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.)
* Required
Name
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Your answer
Email
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Your answer
Address
Your answer
Phone number
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Your answer
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)
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Yes
No
Maybe
What type of Investor are you?
Active (GP/Deal Sponsor)
Passive (LP/Passive investor)
Clear selection
Are you part of any Mentoring program?
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Yes
No
Which of the following type of investments are you interested in?
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Multi-Family (Apartment complexes)
Storage Spaces
Ware house spaces
Retail spaces
Hospitality (Hotels)
Financial Products ( Stocks, Bonds, MF, ETFs, IULs, Annuities, etc.,)
Land
All of the above
None of the above
Required
Comments
Your answer
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