Let’s work together Name * First Name Last Name Email * Phone (###) ### #### Address * Address 1 Address 2 City State/Province Zip/Postal Code Country To comply with SEC regulations for a 506(c) offering, you must meet one or more of the following criteria for accredited investors. Please check all that apply. 1. Individual Income Criteria I have earned an individual income of more than $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the past two years and expect the same this year. Yes No 2. Net Worth Criteria I have a net worth, either individually or together with my spouse or spousal equivalent, of over $1,000,000, excluding the value of my primary residence. Yes No 3. Entity Criteria I represent a business entity (corporation, partnership, LLC, trust) with assets exceeding $5,000,000, or in which all the equity owners are accredited investors. Yes No 4. Professional Certification I hold one of the following financial certifications: Series 7, Series 65, or Series 82 license. Yes No 5. Other I qualify as an accredited investor under other means permitted by the SEC. Yes No If Yes, please specify below: Investment Experience and Objectives 6. How familiar are you with investing in real estate syndications? Very Familiar Somewhat Familiar Unfamiliar 7. What are your primary investment objectives? Income Generation Capital Appreciation Diversification Long-Term Wealth Building Other If Other, please specify below: 8. What is your typical investment horizon? Less than 1 year 1-3 years 3-5 years 5+ years Risk Tolerance and Investment Capacity 9. How would you describe your risk tolerance? Conservative Moderate Aggressive 10. What is the size of the investment you are considering for this syndication? Less than $50,000 $50,000 - $100,000 $100,000 - $500,000 Over $1,000,000 11. Do you have sufficient liquidity to meet this investment’s requirements without financial hardship? Yes No Additional Information 12. Are you currently involved in any other real estate investments or syndications? Yes No If Yes, please describe below: 13. Do you have any questions or concerns about investing in this syndication? Yes No If Yes, please specify below: Acknowledgment By signing below, I acknowledge that the information provided in this questionnaire is accurate and truthful to the best of my knowledge. I understand that this information will be used to determine my eligibility for participating in a 506(c) real estate syndication fund. Date MM DD YYYY Thank you. Our team will reach out to you within 24 business hours.
