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公开(公告)号：US20220148091A1
公开(公告)日：2022-05-12
申请号：US17454047
申请日：2021-11-08
Applicant: Allan N. Weiss
Inventor： Allan N. Weiss
Abstract: A computerized equity investment management method comprises, in a networked computer system having at least one processor, generating a digital ledger and storing a property identification, a property owner identification, and an existing loan amount therein; determining a market value for the subject property and storing the market value in the digital ledger; and calculating an equity investment amount that is not greater than the market value less the loan amount. The method further includes conducting an equity investment transaction, comprising defining a term and an index representing a change in the market value of the subject property; transferring the equity investment amount from an investor account to an account associated with the property owner identification; and updating the digital ledger. At a term end, the method includes calculating an investor payout as an index adjusted equity investment amount.
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公开(公告)号：US08082202B2
公开(公告)日：2011-12-20
申请号：US12372441
申请日：2009-02-17
Applicant: Allan N. Weiss
Inventor： Allan N. Weiss
IPC: G06Q40/00
Abstract: A market-indexed mortgage system and method are provided that enable one or more borrowers to finance or refinance a real estate property and have at least a portion of the payments indexed to local relevant real estate values. The mortgage loan provides upfront liquidity to purchase or refinance the property; the borrower has payment stream going back to a lender (or holder of the note) wherein one or more payments are adjusted or determined based on the index. Such market-based mortgage loans can be pooled in a fund and fund shares can be issued against the fund. The mortgage can be a residential mortgage in which the regular (e.g. Monthly) payments (interest and or principal) fluctuate with a price index for the local house market. Balance upon prepayment can also fluctuate with such an index.
Abstract translation: 提供了市场指数的抵押贷款制度和方法，使一个或多个借款人可以为房地产财产提供融资或再融资，并将至少一部分付款纳入当地相关房地产价值。 抵押贷款提供流动资金购买或再融资资产; 借款人将付款流转回贷款人（或票据持有人），其中根据指数调整或确定一个或多个付款。 这种以市场为基础的按揭贷款可以汇总在基金中，基金可以向基金发行。 抵押可以是住房抵押贷款，其中常规（例如每月）支付（利息和或本金）与当地房屋市场的价格指数波动。 预付款余额也可以按照这样的指标波动。
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公开(公告)号：US20100211526A1
公开(公告)日：2010-08-19
申请号：US12769093
申请日：2010-04-28
Applicant: Allan N. Weiss
Inventor： Allan N. Weiss
IPC: G06Q40/00
Abstract: A common index fund system and method enables investment in entities that is indexed to a common index, rather than individual company performance. For small business entities, the creation, issuance, trading and management of fund shares as a liquid investment may be accomplished with, for example, a relatively stable industry-based risk. The entities receive value from a pool and in return make payments into the pool in an amount that varies according to the index, which causes a corresponding change in the value of the shares.
Abstract translation: 一个共同的指数基金制度和方法使投资能够被指数化为一个共同的指标，而不是个别的公司业绩。 对于小企业实体，基金份额作为流动性投资的创建，发行，交易和管理可以通过例如相对稳定的行业风险来实现。 实体从池中获取价值，作为回报，根据指数变化，导致池中的付款变化，这导致股份价值的相应变化。
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公开(公告)号：US07716106B2
公开(公告)日：2010-05-11
申请号：US11553150
申请日：2006-10-26
Applicant: Allan N. Weiss
Inventor： Allan N. Weiss
IPC: G06Q40/00
Abstract: A common index fund system and method enables investment in entities that is indexed to a common index, rather than individual company performance. For small business entities, the creation, issuance, trading and management of fund shares as a liquid investment may be accomplished with, for example, a relatively stable industry-based risk. The entities receive value from a pool and in return make payments into the pool in an amount that varies according to the index, which causes a corresponding change in the value of the shares.
Abstract translation: 一个共同的指数基金制度和方法使投资能够被指数化为一个共同的指标，而不是个别的公司业绩。 对于小企业实体，基金份额作为流动性投资的创建，发行，交易和管理可以通过例如相对稳定的行业风险来实现。 实体从池中获取价值，作为回报，根据指数变化，导致池中的付款变化，这导致股份价值的相应变化。
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公开(公告)号：US20100063941A1
公开(公告)日：2010-03-11
申请号：US12620275
申请日：2009-11-17
Applicant: Allan N. Weiss
Inventor： Allan N. Weiss
IPC: G06Q40/00
Abstract: A system and method for performing inflation indexing is provided. The system comprises an inflation indexing processor configured to calculate a payment stream from a set of information including a liquidity value. An inflation component processor is configured to retrieve one or more inflation components or aggregate individual transactions in order to calculate the inflation components and to generate an inflation index therefrom. And a payment adjustment processor is configured to adjust the payment stream using the inflation index. Inflation indexed payment streams can be aggregated into a fund, against which shares may be defined and traded.
