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Are you comfortable with illiquid investments that may require a 3-7 year holding period?
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Yes
No
Are you an accredited investor?
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Yes
No
Have you invested in a real estate syndication before?
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Yes
No
How much capital do you have available to invest in private real estate opportunities?
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Less than $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000+
What is your primary investment goal?
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Passive income
Long-term wealth growth
Portfolio diversification
Tax advantages
Do you have experience investing in real estate, stocks, or private market opportunities?
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Yes, I have significant experience
Some experience but still learning
No experience
What is your preferred investment timeframe?
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1-3 years
3-5 years
5+ years
