Investor Profile Questionnaire
* Required
Name
*
Your answer
Phone
*
Your answer
Address
Your answer
City, State, Zip
Your answer
Email
*
Your answer
Date
MM
/
DD
/
YYYY
Existing Job/Career
Your answer
# of Years
Your answer
What have you invested in before?
Your answer
What is your adjusted Gross Annual Income for 2017?
Your answer
What is your adjusted Gross Annual Income for 2016?
Your answer
Have you invested in Real Estate prior to this?
Yes
No
If yes, what type of real estate investments?
Your answer
Where would the funds be coming from?
Credit Card
IRA
Cash / Taxed Bank Account
401K
CD's
Equity Line
Other:
Are you investing money out of a SD IRA?
Yes
No
If yes, who is your custodian?
Your answer
If you invest with us, would you be comfortable tying the investment up for up to 12 months?
Yes
No
For interest payments, how often would you like the payments made
Quarterly
Semi Annually
Annually
One Lump Sum With My Investment
What is your approximate net worth (including real estate)?
Your answer
What is your approximate net worth (Not including your primary residence)?
Your answer
Are you currently involved in a Bankruptcy or Lawsuit of any kind?
Yes
No
If yes, please explain
Your answer
What type of real estate education classes have you purchased or attended?
Your answer
Any additional information you would like to add?
Your answer
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