Thinking About Investing?

Discover If Our Investments Are Right for You

1. What best describes your investor status?

I'm an accredited investor

I'm a sophisticated investor with prior real estate experience

I'm new to investing and unsure of my status

2. How much capital are you looking to deploy in the next 3–6 months?

$100,000 or more

$50,000–$99,000

Less than $50,000

3. What’s your primary investment goal?

Long-term wealth & passive income

Diversification outside of the stock market

Quick returns or short-term gains

4. What is your preferred length of time for an investment?

5+ years

2–5 years

Less than 2 years

5. What best describes your experience with real estate investing?

I’ve invested in syndications, funds, or private placements

I’ve owned rentals or invested in REITs

I’ve never invested in real estate

6. How involved do you want to be in managing your investments?

Completely passive — I prefer hands-off

Somewhat passive — I like visibility but no control

I want to be hands-on and involved

7. When are you looking to make your next investment?

Within the next 30–60 days

Within the next 3–6 months

I’m not sure yet

8. How comfortable are you with illiquid investments (capital tied up for 3–5+ years)?

Very comfortable

Somewhat comfortable

Not comfortable

9. What best describes your risk tolerance?

I want stable returns with upside

I prefer safety over growth

I want high returns, even with higher risk

10. Would you be open to investing through an entity, trust, or SDIRA?

Yes — I already do

Possibly, if it makes sense

No — I only invest personally

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