Investor Profile Questionnaire
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?
If yes, what type of real estate investments?
Your answer
Where would the funds be coming from?
Are you investing money out of a SD IRA?
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?
For interest payments, how often would you like the payments made
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?
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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