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BECOMING A SAM AGENT
PRESENTED BY
JIM STEPANIAN &
KATHERINE FABRIS
Summerlin Asset Management, LLC
Agenda
 Overview of Summerlin Asset
Management, LLC (SAM)
 Benefits of Becoming a SAM Agent
 Note Buying Process
 The Marketing Process
 Investor Objection
 Overcoming Investor Objection
 Due Diligence
Overview of Summerlin Asset
Management (SAM)
 Private real estate 1st trust deed and
mortgage investment company
 Offers 1st Trust Deed and Mortgage
Notes to investors
 Build conservative portfolios of passive-
income investments
 Investment Programs are designed to
produce double-digit returns
Benefits of Becoming a SAM
Agent
 Minimal work on the part of the agent
 Permanent contract with SAM tying you
to your investors purchases
 Residual income through commissions
 Few or no working weekends
 SAM support team assistance
Note Buying Process
Banks SAM Investor
Marketing Process
 SAM website is the most informative
marketing tool
 SAM brochure and other articles written
about the merits of investing in 1st Trust
Deeds and Mortgage Notes
 Connecting us directly to your investor
via a conference call or in-person
meeting
Investor Objection
INVESTOR STATEMENT: I am looking to buy a real estate
note in this county or this city ONLY!
ANSWER: We understand the request to find notes in your
local area. In fact, the majority of investors initially make that
same request. It is virtually impossible to make a request to
a national bank requesting a one-off sale in a specific county
or specific city. That is not the way they work.
*If you are seeking a note ONLY in your local area then your
cash will continue to sit idle and earn 1%.
Overcoming Investor
Objection
 Investor needs to understand that the U.S.
dollar has the same value anywhere in the
country
 SAM’s expertise is in implementing the exit
strategies all over the country for the
investor
 Their principal investment is securitized by
the collateral
Next Steps
 Talk to your investors about the merits in flipping
the ‘note’ not the ‘property’
 Contact SAM to set up a conference call with you
and your investor(s) to answer all of their
questions
 SAM staff will set up a call with your investor and
our principals once they commit to purchasing
notes
 SAM will purchase notes on behalf of your
investor and you will receive a commission check
in the mail at close of escrow
Summerlin Asset
Management
Contact Information
Jim Stepanian
(949) 225-4471
katherine@summerlinam.com
www.investinsam.com

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Jim Stepanian - SAM Agent presentation

  • 1. BECOMING A SAM AGENT PRESENTED BY JIM STEPANIAN & KATHERINE FABRIS Summerlin Asset Management, LLC
  • 2. Agenda  Overview of Summerlin Asset Management, LLC (SAM)  Benefits of Becoming a SAM Agent  Note Buying Process  The Marketing Process  Investor Objection  Overcoming Investor Objection  Due Diligence
  • 3. Overview of Summerlin Asset Management (SAM)  Private real estate 1st trust deed and mortgage investment company  Offers 1st Trust Deed and Mortgage Notes to investors  Build conservative portfolios of passive- income investments  Investment Programs are designed to produce double-digit returns
  • 4. Benefits of Becoming a SAM Agent  Minimal work on the part of the agent  Permanent contract with SAM tying you to your investors purchases  Residual income through commissions  Few or no working weekends  SAM support team assistance
  • 6. Marketing Process  SAM website is the most informative marketing tool  SAM brochure and other articles written about the merits of investing in 1st Trust Deeds and Mortgage Notes  Connecting us directly to your investor via a conference call or in-person meeting
  • 7. Investor Objection INVESTOR STATEMENT: I am looking to buy a real estate note in this county or this city ONLY! ANSWER: We understand the request to find notes in your local area. In fact, the majority of investors initially make that same request. It is virtually impossible to make a request to a national bank requesting a one-off sale in a specific county or specific city. That is not the way they work. *If you are seeking a note ONLY in your local area then your cash will continue to sit idle and earn 1%.
  • 8. Overcoming Investor Objection  Investor needs to understand that the U.S. dollar has the same value anywhere in the country  SAM’s expertise is in implementing the exit strategies all over the country for the investor  Their principal investment is securitized by the collateral
  • 9. Next Steps  Talk to your investors about the merits in flipping the ‘note’ not the ‘property’  Contact SAM to set up a conference call with you and your investor(s) to answer all of their questions  SAM staff will set up a call with your investor and our principals once they commit to purchasing notes  SAM will purchase notes on behalf of your investor and you will receive a commission check in the mail at close of escrow
  • 10. Summerlin Asset Management Contact Information Jim Stepanian (949) 225-4471 katherine@summerlinam.com www.investinsam.com