Potential Investor form
( Information collected in this form will be used to understand your preferences in commercial real estate investments, should not be considered as a solicitation or advice for any investment. Please consult an authorized financial professional for any investment advice.)
Are you an Accredited Investor? (Accredited Investor is one who has $200,000 annual gross income or $300,000 annual gross income with spousal income included or with $1,000,000 investment assets including retirement assets excluding primary residence)
What type of Investor are you?
Active (GP/Deal Sponsor)
Passive (LP/Passive investor)
Are you part of any Mentoring program?
Which of the following type of investments are you interested in?
Multi-Family (Apartment complexes)
Ware house spaces
Financial Products ( Stocks, Bonds, MF, ETFs, IULs, Annuities, etc.,)
All of the above
None of the above
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This form was created inside of Grow Wealth 2 Retire LLC.