Get_Started_Beilke_Investments | Beilke Investments

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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:

8. My net worth is: