www.beilkeinvestments.com
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Interested Investor Questionnaire
We'd like to gather some information from you to help us notify you with opportunities and projects that best suit your needs. Please fill out this questionnaire to the best of your ability.
Email *
First Name *
Last Name *
Phone Number
Home Address
Business Address
Preferred method of contact *
Phone
Email
Preferred method of correspondence
Home
Business
1. Every potential investor must have the ability to evaluate the risks of an investment, determine if the investment is a good fit, and/or consult with a professional investment advisor. Please check any of the following that apply:
I have sufficient financial and business experience and knowledge to evaluate the risks of a real estate investment
Typically, I consult with a professional investment advisor prior to making real estate investing decisions
I have experience as an investor in Partnerships, LLCs, and/or corporations that invest in real estate or REITs
I have experience as an investor in Stocks
I have experience as an investor in Mutual Funds
I have experience as an investor in Bonds or other debt instruments
I have experience as an investor in: OTHER
2. Beilke Investments offers investments to Accredited Investors only. Per Regulation D under the Securities Act, the undersigned is accredited if at least one of the following requirements are met (check every item that applies:)
Net worth (excluding personal residence) exceeding $1,000,000, individually or jointly with a spouse
Individual income exceeding $200,000, or exceeding $300,000 including a spouse's income for the previous two years with the expectation of such an income in the current year
Trust with total assets exceeding $5,000,000
Revocable trust created by an investor for his or her benefit who meets one of the first two tests above (net worth and income)
Entity in which all of the equity owners are accredited investors
3. Risk Tolerance (check one)
Conservative
Moderate
Aggresive
4. Primary Source of Income (check one)
Compensation
Investments
Other
5. Over the next 5 years, I expect my income level to:
Be the same or increase
Decrease
Other
6. Fill in the blank: I estimate real estate represents ___% of my investment portfolio (excluding my personal residence)
7. I am interested in opportunities where I can invest:
$50,000 or less
$50,000 to $100,000
$100,000 to $200,000
$200,000 to $300,000
$300,000 to $500,000
$500,000 to $1 million
$1 million to $5 million
$5 million or more
8. My net worth is:
$1 million or less
$1 million to $2.5 million
$2.5 million to $5 million
$5 million to $10 million
$10 million to $25 million
$25 million to $50 million
$50 million or more
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