Investor Qualification Form
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Back
Next
Investment Experience Have you invested in real estate before?
*
Please Select
Yes
No
If yes, what types?
*
Please Select
Single-family
Multifamily
Syndications
Other: _______
Are you an accredited investor? (Accredited = $200K+ annual income (or $300K with spouse) for 2 years, or $1M+ net worth excluding your primary residence).
*
Please Select
Yes
No
Not sure
(Check one)
Back
Next
What are your investment goals?
*
Please Select
Cash flow
Appreciation
Tax benefits
Diversification
Long-term wealth
Timeline How soon are you looking to invest?
*
Please Select
Immediately
Within 3 months
3–6 months
Just learning for now
How much capital are you looking to invest in your next deal?
*
Please Select
Under $25,000
$25,000–$50,000
$50,000–$100,000
$100,000+
Back
Next
Relationship/Compliance
*
Please Select
Yes
Not yet
Have we had a prior relationship or communication?
*
Please Select
Yes
No
Back
Next
Signature
Continue
Continue
Should be Empty: