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Information Request Form
First name
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Last name
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Company name
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Do you own or represent a company? If so, what's the name of it? If not, enter N/A.
Phone number
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Email
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Are you an accredited investor as defined by the SEC?
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Net worth over $1 million, excluding primary residence (individually or with spouse or partner) or Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year.
Please Select
Yes
No
I Don't Know
I Should Be But I've Never Certified
I Should Qualify But I've Never Certified
What's the minimum annual return goal you are looking for?
Please Select
3-6%
6-8%
8-10%
10-12%
12%+
How much capital are you looking to invest?
What's the potential dollar amount of your initial investment?
Please Select
$50k
$100-250k
$250-500k
$500k-1M
$1M-3M
$3-10M
$10-50M
$250k-500k
Over $10M
$100k-$250k
$250k-$500k
Preferred Investment Term?
While you're likely to draw a current income return from most instruments (paid monthly or quarterly), with private equity instruments, your capital investment may be subject to a lockup period. How long are you comfortable with?
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5 Years
5-7 Years
7-10 Years
10+ Years
3-5 Years
How soon are you looking to invest?
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Immediately if the investment is right
3-6 Months
6-12 Months
12 Months or Longer
Do you have a need for a 1031 Exchange
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I have an immediate need for a 1031 Exchange solution
I will have a need within the next few months
I do not have a need at this time
What kind of investments are you interested in?
Self Storage
Multi-family
Single Family
Senior Living
Hospitality
Triple Net Lease
Mixed Use
New Development
What is your primary goal for adding alternatives to your portfolio?
Income Centered
Growth Centered
Alts Centered
Biggest Concern
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What is your zip code?
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