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Passive Investor Questionnaire
For individuals interested in passively investing, it's important we understand you and your goals so we can meet your needs.
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Name *
Email *
Phone Number *
Address *
US Citizen *
Are you an Accredited Investor? (You are accredited if you meet one or both of the following: 1- Net worth $1M+ EXCLUDING your primary residence, 2- Your annual income is $200k+ if single, $300k+ if married) *
Are you a Sophisticated Investor? (Do you consider yourself to have sufficient knowledge of the risks of Real Estate investing?) *
Do you have liquidity to invest a minimum of $50k? *
Do you have an IRA that could be self-directed? *
Have you invested passively before? *
What is your primary criteria for choosing one passive investment over another?
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