Homes and Loans by Mark
Your Southern California Real Estate Specialist

Pre-Investment Profile

My desire is to bring together like-minded investors. To assist in my understanding of your particular investment needs and goals, and help in forming groups to match with potential investments, please fill out the short profile below. I will then contact you directly to discuss potential investments, how to get involved, and answer any questions you may have.
1.    Personal Information
  Name
  Address
  City State Zip
  Phone Fax
  Occupation
  Age General Health
  Marital Status
2.    Investment Background
  Stocks, Bonds, or Commodities
  Real Estate
  Investor involvement in partnership(s)
  Types of projects and principal parties
3.    Investment needs (explain briefly)
  Tax Benefits
  Spendable Income
  Short-term investment goals
  Long-term investment goals

Call Me anytime at (951) 237-3741