What are your overall objectives for investments? *

Creating current & future income

Preserving capital

Staying ahead of inflation

Increasing returns

Building wealth for heirs

What types of investments do you currently have? (Select all that apply) *

Real Estate

Stocks

Bonds

Retirement Funds

Gold / Silver

Bitcoin / Crypto

Running Business

Other

What Investments Would You Like to Invest in? *

Multifamily/Apartments

Mobile Home Parks

Industrial/Wearhouse

Senior Assisted Living

Rent By The Room

Short Term Rental

Lease Options

Self Storage

Other Alternative Assets

What is your approximate net worth today?

Less than $1,000,000

$1,000,000 to $5,000,000

$5,000,000 to $10,000,000

$10,000,000 to $25,000,000

$25,000,000 to $50,000,000

$50,000,000 to $100,000,000

Over $100,000,000

What is your approximate annual income?

Less than $100,000

$100,000 to $200,000

$200,000 to $300,000

$300,000 to $500,000

Over $500,000

Estimated Liquid Assets (Cash in Bank, Readily Marketable Stocks/Bonds, Precious Metals)

Less than $100,000

Between $100,000 - $250,000

Between $250,000 - $500,000

Between $500,000 - $1,000,000

Over $1,000,000

Assuming we have a deal that meets your criteria, how much would you like to invest?

$25,000

$50,000

$100,000

$250,000

$500,000

Over $500,000

When will you will need liquidity from the investment:

Less than 2 years

From 2 to 5 years

From 5 to 10 years

More than 10 years

Other Considerations

First Name *

Last Name *

Email *

Phone (optional)

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