First Name *

Last Name *

Email *

Phone *

Have you had an existing relationship with Olivia for more than 30-days? *

Yes

Would you consider your relationship with Olivia to be substantive? *

Yes

A “Substantive Relationship” exists when the person offering an investment, knows the person investing the money, through multiple conversations, meetings, etc.

Are You a Member of any Club? *

YES

If yes, then list the club name and for how long have you been a member? Who referred you to us?

What investment role are you interested in? *

Please provide your investor category. *

Are you are a Sophisticated Investor? *

Yes

A “Sophisticated Investor” is an investor that is deemed to have sufficient knowledge and/or training and/or experience to make good investing decisions. This should include knowing how to evaluate a real estate investment to determine if it is a sound investment and to understand the risks.

Are you an Accredited Investor? *

Yes

An “Accredited Investor” is an individual that has made $200,000 a year for the last 2 years, or a couple that has made $300,000 a year for the last two year, with in each case a reasonable expectation that they will continue to made that much money, An “Accredited Investor” is an individual that has a net worth greater than $1,000,000, not including the equity in their homestead. If you have these income and/or net worth criteria met, you are an accredited investor.

What is your experience with investing in real estate? * *

No Properties (new to investing)

1-5 units (some experience)

5+ units (experienced)

What is your approximate net worth?

What is your ideal length of term on the investment? * *

Short Term - 9-12 Months

Medium Term - 1-2 Years

Long Term - 2+ Years

When are you ready to invest?** *

0 - 3 Months

4 - 6 Months

7 - 9 Months

10 - 12 Months

Are your funds readily available? *

Yes

What type of funds would you prefer to invest? *

Cash

IRA/401K

Both

If no, then when will your funds be available?

Do you have any other real estate experience, certification(s), or training? Please describe.

Are you interested in joining other real estate ventures with us, e.g., multifamily funds, etc.?

In which State do you file your IRS tax return? *

Preferred Mailing Address *

What's your occupation? *

Message

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