First Name
Last Name
Phone
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Email
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Accreditation Status
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Accredited (Net worth over $1M excluding primary residence, or income over $200k/$300k joint)
Sophisticated (Not accredited, but I have investing experience)
I'm not sure / Neither
Investment Goals
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Cash flow / Passive income
Long-term appreciation
Tax benefits
Diversification
Investment Capacity (If the right opportunity presented itself tomorrow, what is your comfortable investment range?)
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$25k - $50k
$50k - $100k
$100k - $250k
$250k+
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Briefly describe your current real estate or alternative investment experience.
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