Your Form is Not Yet Complete - Step 2 of 2 *All information is kept strictly confidential In order to determine what types of properties and investment opportunities fit you best please answer the following few questions: 1. GENERAL BACKGROUND AND INVESTMENT INFORMATION If an investment opportunity became available within the next thirty to ninety days that interested you, would you have funds available for investment in (please check appropriate box or boxes): Checking, savings, bank CDs or other bank deposits. Stocks, bonds or mutual funds. Self-Directed Retirement Funds (IRA or SOLO K) Retirement Funds (not currently Self Directed that would need to be rolled over to a Self-Directed Custodian) No funds available for investment within the next 30 to 90 days. 2. INVESTMENT FUNDS AVAILABLE Should I choose at some point to make an investment with the company, the investment amount (range) I may have available would most likely be: (please check appropriate box or boxes): under $50,000 $50,000 to $100,000 $100,000 to $250,000 $250,000 to $500,000 $500,000 to $1,000,000 $1,000,000 or more 3. PRIOR INVESTMENT EXPERIENCE Please select all that apply: Rentals and Real Property Stocks which are listed on a national security exchange Mutual funds which hold a portfolio primarily of stocks Taxable bonds or other debt instruments Tax exempt bonds Partnerships, limited liability companies, corporations that invest in real estate or REITs Other types of investments not mentioned in the previous categories Submit