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 350,000

Active (bring deal, raise all funds, or past string 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