Investor Questionnaire

Your information will not be shared.

First name*

Last name*

Phone number*

Email*

When did we meet?*

Has your last 2 years' income exceeded $200k/year if single or $300k/year if married?*

Yes

No

Do you expect your current income to continue in the current year?

Yes

No

Do you have a current net worth exceeding 1 million dollars, not including your primary residence?*

Yes

No

Do you have sufficient knowledge and experience in financial and business matters to make you capable of evaluating the merits and risks of a prospective investment?

Yes

No

If "Yes" to the previous question, please provide evidence that you have sufficient knowledge and experience in business and financial matters so that you are capable of evaluating the risks and merits of a deal.

What % returns are you receiving on your current investments?

What aspects of commercial real estate are you most interested in learning about and potentially investing in? Check All that Apply

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