If you are an accredited investor interested in receiving investment opportunities from our firm, please fill out this form.
Have you invested in real estate before?
Yes. Purchased investment real estate directly.
Yes. Invested through a firm (i.e. Sponsor, REIT, Investment Firm, etc.)
What is your investment budget per real estate investment?
Do you prefer current cash flow or total return?
Current Cash Flow
Are you an Accredited Investor? (Please check all that apply)
I am a natural person whose individual net worth, or joint net worth with my spouse, exceeds $1,000,000 (excluding equity from my primary residence but including any indebtedness on my primary residence in excess of its fair market value);
I am a natural person who had an individual income is in excess of $200,000 or my joint income with my spouse is in excess of $300,000, for each of the two most recent years, and I have a reasonable expectation of reaching the same income level in the current year;
I am the beneficiary of a trust, with total assets in excess of $5,000,000, not formed for the specific purpose of acquiring the securities offered, whose purchase is directed by a sophisticated person as described in §230.506(b)(2)(ii);
I represent an organization, described in section 501(c)(3) of the Internal Revenue Code, corporation, Massachusetts or similar business trust, or partnership, not formed for the specific purpose of acquiring the securities offered, with total assets in excess of $5,000,000;
I represent a private business development company as defined in Section 202(a)(22) of the Investment Advisors Act of 1940;
I represent an entity in which all of the equity owners are all accredited investors;
I represent a bank as defined in section 3(a)(2) of the Act, or a savings and Loan or other institution as defined in section 3(a)(5)(A) of the Act whether acting in its individual or fiduciary capacity; a broker or dealer registered in pursuant to section 15 of the Securities Exchange Act of 1934; or an any insurance company as defined in section 2(a)(13) of the Act; or an investment company registered under the Investment Company Act of 1940 or a business development company as defined in section 2(a)(48) of that Act; or a Small Business Investment Company licensed by the U.S. Small Business Administration under section 301(c) or (d) of the Small Business Investment Act of 1958; or a plan established and maintained by a state, its political subdivisions, or any agency or instrumentality of a state or its political subdivisions, for the benefit of its employees, if such plan has total assets in excess of $5,000,000; or an employee benefit plan within the meaning of the Employee Retirement Income Security Act of 1974 if the investment decision is made by a plan fiduciary, as defined in section 3(21) of such act, which is either a bank, savings and loan association, insurance company, or registered investment adviser, or if the employee benefit plan has total assets in excess of $5,000,000 or, if a self-directed plan, with investment decisions made solely by persons that are accredited investors;
For more information, go to: https://www.investor.gov/additional-resources/news-alerts/alerts-bulletins/investor-bulletin-accredited-investors
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