Incoming Sales regarding Finance and Real Estate

[Robert Hetsler]

I receive a significant amount of incoming telephone calls regarding 1031 Exchanges and locating specifically.  I refer out or locate $200 Million plus a year in real estate closed deals.  Further, I own one of the 5 largest (facilitate retirement division in divorce) and a large portion of my clients are looking to utilize their retirement income to purchase income producing real estate or traditional marketable securities. I have deals in place with Charles Schwab, Morgan Stanley, and TD Ameritrade who will handle the rollovers and we could easily refer out between 2-5 Million a month out in money management if we had someone that could just facilitate the referral and ensure the connection is made between our client and the Wealth Manager. However, in December this year I am finalizing all the paperwork with the intent to open my own Register Investment Advisor firm but for now we are not providing any advice on the Financial Management, just a referral. However, on the real estate side, we will assist them with the purchase of real estate within their IRA. Please email me if interested

[Cody Backus]

Robert, 

This new venture sounds very exciting. I meant to ask you a few questions about your career and trajectory, so this is a lead in. I would be interested in talking to you about this venture and if there is an opportunity for someone like myself to be involved. Perhaps there is a way we could collaborate on a few things and I could contribute from a distance. I have a B.S. degree in finance along with the JD (licensed atty in Arizona & Utah) and my extensive background in RE. I am looking to align myself with others, and particularly in situations where my education and experience can be of most value. I am interested in working on larger projects and with bigger dollars. Just a thought. Let me know what you are looking for as members on the team, even if it's not me, I am happy to see if I can help you connect.  

I will be looking for a response regarding a solution to your capital requirements we discussed previously.