SMI Fund Management is owned and operated by experts in real estate, investing, accounting and law. They bring their talents together to increase the value of their portfolio, and YOURS.
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SMI Fund Management brings a significant amount of industry knowledge and experience, and couples it with unique approaches to investment and tax advantages, like our 721 Exchange Program, where investors may complete a tax-deferred contribution of real property, utilizing Section 721 of the Internal Revenue Code, in exchange for membership units in our managed fund. Our team’s goal is to bring their experience to assist other investors to grow their respective portfolios through SMI Fund Management’s Legacy Fund by acquiring value added properties, utilizing our 721 Exchange Program, enabling estate planning benefits, maintaining the four benefits of real estate ownership, and diversifying portfolios.
Prospective investors are not to construe the contents herein, or as described above, as legal, business, tax, accounting, investment or other advice. Each prospective investor should consult its own advisers as to legal, business, tax, accounting, U.S. Employee Retirement Income Security Act of 1974, as amended, and other related matters concerning an investment in the Fund. Any reference to contribution and investment herein is not an offer to sell to any person, or a solicitation to any person to buy, such interests in any state or jurisdiction in which such an offer or solicitation would be prohibited by law or to any person who is not an “accredited investor” as defined in Regulation D under the Securities Act.