As a regulated investment platform, Moneil Investment Group is required to learn more about you. Please complete the form below. Once you have completed the form, you will receive an email from Investor Relations with next steps. If you have questions prior to completing the form, please email us at [email protected].

Personal Information

First Name *

Last Name *

Phone *

Email *

Are you a foreign investor? *

Yes

Overall Investment Strategies

Please select which investment strategies are your main objective. *

Growth

Liquidity

Tax Deferral

Cash Flow

Risk Tolerance

Primary Source of Income

Please select the answer most appropriate for you. *

Investments

Salary, commissions, or other regular earned income

Prior Investment Experience

How many real estate investments have you made in the last 5 years? *

1-2

3-4

How many of those investments have been with a partner or sponsor like Moneil Investment Group?

What is the average investment size per real estate transaction that you have participated in?

Other Financial Considerations

What is the value of your investments?

Less than $100,000

$100,000-$499,999

$500,000-$1,000,000

More than $1,000,000

What is your approximate net worth excluding your primary residence?

Less than $1,000,000

$1,000,000-$5,000,000

More than $5,000,000

What is your approximate income?

Less than $200,000

$200,000-$500,000

More than $500,000

What is the value of your estimated liquid assets (cash in bank, readily marketable stocks/bonds, precious metals)?

Less than $100,000

$100,000-$200,000

More than $200,000

Certification of Sophisticated Investor Status

Please select the one below that is most true for you. *

I have such knowledge and experience in financial, investment and business matters that I am capable of evaluating the merits and risks of any investment.

I am using a financial advisor, planner, consultant, or some other advisor who has such knowledge and experience in financial and business matters that he/she is capable of evaluating the merits and risks of any investments.

Certification of Accredited Investor Status

I acknowledge and warrant that I am an "accredited investor" for the following reasons:

(a) My individual net worth, along with the net worth of my spouse, exceeds $1,000,000, excluding the value of my personal residence and excluding from my liabilities the mortgages of my primary residence, provided the mortgages do not exceed the value of my primary residence.

(b) My individual income was in excess of $200,000 in each of the past two years (excluding my spouse's income) and I expect to have income (excluding my spouse's income) in excess of that amount in the current year, or my individual income for each such year together with my spouse's is in excess of $300,000 each.

Your status: *

Yes, (a) is true

Yes, (b) is true

Yes, both (a) and (b) are true

No, I am not

Date and Signature Confirmation

I confirm, by typing my name below and electronically submitting this form, that the information supplied herein is current and accurate. I agree to sign a printed copy if asked to do so by the recipient.

Signature (Please type in your name): *

Date: *

I agree to receive communications by email, including educational materials, product and company announcements, and community event information from Moneil Investment Group. I can unsubscribe at any time. *

Yes