NEW Invest with Us Form

Full Name*
Email*
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
I am an ACCREDITED investor.I am a SOPHISTICATED investor.I am NEITHER an accredited nor sophisticated investor (If you check this box, you won't eligible to invest with us at this time).
ACCREDITED INVESTOR:

Your individual income has been $200,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year, OR, your joint income with your spouse has been $300,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year. OR, your individual net worth (or joint net worth with your spouse) exceeds $1,000,000, excluding your primary residence.

SOPHISTICATED INVESTOR:

You have sufficient knowledge and experience in financial and business matters to enable you to evaluate the merits and risks of the prospective investment.
Stocks in Self Managed AccountsMutual FundsReal Estate (Multifamily, Commercial, Single-Family, etc.)Bonds in Self-Managed AccountsCheck this box if you have experience investing in a real estate syndication deal.
How much capital are you looking to invest within the next year?*
I'm concerned about the risk in my portfolio and want to diversify.I am hoping to achieve a higher rate of return than I'm currently getting.I'm looking for tax-advantaged investments.I'm looking to build passive income streams.Other (You can detail in the last question)
How did you hear about us?*
Provide any additional information you think would be helpful before our call.
Once you submit the form, you'll see a calendar pop-up so you can complete the last step - schedule your call with me. I can't wait to connect with you!
Should be Empty:

Once you submit the form, you'll see a calendar pop-up so you can complete the last step - schedule your call with me. I can't wait to connect with you!