You may also download the Accredited Investor Form. (Note: In order to download the Form, you will need Adobe Acrobat Reader, which can be downloaded from here.)
All fields are required unless marked optional.
For an Individual, please read carefully items 1, 2 and 3, and check ALL items that apply.
For a Partnership, Limited Liability Company or Corporation, please read carefully items 4 and 5, and check ALL items that apply.
For a Revocable Trust, please read carefully items 6, 7 and 8, and check ALL items that apply.In addition, please have the Grantor of the Trust complete as an individual a separateAccredited Investor Suitability Form.For an Irrevocable Trust, please read carefully items 7 and 8, and check ALL items that apply.
If NONE of the items 1 through 8 apply, please check the box below:
For Overall Investment Objectives and Real Estate Objectives, rank with a different number from 1 through 4 for each item, with “1” being the highest priority. Please do not repeat the same number rank.
Note: Additional information may be required including a form of personal identification.
Submission of this form is equivalent to a written signature.
By checking this box and typing my name below, I am electronically signing my application.
Is all information above accurate? ❯