Attendee Valuation Questionaire

Evaluation Form

Presented by Bill Exeter, Aubrey Morrow & Doug Taber


Radio Host 'Money Talk Radio AM 600 KOGO Radio' Certified Financial Planner® Financial Designs, Ltd.



CEO and President - Exeter 1031 Exchange Services & Exeter Trust Company


Rental Property Broker - Keller Williams Realty (Moderator)

    1. What options are you interested in for your property?

    2. I would like to speak with:

    Property Value Opinion - Doug Taber, CCIM1031 Exchange Intermediary - William ExeterDelaware Statutory Trust (DST) - Aubrey Morrow, CFP®Overall Review of Options - Aubrey Morrow, CFP®

    3. Own Investment Real Estate? If so, what type?

    4. Are you an Accredited Investor? *

    DST 1031 properties are only available to accredited investors. An accredited investor is an individual or couple with a $1,000,000 net worth exclusive of their primary residence. Or, it is an individual with an income of $200,000 a year for the last two years if single, or an income of $300,000 a year for the previous two years if married (with a reasonable expectation that the income levels stated above are sustainable).


    5. How did you hear about the webinar?

    RadioUS Mail / PostcardEmailFacebook / InternetPhone Call

    6. FREE OFFER "A guide to 1031 exchanges"

    Please email me "A guide to 1031 Exchanges "

    7. Contact Information *

    8. How can we improve? Additional Comments/Questions: