Potential Investor Questionnaire

JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

This short form was created to assist in tracking investor interest level in multifamily investment opportunities. Your submission does not bind you in any way. Full details on the investment including a business plan, PPM, subscription, and operating agreement will be disclosed prior to any request for any commitments.

First Name *

Last Name *

Email Address (where the PPM will be sent) *

Contact Number *

State of Residence *

I am an active Lifestyles Unlimited PIG member in good standing. *

Yes

No, but I have invested with you before

No, my membership has lapsed

No, I resigned or had my membership terminated

I have fully completed the Lifestyles Unlimited Core and Passive Investor training, and obtained by Passive Investor Certificate. *

Yes

In Progress

What are your primary investment objectives? *

Asset Appreciation

Cash Flow

Either

I intend to invest: *

In my own name as an individual or couple (ie. husband and wife)

Via an LLC

How much will you be investing in a multifamily opportunity? (minimum 50K) *

Are you an Accredited Investor? *For details please visit the SEC website to see the definition of an accredited investor: https://www.investor.gov/additional-resources/news-alerts/alerts-bulletins/updated-investor-bulletin-accredited-investors *

Yes

I am interested in being considered as a KP? We typically set aside a small amount of our override to give KPs an extra return for signing on the note. In other words, as a KP you can get greater returns. *

Yes

If you answered yes to being considered as a KP, what is your approximate net worth?

If you answered yes to being considered as a KP, what is the value of your liquid assets? This is the amount of assets in cash, stocks, or bonds or anything else that can be easily and without penalty converted to cash. Please exclude retirement accounts unless you are already able to withdraw them without penalty.

Questions or Comments

Submit

Clear form

Never submit passwords through Google Forms.

This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy

Forms