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Term & Conditions
Let's Discuss the Opportunity
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Name
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Email
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Phone
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City and State:
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Are you an accredited investor? (Yes/No)
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Yes
No
ℹ️
Accredited Investor Criteria per the SEC (Securities Exchange Commission)
An Accredited Investor is defined by the SEC as someone who meets at least one of these criteria:
For Individuals:
Earned annual income exceeding $200,000 individually (or $300,000 combined with a spouse) in each of the prior two years, and reasonably expects the same level this year.
OR
Has a net worth exceeding $1 million, individually or jointly with a spouse, excluding the value of their primary residence.
For Entities:
Trusts, LLCs, or corporations with total assets exceeding $5 million (not formed specifically to purchase securities).
Certain financial institutions or investment companies.
Entities in which all equity owners are accredited investors.
Will this investment be personal or through a business/entity?
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(Personal/Business—If business, please provide entity name.):
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Type of Investment Funds
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Cash
Self-directed 401k
Trust
Others
Desired Investment Amount
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$50k–$100k
$100k–$500k
$500K - $1M+
When will your investment funds be available?
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Immediately
Within 30 days
30–90 days
90+ days
How did you hear about us?
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Podcast
Referral
Web Search
Social Media
Other
Have you invested in real estate previously? If so, briefly describe your experience or types of investments you've participated in
What specific goals or objectives do you have for this investment?
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cash flow
capital preservation
tax benefits
Do you have any additional questions or comments for our team?
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