GET STARTED

Ready to retire from the hassles of
investment properties?

Invest Cash or Real Estate Assets.

Include your property address, name, and email address. A portfolio manager will reach out to walk you through the process.

Full Name

State of Residence

Phone

Are you an Accredited Investor?

Typically, for individuals an Accredited Investor is someone with annual income of at least $200,000, or $300,000 if combined with a spouse’s income. This level of income should be sustained from year to year. Or someone with a net worth of $1 million or more, either individually or together with a spouse, but excluding the value of a primary residence. Prior to acceptance of your investment, the Legacy Fund will require certification of an investor’s status. We will provide referrals to assist you in obtaining this certification.

Yes

How do you want to join the SMI Legacy Fund?

I want to invest cash.

I want to trade my real estate as an investment into the SMI Legacy Fund.

Estimated Amount of Desired Cash Contributions

Estimated Value of My Property

Estimated Debt Owed on my Property

Investment Property

Street Address City State / Province / Region ZIP / Postal Code

Summary Description of Investment Property

If applicable, please complete this information:

Real Estate Broker Name

Broker Cell Number

Process of Investing in the SMI Legacy Fund:

Investor provides pertinent Investor and Property Information on this page

SMI Legacy Fund reviews and issues a Non-Binding Term Sheet.

Your property is appraised by a third-party MAI appraiser

Investor reviews and accepts appraised value
SMI Fund Management, LLC reviews and accepts appraised value

Investor completes due diligence on SMI Legacy Fund

Review the Fund’s Investment Documents and other Investor onboarding documents

Fund completes due diligence on your property

Finalizing the Investment

Execute Investment Documents
Execute Transfer Deed with Title

Start participating in the 4 economic benefits of real estate investing

Receive quarterly distributions
Participate in principal paydown
Receive depreciation allocation
Participate in long-term appreciation

GET STARTED

Ready to retire from the hassles ofinvestment properties?

Invest Cash or Real Estate Assets.

Process of Investing in the SMI Legacy Fund:

Ready to retire from the hassles of
investment properties?