Name
Date
Email
Address
Phone
Description or Address of Property You’re Interested In (If Applicable):
Number of Shares / Units You’re Applying For (If Applicable):
Type of Investor
Active InvestorPassive InvestorBoth Active and Passive Investor
Active Investor: You actively find, negotiate, and develop your own real estate deals.
Passive Investor: You primarily invest money in deals, and receive passive income.
Which Best Describes Your Investment Experience?
Beginner (3 deals or less)Intermediate (4-10 deals)Advanced (10+ deals)
Please Briefly Describe Your Real Estate and/or General Investing Experience:
Representations and Warranties:
Please check the appropriate box in either Section a or Section b below:
a. Accredited Investor
I am an Accredited Investor by virtue of the fact that I meet one of the following definitions:
I am a natural person whose individual net worth or joint net worth with my spouse, at the time of the purchase of the Units, exceeds One Million Dollars ($1,000,000), excluding consideration of equity in my primary residence and after having deducted any negative equity in my primary residence or any indebtedness that I have incurred on my primary residence within the sixty (60) days prior to subscribing to this Offering; orI am a natural person who had individual income in excess of Two Hundred Thousand Dollars ($200,000) in each of the two (2) most recent years or joint income with my spouse in excess of Three Hundred Thousand Dollars ($300,000) in each of those years and has a reasonable expectation of reaching the same income level in the current year; orWe are a bank, insurance company, registered investment company, business development company, or small business investment company; orWe are an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of Five Million Dollars ($5,000,000); orWe are a charitable organization, corporation, or partnership with assets exceeding Five Million Dollars ($5,000,000); orWe are a business in which all the equity owners are Accredited Investors; orWe are a trust with assets in excess of Five Million Dollars ($5,000,000) that was not formed to acquire these Units; orI am a director, executive officer, member of the management team, or a general partner of the company selling the securities (this box is for Class B Members who are contributing services to the Company).
b. Sophisticated Investor
I am not an Accredited Investor but I meet the definition of a “Sophisticated Investor” as defined by the SEC because either (CHECK ONE):
I have such knowledge and experience in financial matters that I am capable of evaluating the merits and risks of an investment, orMy Professional Advisor has such knowledge and experience and is guiding me and providing investment advice.
What is Your Occupation or Type of Business?
Do You Hold Any Type of Professional Designations or Licenses? (i.e., Realtor, CPA, CFP, Attorney, MBA, CCIM, GRM, etc.)
What Books, Courses, or Seminars/Workshops Have you Read or Taken on Real Estate or General Investing?
Is There Anything Else You'd Like us to Know?
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