Alternative Financing & Funding Solutions
 
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Wed, February 1, 2012
Doors Open for Registration ~ 6:30 PM
Networking ~ 6:30 – 7:00 PM
The Comfort Inn
6111 Arlington Blvd Falls Church, VA
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The LAST Real Deal Meeting Was
Standing Room ONLY…
Make Sure You
Don’t Miss This Meeting!
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Morgan Stanley Smith Barney has created two UNIQUE ALTERNATIVE FINANCING / FUNDING SOLUTIONS to assist small businesses and real estate investors looking for alternative financing.
 
These solutions are a MUST SEE for all small business owners and real estate investors to help you overcome current economic and funding challenges.
 
Come Hear about the Following Alternative Financing / Funding Strategies:
 
Express Credit Line
 
Works for investors with the following challenges:
   
Do NOT qualify for traditional lending sources
   
Appraisals came in low
   
Many other challenges
 
Discover how to fund your deals with a securities based loan even with the challenges above.
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Discover how to fund your deals with a securities based loan even with the challenges above.
 
Using the securities in an investment account as collateral for a loan can provide funds for almost any opportunity:
   
mark REO Flips
mark Short Sale Purchases
mark Buy and Holds
mark Refinances
mark Consolidate Existing Loans
mark And Much, Much More!!!!
 
There are no closing costs to establish the line, no underwriting and typically the loan can be funded within 5 days so it’s good for clients needing a quick settlement.
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Pledge Asset Feature
 
Real Estate purchases typically require a cash down payment. The Pledged Asset feature allows you to increase the size of the loan on your property or the property of a specified family member, up to 100% of the value of the real estate, by pledging the additional assets in the form of a securities account in lieu of the normal down payment.
 
This strategy will help you as follows:
   
mark Do NO MONEY DOWN Deals
mark Keep Doing Deals If You Are Equity Rich & Cash Poor
mark Use Your Securities as Proof of Funds
mark And More!
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About the Speaker
Andrew MogolAndrew Mogol, a Financial Advisor, joined the Quarry Lake Group of Morgan Stanley Smith Barney in 2011. With fifteen years in the financial services arena, Andrew has held risk management and executive positions with MBNA, Legg Mason and DB Alex Brown. At DB Alex Brown, he was a Vice President managing Online Trading and Stock Option Service Departments. Most recently, he was a principal at Mid-Atlantic Home Solutions, a real estate investment firm. Andrew assists high net worth clients to achieve their future investment goals and plan for retirement while managing current liabilities by creating customized, diversified, investment plans. He helps develop asset allocation models, build portfolios and conduct reviews to maximize portfolio performance and exceed clients’ expectations. A graduate of the University of Virginia, Andrew lives with his wife and daughter in Baltimore.
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The Comfort Inn
6111 Arlington Blvd Falls Church, VA
The LAST Real Deal Meeting Was
Standing Room ONLY…
Make Sure You
Don’t Miss This Meeting!
line
hotel map
 
Wed, February 1, 2012
Doors Open for Registration ~ 6:30 PM
Networking ~ 6:30 – 7:00 PM 
The Comfort Inn
6111 Arlington Blvd Falls Church, VA 
 

"Many of life’s failures are people who did not realize
how close they were to success when they gave up." Thomas Edison
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