Investor Questionnaire

Investor Questionnaire - Entities
Entity Profile
Entity Name*
Entity Type*
Business Address*

Business Address

Business Street Address Line 2

Business CityBusiness State

Business Zip Code
Entity Date of Formation*

MonthDayYear
TID/EIN #*

Investor Profile
Officer/Trustee Name*

First NameLast Name
Officer/Trustee Ownership %*
Address*

Street Address

Apartment|Suite

CityState / Province

Postal / Zip CodeCountry
Phone Number*
Please enter a valid phone number.
Mobile Number
Please enter a valid phone number.
Email Address*
Marital Status*
Date Of Birth*

MonthDayYear
Social Security #*
Drivers License / Passport ID #*
ID Issue State*
ID Issue Date*

MonthDayYear
ID Issue Date
ID Expiration Date*

MonthDayYear
ID Expiration Date
Company name*
(Former if retired)
Occupation*
(Former if retired)

Financial Summary

Provide a breakdown of the entity's assets below
Equities/Mutual Funds $*
Fixed Income $*
Variable Annuities $*
Fixed Annuities $*
Insurance (cash value) $*
Investment Real Estate $*
Net Worth of Business $*
Private Placements (DST) $*

Relinquished Property Summary

1031 Exchange Only (List approximate values if exact values are not known)
Relinquished Property Type
Relinquished Property Location (State)
Relinquished Property Close Date

MonthDayYear
Relinquished Property Net Sale Price $
Sale Price Net of Closing Costs
Relinquished Property Equity $
Remaining Equity Net of Closing Costs
Relinquished Property Debt $
Remaining Debt Balance ($0 if no mortgage)
Relinquished Property Adjusted Basis $
Relinquished Property Adjusted Cost Basis (if known)

Investor Distribution Options
Please direct distributions: (select one)*

ELECTRONIC DEPOSIT (ACH) TO: (Complete #1 through #6 below and attach voided check)MAIL TO: Mailing Address of Record (Complete #1, #2, #3 and #6 below)MAIL TO: Bank or Brokerage Account: (Complete #1, #2, #3 and #6 below)
1. Name of Bank, Brokerage Firm or Individual*
2. Bank Address*
3. Bank City, State, Zip Code*
4. Bank ABA Number (Routing)
5. Bank Account Number
6. Bank Account Type*

CheckingSavings

1031 Qualified Intermediary

(1031 INVESTORS ONLY)
Exchange Company Name
Exchange Coordinator
Exchange Company Address
Exchange Company City, State, Zip Code
Exchange Company Phone Number
Exchange Coordinator Email

Entity Documentation

Please provide all necessary supporting entity documents
Entity Document 1

Cancelof
Entity Document 2

Cancelof
Entity Document 3

Cancelof
Trusts

Trust Agreement

Limited Liability Company (LLC):

Limited Liability Company (LLC) Articles of Organization
Limited Liability Company (LLC) Operating Agreement

Corporations

Certificate of Incorporation
Articles of Incorporation or Corporate Resolution Certification

Limited Partnerships

Certificate of Limited Partnership (LP)
Limited Partnership (LP) Agreement or Limited Partnership Certification

Investor Documentation

Please provide all necessary supporting investor documents
Proof of Identity (State Driver’s License or Passport)

Cancelof
Copy of Voided Check

Cancelof

Suitability Verification Documentation

(506C OFFERINGS ONLY)
Suitability Document 1

Cancelof
Suitability Document 2

Cancelof
Suitability Verification (506C OFFERINGS ONLY)
• Brokerage or bank account statement(s) showing assets in excess of $1,000,000 ($5,000,000 for Irrevocable Trusts, Employee Benefit Plans or Non-Profit 501(c)3)

or
• Two years of tax returns showing income that meets accreditation requirements
($200,000 for an individual filing or $300,000 for joint filing)

or
• Qualified Intermediary escrow statement showing assets in excess of $1,000,000

or
• Letter from CPA attesting accreditation

or
• Letter from a Broker Dealer attesting accreditation

or
• Letter from an Attorney attesting accreditation

Disclosure
This document is NOT an official FINRA approved broker dealer investor questionnaire.
The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the respective issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to the “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein.

Securities offered through Metric Financial Member: FINRA, SIPC. Only available in states where Metric Financial is registered. Metric Financial is not affiliated with any other entities identified in this communication.

1031 Risk Disclosure:
- There is no guarantee that any strategy will be successful or achieve investment objectives;
- Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
- Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
- Potential for foreclosure – All financed real estate investments have potential for foreclosure;
- Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
- Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
- Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits.
Please verify that you are human*
Should be Empty:

Investor Questionnaire - Entities

Entity Profile

Investor Profile

Entity Suitability

Financial Summary

Relinquished Property Summary

Investor Distribution Options

1031 Qualified Intermediary

Entity Documentation

Investor Documentation

Suitability Verification Documentation

Disclosure