INVESTOR ONBOARDING FORM

Investor Onboarding Form

First name

Last name

Phone

City, State

OUR INVESTMENTS ARE FOR ACCREDITED INVESTORS THAT MEET THE FOLLOWING REQUIREMENT

Earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, or has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

Please see more information about accredited investor requirements.

Select all that apply:

Income: My annual net income exceeded $200

Assets: My current individual net worth or joint net worth with my spouse is at least $1 million and does not include my personal residence.

Experience: I am a business person with sufficient knowledge and experience in financial and business matters to the extent that I am capable of evaluating the risks and merits of a prospective investment.

Do you currently own multifamily investment properties?

Yes

How much are you planning to invest?

Under $50,000

$50,000 - $100,000

$100,000 - $1,000,000

Over $1,000,000

Thanks for applying! We’ll get back to you soon.

By signing below, I/we hereby certify the above is true and correct.