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A report by The
Employee Benefit Research Institute, a non-profit agency, stated
that IRA Assets at the end of 2002 totaled more than $2.3
Trillion. The research also stated that nearly $400 Billion flow
into them on an annual basis.
Traditionally, these retirement assets are earmarked for stock
market investments by the largest investment firms Wall Street
has to offer. However, with the recent market decline and the
uncertainty for its future, investors are looking for
alternatives.
IEM has developed a process that allows real estate
professionals to capitalize on current investor sentiment and
gain as much market share of the $2.3 Trillion of assets to
purchase commercial and residential real estate.
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our program, you will have access to the following:
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- Advisors who
specialize in the purchase, sale, and management of real
estate within IRA accounts.
- Various
marketing materials branded to your existing practice.
- Informative
and educational workshops for your team members and office
personnel.
- Sales
oriented workshops for client or prospect groups.
- One on one
presentation for prospects or existing clients.
- Customer
service support for all your questions and business needs.
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If you are a real
estate agent, agency, mortgage company, or property management
company and would like to discuss how our Affiliates program can
benefit in increasing your current sales, please contact us.
Due to the specialized nature of this strategy and to insure the
probability of success of our clients, we require the following
prior to an appointment to our program:
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Real Estate Agent/Agency |
- Full MLS
sheets on 10 investment properties either listed in house
and sold to an investor (existing client or outside buyer)
and/or properties you chose to procure for an investor
client of yours (preferably a repeat client) within the last
12 months. Please make sure the MLS report shows the days on
market, the asking price and the sales price.
If unable to produce 10 properties within the 12 month time
frame, please include previous months/years until the proper
number of properties has been reached.
- The name(s)
of property management companies in the area that you have
either personally or professionally used for the investment
properties.
- The names of
your competitors, both in your office, your real estate
firm, and in your communities that you focus on. I want
these to be people you consider to be competitors...based on
the types of transactions you do...investments, luxury,
waterfront, etc.
- A list of
any designations or clubs that you have participated in
based on your sales volume.
- A breakdown
of the types of properties you have sold within the last 12
months, either by % of total transactions or by estimated
dollar figures. Please breakdown the list by the percentage
of properties based on your entire career as a real estate
professional. Estimates are sufficient.
- The estimate
budget you feel you can put towards marketing this strategy
starting in 2005 and where this budget will come from
(personal funds, 3rd party vendors, office/agency
assistance).
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| Property
Management Company |
- The total
number of properties currently under management as well as
the breakdown among all the types of properties (Commercial,
residential, resort, etc.).
- The number
of agents or employees currently on staff to monitor your
entire portfolio of properties.
- The current
number of tenant occupied buildings in your portfolio of
properties.
- The current
number of unoccupied buildings in your portfolio of
properties.
- Breakdown of
the number of short term tenants (less than 9 months) and
long term tenants (12 months or longer) currently occupying
buildings in your portfolio of properties.
- Listing of
services provided along with the charges associated.
- Listing of
services used to market unoccupied properties
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