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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