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Peter Reference Call

Assistant Brandy Mattix called Peter about his recent investment with Sherman & Associates. Below is a transcript of the call.
 
Brandy: When and where did you & Jay do business together?

Peter: I met Jay through the North San Diego Real Estate Investors club. I invested in a first trust deed on one of Jay's properties.

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

Peter: Jay is straightforward and very helpful to new investors. I was particularly impressed with Jay's website and his commitment to ongoing learning in the real estate investing field.

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

Peter: Jay provided the opportunity for me to invest in one of his properties at an attrative rate of return. He was also very forthcoming with advice about investing in real estate.

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

Peter: Excellent.

Brandy: Why?

Peter: For the reasons stated above and also for the quick reply to any of my questions and his consistent communication.

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?

Peter: He was always very responsive to any email communication - Jay has strong listening skills.

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

Peter: No, Jay did exactly what he said he would do.

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

Peter: If Jay offered a seminar or workshop for new investors in the San Diego area, I would sign-up immediately.

Brandy: Thank you so much for your insight, Peter. I appreciate your time!

Peter: My pleasure - it has been a pleasure doing business with Jay and I hope to work with him again.
 
           
 
 
 
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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.