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WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

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Text of WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

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What Weve learned about non-traded reits and limited partnershipsMarch 17th 3pmModerator:

Nancy Wilson

Partnership Marketing Company

Panelists:

Howard Davis, President

Sandlapper Securities

Cory Neumiller, National Sales Manager

Capital Financial ServicesTitle of PresentationAgenda

The Pitfalls of the Past

Ideas for Todays issues

On-going Reviews how to be smarter in the futurePartnerships Past

Balcor Pension Investors

Partnerships Past

Balcor Pension InvestorsSilver Screen

Partnerships Past

Balcor Pension InvestorsSilver ScreenPublic Storage

Partnerships Past

Balcor Pension InvestorsSilver ScreenPublic StorageInland Western

Partnerships Past

Balcor Pension InvestorsSilver ScreenPublic StorageInland WesternJones Cable 12CCarlyle 13

IdeasHoward Davis PresidentSandlapper Securities

IdeasCory Neumiller National Sales Manager

Capital FinancialServices

Due Diligence What is: Required? Smart? NTM 10-22 Shabby business practice (in FINRAs eyes)

Suitability BD Responsibility

Rep suitability to sell

Client suitability to buy

Questions???Optional Title Slide With Subtitle