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Mentoring
- Syndication Mentoring Group
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About
Events
Mentoring
- Syndication Mentoring Group
Investors
Contact

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Investor Club Questionnaire

Time to complete form: five minutes.

Thank you for your interest in the “ELEVATE Investor Club”! Please complete the following form and we will talk with you soon.

Thanks!
Michael Manthei

* Your information will be kept private and we will not sell or provide your information to anyone without your expressed authorization

I understand that my answers to this questionnaire will be kept strictly confidential and will only be used to help determine if I am a qualified passive investor. *

I Understand I Do Not Understand

A copy of your answers will be emailed to you.

Got It

Home Address

City

State of Primary Residence

Occupation

Your Current Age

Investor's Preferences

The following questions help us comply with the SEC requirement that we, as investment sponsors, have personal knowledge of your investment experience and capacity. Your honest answers also help us know which opportunities may be of most interest to you.

** Completing this questionnaire does not automatically mean you are included in our Investor Club, but the information you provide will be used in our decision **

Important: This is not an offer to sell securities. This questionnaire serves to help establish a pre-existing relationship and to verify that you are qualified to invest, if we have any available offerings in accordance with the law. This questionnaire is not in contemplation of any specific offering. *

I Understand I Do Not Understand

As an investor, are you Accredited, Sophisticated, neither, or unsure? The SEC defines an "Accredited" investor as someone who earns more than $200,000 per year or $300,000 per year if filing taxes jointly with a spouse, or whose net worth exceeds $1,000,000 excluding his/her personal residence. A "Sophisticated" investor doesn't meet the above thresholds, but possesses sufficient knowledge and experience in financial and business matters to make them capable of evaluating the merits and risks of a prospective investment. *

Accredited Investor Sophisticated Investor Neither Unsure

Annual Pre-Tax Household Income (or put down "I prefer to disclose later, at the appropriate time").

Net Worth, excluding personal residence (or put down "I prefer to disclose later, at the appropriate time")

How much experience do you have in investing?

None Limited Moderate Extensive

Do you currently have any real estate investments? If so, please describe:

Have you ever invested as a PASSIVE INVESTOR in a syndication? If so, please describe:

What is your time frame to invest?

Immediately In the next six months Six Months or longer

If an attractive real estate opportunity was available, how much would you anticipate investing? (Cash, SD IRA, Solo 401k)

$25,000 $50,000 $100,000 $250,000 $500,000 $1,000,000 or more

What investment benefits are most important to you? For each benefit, choose Most, More, Less, or Least.

Capital Preservation

Most More Less Least

Capital Gains/Equity Growth

Most More Less Least

Income/Cashflow

Most More Less Least

Tax Benefits

Most More Less Least

How long do you want your money working for you?

Short Term: less than three years Intermediate Term: three to five years Intermediate to Long Term: six to ten years Long Term: more than ten years

Are there any "life events" in your investment term that would require you to withdrawal the invested capital (weddings, college tuition, major purchase, etc)? In other words, will you need to liquidate your investment?

Yes No

If you answered yes to the previous question, please describe.

How do you rate your willingness to take financial risks?

Very low Below Average Average Above Average Very High

How easily do you adapt when faced with unexpected and undesirable financial events?

Very uneasily Somewhat uneasily Somewhat easily Very easily

Do you prefer to invest in debt or equity?

Debt Equity No preference Unsure

Do you have an old or existing 401k, IRA, or other retirement account? If so, please specify.

Many of our funds are eligible for IRA and Retirement accounts. Please check this box if you are interested in learning about using retirement funds for real estate investments.

Yes

I would like to have a phone call to continue the process of joining the ELEVATE Investor Club.

Yes, I would like to connect further No thank you, I am no longer interested in this opportunity

How did you get connected to us?

Any additional comments?

About
Events
Mentoring
- Syndication Mentoring Group
Investors
Contact

About
Events
Mentoring
- Syndication Mentoring Group
Investors
Contact

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