Service
Copy of the Company’s most recent month’s bank statements (all pages), checking, savings, money market, certificate of deposit, etc.
Fully executed contract
Title company contact (name, e-mail address, and phone number)
Detailed Renovation Budget along with bids from contractors

Sales
Tenant Representation
Acquisitions
Leasing

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Breaking bread with the family that grew from a Mastermind, surround yourself with people who care about your growth too!

Schedule 1-on-1

1 – ON – 1 PRIVATE CONSULTATION

$799.99

One Full Hour
Q&A
Goals and Strategy Session

HALF DAY CONSULTING PROGRAM

$2499.99

Four Full Hours
Deep Dive Into Strategy
Goal Setting
Networking
Action Planning

Sales
Tenant Representation
Acquisitions
Leasing

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Real Estate Services

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Sales
Tenant Representation
Acquisitions
Leasing

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Growing my knowledge and wisdom with one of my Masterminds!

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