Abstract translation: 提供了一种用于执行充气指数的系统和方法。 该系统包括通货膨胀索引处理器，其被配置为从包括流动性值的一组信息中计算支付流。 通货膨胀组件处理器被配置为检索一个或多个通货膨胀组件或聚合个别交易，以便计算通货膨胀分量并从中产生通货膨胀指数。 并且支付调整处理器被配置为使用通货膨胀指数来调整支付流。 通货膨胀指数支付流可以合并成一个基金，可以定义和交易股票。
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Patent Agency Ranking
公开(公告)号：US5987435A
公开(公告)日：1999-11-16
申请号：US961121
申请日：1997-10-30
Applicant: Allan N. Weiss , Robert J. Shiller
Inventor： Allan N. Weiss , Robert J. Shiller
Abstract: A novel data processing system manages and implements a new form of security designated the "Proxy Asset". Proxy Assets provide sophisticated risk management capabilities without the complexities associated with other types of risk management investment vehicles. The Proxy Asset is made possible by the enhanced processing capabilities of the Proxy Asset data processor which creates, tracks, manages, and governs asset accounts for participating investors.
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公开(公告)号：US20180300826A1
公开(公告)日：2018-10-18
申请号：US15956723
申请日：2018-04-18
Applicant: Allan N. Weiss
Inventor： Allan N. Weiss
Abstract: Provided is a technology platform configured to provide alerts to real estate consumers and professionals. The foregoing can include an application program (or “app”) executable on a mobile phone, or other electronic device, to process data and generate and output alerts to a user of the device. The alerts can be sent to the app when one or more properties satisfy a user's criteria for a target property. The technology platform can process user property search criteria related to dynamically changing values of a property or related to qualitative aspects of a property. The app, with the support of a platform, can provide a real-time, location-based real estate property tour through a mobile device. In some forms, the technology platform can pair lead generation capabilities for real estate agents/brokers and/or mortgage brokers/lenders with real estate search functionality and information.
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公开(公告)号：US07155468B2
公开(公告)日：2006-12-26
申请号：US10794465
申请日：2004-03-05
Applicant: Allan N. Weiss
Inventor： Allan N. Weiss
IPC: G06Q40/00
Abstract: A common index fund system and method enables investment in entities that is indexed to a common index, rather than individual company performance. For small business entities, the creation, issuance, trading and management of fund shares as a liquid investment may be accomplished with a relatively stable industry-based risk. The entities receive value from a pool and in return make payments into the pool in an amount that varies according to the index, which causes a corresponding change in the value of the shares.
Abstract translation: 一个共同的指数基金制度和方法使投资能够被指数化为一个共同的指标，而不是个别的公司业绩。 对于小企业实体，基金份额作为流动性投资的创建，发行，交易和管理可以以相对稳定的行业风险来实现。 实体从池中获取价值，作为回报，根据指数变化，导致池中的付款变化，这导致股份价值的相应变化。
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公开(公告)号：US06513020B1
公开(公告)日：2003-01-28
申请号：US09408103
申请日：1999-09-29
Applicant: Allan N. Weiss , Robert J. Shiller
Inventor： Allan N. Weiss , Robert J. Shiller
IPC: G06F1760
Abstract: A novel data processing system manages and implements a new form of security designated the “Proxy Asset”. Proxy Assets provide sophisticated risk management capabilities without the complexities associated with other types of risk management investment vehicles. The Proxy Asset is made possible by the enhanced processing capabilities of the Proxy Asset data processor which creates, tracks, manages, and governs asset accounts for participating investors.
Abstract translation: 一个新颖的数据处理系统管理和实现了一种指定为“代理资产”的新安全形式。 代理资产提供复杂的风险管理能力，而不需要与其他类型的风险管理投资工具相关的复杂性。 代理资产可以通过代理资产数据处理器的增强处理功能实现，该处理能力为参与投资者创建，跟踪，管理和管理资产账户。
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公开(公告)号：US08468079B2
公开(公告)日：2013-06-18
申请号：US12115287
申请日：2008-05-05
Applicant: Allan N. Weiss , Neil R. Gordon
Inventor： Allan N. Weiss , Neil R. Gordon
IPC: G06Q40/00
Abstract: A system and method for creating liquidity relative to one or more small businesses or assets provides liquidity to the small business or asset holder in return for a payment stream that comprises at least one payment that is adjustable relative to at least one relevant index.
Abstract translation: 用于创建相对于一个或多个小企业或资产的流动性的系统和方法为小企业或资产持有人提供流动性，以换取包括至少一个相对于至少一个相关索引可调整的支付的支付流。
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