Investor Readiness Assessment
Welcome to our Investor Readiness Assessment! By completing this assessment, you'll assess your readiness to invest in multifamily syndication opportunities. Your responses will help us understand your investment goals, preferences, and readiness level, allowing us to provide tailored guidance and resources to support your investment journey.
Please take a few moments to answer the following questions thoughtfully. Your input is valuable to us, and all information provided will be kept confidential. Shortly after completion, you'll receive an email with personalized feedback and resources based on your responses.
Contact Information
I agree to terms & conditions provided by the company. By providing my email, I agree to receive email communication from the business.
Investment Experience
Investment Goals
Investment Preferences
Financial Capacity
An accredited investor is defined as someone who has:
Earned income exceeding $200,000 ($300,000 for joint income with spouse) in each of the past two years, with the expectation of earning the same or higher income in the current year, OR
A net worth exceeding $1 million, either individually or jointly with a spouse, excluding the value of their primary residence.
