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Page 1: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

WHAT WE’VE LEARNED ABOUT NON-TRADED REITS

AND LIMITED PARTNERSHIPS

March 17th 3pm

Page 2: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

Moderator:

Nancy Wilson

Partnership Marketing Company

Panelists:

Howard Davis, President

Sandlapper Securities

Cory Neumiller, National Sales Manager

Capital Financial Services

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

Title of Presentation

Agenda The Pitfalls of the Past

Ideas for Today’s issues

On-going Reviews – how to be smarter in the future

Page 4: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

Partnerships Past

Balcor Pension Investors

Page 5: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

Partnerships Past

Balcor Pension Investors Silver Screen

Page 6: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

Partnerships Past

Balcor Pension Investors Silver Screen Public Storage

Page 7: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

Partnerships Past

Balcor Pension Investors Silver Screen Public Storage Inland Western

Page 8: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

Partnerships Past

Balcor Pension Investors Silver Screen Public Storage Inland Western Jones Cable 12C Carlyle 13

Page 9: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

Ideas

Howard Davis President

Sandlapper Securities

Page 10: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

Ideas

Cory Neumiller National Sales

Manager

Capital FinancialServices

Page 11: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

Due Diligence

What is: · Required?

· Smart? NTM 10-22 · Shabby business practice

(in FINRA’s eyes)

Page 12: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

Suitability• BD Responsibility

• Rep suitability to sell

• Client suitability to buy

Page 13: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

Questions???

Page 14: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm
Page 15: WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

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