I want to thank Susan for calling me for advice for her Investment property and Capital Gains tax mitigation clients. Susan and I talk almost on a weekly basis for ways of helping her clients with DST replacement properties for their investment 1031 exchanges. Our Opportunity Zone (OZ) properties can eliminate capital gains on any investment. Our DST properties enable investors to defer Capital gains taxes, recapture of depreciation and income magnification. Property type, tax and geographic diversification is also achieved.

I want to thank Greg for calling me for advice for his Investment property and Capital Gains tax mitigation clients. Greg frequently calls me to help his clients with DST replacement properties for their investment 1031 exchanges. Our Opportunity Zone (OZ) properties can eliminate capital gains on any investment. Our DST properties enable investors to defer Capital gains taxes, recapture of depreciation and income magnification. Property type, tax and geographic diversification is also achieved.

I want to thank Craig for trusting me with advice for his Investment property and Capital Gains tax mitigation clients. Craig frequently calls me to help his clients with DST replacement properties for their investment 1031 exchanges. Our DST properties enable investors to defer Capital gains taxes, recapture of depreciation and income magnification. Property type, tax and geographic diversification is also achieved.

I want to thank Bob for creating an outstanding Digital Business Card and Digital Testimonials in the form of a QR Code. Tech and Art coming together from the Picasso of Video Introductions. Hire Bob for the legacy of your lifetime. Thank you Bob. Sid Jain

Bob has helped me create videos that show how valuable my clients are to our business. The videos enabled me to connect and create a higher level or value with my clients. Thanks Bob your amazing. Frank Garcia LUTCF, CSA

I want to thank Sid Jain for educating me on some nuances to be considered in his DST (Deleware Statutory Trust) offerings. A greater understanding gives me another avenue to approach my clients' needs from their perspective. Thank you, Sid.

Julie recently referred one of her clients to me for the possibility of using a reverse loan for additional funds and to eliminate an ongoing mortgage payment.on her client's home in Rancho Mirage. I provided a proposal for her client, however at the time she had her home Listed for sale and was undecided as to what she would chose to do. Ultimately, she sold her home, however I greatly appreciate Julie and the trust she has in my professionalism to assisting her clients when a reverse loan could be a beneficial solution to a financial problem. Thank you Julie for your referral

Ethan Samuels of Pacific Advisors has gone above and beyond the call of duty in helping us reach out to an insurance company's customer service department to acquire needed information regarding an insurance policy that we have had in place for many years. Ethan is great in cutting through the red tape, particularly since it appears that the carrier in question has a nonuser friendly system. Of even more importance, Ethan has spotted issues that we will need to consider.

Many thanks to Bob Chesney, of Chesney Communications, for his skill in creating video testimonials for me which I now have posted on my website (with more to come!). Bob is such a pleasure to work with. He puts the interviewee at ease as he mastaerfully asks the questions which create the conversation that he later edits down to a very palatable 30-45 second video. I hope that everyone in All Cities takes advantage of Bob's services!

I would like to give a HUGE shout out to Marc Gertz, reverse loan consultant with Reverse Your Thinking Mortgage. Marc reached out to me when one of his elderly clients seeking a reverse loan found themselves with a HELOC on their primary residence they were not expecting. March and I partnered to brain storm some possible solutions, including a possible refinance of a NNN commercial property in Kentucky. Ultimately, I was able to suggest the possible transferring of the HELOC to their second home, occupied by their daughter. Thanks to Marc who scheduled and facilitated the meeting with his clients in Beverly Hills and we are off and running on the HELOC application. Marc is a true professional who genuinely cares and advocates for his clients. I would not hesitate to recommend Marc for a reverse mortgage, or to a divorcing couple seeking to split residential assets (Marc is also a Certified Divorce Lending Professional.) If my parents needed a reverse loan, Marc would be high on my list of professionals they should speak with.