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Welcome to the Investor Profile page!
I am getting notes in all price ranges, from all across the country - both residential and commercial. Many of these would be perfect IRA investments. If you have your own funds available (no brokers, please) and you'd like to invest in some seller-financed notes or non-performing bank notes, let me know—perhaps we can do some business together.

Please complete the following investor profile, and I will be happy to contact you when I have notes available that meet your criteria.

Be sure to scroll to the bottom and click "Submit."
 
Are you an Accredited Investor?
It isn't necessary for you to be an accredited investor; however, please let me know if you are, as it will help me to identify proper investments for you.

The federal securities laws define the term accredited investor in Rule 501 of Regulation D and as amended by the Dodd-Frank Wall Street Reform and Consumer Protection Act as:

  1. A bank, insurance company, registered investment company, business development company, or small business investment company;
  2. An employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million;
  3. A charitable organization, corporation, or partnership with assets exceeding $5 million;
  4. A director, executive officer, or general partner of the company selling the securities;
  5. A business in which all the equity owners are accredited investors;
  6. A natural person who has individual net worth, or joint net worth with the person's spouse, that exceeds $2 million at the time of the purchase, or has assets under management of $1 million or above, excluding the value of their primary residence;
  7. A natural person with income exceeding $200,000 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 level in the current year; or
  8. A trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.

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