Real Deal Meeting

Alternative Financing & Funding Solutions

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

The LAST Real Deal Meeting Was
Standing Room ONLY…
Make Sure You
Don’t Miss This Meeting!

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.

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:

	REO Flips
	Short Sale Purchases
	Buy and Holds
	Refinances
	Consolidate Existing Loans
	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.

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:


	Do NO MONEY DOWN Deals
	Keep Doing Deals If You Are Equity Rich & Cash Poor
	Use Your Securities as Proof of Funds
	And More!

About the Speaker

Andrew 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.