Invest Now - SMI Fund Management

Ready to retire from the hassles of investment properties?

Invest Cash or Real Estate Assets.

Include your property address, name and email address. A portfolio manager will reach out to walk you through the process.

Full Name *

State of Residence *

Email *

Phone

Are you an Accredited Investor?

Typically, for individuals an Accredited Investor is someone with annual income of at least $200,000, or $300,000 if combined with a spouse’s income. This level of income should be sustained from year to year. Or someone with a net worth of $1 million or more, either individually or together with a spouse, but excluding the value of a primary residence. *

Yes No

Prior to acceptance of your investment, the Legacy Fund will require certification of an investor’s status. We will provide referrals to assist you in obtaining this certification.

Investment Property:

Street Address *

City *

State *

Zip *

Estimated Value of desired in-kind-contributions *

Estimated amount of desired cash contributions *

Summary description of Investment Property *

SMI FUND MANAGEMENT

503.390.6060

info@smire.com

3625 River Road N, Suite 250
Keizer, Oregon 97303

SMI Fund Management Booklet

Download the 32 page booklet outlining our 721 Exchange Program and Legacy Fund.

Download