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w w w . h e r o a l l i a n c e . n e tMulti-Family &CommercialReal EstateDirectoryPreferred Service Providers

CONTENTS1Syndicators2Lenders3Cost Segregation4Insurance5Attorney’s6IRA Custodians7Software8Financial Planning9-10Other

SyndicatorsSYNDICATORSF o r mo r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tShannon Robnett Industries3295 W Elder Street Suite 209 Boise, ID 83705info@shannonrobnett.com(208) 409-1599Developm ent /Syndicat ionwww.sh ann onrobnet t.c om

LendersLENDERSF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tBasis Investment Grouphttps://www.basisinvgroup.com/ ttalamas@basisinvgroup.com713-679-18 90 Basis invests Basis invests and lends across the capital stack through its CRE credit, LPEquity and Agency lending businesses. Basis provides bridge debt,structured/preferred equity, LP equity (and selectively GP equity), AgencyLending and is also an investor in CMBS/Agency B-pieces.ServiceDescription

LendersLENDERSF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tLumentDav id. Fra sz@ Lum ent .co m703 -66 3-5 886www .lu men t.c om

Cost SergationCOST SEGREGATIONSpecialty AreaF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tUS Tax Advisors Group 1220 Rosecrans St, Ste 542, San Diego, CA 92106joev@ustagi.com(888) 263-1663 Commercial/Res identialwww.ustagi.co mMadison Commercial Real Estate Services 13101 Preston Road Suite 300, Dallas TX 75240www.madisoncommercialre.comBBigham@madisonspecs.com214-983-0862Commeical/Mutifamily

InsuranceINSURANCEF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tRamey King 830 S. I-35E Denton, TX 76205jeffking@rameyking.com(940) 382-9691 Personal/Businesswww.r ameyk ing. com

Attorney’sATTORNEYSF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tPremier Law Group 3295 W Elder Street Suite 209 Boise, ID 83705www.premierlawgroup.netteam@plglp.com(310) 307-6060Syndication

IRA/Financial PlanningIRA CUSTODIANSF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tQuest Trust Company 17171 Park Row STE 100 Houston, TX 77084www.questtrustcompany.comInfo@QuestTrust.Com(281) 492-3434Self-DirectedIRASelf-DirectedIRASpecialty AreaNuview Trust Company280. S Ronald Regan Blvd, Suite 200,Longwood, FL 32750www.nuviewtrust.comsyndication@nuviewtrust.com(407) 305-0675

IRA/Financial PlanningIRA CUSTODIANSF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tSelf-DirectedIRAAdvanta IRAAdvantaIRA.comCdaharsh@AdvantaIRA.com(727) 223-3046Advanta IRA is a leader in self-directed account administration with over $3 billion inclient assets and more than twenty years of experience. The Advanta IRA Advantage is alevel of service that is unmatched in our industry. Every client has a dedicated accountmanager who is familiar with all aspects of their account and helps them through theinvesting process while maintaining their self-directed IRA account details throughoutthe entire investing process. We handle the account details, so our clients can focus onfinding their investments.ServiceDescription

SoftwaresSOFTWAREF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tAppFolio70 Castilian DriveGoleta, CA 93117www.appfolio.cominfo@appfolio.com(866) 648-1536InvestmentManager

SoftwaresThe easy and effective way to identify multifamily & CRE lenders inminutes – for FREE. Over 10,000 banks, credit unions and non-banklenders in over 90,000 locations.ServiceDescriptionSOFTWAREF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tLenderPrismhttps://join.lenderprism.com/tony@multifamilyfountainhead.com(713) 679-1890LenderManager

SoftwaresInvestorPrism will be the simplest way for multifamily/CRE syndicators toshowcase their deals and attract investors. Passive Investors canconveniently explore new opportunities to invest in multifamily / CRE dealsnationwide with top-notch syndicatorsServiceDescriptionSOFTWAREF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tInvestorPrismhttps://join.investorprism.com/tony@multifamilyfountainhead.com (713) 679-1890InvestmentManager

