Trustworthy. Quality. Performance.

Our Services

Offering Services

• Through our registered broker-dealer, we sell 105 to 125 shares of private REIT preferred stock to our investor base.
• The offering is made quickly in a manner that does not require extensive and expensive filings with regulators.
• Our investors meet all applicable tax and securities requirements and are eager to invest in private REITs.

Administrative Services

• Once the REIT has the minimum 100 shareholders, we eliminate the burden of maintaining the shareholder base.
• We create and maintain all shareholder records to meet necessary compliance and reporting requirements.
• We facilitate the issuance of annual dividend checks to each preferred shareholder.
• We prepare and file 1099’s in a timely manner, according to IRS regulations.
• We track ownership changes as the transfer agent and coordinate with the REIT on the issuance of new shares.