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Bernie Reference Call

Assistant Brandy Mattix called Bernie about her recent investment with Sherman & Associates. Below is a transcript of the call.

 
Brandy: When and Where did you & Jay do business together?

Bernie: We started in September of 2013- San Diego County.

Brandy: What would you consider to be Jay's strengths, assets, or things you like about him?

Bernie: Good communication and follow up - integrity and honesty.

Brandy: Would you please clarify what Jay was responsible for & what he did with you?

Bernie: He was responsible for securing property of which we provided a portion of funding. Facilitating the rehab of the property and communication of progress. Disposition of the property and ensuring funds were distributed monthly and at the end of the project.

Brandy: On a scale of excellent, good, fair, or poor, how would you rate Jay's overall performance?

Bernie: Good.

Brandy: Why?

Bernie: He did what he said he was going to do, communication was continual and honest throughout the project.

Brandy: a) Tell me a little bit about Jay's communication skills. Did he answer your voicemails on time? b) do you feel like he listened to you?

Bernie: a) Yes.
b) If things were shifting or time frames changed, he would update us right away.

Brandy: Did any obstacles get in the way during your transaction? How did Jay handle that?

Bernie: No.

Brandy: Thank you. Do you have any final comments or suggestions about Jay?

Bernie: Everything went well.

Brandy: Thank you so much for your insights, Bernie, I appreciate your time!
 
           
 
 
 
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Copyright © 2007-2018 Sherman & Associates Real Estate Investments, LLC. All rights reserved. Any information displayed is subject to change without notice. Dollar amounts and numbers are deemed reliable but not guaranteed and are forward-looking statements, which are estimated projections based on past performance of similar projects. We encourage you to perform your own due diligence regarding our company. This is not a public offering. This is not an offer to sell securities. Securities may only be sold under a state exemption or registration. Securities will only be sold to accredited investors or qualified purchasers who are residents of the state of California. Ultimately, a decision on whether or not to participate in any of our company's offerings should be made after conducting due diligence, careful analysis and consultation with legal and tax advisors of your choosing.