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Betty Wong Reference Call

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

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

Betty: Jay and I are on the same non-profit board together, so we have known each other for awhile now. I started to invest with him around November 2012.

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

Betty: Hmmm...where do I begin? Some of Jay's strongest assets are his ability to find good deals, his attention to details, his project management skills and his communication skills.

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

Betty: I was the private lender on one of his deals. Jay was responsible for finding the property, managing the rehab and selling it.

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

Betty: Excellent.

Brandy: Why?

Betty: He handled everything and I didn't have to worry about it.

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?

Betty: a) Yes, Jay always answered his phone or when it went to voicemail, he would call back right away.
b) I trusted Jay with my funds, so I didn't really have much questions or concerns.

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

Betty: The rehab took longer than expected. He did offer to return my funds if needed, but I was fine riding it out to the end. He always provided me updates with what was going on. I loved the weekly video updates, so I can see the progress of the rehab.

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

Betty: Jay is a person of high integrity. I would have no problems investing with him again or recommending him to anyone that have funds to invest.

Brandy: Thank you so much for your insights, Betty, 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.