Index-based liquidity system and method
    1.
    发明授权
    Index-based liquidity system and method 有权
    基于指数的流动性制度和方法

    公开(公告)号:US08468079B2

    公开(公告)日:2013-06-18

    申请号:US12115287

    申请日:2008-05-05

    CPC classification number: G06Q40/02 G06Q40/06

    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。

    INDEX-BASED LIQUIDITY SYSTEM AND METHOD
    2.
    发明申请
    INDEX-BASED LIQUIDITY SYSTEM AND METHOD 有权
    基于索引的液体系统和方法

    公开(公告)号:US20080288418A1

    公开(公告)日:2008-11-20

    申请号:US12115287

    申请日:2008-05-05

    CPC classification number: G06Q40/02 G06Q40/06

    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,以换取支付流,所述支付流包括相对于至少一个相关索引可调节的至少一个支付。

    COMPUTERIZED REAL PROPERTY VALUE INVESTMENT SYSTEM AND METHOD

    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.

    Market-indexed mortgage system and method
    4.
    发明授权
    Market-indexed mortgage system and method 有权
    市场指数抵押制度和方法

    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

    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。

    AUTOMATIC ALERT AND LEAD GENERATION SYSTEM
    5.
    发明申请

    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.

    Common index securities
    6.
    发明授权
    Common index securities 有权
    普通指数证券

    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

    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。

    Proxy asset data processor
    7.
    发明授权
    Proxy asset data processor 失效
    代理资产数据处理器

    公开(公告)号:US06513020B1

    公开(公告)日:2003-01-28

    申请号:US09408103

    申请日:1999-09-29

    CPC classification number: G06Q40/06 G06Q40/00

    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。

    INDEXED PAYMENT STREAM SYSTEM AND METHOD
    8.
    发明申请
    INDEXED PAYMENT STREAM SYSTEM AND METHOD 有权
    指标支付系统和方法

    公开(公告)号:US20100121758A1

    公开(公告)日:2010-05-13

    申请号:US12688415

    申请日:2010-01-15

    Applicant: Allan N. Weiss

    Inventor: Allan N. Weiss

    CPC classification number: G06Q40/02 G06Q20/10 G06Q40/04

    Abstract: Provided is a computer-implemented method for providing a common index securities fund that provides liquidity in a plurality of small business borrowers in a defined class. The method comprises providing a pool of cash from a lender to the fund; generating loans from the fund to borrowers; depositing the loans in interest-bearing accounts; providing interest from the interest bearing accounts to the lender and the borrowers; and, upon withdrawal of the loans from the interest-bearing accounts, repaying the loans to the lender and commencing a payment stream by each borrower to the fund, including adjusting one or more payments in the payment stream using an index having a value relationship to the class.

    Abstract translation: 提供了一种计算机实现的方法,用于提供在定义的类中在多个小企业借款人中提供流动性的公共指数证券基金。 该方法包括从贷方向基金提供现金池; 从基金向借款人发放贷款; 将贷款存入有息账户; 从利息账户向贷款人和借款人提供利息; 并且在从有息账户中提取贷款后,将贷款偿还给贷款人,并开始每个借款人向基金支付流量,包括使用具有价值关系的指数调整付款流中的一个或多个付款 班上。

    MULTI-INPUT SYSTEM THAT MAKES INDEX-BASED ADJUSTMENTS
    9.
    发明申请
    MULTI-INPUT SYSTEM THAT MAKES INDEX-BASED ADJUSTMENTS 有权
    基于索引调整的多输入系统

    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

    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。

    Common index securities
    10.
    发明授权
    Common index securities 有权
    普通指数证券

    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

    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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