1. WHAT WE’VE LEARNED ABOUT NON-TRADED REITS AND LIMITED PARTNERSHIPS March 17 th 3pm

2. Moderator: Nancy Wilson Partnership Marketing Company Panelists: Howard Davis, President Sandlapper Securities Cory Neumiller, National Sales Manager Capital Financial Services

3. Title of Presentation Agenda The Pitfalls of the Past Ideas for Today’s issues On-going Reviews – how to be smarter in the future

4. Partnerships Past  Balcor Pension Investors

5. Partnerships Past  Balcor Pension Investors  Silver Screen

6. Partnerships Past  Balcor Pension Investors  Silver Screen  Public Storage

7. Partnerships Past  Balcor Pension Investors  Silver Screen  Public Storage  Inland Western

8. Partnerships Past  Balcor Pension Investors  Silver Screen  Public Storage  Inland Western  Jones Cable 12C  Carlyle 13

9. Ideas Howard Davis President Sandlapper Securities

10. Ideas Cory Neumiller National Sales Manager Capital Financial Services

11. Due Diligence What is: · Required? · Smart? NTM 10-22 · Shabby business practice (in FINRA’s eyes)

12. Suitability BD Responsibility Rep suitability to sell Client suitability to buy

13. Questions???

15. Optional Title Slide With Subtitle