M&M

Marcus & Millichap

Nov. xx, 2020

Fyntex Leadership

Founder and EVP

Founder and CEO

Tom Bottenberg

Dean Senner

• Northern Calif. Mgr., IPX
• Co-Founder and COO, NES Financial
• 1031 Consultant, Banc of California

• CEO Tascent
• CEO AOptix Technologies
• CEO Thales Navigation/Magellan
• EVP Lockheed Martin

Our Mission

To be the nation’s premier 1031 Exchange Processing and Education platform

Fyntex Exchange Services

• Possess the expertise and experience required to process a wide range of exchanges
• Over 50,000 exchange transactions
• All Exchanger funds are held in Qualified Escrow Accounts (QEA) requiring three party signatures - Exchanger, QI, and Bank officer
• $120MM FDIC insurance per EIN/TIN
• Encrypted platform for processing
• Full transactional visibility for clients and partners
• One hour turn around for all documents

Specialty Exchange Capabilities

• Great deal of experience processing large/complex exchanges
• Reverse - Parking either Relinquished or Replacement property
• Improvement - Including improvements to an existing leasehold
• Hybrid exchanges - Forward and Reverse combinations to handle diversification and consolidation of multiple properties
• Swap/Drop, Drop/Swap, Carry-back financing, etc.
• Extension of an existing safe harbor Reverse that is about to fail
• Non-Safe Harbor Reverse options

• Head of Fyntex Specialty Exchange transactions - Stan Freeman
• Co-Founder of NES Financial, President of Exchange Strategies

• Outside Legal Cousel - David Shechtman
• Drinker Biddle and former Chair of the ABA Taxation Section on sales, exchanges, and basis

Products and Services

Fyntex Training Center

Fyntex Media Center

Fyntex Exchange Center

Social Media and Web

1031 Processing Platform

Partner Training Portal

Delivering Value Added Services to our Partners and Clients

Fyntex Exchange Center

An online encrypted processing platform for 1031 exchanges

• Provides clients and partners with 24/7 visibility via a secure online portal

• Clients can securely view all of their exchange documents, funds balance, and financial activities throughout the transaction

• Partners can monitor all exchange transactions throughout their enterprise as well as access data analytics to track performance metrics

Fyntex Training Center

World class training portal for equipping and training strategic partners

• Trains partners how to use 1031 exchange as a strategy for growing their business

• Coursework is uniquely designed for:
• Real estate
• Escrow
• Lending
• Title and Sales Reps

• We also provide live training webinars

Fyntex Media Center

An online store with a library of digital media content to enhance inbound and outbound marketing activities*

• 1031 Education plugins for both corporate and personal websites

• Social media content to increase social presence on Instagram, FaceBook, Twitter, and Linkedin - Memes, Extended Memes, and Videos

Exploring Partnership with Marcus and Millichap

The Idea

Create a dedicated Marcus & Millichap 1031 Service Center that provides premium marketing and processing services for M&M brokers and agents nationwide

The Benefits

Delivers full transactional visibility for all 1031 exchange transactions

Provides 1031 advisory services and training for M&M brokers and agents

Provides 1031 oriented marketing materials for social media platforms

Standardizes 1031 processing and increases transactional efficiency

Customized website plugins for brokers and agents with 1031 exchange education

Marcus & Millichap Service Center

(MMSC)

Private label 1031 exchange services for M&M brokers and agents

Training

MMSC Website/Landing Page

1031 Training Courses

M&M 1031 Services Hub

Online ID Portal

Exchange Center

45 Day Idenitfication

1031 Exchange Processing

1031 Media Content

Education and Tools

Web plugins and social media

Exchange Planning Content

Fyntex Confidential Information

MMSP Website/Landing Page

1031 services hub that supports M&M brokers and agents nationwide

• Provides brokers/agents with 24/7 access to the Fyntex Exchange Center via a secure online portal

• Provides access to 1031 educational content and training programs

• Provides access to 1031 website plugins and social media content

• Provides access to an Online Identification planning and processing tool for assisting clients through their 45 day ID process

Fyntex Confidential Information

Fyntex Exchange Center

Encrypted online processing platform for M&M brokers/agents

• Provides M&M brokers/agents and clients with 24/7 visibility via a secure online portal

• Clients can securely view their exchange documents, funds balance, and funds activities throughout the transaction

• M&M can monitor all 1031 exchanges and use data analytics to track performance of transactions across their ecosystem

• M&M brokers/agents can initiate 1031 exchanges via the MMSP if required

Fyntex Confidential Information

Education and Tools

A collection of web based tools, calculators, and other educational resources to educate brokers/agents about 1031 exchanges

• Vesting Wizard
• Calculators
• 45/180 Day Calculator
• Easy 1031 Math
• Capital Gain Estimator
• FAQs
• 1031 Exchange Guide
• Keys to 1031 Exchanging
• Etc.

Fyntex Confidential Information

1031 Training

Online training portal for equipping and training M&M brokers/agents

• Self help courses that teach the basics of 1031 exchanging

• Includes a variety of case studies to show how clients can use 1031 exchanges to defer taxes when buying and selling investment property

• Schedule live training sessions for sales network

Fyntex Confidential Information

1031 Digital Media Content

An online library of digital media content to enhance inbound and outbound marketing activities for M&M brokers/agents

• 1031 Resource Center (educational plug-ins) for corporate websites

• Digital media content for social media platforms - Instagram, Facebook, Twitter, and Linkedin
• Memes and Videos

Fyntex Confidential Information

Online Identification Portal

Online 45 day identification processing

• Ensures an IRS compliant identification form is completed correctly and electronically archived

• Ensures compliance for 200% rule identification

• Provides secure digital signature process for ID

Fyntex Confidential Information

Next Steps

• Create a custom M&M 1031 Service Center that supports all brokers/agents
• Create a custom M&M 1031 Resource Center plugin and make available to all brokers/agents for downloading to their websites
• Integrate 1031 Resource Center with M&M property database
• Create commercial properties oriented social media
• Modify exchange docs to include specific Hold Harmless language for M&M
• Augment Training page with additional courses targeted at M&M brokers/agents
• Customer 1031 Resource Center plugin for Inland's sales network

Fyntex Exchange Center Screencaps

Client View

Summary

Client View

Exchange Documents

Client View

Funds Status

Client View

Secure Messaging

M&M View

Summary of Exchanges

M&M View

Data Analytics

Have Questions?

Contact us!

844-655-1031

info@fyntex.com