Potential Investor form

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( 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.)

Name *

Email *

Address

Phone number *

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) *

Yes

Maybe

What type of Investor are you?

Active (GP/Deal Sponsor)

Passive (LP/Passive investor)

Clear selection

Are you part of any Mentoring program? *

Yes

Which of the following type of investments are you interested in? *

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

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