Step 2: Contact Details

Full Name

Phone *

Email *

Organization

Step 3: Address

Address

City

State

Postal code

Step 4: Previous Investment History

Which of the Following Investments Have You Made in the Past?

Directly-owned rental properties

REITS

Private equity funds

Crowdfunding

Direct Investments with operators

None

Step 5: Financial Situation

The Securities & Exchange Commission (SEC) only allows accredited or sophisticated investors to passively invest in group apartment investments.

What is your approximate net worth?

What type of investor are you?

I am a accredited investor

I am a sophisticated investor

How do you qualify as an sophisticated investor?

Please select what best describes you

How do you qualify as an accredited investor?

Please select the option that applies.

Step 6: Investment Type

How much capital are you looking to invest?

What is the potential dollar amount of your initial investment?

What is your desired investment term? *

What type of investments are you interested in?

Self storage

Multi-family

Single-family

Senior living

Hospitality

Triple net lease

Mixed use

New development

What is the minimum annual return you are looking for?

Amount

How soon are you looking to invest?

Step 7: Investment Tolerance

What is important to you in an investment? Check all that apply

I am looking to diversify my assets and lower portfolio risk

I am hoping to achieve a higher rate of return

I would like to build more passive income and cash flow

I am seeking tax benefits and ways to lower my taxes

Describe your risk-return profile

Thank you for taking the time to complete this investor sustainability questionnaire.

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