Step 1 of 2: (3 minutes)

We need some quick information to ensure we can serve you best. This brief application helps us:

First Name *

Last Name *

Phone *

Email *

Are You an Accredited Investor? *

YES

NO

What best describes your current professional situation? *

Corporate Professional

Entrepreneur/business owner

Professional (doctor, lawyer, etc)

Full Time Real estate investor

Private Equity Investor

Broker

Full Time Investor

Retired

Other

What is your investment experience? (Select all that apply) *

Financial Advisor Manages My Investments

Stock Trading - Do It Myself

Commercial Real Estate Investing

Residential Real Estate Investing/House Flipping

Bonds

Trust deeds/private mortgages

IRA/SoloK

Mutual funds, stocks, or 401K

Cryptocurrency

None

What are your primary goals for investing? (Select all that apply) *

Build long-term wealth

Generate passive income

Diversify my portfolio

Minimize taxes

Protect against market volatility

All of the Above

Are you Looking to Invest $50,000 or More? *

$10,000 - $25,000

$25,000 - $50,000

$50,000 - $100,000

$100,000 - $250,000

$250,000 - $500,000

$500,000+

None