Investor Profile Questionnaire
Name *
Phone *
Address
City, State, Zip
Email *
Date
MM
/
DD
/
YYYY
Existing Job/Career
# of Years
What have you invested in before?
What is your adjusted Gross Annual Income for 2017?
What is your adjusted Gross Annual Income for 2016?
Have you invested in Real Estate prior to this?
Clear selection
If yes, what type of real estate investments?
Where would the funds be coming from?
Are you investing money out of a SD IRA?
Clear selection
If yes, who is your custodian?
If you invest with us, would you be comfortable tying the investment up for up to 12 months?
Clear selection
For interest payments, how often would you like the payments made
Clear selection
What is your approximate net worth (including real estate)?
What is your approximate net worth (Not including your primary residence)?
Are you currently involved in a Bankruptcy or Lawsuit of any kind?
Clear selection
If yes, please explain
What type of real estate education classes have you purchased or attended?
Any additional information you would like to add?
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