SoftwaresSOFTWARESyndicationSoftwareF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tCash Flow Portal1980 E State Hwy 121 BusinessLewisville, TX 75056www.cashflowportal.comSupport@cashflowportal.com(917) 518-5151Smart SyndicatorForth Worth, Texaswww.smartsyndicator.combrandon@smartsyndicator.com(682) 563-1443SyndicationCRM &Marketing

Delaware statutory TrustFINANCIAL SERVICES & PLANNINGF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tNexxess International Business Advisors 4001 Airport Fwy Bedford, TX 76021www.nexxess.cominfo@nexxess.com(800) 248-3128Financial Planning

Delaware statutory TrustFINANCIAL SERVICES & PLANNINGF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tSpecialty Areawww.VistaCapitalSolutions.com(714) 585-2185info@VistaCapitalSolutions.comFinancialServicesVista Capital Solutions, LLCWe source debt and equity – leverage our large network of family offices,private lenders, hedge funds, and insurance companies to your advantage.You’re busy with your business and projects. With us on your team, you letus know what you need and we’ll make it happen!ServiceDescription

Specialty Area We provide specialized accounting, fractional CFO, and fund advisoryservices tailored for real estate investment firms. Our focus is on helpingreal estate sponsors optimize cash flow, implement industry best practices,and position themselves to attract more capital, enabling efficient andeffective growth. What makes us unique is our proven hands-onexperience, having successfully scaled a real estate firm from $10M to $1Bin AUMServiceDescriptionDelaware statutory TrustFINANCIAL SERVICES & PLANNINGF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e thttp://www.velcfo.com/(623) 326-0187paolo@velcfo.comFinancialServicesVelocity CFO LLC

Specialty AreaThe Fund&Grow 12-Month done-with-you funding membership is a testedand proven lending program that obtains up to $250,000 of unsecured(safe), business credit cards and shows you how to access the cards ascash lines of credit, eliminating the cash advance fees. Each business cardprovides an introductory interest rate of 0% for an average of 12 - 18months. ServiceDescriptionDelaware statutory TrustFINANCIAL SERVICES & PLANNINGF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e twww.fundandgrow.com(800) 996-0270leads@fundandgrow.comFinancialServicesFund&Grow, Inc.

Delaware statutory TrustFINANCIAL SERVICES & PLANNINGF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tCapital Asset Solutions Inc https://www.capitalassetsolution.com(832) 689-7432vmartinez@capitalassetsolution.comCommercial AssetsBoutique Capital asset Brokerage company. We provide a variety ofservices regarding Commercial Assets. Our intention is to be the a onestop shop for our clients to help with their Commercial Asset Investmentendeavour. ServiceDescription

OtherMEDIA & MARKETING SERVICESF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tMedia Optimizers https://themediaoptimizers.com/capital-raising(727) 687-1886dustin@themediaoptimizers.comDigital Services

FIBI Vacation Rentalshttps://www.fibivacationrentals.com(702) 660-6506 trevor@compoundgti.comProperty Management Property ManagementPROPERTY MANAGEMENT F o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e tShort-Term Rental Underwriting, Analysis, Consultation and Property Management.ServiceDescription

At VA Hub PRO, we pride ourselves on offering specialized virtualassistants tailored to your unique business needs. Whether it'sappointment setting, client success management, or dedicated GHLspecialists, our team is trained to deliver excellence.From Account Managers, Executive VA’s, GHL Experts, AppointmentSetters and more, VA Hub PRO has you covered. ServiceDescriptionVA Hub PROvahubpro.com(650) 405-5132lawrence@vahubpro.comVA consultation OtherOTHERF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e t

Apartment Investor Pro210 W. Hamilton Ave STE 201 StateCollege, PA 16801www.Apartmentinvestorpro.comsupport@apartmentinvestorpro.com(540) 508-8987Website BuildingOtherOTHERF o r m o r e i n f o r m a t i o n o n h o w t o a d v e r t i s e y o u r c o m p a n y p l e a s e e m a i l :s u p p o r t @ h e r o a l l i a n c e . n e t