The Apartment Queen™ Investor Qualification Questionnaire

1

Are wanting to be an active deal sponsor, bring in a 1031 exchange, or be a Passive partner with mailbox money* This field is required.this is to put you on the appropriate list

Passive (no work)

1031 exchange over 500,000

Active (bring deal, raise all funds, or past 5+ years operational experience in real estate)

2

Are you an Accredited Investor? Please answer for yourself if you're single and your household if you’re married.* This field is required.( You qualify as accredited if: 1. Your net worth is $1M+ not including your primary residence. 2. Your annual income is $200k+ if single, $300k+ if married, you have your active series 65,83 license, 5MM in your investment entity )

Yes

No

3

Are you a sophisticated investor? Please answer for yourself if you're single and your household if you’re married.* This field is required.( You qualify as a sophisticated investor if: You have sufficient knowledge to understand risks of real estate investing)

Yes

No

4

How much in total liquid funds do you have to invest in Multi-Family Real Estate?* This field is required.Typical Minimum (can adjust case by case basis)

$5,000-$25,000

$25,000-$50,000

$50,000-$100,000

$250,000-$999,000

$1,000,000+

5

Do you have a prior 401k, IRA or retirement plan that can be self-directed?* This field is required.

Huh? I’m not sure what you mean

“I have one of those but I’m not sure what steps that would take next”

Yes, I do, it is self-directed and I’m ready to invest.

“I have one of those but Its with my active employer- next i need to ask if they offer in-service roll-over

6

Do you have US citizenship?We may need to place you in a FUND.

Yes

No, but i have a USA LLC & bank account and can invest today

No and foreign national

7

Please enter your email so we know where to send your results: * This field is required.

example@example.com

8

Great, and what’s your name?* This field is required.

First Name

Last Name

9

What’s the best phone number to reach you at?* This field is required.

Area Code

Phone Number

10

Which APQ team member do you know/work with?* This field is required.

Kaylee McMahon

Karolina Dimario Larsson

Raquel Adkins