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Join Us and Learn About An Investment Strategy With Attractive Income Potential

event-location

Location:

Capital Club

50 W. San Fernando St.,17th Floor
San Jose, CA 95113 United States

Directions

event-day

Date:

January 22

event-time

Time:

6:00 pm - 8:00 pm

Join Eric Heckman, CFP®  and President of Heckman Financial & Insurance Services, Inc. and Special Guest Speaker, Miguel Aguilar, Senior Vice President of Inland Securities Corporation for a special presentation!

Join Us and Learn About An Investment Strategy With Attractive Income Potential

  • Originate, acquire and manage a diversified portfolio of mortgage loans by income-producing properties.
  • Investments are a primarily variable rate, where the interest typically adjusts every 30 days
  • Complements a real estate equity allocation and provides the opportunity to diversify a traditional fixed income portfolio with low historical correlation to stocks, bonds, and equity REITs
  • Portfolio managers with more than 30 years of industry experience resulting in long-standing financing relationships which may provide access to potentially attractive loan opportunities

Consider an allocation to InPoint for the potential for:

  • Stable Income
  • Capital Preservation
  • Lower Correlation
  • Lower Volatility
  • Favorable Taxation
  • A unique investment you can’t get from anyone else other than your advisor

 

Reservations required to attend by 1/20/20. Space is limited. NO Advisors or Brokers.

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