Neal A Roberts

US Patent:

7925572, Apr 12, 2011

Filed:

Aug 12, 2009

Appl. No.:

12/539752

Inventors:

Neal Roberts - Santa Monica CA, US
Michael Franklin - Carlsbad CA, US
Charles Runnels - Scottsdale AZ, US
James Andrews - Los Angeles CA, US

Assignee:

American Master Lease, L.L.C. - Los Angeles CA

International Classification:

G06Q 40/00

US Classification:

705 37, 705 35

Abstract:

Methods and investment instruments for investing in real estate are described wherein a portfolio of investment real estate is divided into a plurality of tenant-in-common deeds of predetermined denominations, and which are subject to a master agreement and master lease to form “deedshares. ” Holders of the deedshares receive a guaranteed income stream from the master lease and yearly depreciation, without having to maintain or manage the real estate. The holders of deedshares are subject, under the master agreement, to a mechanism that enables the master tenant to purchase, or arrange for the purchase of the deedshares at fair market value (or some other calculable value) at the end of a specified term. Because the deedshares qualify as interests in investment real estate, they are eligible for tax-deferred treatment under 1031 of the Internal Revenue Code.

US Patent:

8145559, Mar 27, 2012

Filed:

Apr 8, 2011

Appl. No.:

13/083134

Inventors:

Neal Roberts - Santa Monica CA, US
Michael Franklin - Carlsbad CA, US
Charles Runnels - Scottsdale AZ, US
James Andrews - Los Angeles CA, US

Assignee:

American Master Lease, L.L.C. - Los Angeles CA

International Classification:

G06Q 40/00

US Classification:

705 37, 705 4

Abstract:

Methods and investment instruments for investing in real estate are described wherein a portfolio of investment real estate is divided into a plurality of tenant-in-common deeds of predetermined denominations, and which are subject to a master agreement and master lease to form “deedshares. ” Holders of the deedshares receive a guaranteed income stream from the master lease and yearly depreciation, without having to maintain or manage the real estate. The holders of deedshares are subject, under the master agreement, to a mechanism that enables the master tenant to purchase, or arrange for the purchase of the deedshares at fair market value (or some other calculable value) at the end of a specified term. Because the deedshares qualify as interests in investment real estate, they are eligible for tax-deferred treatment under 1031 of the Internal Revenue Code.

US Patent:

8468084, Jun 18, 2013

Filed:

Mar 26, 2012

Appl. No.:

13/430544

Inventors:

Neal Roberts - Santa Monica CA, US
Michael Franklin - Carlsbad CA, US
Charles Runnels - Scottsdale AZ, US
James Andrews - Los Angeles CA, US

Assignee:

American Master Lease, L.L.C. - Los Angeles CA

International Classification:

G06Q 40/00

US Classification:

705 37, 705 4

Abstract:

Methods and investment instruments for investing in real estate are described wherein a portfolio of investment real estate is divided into a plurality of tenant-in-common deeds of predetermined denominations, and which are subject to a master agreement and master lease to form “deedshares. ” Holders of the deedshares receive a guaranteed income stream from the master lease and yearly depreciation, without having to maintain or manage the real estate. The holders of deedshares are subject, under the master agreement, to a mechanism that enables the master tenant to purchase, or arrange for the purchase of the deedshares at fair market value (or some other calculable value) at the end of a specified term. Because the deedshares qualify as interests in investment real estate, they are eligible for tax-deferred treatment under 1031 of the Internal Revenue Code.

US Patent:

20020013750, Jan 31, 2002

Filed:

Sep 17, 2001

Appl. No.:

09/956372

Inventors:

Neal Roberts - Santa Monica CA, US
Michael Franklin - Carlsbad CA, US
Charles Runnels - Scottsdale AZ, US
James Andrews - Los Angeles CA, US

Assignee:

American Master Lease, L.L.C. - Los Angeles CA

International Classification:

G06F017/60

US Classification:

705/035000, 705/036000, 705/037000

Abstract:

Methods and investment instruments for investing in real estate are described wherein a portfolio of investment real estate is divided into a plurality of tenant-in-common deeds of predetermined denominations, and which are subject to a master agreement and master lease to form “deedshares.” Holders of the deedshares receive a guaranteed income stream from the master lease and yearly depreciation, without having to maintain or manage the real estate. The holders of deedshares are subject, under the master agreement, to a mechanism that enables the master tenant to purchase, or arrange for the purchase of the deedshares at fair market value (or some other calculable value) at the end of a specified term. Because the deedshares qualify as interests in investment real estate, they are eligible for tax-deferred treatment under 1031 of the Internal Revenue Code.

US Patent:

20130282619, Oct 24, 2013

Filed:

Jun 17, 2013

Appl. No.:

13/919866

Inventors:

Neal Roberts - Santa Monica CA, US
Michael Franklin - Carlsbad CA, US
Charles Runnels - Scottsdale AZ, US
James Andrews - Los Angeles CA, US

International Classification:

G06Q 40/06

US Classification:

705 36 R

Abstract:

Methods and investment instruments for investing in real estate are described wherein a portfolio of investment real estate is divided into a plurality of tenant-in-common deeds of predetermined denominations, and which are subject to a master agreement and master lease to form “deedshares.” Holders of the deedshares receive a guaranteed income stream from the master lease and yearly depreciation, without having to maintain or manage the real estate. The holders of deedshares are subject, under the master agreement, to a mechanism that enables the master tenant to purchase, or arrange for the purchase of the deedshares at fair market value (or some other calculable value) at the end of a specified term. Because the deedshares qualify as interests in investment real estate, they are eligible for tax-deferred treatment under 1031 of the Internal Revenue Code.

US Patent:

62927884, Sep 18, 2001

Filed:

Dec 3, 1998

Appl. No.:

9/205633

Inventors:

Neal Roberts - Santa Monica CA
Michael Franklin - Carlsbad CA
Charles Runnels - Scottsdale AZ
James Andrews - Los Angeles CA

Assignee:

American Master Lease, L.L.C. - Los Angeles CA

International Classification:

G06F 1760

US Classification:

705 36

Abstract:

Methods and investment instruments for investing in real estate are described wherein a portfolio of investment real estate is divided into a plurality of tenant-in-common deeds of predetermined denominations, and which are subject to a master agreement and master lease to form "deedshares. " Holders of the deedshares receive a guaranteed income stream from the master lease and yearly depreciation, without having to maintain or manage the real estate. The holders of deedshares are subject, under the master agreement, to a mechanism that enables the master tenant to purchase, or arrange for the purchase of the deedshares at fair market value (or some other calculable value) at the end of a specified term. Because the deedshares qualify as interests in investment real estate, they are eligible for tax-deferred treatment under. sctn. 1031 of the Internal Revenue Code.